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Zitron Squeeze · Yesterday · 8 min

Concentration Risk

“AGI has arrived” makes a great headline. A trillion dollars of compute commitments makes a much harder spreadsheet. The question hanging over this boom is simple: who ultimately pays for all this capacity, and with what cash flow? AGI as a moving target Revenue concentration behind the boom The compute reset wall Circularity and the backlog story Where end-user demand stands What would break the narrative Source: Ed Zitron's Where's Your Ed At — Concentration Risk This podcast was created with Podkey. Make your own at https://podkey.fm

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“AGI has arrived” makes a great headline. A trillion dollars of compute commitments makes a much harder spreadsheet. The question hanging over this boom is simple: who ultimately pays for all this capacity, and with what cash flow?

  • AGI as a moving target
  • Revenue concentration behind the boom
  • The compute reset wall
  • Circularity and the backlog story
  • Where end-user demand stands
  • What would break the narrative

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This podcast was created with Podkey. Make your own at https://podkey.fm

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