Monologue: AI's Compute Demand Story Is A Lie

About this episode

Ed Zitron discusses the misleading narrative around AI's compute demand and its impact on the industry.

In this week's Better Offline monologue, Ed Zitron runs through how 70-80% of Amazon and Microsoft’s AI revenue and capacity is taken up by OpenAI and Anthropic, and how capacity constraints across the industry are a result of hyperscalers sacrificing their infrastructure to the least-profitable startups of all time. Premium newsletter out later today - AI’s Demand Story Is A Lie - save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1 YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to  https://cottonbureau.com/people/better-offline and use code  FREE99 for free shipping on orders of $99 or more. --- LINKS: https://www.tinyurl.com/betterofflinelinks Newsletter: https://www.wheresyoured.at/ Reddit: https://www.reddit.com/r/BetterOffline/   Discord: chat.wheresyoured.at Ed's Socials: https://twitter.com/edzitron https://www.instagram.com/edzitron https://bsky.app/profile/edzitron.com https://www.threads.net/@edzitron Email Me: ez@betteroffline.com See omnystudio.com/listener for privacy information.

People in this episode

Host: Ed Zitron

Topics covered

• AI
• technology
• compute demand
• hyperscalers
• infrastructure
• startups

Keywords

• AI revenue
• capacity constraints
• hyperscalers
• OpenAI
• Anthropic
• Amazon
• Microsoft

Mentioned in this episode

Organizations: OpenAI, Anthropic, Amazon, Microsoft

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