Ed Zitron

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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%

Ed Zitron Aug 5, 2026 2 min read

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Ed Zitron Jul 28, 2026 30 min read

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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

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Ed Zitron Jul 7, 2026 29 min read

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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

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Ed Zitron Jun 30, 2026 36 min read

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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

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Ed Zitron Jun 23, 2026 30 min read

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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

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Ed Zitron Jun 15, 2026 3 min read

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Ed Zitron Jun 15, 2026 29 min read

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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