Ed Zitron
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Ed Zitron
@edzitron.com
170K followers 2.7K following 26K posts
British, But In Las Vegas and NYC
ezitron.76 Sig
Newsletter - wheresyoured.at
https://linktr.ee/betteroffline - podcast w/ iheartradio
Chosen by god, perfected by science
CEO at EZPR.com - Award-Winning Tech PR
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edzitron.com
Ed Zitron @edzitron.com · 5d
Free newsletter: NVIDIA Isn't Enron, so what is it? My 15k word guide to Wall Street's messiah - how it makes money, how its future relies on endless debt, how millions of GPUs are sitting waiting to be installed, and why it no longer makes sense to buy more GPUs.
www.wheresyoured.at/nvidia-isnt-...
NVIDIA Isn't Enron - So What Is It?
If you enjoy this free newsletter, why not subscribe to Where's Your Ed At Premium? It's $7 a month or $70 a year, and helps support me putting out these giant free newsletters! At the end of Novembe...
www.wheresyoured.at
edzitron.com
If there’s one thing people often say about me it’s that I don’t publish enough words for free
divzilla.bsky.social SchugoSonic @divzilla.bsky.social · 1h
just add a fucking "donate" button and don't always bother me with "subscribe to this", "subscribe to that", "here are 500 free words for you to read", "get 10$ off yearly, just click here"

Typical ASSHOLE INFLUENCER STYLE... GET A FUCKING JOB!
December 14, 2025 at 1:37 AM
edzitron.com
Another year I’m snubbed. Thanks for the reminder
theathletic.com The Athletic @theathletic.com · 1h
THE 2025 HEISMAN TROPHY GOES TO FERNANDO MENDOZA 🏆

He is the first Heisman Trophy winner in Indiana University history.
December 14, 2025 at 1:34 AM
Reposted by Ed Zitron
edzitron.com
Time, mister, Alt,,man,. Is it really that, time,, agaiin, it seems as if we only just,arrived, you've, done a great deal in, such a small, time,
the g-man from half-life
November 19, 2025 at 10:50 PM
edzitron.com
what’s great about this is the moment model makers start doing this it’ll go against their training data and start causing all sorts of weird after effects.
December 13, 2025 at 11:59 PM
edzitron.com
Professor Scott Galloway: ‘Elon Musk is a full-stop genius. But he sets a terrible example for young men’ Professor Scott Galloway is the thought leader whose predictions are uncannily accurate – and that should terrify the tech titans, as he thinks Twitter’s Jack Dorsey will be fired by the end of the year and one CEO will be arrested
December 13, 2025 at 11:23 PM
Reposted by Ed Zitron
edzitron.com
Monday: My 17k word premium "AI Mythbusters" newsletter: why there's no insatiable demand for AI compute, why OpenAI will miss its projections, why AI doomerism is a grift, and why AI isn't actually "getting smarter."

Here's $10 off annual.
edzitronswheresyouredatghostio.outpost.pub/public/promo...
We are in the dynasty of bullshit, a deceptive epoch where analysts and journalists who are ostensibly burdened with telling the truth feel the need to continue pushing the Gospel According To Jensen. When all of this collapses there must be a reckoning with how little effort was made to truly investigate the things that executives are saying on the television, in press releases, in earnings filings and even on social media, all because the market consensus demanded that The Number Must Continue Going Up. The AI era is one of mythology, where billions in GPUs are bought to create supply for imaginary demand, where software is sold based on things it cannot reliably do, where companies that burn billions of dollars are rewarded with glitzy headlines and not an ounce of cynicism, and where those that have pushed back against it have been treated with more skepticism and ire than those who would benefit the most from the propagation of propaganda and outright lies. So today I'm giving you Mythbusters — AI Edition. This is the spiritual successor to How To Argue With An AI Booster, where I address the technical, financial and philosophical myths that underpin the endless sales of GPUs and ever-increasing valuation of OpenAI. This is going to be fun, because I truly believe that both the financial and tech press take this all a little too seriously, in the sense that everything is so dull. With a handful of exceptions (The Register being the best example), most publications treat financial reporting as something that must be inherently separate from any kind of analysis or criticism. And so, that’s why, if a publication calls bullshit on something insane, that call is almost always segmented away in its own little piece. If you asked me why I thought this is the case, I’d say it’s probably because (excluding those cases of genuine malfeasance and fraud, like Enron and Worldcom and Nortel) we haven’t seen anything as egregiously offensive or dishonest as what’s emerged f…
December 12, 2025 at 11:32 PM
edzitron.com
Eight days ago I said one of the signs the bubble was bursting was if data center REITs like Fermi were in trouble. Yesterday Fermi had a $150m tenant pull out and its stock dropped 40%. All roads lead to The Smiling Man!
sherwood.news/markets/ferm...

