Aug 5, 2026 · 54 min · 24 segments
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…
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“Wait until you hear these staggering percentages”
“Microsoft's books reveal an unexpected gut-punch”
“First, the truth behind those blockbuster earnings”
“Next, the peril of one-customer dependency”
“Questioning the infallibility of Silicon Valley”
“A vivid metaphor explains tech's midlife crisis”
