The AI Industry Is Lying To You
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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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I hear from a lot of people that are filled with bilious fury about the tech industry, but few companies
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Why Are We Still Doing This?
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Soundtrack: The Dillinger Escape Plan — Black Bubblegum
To understand the AI bubble, you need to understand the context in which
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The Beginning Of History
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The AI Bubble Is An Information War
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We have a global intelligence crisis, in that a lot of people are being really fucking stupid.
As I discussed
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On NVIDIA and Analyslop
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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
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Since the beginning of 2023, big tech has spent over $814 billion in capital expenditures, with a large portion of
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Have you ever looked at something too long and felt like you were sort of seeing through it? Has anybody
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You can’t avoid Oracle.
No, really, you can’t. Oracle is everywhere. It sells ERP software – enterprise resource planning,
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I just spent a week at the Consumer Electronics Show, and one word kept
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2025, A Retrospective
Hey all,
I'm not dropping this on the actual newsletter feed because it's a little self-indulgent
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The Enshittifinancial Crisis
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This piece is over 19,000 words, and took me a great deal of writing
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Premium - How The AI Bubble Bursts In 2026
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NVIDIA Isn't Enron - So What Is It?
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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
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This piece has a generous 3000+ word introduction, because I want as many people to understand NVIDIA as possible. The
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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?
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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
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This Is How Much Anthropic and Cursor Spend On Amazon Web Services
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OpenAI Needs $400 Billion In The Next 12 Months
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The AI Bubble's Impossible Promises
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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
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The Case Against Generative AI
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Before we go any further: This is, for the third
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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
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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,
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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
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Why Everybody Is Losing Money On AI
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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
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How To Argue With An AI Booster
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The Enshittification of Generative AI
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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
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Anthropic and OpenAI Have Begun The Subprime AI Crisis
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