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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
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Ed Zitron's Where's Your Ed At
The Words of Ed Zitron, a PR person and writer.
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Why Are We Still Doing This?
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32 min read
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Premium: The Hater's Guide To The SaaSpocalypse
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
The AI Bubble Is An Information War
Editor's Note: Apologies if you received this email twice - we had an issue with our mail server
32 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
On NVIDIA and Analyslop
Editor's note: a previous version of this newsletter went out with Matt Hughes' name on it, that&
16 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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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
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,
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
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
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
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
54 min read
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Premium: Mythbusters - AI Edition
I keep trying to think of a cool or interesting introduction to this newsletter, and keep coming back to how
69 min read
NVIDIA Isn't Enron - So What Is It?
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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
63 min read
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Premium: The Hater's Guide To NVIDIA
This piece has a generous 3000+ word introduction, because I want as many people to understand NVIDIA as possible. The
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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
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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
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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
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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
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
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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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
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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
Hello and welcome to another premium newsletter. Thanks as ever for subscribing, and please email me at ez@betteroffline.com
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
54 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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The Enshittification of Generative AI
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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
46 min read
The Hater's Guide To The AI Bubble
Hey! Before we go any further — if you want to support my work, please sign up for the premium version
55 min read
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Anthropic and OpenAI Have Begun The Subprime AI Crisis
Hello premium customers! Feel free to get in touch at ez@betteroffline.com if you're ever feeling chatty.
37 min read
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