Monologue: OpenAI Could Kill SoftBank and Oracle
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What's up? It's Better Offline, and I'm your host, Ed Zetron. It's your Better Offline monologue for the week.
Better Offline.
Folks, it's been a long few months, and I've taken the vast majority of this week off to recover after writing about 100,000, 200,000 words in the last few months, not even including my upcoming book, The Hater's Guide to Silicon Valley, coming out in 2027. If you want to support my work, I'm currently doing a week-long sale for the premium newsletter, $10 off the annual rate for life. That'll be in the notes. Please do, if you feel like supporting me, do that. Newsletters and the podcast are now my... by principal source of income. It's happened. The era of smiles has begun. Join me and receive the bounties of words every week, except this one as I'm taking the week off. So let's begin. And I wanted to start by saying how you, the listener, might help me.
First of all, my signal is ezetron.76. The things I'm looking for right now that would help me are Anthropix S1 or any and all documentation of its cloud spend and financial condition, especially if you can get me something from Amazon Web Services or Google Cloud that shows me how much this company is spending. That'd be very, very helpful to me. as would any and all information about the AI revenues of any major tech company that aren't public knowledge, and any and all information about the cloud spend of OpenAI, Anthropic, Perplexity, or any other major AI startup, and of course, any of the financials of any AI startup you can get me. The same goes for token spend at any corporation – Please use Signal.
Please take photos of any documents. Do not send me PDFs. Do not send me documents for your safety and for mine.
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