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• Let AI Burn

  Jul 07, 2026Ed Zitron

  If you liked this piece, you should 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

• Premium: The Hater's Guide To SoftBank

  Jul 06, 2026Ed Zitron

  Soundtrack: Ozzy Osbourne — Mr. Crowley A lot of people have been making a lot of fun of the SoftBank 46th annual shareholder meeting and Masayoshi Son’s (to quote Bryce Elder of the Financial Times) Untethered Goose Game, specifically referring to slides that, well, looked like this: As

• The AI Industry Is Losing

  Jun 30, 2026Ed Zitron

  If you liked this piece, you should 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

• Premium: Notes From The Bubble, Volume 1

  Jun 26, 2026Ed Zitron

  It’s been an incredibly long few weeks, and as a result my previously-planned Hater’s Guide just isn’t possible within what little time I have left in this week, which is why I’m starting an ongoing series — Notes From The Bubble

• Cargo Culture

  Jun 23, 2026Ed Zitron

  If you liked this piece, you should 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

• Premium: The Silicon Valley Bubble (Part 2)

  Jun 19, 2026Ed Zitron

  So it’s been a big week for me after I published an exclusive covering OpenAI’s audited financials from 2024 and 2025, with reactions ranging from “oh my god, OpenAI spent $34 billion to make $13.07 billion in revenue!” to “actually, it’

• Exclusive: OpenAI Losses Increased Nearly 8X in 2025, With Spending Hitting $34 Billion

  Jun 16, 2026Ed Zitron

  Soundtrack: In Flames - Colony To further support my independent journalism, please subscribe to my premium newsletter. It’s $7 a month or $70 a year. If you’re subscribed to the free newsletter and logged in, you should see at the bottom right hand corner of your screen

• AI's Brokenomics

  Jun 15, 2026Ed Zitron

  If you liked this piece, you should 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

• Premium: The Silicon Valley Bubble (Part 1)

  Jun 12, 2026Ed Zitron

  Friends, I believe we’re approaching the end of this era. Both OpenAI and Anthropic have filed the paperwork to go public, starting a race for exit liquidity for two companies that burn billions of dollars a year and have no path to profitability. Both of these companies are

• AI Is Slowing Down

  Jun 08, 2026Ed Zitron

  If you liked this piece, you should 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

• Premium: The Hater's Guide To The AI Bubble 3.0

  Jun 05, 2026Ed Zitron

  Last year I wrote one of my favourite pieces ever — The Hater’s Guide To The AI Bubble — and followed it up with The Hater’s Guide To The AI Bubble Volume 2 several months later. Sadly, I’ve realized “volume” is a

• AI Doesn't Have ROI

  Jun 02, 2026Ed Zitron

  If you liked this piece, you should 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

• Premium: What If...We're In An AI Bubble? (Part 3)

  May 29, 2026Ed Zitron

  Last week I ran the second part of my three-part “What If…We’re In An AI Bubble?” series where I have been covering the scenarios that I believe could lead to the bubble popping. Here’s what I’ve discussed so far:

• Revenge of The Business Idiot

  May 26, 2026Ed Zitron

  If you liked this piece, you should 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

• Premium: What If...We're In An AI Bubble? (Part 2)

  May 22, 2026Ed Zitron

  Last week I ran the first part of my What If…We’re In An AI Bubble? Series, where I asked questions and posed scenarios as to the consequences of the many, many questions I’ve asked over the last few years. It quickly became one of