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- Premium: The Hater's Guide to Private EquityFeb 27, 2026Ed Zitron
We have a global intelligence crisis, in that a lot of people are being really fucking stupid. As I discussed in this week’s free piece, alleged financial analyst Citrini Research put out a truly awful screed called the “2028 Global Intelligence Crisis” — a slop-filled scare-fiction
- On NVIDIA and AnalyslopFeb 26, 2026Edward Zitron
Editor's note: a previous version of this newsletter went out with Matt Hughes' name on it, that's my editor who went over it for spelling errors and loaded it into the CMS. Sorry! Hey all! I’m going to start hammering out free pieces
- Premium: The Hater's Guide to AnthropicFeb 20, 2026Edward Zitron
In May 2021, Dario Amodei and a crew of other former OpenAI researchers formed Anthropic and dedicated themselves to building the single-most-annoying Large Language Model company of all time. Pardon me, sorry, I mean safest, because that’s the reason that Amodei and his crew claimed was why
- Premium: The AI Data Center Financial CrisisFeb 13, 2026Edward Zitron
Since the beginning of 2023, big tech has spent over $814 billion in capital expenditures, with a large portion of that going towards meeting the demands of AI companies like OpenAI and Anthropic. Big tech has spent big on GPUs, power infrastructure, and data center construction, using a
- Premium: The Hater's Guide To MicrosoftFeb 06, 2026Edward Zitron
Have you ever looked at something too long and felt like you were sort of seeing through it? Has anybody actually looked at a company this much in a way that wasn’t some sort of obsequious profile of a person who worked there? I don’t mean
- Premium: The Hater's Guide to OracleJan 30, 2026Edward Zitron
You can’t avoid Oracle. No, really, you can’t. Oracle is everywhere. It sells ERP software – enterprise resource planning, which is a rat king of different services for giant companies for financial services, procurement (IE: sourcing and organizing the goods your company needs to run), compliance,
- Premium: The AI Bubble Is A Time BombJan 23, 2026Edward Zitron
- Premium: This Is Worse Than The Dot Com BubbleJan 16, 2026Edward Zitron
Soundtrack - Radiohead - Karma Police I just spent a week at the Consumer Electronics Show, and one word kept coming up: bullshit. LG, a company known for making home appliances and televisions, demonstrated a robot (named “CLOiD” for some reason) that could “fold laundry”
- 2025, A RetrospectiveDec 31, 2025Edward Zitron
Hey all, I'm not dropping this on the actual newsletter feed because it's a little self-indulgent and I'm not sure 88,000 or so people want an email about it. If you want to support my work directly, please subscribe to my premium newsletter.
- The Enshittifinancial CrisisDec 29, 2025Edward Zitron
Soundtrack: Lynyrd Skynyrd — Free Bird This piece is over 19,000 words, and took me a great deal of writing and research. If you liked it, please subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly
- Premium - How The AI Bubble Bursts In 2026Dec 22, 2025Edward Zitron
Hello and welcome to the final premium edition of Where's Your Ed At for the year. Since kicking off premium, we've had some incredible bangers that I recommend you revisit (or subscribe and read in the meantime!): The Hater's Guide To NVIDIA, a comprehensive
- Premium: Mythbusters - AI EditionDec 15, 2025Edward Zitron
I keep trying to think of a cool or interesting introduction to this newsletter, and keep coming back to how fucking weird everything is getting. Two days ago, cloud stalwart Oracle crapped its pants in public, missing on analyst revenue estimates and revealing it spent (to quote Matt Zeitlin of
- NVIDIA Isn't Enron - So What Is It?Dec 08, 2025Edward Zitron
If you enjoy this free newsletter, why not subscribe to Where's Your Ed At Premium? It's $7 a month or $70 a year, and helps support me putting out these giant free newsletters! At the end of November, NVIDIA put out an internal memo (that was
- Premium: The Ways The AI Bubble Might BurstDec 05, 2025Edward Zitron
[Editor's Note: this piece previously said "Blackstone" instead of "Blackrock," which has now been fixed.] I've been struggling to think about what to write this week, if only because I've written so much recently and because, if I'm
- Premium: The Hater's Guide To NVIDIANov 24, 2025Edward Zitron
This piece has a generous 3000+ word introduction, because I want as many people to understand NVIDIA as possible. The (thousands of) words after the premium break get into arduous detail, but I’ve written this so that, ideally, most people can pick up the details early on and