In this week's Better Offline monologue, Ed Zitron runs through how 70-80% of Amazon and Microsoft&rsquo;s AI revenue and capacity is taken up by OpenAI and Anthropic, and how capacity constraints across the industry are a result of hyperscalers sacrificing their infrastructure to the least-profitable startups of all time.Premium newsletter out later today - AI&rsquo;s Demand Story Is A Lie - save $10 off a year of my premium newsletter: <a href="https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1">https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1</a> YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to&nbsp;<a href="https://cottonbureau.com/people/better-offline">https://cottonbureau.com/people/better-offline</a> and use code&nbsp;FREE99 for free shipping on orders of $99 or more. --- LINKS: <a href="https://www.tinyurl.com/betterofflinelinks">https://www.tinyurl.com/betterofflinelinks</a> Newsletter: <a href="https://www.wheresyoured.at/">https://www.wheresyoured.at/</a> Reddit: <a href="https://www.reddit.com/r/BetterOffline/">https://www.reddit.com/r/BetterOffline/</a>&nbsp; Discord: <a href="https://discord.com/invite/QUUQUP9szv">chat.wheresyoured.at</a> Ed's Socials: <a href="https://twitter.com/edzitron">https://twitter.com/edzitron</a> <a href="https://www.instagram.com/edzitron">https://www.instagram.com/edzitron</a> <a href="https://bsky.app/profile/edzitron.com">https://bsky.app/profile/edzitron.com</a> <a href="https://www.threads.net/@edzitron">https://www.threads.net/@edzitron</a> Email Me: <a href="mailto:ez@betteroffline.com">ez@betteroffline.com</a>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

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