Ed Zitron

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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 where

Ed Zitron May 29, 2026 60 min read

Revenge of The Business Idiot

If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a

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

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News: OpenAI Had A Negative 122% Non-GAAP Operating Margin In Q1 2026, and ChatGPT Growth Has Stalled

Executive Summary: * The Information reports that OpenAI generated $5.7bn in revenue for the first quarter of 2026 based on

Ed Zitron May 22, 2026 4 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: Anthropic

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

Everyone, it’s time to talk about AI demand and the capacity constraint issues across the industry. These constraints are

Ed Zitron May 4, 2026 32 min read

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OpenAI Projects ChatGPT Plus subscriptions to drop by 80% from 44 Million in 2025 to 9 Million In 2026, Made Up Using Cheaper Subscriptions (Somehow)

Executive Summary: * The Information reports that OpenAI projects that its $20-a-month ChatGPT Plus subscriptions will decrease from 44 Million subscribers

Ed Zitron Apr 28, 2026 2 min read

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