BUZZING· 74%54m·2026-08-05·TechnologyThe AI Demand Bubble with Ed Elson
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…
Active swarm energy. Strong reception, real community buzz.
- Platform
- 62%
- Community
- 75%
- Value
- 90%
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
- No reviews yet — be the first.
What people are saying
“they're putting their eds together”
“Finally, another episode of 2 Ed’s are better than one”
“I bought a pickle worth $200 for 10¢, my income from this is therefore $200”
“How dare the algorithm hide this from me for 13 seconds”
Similar episodes from other shows
More like Better Offline →
75%Aswath Damodaran: Big Tech Has No Idea How AI Pays Off
77%Is A.I. A Massive Lie? | Ed Zitron
77%How Much Would an AI Crash Destroy?
72%The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.