Ed Zitron
@edzitron
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Newsletter https://t.co/D5qDgUKaNR - Better Offline Podcast - https://t.co/pUoGsuaQTw - Column Business Insider - CEO at https://t.co/5idt8AyPqr - Award-Winning Tech PR
Beautful Las Vegas Nevada
Joined December 2008
Premium newsletter: Meta, Google, Amazon and Microsoft need $2 Trillion in AI revenue by 2030 or they've wasted their capex. The massive cost of building data centers and constant decay in value of expensive-to-run GPUs may make AI profits impossible. https://t.co/eaG2XI6h5B
wheresyoured.at
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 —...
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the jduge orders me to take off my anonymous v mask & im wearing the joker makeup underneath it. everyone in the courtroom groans at my shit
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Jensen Huang vagueposting to his customers that they need to buy more gpus
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OpenAI has lost Yglesias
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To be clear, the $11.5bn of losses was actually $12bn, and was disclosed *by Microsoft in a public filing*. Why is the CFO of OpenAI stating that Microsoft is overstating OpenAI's losses? https://t.co/my0Xqv7y5a
wsj.com
Inside Microsoft’s earnings was a charge that caught analysts by surprise: a $4.1 billion hit on its investment in OpenAI. The figure was up 490% from a year earlier. It implies a more than $12...
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Premium newsletter: Meta, Google, Amazon and Microsoft need $2 Trillion in AI revenue by 2030 or they've wasted their capex. The massive cost of building data centers and constant decay in value of expensive-to-run GPUs may make AI profits impossible. https://t.co/eaG2XI6h5B
wheresyoured.at
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 —...
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Premium newsletter: OpenAI said they'll build a gigawatt of data centers for AMD, NVIDIA and Broadcom by the end of 2026, and 9GW more for Broadcom by end of 2029. They need $400 Billion in the next 12 months - and to do several impossible things at once. https://t.co/CJVGTAghLj
wheresyoured.at
Hello readers! This premium edition features a generous free intro because I like to try and get some of the info out there, but the real indepth stuff is below the cut. Nevertheless, I deeply...
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HIGHER LEARNING 10/29!!!! - The Amazing @roywoodjr joins us to talk about his book. - @edzitron talks about the great Ai SCAM. - NO LIMIT WON. WE TALK ABOUT IT - ALL KINDS OF DIFFERENT SHIT
open.spotify.com
Higher Learning with Van Lathan and Rachel Lindsay �· Episode
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Had a great time with @VanLathan and @TheRachLindsay on the @Higher_Learning podcast talking about AI https://t.co/k2ogQGnOxg
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Exclusive: Anthropic spent $2.66 billion on Amazon Web Services in the first three quarters of 2025, around 100% of their estimated revenue. Its costs appear to increase with their revenue, showing little path to profitability. https://t.co/2Sxmx9N4YO
wheresyoured.at
So, I originally planned for this to be on my premium newsletter, but decided it was better to publish on my free one so that you could all enjoy it. If you liked it, please consider subscribing to...
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This is the first week I’ve taken off the premium newsletter since June, if you like my work there’s a discount link here, I’d really appreciate it, I do not really get much time off ever and it would help
Originally wanted to do this as a premium one, but I decided to put this out on my free newsletter because it’s important. If you liked it please subscribe to my premium to support my work. Here’s $10 off annual. https://t.co/IVKk8Lupzz
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Originally wanted to do this as a premium one, but I decided to put this out on my free newsletter because it’s important. If you liked it please subscribe to my premium to support my work. Here’s $10 off annual. https://t.co/IVKk8Lupzz
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This deal keeps being talked about with absolutely no details around how long it will last or even when it will start beyond more nonsense about adding a gigawatt of compute by 2026. Even the TPU number is “up to”
Anthropic plans to expand its use of Google Cloud, training and serving Claude AI models with access to up to 1 million TPUs, representing a multi-billion-dollar commitment.
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This is the first week I’ve taken off the premium newsletter since June, if you like my work there’s a discount link here, I’d really appreciate it, I do not really get much time off ever and it would help
Originally wanted to do this as a premium one, but I decided to put this out on my free newsletter because it’s important. If you liked it please subscribe to my premium to support my work. Here’s $10 off annual. https://t.co/IVKk8Lupzz
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Didn’t they miss last quarter as well? They’re a huge NVIDIA client too. Sure it’s fine number go up
$SMCI down ~9% after guiding Q1 revenue to about $5B vs. Est. $6.5B The detail that matters is ~$12B in new design wins shifting into Q2 which means demand didn’t change just delivery window did FY guidance of $33B stays intact so visibility on AI rack growth is still there
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Funded by cash flow *and* a massive increase in debt? Microsoft just issued like $17bn in bonds and meta had to do a weird off balance sheet deal to build a data center, but no need to include this it is all fine number go up
Why we are not in an AI bubble in 4 charts: — Multiples (P/E) are nowhere near .com level — CapEx is growing but funded by cash flow — Largest tech co valuations lower than 1999 — Concentration in the market isn't necessarily negative
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Finally somebody else is saying this! Hell yes. Months of this shit - they don’t have the money, also OpenAI has to convert in like…less than a month and a half? How does that work exactly. How is that going by the way? Also they need to raise like $50 billion ASAP
Covers $7 billion of the up to $22.5 billion that SoftBank said it would invest in the second tranche of OpenAI's funding round. How will they raise the remaining $15.5 billion for this funding round? We’ll hear soon, OpenAI urgently needs the money and to close this round.
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Two main takeaways from the WSJ article on OAI and $NVDA. - You can see how highly $NVDA's Jensen's opinion is on $GOOGL's TPUs (Jensen wouldn't be concerned, let alone call a client about any chips of competitors that he didn't find would be real alternatives) - If $NVDA ended
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In a BO exclusive, @edzitron reveals how much Anthropic spent on Amazon Web Services in 2024 & 2025, and how the costs of running their services are increasing linearly with their revenue, suggesting there may be no path to profitability for LLMs. https://t.co/qvzPjsYfK2
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