www.wheresyoured.at/premium-the-...
v. Edward Moreno 12/12/25 Fermi drops after tenant terminates $150 million contract - Fermi FRMI $10.05 (-34.03%) fell in early trading on Friday after it disclosed that its first tenant for its planned Project Matador power grid site has terminated its $150 million contract. Fermi, which was cofounded by former Energy Secretary Rick Perry, plans to build nuclear energy infrastructure to power data centers. In September, Fermi announced that it had entered into a nonbinding letter of intent with a tenant to lease a portion of Project Matador. That contract was terminated on Thursday, Fermi said in a Friday regulatory filing. Fermi, which currently generates no revenue, said it is talking to other potential tenants for the Project Matador Site and "remains confident that it will be able to meet its expected power delivery schedule at Project Matador as the demand for behind-the-meter power for Al remains robust over the near and long term." If we're talking about how the bubble may burst, I'd start looking for signs that new Al-related REITs are struggling to raise capital, or for volatility or downswings in said REITs.
December 13, 2025 at 6:42 PM
edzitron.com
Oh banks are at the “repo window” or whatever? I don’t care. The only monetary policy I deal in is how many $2 bills I can get from the bank on any given day and it’s never enough
December 13, 2025 at 3:37 AM
edzitron.com
This was blatantly obvious in September, as I explained on the premium when they announced the $300bn OpenAI deal...Where's Your Ed At Premium, "for the discerning knowledge-wanter"
www.tomshardware.com/tech-industr...
Oracle reportedly delays several new OpenAI data centers because of shortages — tight material and labor supply frustrate expansion plans, possibly by a year or more News By Anton Shilov published 7 hours ago A delay of possibly one year or more
December 13, 2025 at 12:44 AM
edzitron.com
It really is wild how most people treat Geoffrey Hinton as some sort of bold truth-teller when he went out of his way to be clear that he thought Google was acting "very responsibly," and never actually comments on things around LLMs or, well, anything!

x.com/geoffreyhint...
In the NYT today, Cade Metz implies that I left Google so that I could criticize Google. Actually, I left so that I could talk about the dangers of AI without considering how this impacts Google. Google has acted very responsibly.
December 13, 2025 at 12:39 AM
edzitron.com
Rise of Skywalker, the entire theater knew it would suck ass the second it started, it reminded me of watching the Mets or Raiders collapse, everybody was actively pissed off, saying stuff like "oh god" or laughing at how shit it was. A real bonding moment
davelevitan.bsky.social Dave Levitan @davelevitan.bsky.social · 1d
Raising the always fun question: What are your most memorable theater-going experiences?

Mine also include The Matrix, Blair Witch, and being way too stoned in Belgium when Fellowship of the Ring was sold out so we sat in the back row for Mulholland Drive instead.
davelevitan.bsky.social Dave Levitan @davelevitan.bsky.social · 1d
It was hands-down one of the most memorable theater-going experiences I can remember, a collective 30-minute butt-clench/armrest-grab for the final climb. And we knew he lived! Wild.
December 13, 2025 at 12:12 AM
edzitron.com
Monday: My 17k word premium "AI Mythbusters" newsletter: why there's no insatiable demand for AI compute, why OpenAI will miss its projections, why AI doomerism is a grift, and why AI isn't actually "getting smarter."

