Ed Zitron calls AI bubble 'catastrophic'; replies say customer concentration still has room to grow
DuaneJRich · x · 2026-09-03
Ed Zitron argues the AI bubble rests on a few hundred companies funding two vendors, which in turn justify five companies' spending with one, and sees no easy reversal. A rebuttal notes that selling to few customers is common in B2B and the small base could mean substantial room to grow.
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