Latest posts
- Premium: The Hater's Guide To Circular Financing (Part One)Aug 28, 2026Ed Zitron
[NVIDIA Company Meeting, the present day, YMCA playing] JENSEN HUANG: We love NVIDIA, don’t we folks? We’re the biggest, most-beautiful semiconductor company, we make the biggest, hottest GPUs for Clammy Sammy and Wario Amodei’s huge, beautiful AI labs, but they can’t
- The AI Hater's ManifestoAug 25, 2026Ed Zitron
If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, $18 a quarter, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 10,000 to 18,000 words, including vast, detailed analyses of
- What Happens If OpenAI Dies?Aug 18, 2026Ed Zitron
If you liked this piece, you should subscribe to my premium newsletter. It's $70 a year, $18 a quarter, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 10,000 to 18,000 words, including vast, detailed analyses of
- Premium: How Much Money Does AI Need?Aug 14, 2026Ed Zitron
I’ve heard from people in the past that my articles are too long, and I wanted to start by saying that, for the most part, they’re going to stay long, because I feel like the only way for me to make my arguments is to be
- Don't Look UpAug 11, 2026Ed Zitron
If you liked this piece, you should subscribe to my premium newsletter. It's $70 a year, $18 a quarter, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 10,000 to 18,000 words, including vast, detailed analyses of
- Premium: The Hater's Guide To NVIDIA (Part 2)Aug 07, 2026Ed Zitron
For a little under a year, everyone — myself included — has compared NVIDIA to Enron, largely because NVIDIA insisted, in detail, that it was nothing like Enron, WorldCom, or Lucent, a potent example of the Streisand Effect that would be much funnier if NVIDIA wasn’t holding up
- News: Microsoft Disclosures Suggest OpenAI Sales Account For Around 70% Of FY26 AI Revenue, More Than 7% of FY26 RevenueAug 05, 2026Ed Zitron
Executive Summary: Microsoft disclosures and Bloomberg analyses show that OpenAI's compute spend and revenue share accounted for 70% or more of Microsoft's FY26 AI revenues, and more than 7% of Microsoft's overall FY2026 revenues. Microsoft has spent $261.3 billion in capital expenditures since
- The AI Demand BubbleAug 04, 2026Ed Zitron
If you liked this piece, you should subscribe to my premium newsletter. It's $70 a year, $18 a quarter, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 10,000 to 18,000 words, including vast, detailed analyses of
- Premium: AI Is Getting Way Too ExpensiveJul 31, 2026Ed Zitron
A great deal of the discussion of the so-called benefits or problems with AI comes down to the theoretical jobs that are (or are not) lost as a result of things LLMs can (or cannot do), or the equally theoretical productivity benefits that’ll come from using LLMs
- The More You Buy, The More You LoseJul 28, 2026Ed Zitron
If you liked this piece, you should subscribe to my premium newsletter. It's $70 a year, $18 a quarter, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 10,000 to 18,000 words, including vast, detailed analyses of
- Premium: The Hater’s Guide To Oracle (Part 2)Jul 24, 2026Ed Zitron
Good morning premium subscribers! As ever, please ping me at ez@betteroffline.com if you have any questions. Oracle has one of the strongest mythologies in the tech industry. Ask a regular person and they’ll tell you that it’s “incredibly profitable” and “growing
- The Subprime Data Center CrisisJul 22, 2026Ed Zitron
If you liked this piece, you should subscribe to my premium newsletter. It's $70 a year, $18 a quarter, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 10,000 to 18,000 words, including vast, detailed analyses of
- The OpenAI BubbleJul 15, 2026Ed Zitron
Thanks for reading this week’s free Where’s Your Ed At newsletter. As I said last week, I’m taking the rest of this week off, so there won’t be a premium on Friday. That said, if you aren’t already a member,
- Premium: The Hater's Guide To The Memory CrisisJul 10, 2026Ed Zitron
Hi premium readers! I’ll be taking a week off of the premium next week — July 17 — to have some well-earned rest. This will mark only the second time I’ve missed a premium piece since I started this newsletter in June 2025, and I
- Let AI BurnJul 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