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SCOUT· 69%54m·2026-08-05·Technology
SCOUT· 69%54m·2026-08-05·TechnologyThe AI Demand Bubble with Ed Elson
Better Offline
In this week's Better Offline, Ed is joined by Prof G Markets’ Ed Elson to talk about the recent slew of tech earnings, how analyst estimates show that 70% of Microsoft, Google and Amazon’s AI revenues come from OpenAI and Anthropic, and the logical endpoint of his AI bubble thesis. Save $10 off a year of my premium…
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