Edward Zitron
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I just spent a week at the Consumer Electronics Show, and one word kept
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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
7 min read
The Enshittifinancial Crisis
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This piece is over 19,000 words, and took me a great deal of writing
Edward Zitron
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
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54 min read
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I keep trying to think of a cool or interesting introduction to this newsletter, and keep coming back to how
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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
Edward Zitron
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
Edward Zitron
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
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
8 min read
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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
Edward Zitron
27 min read