Ed Zitron's Where's Your Ed At

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Premium: The Hater’s Guide To Oracle (Part 2)

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Ed Zitron Jul 24, 2026 34 min read

The Subprime Data Center Crisis

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Ed Zitron Jul 22, 2026 34 min read

The OpenAI Bubble

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Ed Zitron Jul 15, 2026 59 min read

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Premium: The Hater's Guide To The Memory Crisis

Hi premium readers! I’ll be taking a week off of the premium next week — July 17 — to have some

Ed Zitron Jul 10, 2026 50 min read

Let AI Burn

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Ed Zitron Jul 7, 2026 29 min read

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Premium: The Hater's Guide To SoftBank

Soundtrack: Ozzy Osbourne — Mr. Crowley A lot of people have been making a lot of fun of the SoftBank 46th

Ed Zitron Jul 6, 2026 34 min read

The AI Industry Is Losing

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Ed Zitron Jun 30, 2026 36 min read

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Premium: Notes From The Bubble, Volume 1

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Ed Zitron Jun 26, 2026 29 min read

Cargo Culture

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Ed Zitron Jun 23, 2026 30 min read

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Premium: The Silicon Valley Bubble (Part 2)

So it’s been a big week for me after I published an exclusive covering OpenAI’s audited financials from

Ed Zitron Jun 19, 2026 42 min read

Exclusive: OpenAI Losses Increased Nearly 8X in 2025, With Spending Hitting $34 Billion

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Ed Zitron Jun 15, 2026 3 min read

AI's Brokenomics

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Ed Zitron Jun 15, 2026 29 min read

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Premium: The Silicon Valley Bubble (Part 1)

Friends, I believe we’re approaching the end of this era. Both OpenAI and Anthropic have filed the paperwork to

Ed Zitron Jun 12, 2026 44 min read

AI Is Slowing Down

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Ed Zitron Jun 8, 2026 24 min read

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Premium: The Hater's Guide To The AI Bubble 3.0

Last year I wrote one of my favourite pieces ever — The Hater’s Guide To The AI Bubble — and followed

Ed Zitron Jun 5, 2026 55 min read

AI Doesn't Have ROI

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Ed Zitron Jun 2, 2026 30 min read

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Premium: What If...We're In An AI Bubble? (Part 3)

Last week I ran the second part of my three-part “What If…We’re In An AI Bubble?” series

Ed Zitron May 29, 2026 60 min read

Revenge of The Business Idiot

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Ed Zitron May 26, 2026 41 min read

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Premium: What If...We're In An AI Bubble? (Part 2)

Last week I ran the first part of my What If…We’re In An AI Bubble? Series, where I

Ed Zitron May 22, 2026 33 min read

Anthropic's "Profitability" Swindle

Yesterday, the Wall Street Journal ran a story about how Anthropic is “about to have its first profitable quarter,” specifically

Ed Zitron May 21, 2026 9 min read

AI Is Too Expensive

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Ed Zitron May 19, 2026 33 min read

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Premium: What If...We're In An AI Bubble? (Part 1)

Every day I read some sort of wrongheaded extrapolation about the future of AI — that today’s models are somehow

Ed Zitron May 15, 2026 45 min read

Where Are All The Data Centers?

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Ed Zitron May 12, 2026 37 min read

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Premium: AI's Circular Psychosis

In this week’s free newsletter, I explained how bad the circular AI economy is in the simplest-possible terms:

Ed Zitron May 8, 2026 33 min read

Am I Meant To Be Impressed?

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Ed Zitron May 6, 2026 38 min read

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Premium: The AI Compute Demand Story Is A Lie

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Ed Zitron May 4, 2026 32 min read

AI's Economics Don't Make Sense

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Ed Zitron Apr 28, 2026 37 min read

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Soundtrack — Brass Against — Karma Police  It was January 21, 2025. Per The Information, Larry Ellison, CEO of Oracle, had just

Ed Zitron Apr 24, 2026 37 min read

Four Horsemen of the AIpocalypse

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Ed Zitron Apr 21, 2026 22 min read

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Ed Zitron Apr 17, 2026 60 min read

I Will Never Respect A Website

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Ed Zitron Apr 14, 2026 43 min read

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Soundtrack: The Dillinger Escape Plan — Setting Fire To Sleeping Giants In what The New Yorker’s Andrew Marantz and Ronan

Ed Zitron Apr 10, 2026 64 min read

AI Is Really Weird

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Ed Zitron Apr 8, 2026 42 min read

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Premium: AI Isn't Too Big To Fail

Soundtrack — Soundgarden — Blow Up The Outside World A lot of people try to rationalize the AI bubble by digging up

Ed Zitron Apr 3, 2026 69 min read

The Subprime AI Crisis Is Here

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Ed Zitron Mar 31, 2026 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

Ed Zitron Mar 27, 2026 52 min read

The AI Industry Is Lying To You

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Ed Zitron Mar 24, 2026 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

Ed Zitron Mar 13, 2026 49 min read

The Beginning Of History

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Ed Zitron Mar 10, 2026 26 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

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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

Ed Zitron Feb 20, 2026 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

Ed Zitron Feb 13, 2026 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,

Ed Zitron Jan 30, 2026 63 min read

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

Ed Zitron Jan 16, 2026 52 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

Ed Zitron Dec 29, 2025 72 min read

NVIDIA Isn't Enron - So What Is It?

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Ed Zitron Dec 8, 2025 55 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

Ed Zitron Nov 24, 2025 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

Ed Zitron Oct 31, 2025 39 min read

The Case Against Generative AI

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Ed Zitron Sep 29, 2025 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,

Ed 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

Ed Zitron Sep 12, 2025 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

Ed Zitron Sep 5, 2025 32 min read

How To Argue With An AI Booster

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Ed Zitron Aug 25, 2025 60 min read

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Anthropic and OpenAI Have Begun The Subprime AI Crisis

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Ed Zitron Jul 7, 2025 37 min read