Monologue: The Pale Horsemen Arrive

Speaker 1: Media, and I looked in Behold a Pale Horse, and Speaker 1: the writer's name was the Smiling Man. Speaker 1: This week I put out one of my most consequential Speaker 1: newsletters of all time, called the AI Demand Bubble, pulling Speaker 1: together multiple distinct financial analyst notes from Wells Fargo, Barclay's, Speaker 1: and UBS that directly estimated that seventy percent or more Speaker 1: of t

It goes beyond the title with direct discussion of speaker, open, twenty, including: This is your Speaker 1: weekly Better Offlying monologue, and I'm your host ed Zitron.

1. 01Speaker 1: For some context, Microsoft has spent twenty six point one Speaker 1: three billion dollars in capital expensires since the beginning of Speaker 1: twenty twenty two
2. 02And other than getting to have the Speaker 1: swagger of someone who just laid out a seven thousand Speaker 1: worth thesis founded in deep research and hard numbers, only Speaker
3. 03Speaker 1: Microsoft has spent over two hundred billion dollar dollar and Speaker 1: that's not including the thirteen billion and it invested in Speaker 1: open ai or the losses i