Ed Zitron's Where's Your Ed At
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The Words of Ed Zitron, a PR person and writer.
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Premium: The Hater's Guide To Circular Financing (Part One)
[NVIDIA Company Meeting, the present day, YMCA playing]JENSEN HUANG: We love NVIDIA, don’t we folks? We’re the biggest, most-beautiful semiconductor company, we make the biggest, hottest GPUs for Clammy Sammy...
The AI Hater's Manifesto
If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, $18 a quarter, or $7 a month, and in return you get a weekly...
What Happens If OpenAI Dies?
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Premium: How Much Money Does AI Need?
I’ve heard from people in the past that my articles are too long, and I wanted to start by saying that, for the most part, they’re going to stay long,...
Don't Look Up
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Premium: The Hater's Guide To NVIDIA (Part 2)
For a little under a year, everyone — myself included — has compared NVIDIA to Enron, largely because NVIDIA insisted, in detail, that it was nothing like Enron, WorldCom, or...
News: Microsoft Disclosures Suggest OpenAI Sales Account For Around 70% Of FY26 AI Revenue, More Than 7% of FY26 Revenue
Executive Summary:Microsoft disclosures and Bloomberg analyses show that OpenAI's compute spend and revenue share accounted for 70% or more of Microsoft's FY26 AI revenues, and more than 7% of Microsoft's...
The AI Demand Bubble
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Premium: AI Is Getting Way Too Expensive
A great deal of the discussion of the so-called benefits or problems with AI comes down to the theoretical jobs that are (or are not) lost as a result of...
The More You Buy, The More You Lose
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Premium: The Hater’s Guide To Oracle (Part 2)
Good morning premium subscribers! As ever, please ping me at [email protected] if you have any questions.Oracle has one of the strongest mythologies in the tech industry. Ask a regular person...
The Subprime Data Center Crisis
If you liked this piece, you should subscribe to my premium newsletter. It's $70 a year, $18 a quarter, or $7 a month, and in return you get a weekly...
The OpenAI Bubble
Thanks for reading this week’s free Where’s Your Ed At newsletter. As I said last week, I’m taking the rest of this week off, so there won’t be a premium...
Premium: The Hater's Guide To The Memory Crisis
Hi premium readers! I’ll be taking a week off of the premium next week — July 17 — to have some well-earned rest. This will mark only the second time...
Let AI Burn
If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually...
Premium: The Hater's Guide To SoftBank
Soundtrack: Ozzy Osbourne — Mr. CrowleyA lot of people have been making a lot of fun of the SoftBank 46th annual shareholder meeting and Masayoshi Son’s (to quote Bryce Elder...
The AI Industry Is Losing
If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually...
Premium: Notes From The Bubble, Volume 1
It’s been an incredibly long few weeks, and as a result my previously-planned Hater’s Guide just isn’t possible within what little time I have left in this week, which is...
Cargo Culture
If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually...
Premium: The Silicon Valley Bubble (Part 2)
So it’s been a big week for me after I published an exclusive covering OpenAI’s audited financials from 2024 and 2025, with reactions ranging from “oh my god, OpenAI spent...