<p>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.<br><br>Newsletter: https://www.wheresyoured.at/hyperscale-normalization/<br>Ramp Data: https://www.reddit.com/r/BetterOffline/comments/1w5i9t4/ramp_80_of_openai_and_anthropics_enterprise/<br>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.<br><br>Save $10 off a year of my premium newsletter: <a href="https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1">https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1</a></p> <p>YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to <a href="https://cottonbureau.com/people/better-offline">https://cottonbureau.com/people/better-offline</a> and use code <strong>FREE99</strong> for free shipping on orders of $99 or more.</p> <p>---</p> <p>LINKS: <a href="https://www.tinyurl.com/betterofflinelinks">https://www.tinyurl.com/betterofflinelinks</a></p> <p>Newsletter: <a href="https://www.wheresyoured.at/">https://www.wheresyoured.at/</a></p> <p>Reddit: <a href="https://www.reddit.com/r/BetterOffline/">https://www.reddit.com/r/BetterOffline/</a> </p> <p>Discord: <a href="https://discord.com/invite/QUUQUP9szv">chat.wheresyoured.at</a></p> <p>Ed's Socials:</p> <p><a href="https://twitter.com/edzitron">https://twitter.com/edzitron</a></p> <p><a href="https://www.instagram.com/edzitron">https://www.instagram.com/edzitron</a></p> <p><a href="https://bsky.app/profile/edzitron.com">https://bsky.app/profile/edzitron.com</a></p> <p><a href="https://www.threads.net/@edzitron">https://www.threads.net/@edzitron</a></p> <p>Email Me: <a href="mailto:ez@betteroffline.com">ez@betteroffline.com</a></p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>
