{
  "generatedAt": "2026-10-08T17:44:57Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "person",
  "slug": "ed-elson",
  "name": "Ed Elson",
  "role": null,
  "url": "https://deepstack.ltd/people/ed-elson/",
  "api": "https://deepstack.ltd/api/v1/entities/people/ed-elson.json",
  "summary": "Ed Elson appears in Part 5 of The Buildout. Part 5: OpenAI and Anthropic Are Not the Same Business. Argued in Part 5 (Voices that cross sides).",
  "parts": [
    {
      "part": 5,
      "headline": "OpenAI and Anthropic Are Not the Same Business",
      "url": "https://deepstack.ltd/stories/anthropic-grew-142-percent-openai/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 5,
      "section": "Cheap intelligence arrives",
      "excerpt": "Ed Elson’s view of unsustainable Big Tech growth requires frontier labs to remain structurally loss-making.",
      "url": "https://deepstack.ltd/stories/anthropic-grew-142-percent-openai/"
    }
  ],
  "sides": [
    {
      "part": 5,
      "question": null,
      "side": "crossing",
      "sideLabel": "Voices that cross sides",
      "claim": "Because OpenAI and Anthropic pay their bills with venture funding of which Big Tech supplies roughly 40%, revenue Big Tech books from them is partly recycled from itself and not real growth.",
      "date": "2026-08-11",
      "url": "https://www.profgmedia.com/p/plastic-surgery",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/anthropic-grew-142-percent-openai/",
      "sidesUrl": "https://deepstack.ltd/sides/anthropic-grew-142-percent-openai/"
    },
    {
      "part": 5,
      "question": null,
      "side": "crossing",
      "sideLabel": "Voices that cross sides",
      "claim": "If Big Tech depends heavily on OpenAI and Anthropic for revenue growth, that growth is unsustainable because both customers are massively unprofitable and may not survive.",
      "date": "2026-08-11",
      "url": "https://www.profgmedia.com/p/plastic-surgery",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/anthropic-grew-142-percent-openai/",
      "sidesUrl": "https://deepstack.ltd/sides/anthropic-grew-142-percent-openai/"
    }
  ],
  "coverage": {
    "creators": 0,
    "claims": 573,
    "texts": 67,
    "asOf": "2026-10-08"
  },
  "lastUpdated": "2026-10-08"
}
