In this week's Better Offline monologue, Ed Zitron runs through how 80% of Anthropic and OpenAI&rsquo;s enterprise revenues come from the top 1% of its customers, and how the entire AI bubble is a series of different concentration risks supported by venture capital and debt.Newsletter: https://www.wheresyoured.at/hyperscale-normalization/Ramp Data: https://www.reddit.com/r/BetterOffline/comments/1w5i9t4/ramp_80_of_openai_and_anthropics_enterprise/Terrible Groundbreaker piece: https://www.groundbrkr.com/p/the-teaser-period-why-the-ai-boom - please note that many of the numbers in this piece are wrong and it&rsquo;s written by Claude, but the overall thesis is useful.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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