Here's $10 off annual.
edzitronswheresyouredatghostio.outpost.pub/public/promo...
We are in the dynasty of bullshit, a deceptive epoch where analysts and journalists who are ostensibly burdened with telling the truth feel the need to continue pushing the Gospel According To Jensen. When all of this collapses there must be a reckoning with how little effort was made to truly investigate the things that executives are saying on the television, in press releases, in earnings filings and even on social media, all because the market consensus demanded that The Number Must Continue Going Up. The AI era is one of mythology, where billions in GPUs are bought to create supply for imaginary demand, where software is sold based on things it cannot reliably do, where companies that burn billions of dollars are rewarded with glitzy headlines and not an ounce of cynicism, and where those that have pushed back against it have been treated with more skepticism and ire than those who would benefit the most from the propagation of propaganda and outright lies. So today I'm giving you Mythbusters — AI Edition. This is the spiritual successor to How To Argue With An AI Booster, where I address the technical, financial and philosophical myths that underpin the endless sales of GPUs and ever-increasing valuation of OpenAI. This is going to be fun, because I truly believe that both the financial and tech press take this all a little too seriously, in the sense that everything is so dull. With a handful of exceptions (The Register being the best example), most publications treat financial reporting as something that must be inherently separate from any kind of analysis or criticism. And so, that’s why, if a publication calls bullshit on something insane, that call is almost always segmented away in its own little piece. If you asked me why I thought this is the case, I’d say it’s probably because (excluding those cases of genuine malfeasance and fraud, like Enron and Worldcom and Nortel) we haven’t seen anything as egregiously offensive or dishonest as what’s emerged f…
December 12, 2025 at 11:32 PM
Reposted by Ed Zitron
edzitron.com
Here’s this week’s Better Offline Monologue, and it’s about the questions I’m asking and the mysteries I’m trying to solve, and how I think their truths could bring an end to the LLM era.

Also, enjoy how I say the word “weird.”

podcasts.apple.com/us/podcast/b...
Linktr.ee/betteroffline
Monologue: The Questions I'm Asking
Podcast Episode · Better Offline · 12/12/2025 · Bonus · 6m
podcasts.apple.com
December 12, 2025 at 5:17 AM
Reposted by Ed Zitron
citymystic.bsky.social
One of the biggest things I did this year was get distribution for my first feature film, The Woods. At a time where it is becoming harder and harder to get films made, much less distributed, I'm extremely proud of this indie horror film and everyone who worked on it.
www.youtube.com/watch?v=B4QA...
THE WOODS | Official Horror Trailer
YouTube video by Terror Films Trailers
www.youtube.com
December 11, 2025 at 5:21 PM
Reposted by Ed Zitron
coolzonemedia.bsky.social
In this week's Better Offline monologue, @edzitron.com lists the questions he’s asking - and the things he’s looking for - that he believes will actually burst the bubble. 

www.iheart.com/podcast/1119...
In this week's Better Offline monologue, @edzitron.com lists the questions he’s asking - and the things he’s looking for - that he believes will actually burst the bubble.  https://www.iheart.com/podcast/1119-better-offline-150284547/episode/monologue-the-questions-im-asking-312276088
December 12, 2025 at 7:23 PM
Reposted by Ed Zitron
carlivelocci.com
Just FYI this movie is being distributed by Angel Studios, which distrbutes fundamentalist Christian and right-wing content.
everyfilmnow.bsky.social Every Film Now @everyfilmnow.bsky.social · 1d
First trailer for Andy Serkis’ ‘ANIMAL FARM’ has dropped.

In theaters May 1.

#AnimalFarm #AndySerkis
December 12, 2025 at 5:22 PM
Reposted by Ed Zitron
samblum.bsky.social
NEW: I talked to the guy who's rebooting Vine. The app was arguably the internet's last bastion of joy and creativity. He's reviving it with the same spirit, and wants it to take on TikTok and Instagram.

