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Michael Turin

Mentioned in 1 analyzed podcast episode across 1 show

Appears On

Episode Appearances

Better Offline

Better Offline · Aug 5, 2026

The AI Demand Bubble with Ed Elson

His estimates on Microsoft's AI revenue concentration and Copilot projections are cited to illustrate the demand problem.

Big Tech Q2 Earnings Analysis and DistortionCircular Financing Between Hyperscalers and AI LabsOpenAI and Anthropic Revenue Concentration Risk
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