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Ed Zitron
@edzitron.com

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.

Mark Roberts
@gromitroberts.bsky.social

I've noticed that you are now able to be much less tactful in your interviews of late and feel much more comfortable telling the truth to mainstream news outlets without any softening. Good.

Mark Roberts
@gromitroberts.bsky.social

In (mainstream media) interviews in the past you've seemed to be trying to gently introduce people to the idea that the emperor has no clothes. Whereas in outlets like the Tech report, you've basically been shouting it. You now seem to be more forthright everywhere. At least that's my impression.