Appears On
Episode Appearances
Better Offline · Jul 24, 2026
Monologue: What The Hell Are The Hyperscalers Doing?
“Upcoming guest on Better Offline to discuss AI mania and its cult-like effect on global decision-making.”
Hyperscaler AI CapEx spending and ROI analysisGoogle Cloud revenue attribution to AnthropicMicrosoft Azure dependency on OpenAI revenue
View AnalysisBetter Offline · Jul 22, 2026
The Cult of the Ultra-Wealthy with Ed Elson
“Mentioned as an upcoming guest whose research shows AI scepticism is being penalised inside organisations.”
SpaceX IPO valuation and financial fundamentalsWall Street underwriter conflicts of interest in equity researchGlobal Research Analyst Settlement termination by SEC (December 2025)
View Analysis