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• Premium: The Hater's Guide To Microsoft

  Feb 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 Oracle

  Jan 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 Bomb

  Jan 23, 2026Edward Zitron
• Premium: This Is Worse Than The Dot Com Bubble

  Jan 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 Retrospective

  Dec 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 Crisis

  Dec 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 2026

  Dec 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 Edition

  Dec 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 Burst

  Dec 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 NVIDIA

  Nov 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

• Premium: The Hater's Guide To The AI Bubble Vol. 2

  Nov 14, 2025Edward Zitron

  We’re approaching the most ridiculous part of the AI bubble, with each day bringing us a new, disgraceful and weird headline. As I reported earlier in the week, OpenAI spent $12.4 billion on inference between 2024 and September 2025, and its revenue share with Microsoft heavily suggests

• Exclusive: Here's How Much OpenAI Spends On Inference and Its Revenue Share With Microsoft

  Nov 12, 2025Edward Zitron

  EDIT: I am updating this post to reflect that these numbers are based on accrual accounting, meaning that these amounts are from the quarters I am referencing. Anyone telling you otherwise is misinformed. As with my Anthropic exclusive from a few weeks ago, though this feels like a natural premium

• Premium: OpenAI Burned $4.1 Billion More Than We Knew - Where Is Its Money Going?

  Nov 07, 2025Edward Zitron

  Soundtrack: Queens of the Stone Age - Song For The Dead Editor's Note: The original piece had a mathematical error around burnrate, it's been fixed. Also, welcome to another premium issue! Please do subscribe, this is a massive, 7000-or-so word piece, and that's the

• Big Tech Needs $2 Trillion In AI Revenue By 2030 or They Wasted Their Capex

  Oct 31, 2025Edward Zitron

  As I've established again and again, we are in an AI bubble, and no, I cannot tell you when the bubble will pop, because we're in the stupidest financial era since the great financial crisis — though, I hope, not quite as severe in its eventually