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ed zitron s where s your ed at home about better offline news log in subscribe sign up sign in home about better offline news sign up log in subscribe ed zitron s where s your ed at the words of ed zitron a pr person and writer join now great check your inbox and click the link sorry something went wrong please try again featured posts the ai demand bubble if you liked this piece you should subscribe to my premium newsletter it s 70 a year or 7 a ed zitron aug 4 2026 31 min read paid premium ai is getting way too expensive a great deal of the discussion of the so called benefits or problems with ai comes down to the theoretical ed zitron jul 31 2026 32 min read the more you buy the more you lose if you liked this piece you should subscribe to my premium newsletter it s 70 a year or 7 a ed zitron jul 28 2026 30 min read paid premium the hater s guide to oracle part 2 good morning premium subscribers as ever please ping me at ez betteroffline com if you have any questions oracle has ed zitron jul 24 2026 34 min read the subprime data center crisis thanks for reading this week s free where s your ed at newsletter friday s premium newsletter will ask the ed zitron jul 22 2026 34 min read the openai bubble thanks for reading this week s free where s your ed at newsletter as i said last week i m ed zitron jul 15 2026 59 min read paid 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 if you liked this piece you should subscribe to my premium newsletter it s 70 a year or 7 a ed zitron jul 7 2026 29 min read paid 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 if you liked this piece you should subscribe to my premium newsletter it s 70 a year or 7 a ed zitron jun 30 2026 36 min read paid premium notes from the bubble volume 1 it s been an incredibly long few weeks and as a result my previously planned hater s guide just isn ed zitron jun 26 2026 29 min read cargo culture if you liked this piece you should subscribe to my premium newsletter it s 70 a year or 7 a ed zitron jun 23 2026 30 min read paid 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 soundtrack in flames colony to further support my independent journalism please subscribe to my premium newsletter it s 7 a ed zitron jun 15 2026 3 min read ai s brokenomics if you liked this piece you should subscribe to my premium newsletter it s 70 a year or 7 a ed zitron jun 15 2026 29 min read paid 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 if you liked this piece you should subscribe to my premium newsletter it s 70 a year or 7 a ed zitron jun 8 2026 24 min read paid 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 if you liked this piece you should subscribe to my premium newsletter it s 70 a year or 7 a ed zitron jun 2 2026 30 min read paid 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 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 paid 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 if you liked this piece you should subscribe to my premium newsletter it s 70 a year or 7 a ed zitron may 19 2026 33 min read paid 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 if you liked this piece please subscribe to my premium newsletter it s 70 a year or 7 a month ed zitron may 12 2026 37 min read paid 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 if you liked this piece please subscribe to my premium newsletter it s 70 a year or 7 a month ed zitron may 6 2026 38 min read paid 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 ai s economics don t make sense if you liked this piece please subscribe to my premium newsletter it s 70 a year or 7 a month ed zitron apr 28 2026 37 min read paid premium how openai kills oracle 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 if you liked this piece please subscribe to my premium newsletter it s 70 a year or 7 a month ed zitron apr 21 2026 22 min read paid premium the hater s guide to private credit a few years ago i made the mistake of filling out a form to look into a business loan one ed zitron apr 17 2026 60 min read i will never respect a website if you like this piece and want to support my independent reporting and analysis why not subscribe to my premium ed zitron apr 14 2026 43 min read paid premium the hater s guide to openai 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 if you like this piece and want to support my independent reporting and analysis why not subscribe to my premium ed zitron apr 8 2026 42 min read paid 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 hi if you like this piece and want to support my independent reporting and analysis why not subscribe to my ed zitron mar 31 2026 41 min read paid 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 hi if you like this piece and want to support my independent reporting and analysis why not subscribe to my ed zitron mar 24 2026 37 min read paid 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 ed zitron mar 13 2026 49 min read the beginning of history hi if you like this piece and want to support my work please subscribe to my premium newsletter it s ed zitron mar 10 2026 26 min read paid 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 ed zitron feb 27 2026 63 min read paid 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 paid 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 paid premium the hater s guide to oracle 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 paid 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 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 if you enjoy this free newsletter why not subscribe to where s your ed at premium it s ed zitron dec 8 2025 55 min read paid 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 paid 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 soundtrack queens of the stone age first it giveth before we go any further this is for the third time ed zitron sep 29 2025 71 min read paid 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 paid 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 paid 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 editor s note for those of you reading via email i recommend opening this in a browser so you ed zitron aug 25 2025 60 min read paid 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 ed zitron jul 7 2025 37 min read latest posts news news microsoft disclosures suggest openai sales account for around 70 of fy26 ai revenue more than 7 of fy26 revenue executive summary microsoft disclosures and bloomberg analyses show that openai s compute spend and revenue share accounted for 70 ed zitron aug 5 2026 2 min read prev page 1 of 43 next welcome to where s your ed at subscribe today it s free please subscribe great check your inbox and click the link sorry something went wrong please try again home about better offline news sign up 2026 ed zitron s where s your ed at published with ghost tuuli system light dark midnight ivory skyblue great you ve successfully signed 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