The AI Demand Bubble
A lot of the AI economy starts looking strange once you ask a boring question: who is actually paying for all this? If the answer is basically two companies, then the story shifts from explosive broad demand to concentrated financial dependency.
Revenue concentration
Capex versus actual demand
The circular funding question
Is there real demand beyond the labs
Disclosure and narrative framing
Debt, balance sheets, and second-order risk
Why NVIDIA is part of the same story
What actually seems most supported
Source:
Ed Zitron's Where's Your Ed At — The AI Demand Bubble
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