Concentration Risk
“AGI has arrived” makes a great headline. A trillion dollars of compute commitments makes a much harder spreadsheet. The question hanging over this boom is simple: who ultimately pays for all this capacity, and with what cash flow?
AGI as a moving target
Revenue concentration behind the boom
The compute reset wall
Circularity and the backlog story
Where end-user demand stands
What would break the narrative
Source:
Ed Zitron's Where's Your Ed At — Concentration Risk
This podcast was created with Podkey. Make your own at https://podkey.fm
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.