Ed Zitron

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News: OpenAI Had A Negative 122% Non-GAAP Operating Margin In Q1 2026, and ChatGPT Growth Has Stalled

Executive Summary: * The Information reports that OpenAI generated $5.7bn in revenue for the first quarter of 2026 based on

Ed Zitron May 22, 2026 4 min read

Yesterday, the Wall Street Journal ran a story about how Anthropic is “about to have its first profitable quarter,” specifically

Ed Zitron May 21, 2026 9 min read

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Ed Zitron May 19, 2026 33 min read

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Every day I read some sort of wrongheaded extrapolation about the future of AI — that today’s models are somehow

Ed Zitron May 15, 2026 45 min read

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Ed Zitron May 12, 2026 37 min read

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In this week’s free newsletter, I explained how bad the circular AI economy is in the simplest-possible terms:

Ed Zitron May 8, 2026 33 min read

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Ed Zitron May 6, 2026 38 min read

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Everyone, it’s time to talk about AI demand and the capacity constraint issues across the industry. These constraints are

Ed Zitron May 4, 2026 32 min read

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Executive Summary: * The Information reports that OpenAI projects that its $20-a-month ChatGPT Plus subscriptions will decrease from 44

Ed Zitron Apr 28, 2026 2 min read

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Ed Zitron Apr 28, 2026 37 min read

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Ed Zitron Apr 28, 2026 37 min read

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Soundtrack — Brass Against — Karma Police It was January 21, 2025. Per The Information, Larry Ellison, CEO of Oracle, had just

Ed Zitron Apr 24, 2026 37 min read