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I’ve heard from people in the past that my articles are too long, and I wanted to start by
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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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Don't Look Up
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32 min read
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Premium: The Hater's Guide To NVIDIA (Part 2)
For a little under a year, everyone — myself included — has compared NVIDIA to Enron, largely because NVIDIA insisted, in detail,
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The AI Demand Bubble
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31 min read
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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
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The More You Buy, The More You Lose
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30 min read
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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
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The Subprime Data Center Crisis
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The OpenAI Bubble
Thanks for reading this week’s free Where’s Your Ed At newsletter. As I said last week, I’m
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
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Let AI Burn
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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
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The AI Industry Is Losing
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36 min read
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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’
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Cargo Culture
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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
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Exclusive: OpenAI Losses Increased Nearly 8X in 2025, With Spending Hitting $34 Billion
Soundtrack: In Flames - Colony
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AI's Brokenomics
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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
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AI Is Slowing Down
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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
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AI Doesn't Have ROI
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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
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Revenge of The Business Idiot
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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
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Anthropic's "Profitability" Swindle
Yesterday, the Wall Street Journal ran a story about how Anthropic is “about to have its first profitable quarter,” specifically
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AI Is Too Expensive
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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
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Where Are All The Data Centers?
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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:
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Am I Meant To Be Impressed?
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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
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AI's Economics Don't Make Sense
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37 min read
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It was January 21, 2025. Per The Information, Larry Ellison, CEO of Oracle, had just
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Four Horsemen of the AIpocalypse
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22 min read
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A few years ago, I made the mistake of filling out a form to look into a business loan, one
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I Will Never Respect A Website
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Soundtrack: The Dillinger Escape Plan — Setting Fire To Sleeping Giants
In what The New Yorker’s Andrew Marantz and Ronan
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AI Is Really Weird
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Premium: AI Isn't Too Big To Fail
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A lot of people try to rationalize the AI bubble by digging up
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The Subprime AI Crisis Is Here
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I’m turning 40 in a month or so, and at 40 years young, I’m old enough to remember
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The AI Industry Is Lying To You
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To understand the AI bubble, you need to understand the context in which
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The Beginning Of History
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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
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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
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Since the beginning of 2023, big tech has spent over $814 billion in capital expenditures, with a large portion of
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You can’t avoid Oracle.
No, really, you can’t. Oracle is everywhere. It sells ERP software – enterprise resource planning,
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I just spent a week at the Consumer Electronics Show, and one word kept coming up:
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The Enshittifinancial Crisis
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This piece is over 19,000 words, and took me a great deal of writing
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NVIDIA Isn't Enron - So What Is It?
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This piece has a generous 3000+ word introduction, because I want as many people to understand NVIDIA as possible. The
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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
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The Case Against Generative AI
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Before we go any further: This is, for the third time
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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,
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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
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Why Everybody Is Losing Money On AI
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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
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Anthropic and OpenAI Have Begun The Subprime AI Crisis
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Latest posts
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%
2 min read