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Had a great time on CNBC talking OpenAI’s sovereign wealth fund play, AI ROI, the capex bubble, and how the tech industry has run out of hypergrowth ideas. www.cnbc.com/video/2026/0...

cnbc.comEZ Primary Research CEO lays out his bear case for OpenAI and AnthropicEd Zitron, CEO at EZ Primary Research, joins 'Squawk on the Street' to discuss OpenAI, Anthropic and more.

Ed Zitron@edzitron.com

Will be live on CNBC at around 10:15am talking about the AI bubble, OpenAI floating government ownership, AI ROI and more.

Rer

@reruro.bsky.social

2 July

I'm surprised no one vehemently pushed back against you and let you have a calm rational discussion on CNBC. Wild.

Ed Zitron

@edzitron.com

They were lovely and had great questions!

2/7/26, 3:17 pm0 reposts40 likes

Rer

@reruro.bsky.social

2 July

As an aside, loved you on Breaking Points man. Really thought you nailed that interview.

Rer

@reruro.bsky.social

2 July

Color me genuinely surprised but also thrilled for you. Maybe the mainstream press is *finally* realizing they've been duped this whole time and need to get ahead of the curve back to reality. Guess we'll see!