NVIDIA Isn't Enron - So What Is It?
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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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Premium: The Ways The AI Bubble Might Burst
[Editor's Note: this piece previously said "Blackstone" instead of "Blackrock," which has now been
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
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
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
8 min read
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Premium: OpenAI Burned $4.1 Billion More Than We Knew - Where Is Its Money Going?
Soundtrack: Queens of the Stone Age - Song For The Dead
Editor's Note: The original piece had a
27 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
39 min read
This Is How Much Anthropic and Cursor Spend On Amazon Web Services
So, I originally planned for this to be on my premium newsletter, but decided it was better to publish on
24 min read
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OpenAI Needs $400 Billion In The Next 12 Months
Hello readers! This premium edition features a generous free intro because I like to try and get some of the
23 min read
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The AI Bubble's Impossible Promises
Readers: I’ve done a very generous “free” portion of this newsletter, but I do recommend paying for premium to
34 min read
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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
40 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
71 min read
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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
20 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,
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
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
32 min read
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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
54 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
60 min read
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The Enshittification of Generative AI
Thanks for subscribing to Where’s Your Ed At Premium, please shoot me an email at ez@betteroffline.com if
22 min read
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
Hey! Before we go any further — if you want to support my work, please sign up for the premium version
55 min read
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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.
37 min read
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