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Big Tech Q2 Earnings Analysis and Distortion

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Better Offline · Aug 5, 2026

The AI Demand Bubble with Ed Elson

Circular Financing Between Hyperscalers and AI Labs OpenAI and Anthropic Revenue Concentration Risk Unrealized Equity Gains Inflating Net Income GAAP Accounting Inconsistencies in AI Investment Reporting AI Compute Demand Bubble and Overbuilding