Monologue: Concentration Risk
Notes de l’épisode
In this week's Better Offline monologue, Ed Zitron runs through how 80% of Anthropic and OpenAI’s enterprise revenues come from the top 1% of its customers, and how the entire AI bubble is a series of different concentration risks supported by venture capital and debt.
Newsletter: https://www.wheresyoured.at/hyperscale-normalization/
Ramp Data: https://www.reddit.com/r/BetterOffline/comments/1w5i9t4/ramp_80_of_openai_and_anthropics_enterprise/
Terrible Groundbreaker piece: https://www.groundbrkr.com/p/the-teaser-period-why-the-ai-boom - please note that many of the numbers in this piece are wrong and it’s written by Claude, but the overall thesis is useful.
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