35 points | by mapping365 an hour ago
6 comments
What about Google and Amazon I wonder ?
How much of their cloud/AI revenue is organic reflecting actual business usage, and how much from Anthropic, especially for Amazon ?
It's all fugazi.
Fuhget about it.
The AI ouroboros. This is going to crash like Enron.
Gift link: https://www.bloomberg.com/news/articles/2026-08-05/microsoft...
It’s a little worrying when larger news outlets start picking up on what Zitron has been saying:
https://www.wheresyoured.at/the-ai-demand-bubble/
AI as a tool is useful and will stick around but the funding acrobatics along with 0 moat is going to end with some major losers.
What about Google and Amazon I wonder ?
How much of their cloud/AI revenue is organic reflecting actual business usage, and how much from Anthropic, especially for Amazon ?
It's all fugazi.
Fuhget about it.
The AI ouroboros. This is going to crash like Enron.
Gift link: https://www.bloomberg.com/news/articles/2026-08-05/microsoft...
It’s a little worrying when larger news outlets start picking up on what Zitron has been saying:
https://www.wheresyoured.at/the-ai-demand-bubble/
AI as a tool is useful and will stick around but the funding acrobatics along with 0 moat is going to end with some major losers.