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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.

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