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Ross Sandler

Mentioned in 1 analyzed podcast episode across 1 show

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Episode Appearances

Better Offline

Better Offline · Aug 5, 2026

The AI Demand Bubble with Ed Elson

His March estimate that 73% of Amazon's AI revenues come from OpenAI and Anthropic is a central data point in the episode.

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