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Premium: The Ways The AI Bubble Might Burst
[Editor's Note: this piece previously said "Blackstone" instead of "Blackrock," which has now been
63 min read
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Premium: The Hater's Guide To The AI Bubble Vol. 2
We’re approaching the most ridiculous part of the AI bubble, with each day bringing us a new, disgraceful and
68 min read
Exclusive: Here's How Much OpenAI Spends On Inference and Its Revenue Share With Microsoft
EDIT: I am updating this post to reflect that these numbers are based on accrual accounting, meaning that these amounts
8 min read
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Premium: OpenAI Burned $4.1 Billion More Than We Knew - Where Is Its Money Going?
Soundtrack: Queens of the Stone Age - Song For The Dead
Editor's Note: The original piece had a mathematical
27 min read
This Is How Much Anthropic and Cursor Spend On Amazon Web Services
So, I originally planned for this to be on my premium newsletter, but decided it was better to publish on
24 min read
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OpenAI Needs $400 Billion In The Next 12 Months
Hello readers! This premium edition features a generous free intro because I like to try and get some of the
23 min read
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The AI Bubble's Impossible Promises
Readers: I’ve done a very generous “free” portion of this newsletter, but I do recommend paying for premium to
34 min read
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OpenAI Is Just Another Boring, Desperate AI Startup
What is OpenAI?
I realize you might say "a foundation model lab" or "the company that runs
40 min read
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OpenAI Needs A Trillion Dollars In The Next Four Years
Shortly before publishing this newsletter, I spoke with Gil Luria, Managing Director and Analyst at D.A. Davidson, and asked
20 min read