The AI Demand Bubble with Ed Elson
Big Tech's recent earnings reports from Microsoft, Amazon, Google, and Meta mask a deeper structural crisis in the AI economy. While revenue and net income numbers appear strong, much of the growth is artificially inflated by unrealized gains from stakes in AI startups like OpenAI and Ant
Sign up to read the full summary
Free AI-powered recaps of every episode, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.
Guest
Ed Elson
conversational on Better Offline
Mentions
Books, people, and resources mentioned in this episode.
People
Companies
Topics
Listen to This Episode
More from Better Offline
Monologue: We Live Inside A Dream, But Who Is The Dreamer?
Why AI Has No ROI with Paul Kedrosky
The Enshittifinancial Crisis: Part Two
Monologue: OpenAI Could Kill SoftBank and Oracle
Monologue: The Pale Horsemen Arrive
Monologue: AI's Compute Demand Story Is A Lie
Related episodes
From other shows on similar topics.
The Man Who Calls BS On AI: AI Is The World’s Greatest SCAM, And They All Know It! | Ed Zitron
The Diary Of A CEO with Steven Bartlett
Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One
Odd Lots
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom
All-In with Chamath, Jason, Sacks & Friedberg
Is There an A.I. Bubble? And What if It Pops?
The Daily
Who Cares About Consumer AI
The AI Daily Brief: Artificial Intelligence News and Analysis
25-Year Old AI Hedge Fund Prodigy Wiped Out & Jersey Mike’s Goes Public
Morning Brew Daily
Get summaries like this every morning.
Free AI-powered recaps of Better Offline and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.