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Zitron Squeeze · August 12 · 8 min

Don't Look Up

A lot of the AI story still gets told through stock charts, capex totals, and vibes. The harder question is whether there are enough real customers, at real prices, to justify what everybody is building. Revenue concentration Demand versus capacity How the growth story got framed Circular financing questions What breaks if the labs slow down Source: Ed Zitron's Where's Your Ed At — Don't Look Up This podcast was created with Podkey. Make your own at https://podkey.fm

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A lot of the AI story still gets told through stock charts, capex totals, and vibes. The harder question is whether there are enough real customers, at real prices, to justify what everybody is building.

  • Revenue concentration
  • Demand versus capacity
  • How the growth story got framed
  • Circular financing questions
  • What breaks if the labs slow down

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

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