Edward Zitron

I keep trying to think of a cool or interesting introduction to this newsletter, and keep coming back to how

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[Editor's Note: this piece previously said "Blackstone" instead of "Blackrock," which has now been

This piece has a generous 3000+ word introduction, because I want as many people to understand NVIDIA as possible. The

We’re approaching the most ridiculous part of the AI bubble, with each day bringing us a new, disgraceful and

EDIT: I am updating this post to reflect that these numbers are based on accrual accounting, meaning that these amounts

Soundtrack: Queens of the Stone Age - Song For The Dead Editor's Note: The original piece had a

As I've established again and again, we are in an AI bubble, and no, I cannot tell you

So, I originally planned for this to be on my premium newsletter, but decided it was better to publish on

Hello readers! This premium edition features a generous free intro because I like to try and get some of the

Readers: I’ve done a very generous “free” portion of this newsletter, but I do recommend paying for premium to

What is OpenAI? I realize you might say "a foundation model lab" or "the company that runs