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Comment on 70% of AI revenue comes from OpenAI and Anthropic [video]parent

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Everyday we see articles exactly like his by different people (or at least I do), but none attract the same kind of distinct attention.

Who else does a detailed financial breakdown like Zitron and thinks things are as corrupt/fishy as him (in particular make specific claims about certain unexplained sums of money)? All the articles I see ultimately just trace back to Zitron. Curious who else you've found.

Feels maybe a little specific but I have seen a number of pieces just on HN in the past month that feel at least adjacent:

- https://io-fund.com/ai-stocks/nvidia-coreweave-nebius-circul...

- https://archive.ph/kTjLr

- https://www.bloomberg.com/news/articles/2026-08-05/microsoft...

Cory Doctorow's feed gives me some pretty diverse but certainly Zitron-adjacent articles every week, one example: https://pluralistic.net/2026/08/01/dare-snot

Oh this guy! https://prospect.org/2026/08/03/ai-bailout-could-be-baked-in...

I can hear the response now that these are all not exactly repeating what Zitron is saying, but I will just leave it up to you all to decide if that is a good faith thing to retort here or not :). Godspeed!

... detailed financial breakdown like Zitron...

Except his financial breakdowns almost always get basic points wrong, treat as mysteries things that are clear, cast simple accounting practices in a conspiratorial light, etc.

He's not an accountant or financial analyst and it seems obvious to me that he doesn't even care to educate himself.

Sure. I'm mainly curious who beepbooptheory is thinking of.

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