The 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 newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1 - I’d be so grateful!  Ed Elson’s Newsletter: [simplyput.profgmedia.com](simplyput.profgmedia.com)  Ed Elson’s Twitter: [x.com/edels0n](x.com/edels0n)  Ed Elson’s Show: [youtube.com/@ProfGMarkets](youtube.com/@ProfGMarkets) YOU CAN NOW BUY BETTER OFFLINE MERCH! go to https://cottonbureau.com/people/better-offline use **FREE99** for free shipping on orders of $99 or more.  \--- LINKS: https://www.tinyurl.com/betterofflinelinks Newsletter: https://www.wheresyoured.at/ Reddit: https://www.reddit.com/r/BetterOffline/  Discord: chat.wheresyoured.at Ed's Socials: https://twitter.com/edzitron https://www.instagram.com/edzitron https://bsky.app/profile/edzitron.com https://www.threads.net/@edzitron Email Me: [ez@betteroffline.com](mailto:ez@betteroffline.com) See omnystudio.com/listener for privacy information.