Monologue: We Live Inside A Dream, But Who Is The Dreamer?

Podcast · ~13 min · Podcast

• Argues mainstream media obscures how much of Microsoft’s, Google’s, and Amazon’s cloud growth is concentrated in spending by Anthropic and OpenAI specifically, rather than broad-based enterprise AI demand.
• Frames this concentration as a reporting gap that masks the scale of economic disruption facing workers if that spending doesn’t hold.
• Continues Zitron’s throughline connecting hyperscaler capex concentration to fragility in the broader AI investment story.