Edward Zitron

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

Soundtrack: Queens of the Stone Age - First It Giveth Before we go any further: This is, for the third

Shortly before publishing this newsletter, I spoke with Gil Luria, Managing Director and Analyst at D.A. Davidson, and asked

NVIDIA has become a giant, unhealthy rock on which the US markets — and to some extent the US economy — sits,

This week, something strange happened. Oracle, a company that had just missed on its earnings and revenue estimates, saw a

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