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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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Ed Zitron's Where's Your Ed At
The Words of Ed Zitron, a PR person and writer.
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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
9 min read
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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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
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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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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
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Four Horsemen of the AIpocalypse
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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
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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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42 min read
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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
69 min read
The Subprime AI Crisis Is Here
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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
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The AI Industry Is Lying To You
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Soundtrack: The Dillinger Escape Plan — Black Bubblegum
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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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
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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,
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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
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The Enshittifinancial Crisis
Soundtrack: Lynyrd Skynyrd — Free Bird
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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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
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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
Soundtrack: Queens of the Stone Age - First It Giveth
Before we go any further: This is, for the third
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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
Hello and welcome to another premium newsletter. Thanks as ever for subscribing, and please email me at ez@betteroffline.com
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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
60 min read
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Anthropic and OpenAI Have Begun The Subprime AI Crisis
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Latest posts
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
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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
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AI's Economics Don't Make Sense [Ad Free]
Hello premium subs! This is your ad-free free newsletter for the week. Questions? Queries? Email me at ez@betteroffline.com,
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