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Voices/Bloomberg Podcasts/Zitron: "Everyone Has Been Sold a Lie" on AI

Bloomberg Podcasts

Bloomberg Podcasts

@bloombergpodcasts·503K subscribers·32.4K videos

Zitron: "Everyone Has Been Sold a Lie" on AI

Posted

July 31, 2026

Views

297,834

Likes

5,354

Comments

1,478

Engagement

2.29%

Zitron: "Everyone Has Been Sold a Lie" on AI · Bloomberg Podcasts · Sentinel

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YouTube Description

as posted by the channel

Following earnings this week that saw tech giants like Microsoft and Amazon report aggressive AI spending plans, EZ Primary Research CEO Ed Zitron gives his more skeptical take on the industry. In speaking about OpenAI and Anthropic Zitron argues "everyone is buying into these stocks because they believe all of that CapEx is going towards diverse and spread out AI demand, when in fact, what it's actually doing is helping create infrastructure for two unprofitable, unsustainable companies."

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