Latest posts
- 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: What
- Revenge of The Business IdiotMay 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
- News: OpenAI Had A Negative 122% Non-GAAP Operating Margin In Q1 2026, and ChatGPT Growth Has StalledMay 22, 2026Ed Zitron
Executive Summary: The Information reports that OpenAI generated $5.7bn in revenue for the first quarter of 2026 based on discussions with sources familiar with its financials. With adjusted negative margins of -122%, this means that for every dollar of revenue OpenAI made, it lost an additional $1.22, or
- Anthropic's "Profitability" SwindleMay 21, 2026Ed Zitron
Yesterday, the Wall Street Journal ran a story about how Anthropic is “about to have its first profitable quarter,” specifically an operating profit, or EBITDA profitability: Anthropic’s revenue is set to more than double to $10.9 billion in the second quarter, an explosive rate of
- AI Is Too ExpensiveMay 19, 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 1)May 15, 2026Ed Zitron
Every day I read some sort of wrongheaded extrapolation about the future of AI — that today’s models are somehow indicative of AGI creating a “permanent underclass” of people that stops people from building software companies, or really doing any kind of job on the computer:
- Where Are All The Data Centers?May 12, 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: 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 ez@betteroffline.com, 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