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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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...
Exclusive: OpenAI Losses Increased Nearly 8X in 2025, With Spending Hitting $34 Billion
Soundtrack: In Flames - ColonyTo further support my independent journalism, please subscribe to my premium newsletter. It’s $7 a month or $70 a year. If you’re subscribed to the free...
AI's Brokenomics
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Premium: The Silicon Valley Bubble (Part 1)
Friends, I believe we’re approaching the end of this era. Both OpenAI and Anthropic have filed the paperwork to go public, starting a race for exit liquidity for two companies...
AI Is Slowing Down
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Premium: The Hater's Guide To The AI Bubble 3.0
Last year I wrote one of my favourite pieces ever — The Hater’s Guide To The AI Bubble — and followed it up with The Hater’s Guide To The AI...
AI Doesn't Have ROI
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Premium: What If...We're In An AI Bubble? (Part 3)
Last week I ran the second part of my three-part “What If…We’re In An AI Bubble?” series where I have been covering the scenarios that I believe could lead to...
Revenge of The Business Idiot
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: What If...We're In An AI Bubble? (Part 2)
Last week I ran the first part of my What If…We’re In An AI Bubble? Series, where I asked questions and posed scenarios as to the consequences of the many,...
News: OpenAI Had A Negative 122% Non-GAAP Operating Margin In Q1 2026, and ChatGPT Growth Has Stalled
Executive Summary:The Information reports that OpenAI generated $5.7bn in revenue for the first quarter of 2026 based on discussions with sources familiar with its financials.With adjusted negative margins of -122%,...
Anthropic's "Profitability" Swindle
Yesterday, the Wall Street Journal ran a story about how Anthropic is “about to have its first profitable quarter,” specifically an operating profit, or EBITDA profitability:Anthropic’s revenue is set to...
AI Is Too Expensive
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...