Ed Zitron's Where's Your Ed At

AI Is Really Weird

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Edward Zitron Apr 8, 2026 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

Edward Zitron Apr 3, 2026 69 min read

The Subprime AI Crisis Is Here

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Edward Zitron Mar 31, 2026 41 min read

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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

Edward Zitron Mar 27, 2026 52 min read

The AI Industry Is Lying To You

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Edward Zitron Mar 24, 2026 37 min read

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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

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Ed Zitron Mar 10, 2026 26 min read

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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

Ed Zitron Feb 27, 2026 63 min read

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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

Edward Zitron Feb 20, 2026 62 min read

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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

Edward Zitron Feb 13, 2026 58 min read

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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,

Edward Zitron Jan 30, 2026 63 min read

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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

Edward 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

Edward Zitron Dec 29, 2025 72 min read

NVIDIA Isn't Enron - So What Is It?

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Edward Zitron Dec 8, 2025 55 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

Edward Zitron Nov 24, 2025 54 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

Edward 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

Edward Zitron Sep 29, 2025 71 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,

Edward Zitron Sep 19, 2025 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

Edward Zitron Sep 12, 2025 30 min read

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Why Everybody Is Losing Money On AI

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Edward Zitron Sep 5, 2025 32 min read

How To Argue With An AI Booster

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Edward Zitron Aug 25, 2025 60 min read

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Anthropic and OpenAI Have Begun The Subprime AI Crisis

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Edward Zitron Jul 7, 2025 37 min read