Latest posts
- Premium: AI's Circular PsychosisMay 08, 2026Ed Zitron
In this week’s free newsletter, I explained how bad the circular AI economy is in the simplest-possible terms: Anthropic not have money to pay big cloud bills, because Anthropic company cost lots of money, more money than Anthropic make! So Anthropic only PAY cloud bills if OTHERS
- Am I Meant To Be Impressed?May 06, 2026Ed Zitron
If you liked this piece, please subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, including vast, detailed analyses of NVIDIA, Anthropic and OpenAI&
- Premium: The AI Compute Demand Story Is A LieMay 04, 2026Ed Zitron
Everyone, it’s time to talk about AI demand and the capacity constraint issues across the industry. These constraints are not a result of “incredible demand” for AI, but the desperation of hyperscalers and the avariciousness of two near-trillion-dollar failsons living off their parents’ welfare. Just
- 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)Apr 28, 2026Ed Zitron
Executive Summary: The Information reports that OpenAI projects that its $20-a-month ChatGPT Plus subscriptions will decrease from 44 Million subscribers in 2025 to a projected 9 million subscribers in 2026. OpenAI projects to make up the difference by increasing its ad-supported ChatGPT Go ($5 or $8-a-month depending on the region)
- AI's Economics Don't Make SenseApr 28, 2026Ed Zitron
If you liked this piece, please subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, including vast, detailed analyses of NVIDIA, Anthropic and OpenAI&
- AI's Economics Don't Make Sense [Ad Free]Apr 28, 2026Ed Zitron
Hello premium subs! This is your ad-free free newsletter for the week. Questions? Queries? Email me at [email protected], and if you have a scoop, ezitron.76 is my Signal. Yesterday morning, GitHub Copilot users got confirmation of something I’d reported a week ago — that all
- Premium: How OpenAI Kills OracleApr 24, 2026Ed Zitron
Soundtrack — Brass Against — Karma Police It was January 21, 2025. Per The Information, Larry Ellison, CEO of Oracle, had just flown to Washington DC from Florida, and had to borrow a coat “...so he wouldn’t freeze during an interview he did on the White
- [Updated] Exclusive: Microsoft Moving All GitHub Copilot Subscribers To Token-Based Billing In JuneApr 22, 2026Ed Zitron
Executive Summary: Internal documents reveal Microsoft’s planned rollout for token-based billing for all GitHub Copilot customers starting in June. For an initial promotional period from June through August 2026, Copilot Business Customers will pay $19 per-user-per-month and receive $30 of pooled AI credits, and Copilot Enterprise customers will
- [UPDATED] News: Anthropic (Briefly) Removes Claude Code From $20-A-Month "Pro" Subscription Plan For New UsersApr 21, 2026Ed Zitron
Executive Summary: In the later afternoon of April 21 2026, Anthropic removed access to Claude Code for its $20-a-month "Pro" Plans on various pricing pages. Current Pro users appeared to still have access via the Claude web app. Claude Code support documents, for a brief period of
- Four Horsemen of the AIpocalypseApr 21, 2026Ed Zitron
If you liked this piece, please subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, including vast, detailed analyses of NVIDIA, Anthropic and OpenAI&
- Exclusive: Microsoft To Shift GitHub Copilot Users To Token-Based Billing, Tighten Rate LimitsApr 20, 2026Ed Zitron
Executive Summary: Internal documents reveal that Microsoft plans to temporarily suspend individual account signups to its GitHub Copilot coding product, as it transitions from requests (single interactions with Copilot) towards token-based billing. The documents reveal that the weekly cost of running Github Copilot has doubled since the start
- Premium: The Hater's Guide to Private CreditApr 17, 2026Ed Zitron
A few years ago, I made the mistake of filling out a form to look into a business loan, one that I never ended up getting. Since then I receive no less than three texts a day offering me lines of credit ranging from $150,000 to as much as
- I Will Never Respect A WebsiteApr 14, 2026Ed Zitron
If you like this piece and want to support my independent reporting and analysis, why not subscribe to my premium newsletter? It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000
- Premium: The Hater's Guide to OpenAIApr 10, 2026Ed Zitron
Soundtrack: The Dillinger Escape Plan — Setting Fire To Sleeping Giants In what The New Yorker’s Andrew Marantz and Ronan Farrow called a “tense call” after his brief ouster from OpenAI in 2023, Sam Altman seemed unable to reckon with a “pattern of deception”
- AI Is Really WeirdApr 08, 2026Ed Zitron
If you like this piece and want to support my independent reporting and analysis, why not subscribe to my premium newsletter? It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000