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:
Anthropic
33 min read
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
32 min read
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
2 min read
AI's Economics Don't Make Sense
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37 min read
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,
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
37 min read
[Updated] Exclusive: Microsoft Moving All GitHub Copilot Subscribers To Token-Based Billing In June
Executive Summary:
* Internal documents reveal Microsoft’s planned rollout for token-based billing for all GitHub Copilot customers starting in June.
2 min read
[UPDATED] News: Anthropic (Briefly) Removes Claude Code From $20-A-Month "Pro" Subscription Plan For New Users
Executive Summary:
* In the later afternoon of April 21 2026, Anthropic removed access to Claude Code for its $20-a-month "
3 min read
Four Horsemen of the AIpocalypse
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22 min read
Exclusive: Microsoft To Shift GitHub Copilot Users To Token-Based Billing, Tighten Rate Limits
Executive Summary:
* Internal documents reveal that Microsoft plans to temporarily suspend individual account signups to its GitHub Copilot coding product,
4 min read