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Premium: The Hater's Guide to Private Credit
A few years ago, I made the mistake of filling out a form to look into a business loan, one
60 min read
Ed Zitron's Where's Your Ed At
The Words of Ed Zitron, a PR person and writer.
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I Will Never Respect A Website
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43 min read
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Premium: The Hater's Guide to OpenAI
Soundtrack: The Dillinger Escape Plan — Setting Fire To Sleeping Giants
In what The New Yorker’s Andrew Marantz and Ronan
64 min read
AI Is Really Weird
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42 min read
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Soundtrack — Soundgarden — Blow Up The Outside World
A lot of people try to rationalize the AI bubble by digging up
69 min read
The Subprime AI Crisis Is Here
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41 min read
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Premium: How Much Of The AI Bubble Is Real?
I’m turning 40 in a month or so, and at 40 years young, I’m old enough to remember
52 min read
The AI Industry Is Lying To You
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37 min read
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Soundtrack: The Dillinger Escape Plan — Black Bubblegum
To understand the AI bubble, you need to understand the context in which
49 min read
The Beginning Of History
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26 min read
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Premium: The Hater's Guide to Private Equity
We have a global intelligence crisis, in that a lot of people are being really fucking stupid.
As I discussed
63 min read
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Premium: The Hater's Guide to Anthropic
In May 2021, Dario Amodei and a crew of other former OpenAI researchers formed Anthropic and dedicated themselves to building
62 min read
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Premium: The AI Data Center Financial Crisis
Since the beginning of 2023, big tech has spent over $814 billion in capital expenditures, with a large portion of
58 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,
63 min read
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Premium: This Is Worse Than The Dot Com Bubble
Soundtrack - Radiohead - Karma Police
I just spent a week at the Consumer Electronics Show, and one word kept
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The Enshittifinancial Crisis
Soundtrack: Lynyrd Skynyrd — Free Bird
This piece is over 19,000 words, and took me a great deal of writing
72 min read
NVIDIA Isn't Enron - So What Is It?
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55 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
54 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
39 min read
The Case Against Generative AI
Soundtrack: Queens of the Stone Age - First It Giveth
Before we go any further: This is, for the third
71 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,
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
30 min read
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Why Everybody Is Losing Money On AI
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32 min read
How To Argue With An AI Booster
Editor's Note: For those of you reading via email, I recommend opening this in a browser so you
60 min read
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Anthropic and OpenAI Have Begun The Subprime AI Crisis
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Latest posts
News: OpenAI CFO Doesn't Believe Company Ready For IPO, Unsure Revenue Will Support Commitments
Executive Summary
* OpenAI CFO Sarah Friar has, per The Information, said that OpenAI is not ready to go public in
4 min read
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Premium: The Hater's Guide To Adobe
I hear from a lot of people that are filled with bilious fury about the tech industry, but few companies
43 min read
Why Are We Still Doing This?
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32 min read