Ed Zitron's Where's Your Ed At

paid

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,

Ed Zitron Aug 7, 2026 33 min read

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