Don't Look Up If you liked this piece, you should subscribe to my premium newsletter. It's $70 a year, $18 a Ed Zitron Aug 11, 2026 32 min read
paid Premium: The Hater's Guide To NVIDIA (Part 2) For a little under a year, everyone — myself included — has compared NVIDIA to Enron, largely because NVIDIA insisted, in detail, Ed Zitron Aug 7, 2026 33 min read
news 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
The AI Demand Bubble If you liked this piece, you should subscribe to my premium newsletter. It's $70 a year, $18 a Ed Zitron Aug 4, 2026 31 min read
paid Premium: AI Is Getting Way Too Expensive A great deal of the discussion of the so-called benefits or problems with AI comes down to the theoretical Ed Zitron Jul 31, 2026 32 min read
The More You Buy, The More You Lose If you liked this piece, you should subscribe to my premium newsletter. It's $70 a year, $18 a Ed Zitron Jul 28, 2026 30 min read
paid Premium: The Hater’s Guide To Oracle (Part 2) Good morning premium subscribers! As ever, please ping me at ez@betteroffline.com if you have any questions. Oracle has Ed Zitron Jul 24, 2026 34 min read
The Subprime Data Center Crisis If you liked this piece, you should subscribe to my premium newsletter. It's $70 a year, $18 a Ed Zitron Jul 22, 2026 34 min read
The OpenAI Bubble Thanks for reading this week’s free Where’s Your Ed At newsletter. As I said last week, I’m Ed Zitron Jul 15, 2026 59 min read
paid Premium: The Hater's Guide To The Memory Crisis 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
Let AI Burn If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a Ed Zitron Jul 7, 2026 29 min read
paid Premium: The Hater's Guide To SoftBank 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