The AI Industry Is Losing
A lot of the AI story still gets told like demand is infinite and financing is somebody else's problem. The more interesting question is what happens if the spending assumptions are even a little bit wrong.
The trillion-dollar premise
Are data centers being overbuilt
What AI revenue actually means
OpenAI and Anthropic economics
Oracle and SoftBank concentration risk
Monetization versus infrastructure spend
Systemic risk and second-order effects
The human cost of always-on AI
Source:
Ed Zitron's Where's Your Ed At — The AI Industry Is Losing
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