Ed Zitron's Where's Your Ed At

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Soundtrack: The Dillinger Escape Plan — Black Bubblegum To understand the AI bubble, you need to understand the context in which

Ed Zitron Mar 13, 2026 49 min read

The Beginning Of History

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Ed Zitron Mar 10, 2026 26 min read

The AI Bubble Is An Information War

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Ed Zitron Mar 3, 2026 32 min read

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We have a global intelligence crisis, in that a lot of people are being really fucking stupid. As I discussed

Ed Zitron Feb 27, 2026 63 min read

On NVIDIA and Analyslop

Editor's note: a previous version of this newsletter went out with Matt Hughes' name on it, that&

Edward Zitron Feb 26, 2026 16 min read

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In May 2021, Dario Amodei and a crew of other former OpenAI researchers formed Anthropic and dedicated themselves to building

Edward Zitron Feb 20, 2026 62 min read

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Since the beginning of 2023, big tech has spent over $814 billion in capital expenditures, with a large portion of

Edward Zitron Feb 13, 2026 58 min read

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Premium: The Hater's Guide To Microsoft

Have you ever looked at something too long and felt like you were sort of seeing through it? Has anybody

Edward Zitron Feb 6, 2026 67 min read

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You can’t avoid Oracle. No, really, you can’t. Oracle is everywhere. It sells ERP software – enterprise resource planning,

Edward Zitron Jan 30, 2026 63 min read

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Edward Zitron Jan 23, 2026 56 min read

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Soundtrack - Radiohead - Karma Police I just spent a week at the Consumer Electronics Show, and one word kept

Edward Zitron Jan 16, 2026 52 min read

2025, A Retrospective

Hey all, I'm not dropping this on the actual newsletter feed because it's a little self-indulgent

Edward Zitron Dec 31, 2025 7 min read

The Enshittifinancial Crisis

Soundtrack: Lynyrd Skynyrd — Free Bird This piece is over 19,000 words, and took me a great deal of writing

Edward Zitron Dec 29, 2025 72 min read

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Premium - How The AI Bubble Bursts In 2026

Hello and welcome to the final premium edition of Where's Your Ed At for the year. Since kicking

Edward Zitron Dec 22, 2025 54 min read

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Premium: Mythbusters - AI Edition

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Edward Zitron Dec 15, 2025 69 min read

NVIDIA Isn't Enron - So What Is It?

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Edward Zitron Dec 8, 2025 55 min read

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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

Edward Zitron Dec 5, 2025 63 min read

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This piece has a generous 3000+ word introduction, because I want as many people to understand NVIDIA as possible. The

Edward Zitron Nov 24, 2025 54 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

Edward Zitron Nov 14, 2025 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

Edward Zitron Nov 12, 2025 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

Edward Zitron Nov 7, 2025 27 min read

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Big Tech Needs $2 Trillion In AI Revenue By 2030 or They Wasted Their Capex

As I've established again and again, we are in an AI bubble, and no, I cannot tell you

Edward Zitron Oct 31, 2025 39 min read

This Is How Much Anthropic and Cursor Spend On Amazon Web Services

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Edward Zitron Oct 20, 2025 24 min read

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OpenAI Needs $400 Billion In The Next 12 Months

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Edward Zitron Oct 17, 2025 23 min read

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The AI Bubble's Impossible Promises

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Edward Zitron Oct 10, 2025 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

Edward Zitron Oct 3, 2025 40 min read

The Case Against Generative AI

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Edward Zitron Sep 29, 2025 71 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

Edward Zitron Sep 26, 2025 20 min read

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Is There Any Real Money In Renting Out AI GPUs?

NVIDIA has become a giant, unhealthy rock on which the US markets — and to some extent the US economy — sits,

Edward Zitron Sep 19, 2025 26 min read

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Oracle and OpenAI Are Full Of Crap

This week, something strange happened. Oracle, a company that had just missed on its earnings and revenue estimates, saw a

Edward Zitron Sep 12, 2025 30 min read

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Why Everybody Is Losing Money On AI

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Edward Zitron Sep 5, 2025 32 min read

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AI Bubble 2027

Soundtrack: The Dillinger Escape Plan - One Of Us Is The Killer An MIT study found that 95% of organizations

Edward Zitron Aug 27, 2025 54 min read

How To Argue With An AI Booster

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Edward Zitron Aug 25, 2025 60 min read

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The Enshittification of Generative AI

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Edward Zitron Aug 8, 2025 22 min read

AI Is A Money Trap

In the last week, we’ve had no less than three different pieces asking whether the massive proliferation of data

Edward Zitron Aug 6, 2025 46 min read

The Hater's Guide To The AI Bubble

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Edward Zitron Jul 21, 2025 55 min read

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Anthropic and OpenAI Have Begun The Subprime AI Crisis

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Edward Zitron Jul 7, 2025 37 min read