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Cross posted from https://sh.itjust.works/post/65157881

“If 70% of AI revenues are these two companies, there is no AI industry.”

Writer of Where’s Your Ed At and the host of the Better Offline podcast Ed Zitron joins The Tech Report’s Isaac Pound to talk about the state of the AI industry as it’s revealed that over two thirds of hyperscaler AI revenue is coming from two companies.

  • aesthelete
    5·
    12 days ago

    No high level manager is running fucking Claude code. It’s too much like an actual job to run these things.