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Monologue: The Pale Horsemen Arrive

By Alexis Dufresne Published August 8, 2026 at 03:12 UTC

Summary

Ed Zitron @edzitron.com: Here's this week's Better Offline monologue. 70% or more of hyperscaler AI revenues are from Anthropic and OpenAI's compute spend and reven… →
Chris Marsden @chrismarsden.bsky.social amplified

Ed Zitron @edzitron.com

Here's this week's Better Offline monologue. 70% or more of hyperscaler AI revenues are from Anthropic and OpenAI's compute spend and revenue shares. Without two unsustainable AI labs, the era of hypergrowth is coming t…
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Original headline: Monologue: The Pale Horsemen Arrive