Don't Look Up
wheresyoured.at
August 11, 2026
40 min read
🔥🔥🔥🔥🔥
44/100
Summary
A premium newsletter is available for $70 a year or $7 a month, offering weekly content ranging from 5,000 to 18,000 words. The newsletter includes detailed analyses of NVIDIA, Anthropic, and OpenAI's finances, as well as insights into the AI bubble and guides on private credit and equity.
Key Takeaways
- UBS estimates that Anthropic and OpenAI's compute spending will account for 48% of all Google Cloud revenues next year.
- OpenAI is projected to contribute 70% or more of Microsoft’s AI revenues for Fiscal Year 2026, amounting to a $24.1 billion impact.
- The future growth of Google, Microsoft, and Amazon is contingent on Anthropic and OpenAI spending over $200 billion by 2027, requiring $250 billion to $300 billion in funding.
- Profit margins in AI are higher the further removed from the end user, raising concerns about the sustainability of current spending levels without adequate return on investment for end customers.
Community Sentiment
Positives
- Zitron provides compelling numbers that back his theories, making it tough for detractors to offer equally strong counterarguments.
- AI companies are making money, and large purchase negotiations can be renegotiated if necessary, which suggests resilience in the industry.
Concerns
- The author's arguments are convoluted and repetitive, leading to frustration and a loss of clarity on the key points.
- Critics argue that the AI industry's promises are built on shaky ground, with no clear path for increasing demand amid rising costs.
