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Stephen Ju

Mentioned in 1 analyzed podcast episode across 1 show

Appears On

Episode Appearances

Better Offline · Aug 5, 2026

The AI Demand Bubble with Ed Elson

“His June estimate that 27-44% of Google Cloud revenues come from OpenAI and Anthropic is cited as a key data point.”

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