Gift link:

www.inc.com/sam-blum/vin...
Vine is Getting a Reboot, and Its New CEO Thinks It Can Make Social Media Great Again
CEO Evan Henshaw-Plath is resurrecting the cherished looping video app—but taking on TikTok won’t be easy.
www.inc.com
December 12, 2025 at 5:14 PM
edzitron.com
December 12, 2025 at 4:47 PM
edzitron.com
Absolutely hilarious earnings call for Broadcom today as CEO Hock Tan gets mad at an analyst for asking for clarity over OpenAI’s supposed 10 gigawatt chips deal, which Tan responded to by saying that “they are on their multi-year journey to their own XP and let's leave it at that.”
Ben Reitzes with Melius Research • 46:14 Yeah. Hey guys, thanks a lot. Hey Hock, I wanted to ask, I'm not sure if the last caller said something on it but I didn't hear it in the answer was wanted to ask about the OpenAl contract. It's supposed to start in the second half of the year and go through 2029 for 10 gigawatts. I'm going to assume that that's the fifth customer order there and I was just wondering if you're still confident in that being a driver, are there any obstacles to making that a major driver and when you expect that to contribute and your confidence in it? Thanks so much. Hock Tan • 46:53 You didn't hear that answer from my last caller Jim's questions because I didn't answer it. I did not answer it and I'm not answering it either. It is the fifth customer and it's a real customer and it will grow. They are on their multi-year journey to their own XP and let's leave it at that. As far as the open Al view that you have, we appreciate the fact that it is a multi-year journey that will run through 29 as our press release with open Al showed 10 gigawatts between 26, more like 27, 28, 29, Ben, not 26, more like 27, 28, 29, 10 gigawatts. That was the OpenAl discussion and that's, I call it an agreement and alignment of where we're headed with respect to a various respected and valued customer ai. Ben Reitzes with Melius Research That's really interesting. O 48:09 Hock Tan • 48:10 We do not expect much in 26. Ben Reitzes with Melius Research Ah, okay. Thanks for clarifying that. That's real interesting. Appreciate it. • 48:13
December 12, 2025 at 6:54 AM
edzitron.com
Here’s this week’s Better Offline Monologue, and it’s about the questions I’m asking and the mysteries I’m trying to solve, and how I think their truths could bring an end to the LLM era.

Also, enjoy how I say the word “weird.”

podcasts.apple.com/us/podcast/b...
Linktr.ee/betteroffline
Monologue: The Questions I'm Asking
Podcast Episode · Better Offline · 12/12/2025 · Bonus · 6m
podcasts.apple.com
December 12, 2025 at 5:17 AM
edzitron.com
How the hell is Anthropic paying for all of this? This company is just as bad as OpenAI!
“We received a $10 billion order to sell the latest TPU Ironwood racks to Anthropic,” said Tan, speaking on Broadcom’s fourth-quarter earnings call on Thursday. He also said Anthropic had placed an additional $11 billion order with Broadcom in the company’s latest quarter.
December 12, 2025 at 3:39 AM
Reposted by Ed Zitron
Carl from Internet of Bugs did a video on this (he actually uploaded a version that ONLY covered the SciShow video, but expanded to other YouTubers so people wouldn't think it was a problem unique to them:

www.youtube.com/watch?v=4lKy...
Your Favorite Science YouTubers Are Wrong About AI, (e.g. SciShow, Kurzgesagt, and Kyle Hill )
YouTube video by Internet of Bugs
www.youtube.com
December 12, 2025 at 2:07 AM
edzitron.com
Watching this video Hank Green did about AI pissed me off so much I had to go for a walk, multiple straight up falsehoods on top of pumping out effective altruist AI doomerist bullshit about models being "out of control". Unbelievable
www.youtube.com/watch?v=90C3...
We’ve Lost Control of AI
YouTube video by SciShow
www.youtube.com
December 12, 2025 at 2:04 AM
edzitron.com
I'm afraid this week's premium will be delayed until Monday, because it's become far more ambitious than I originally anticipated. It's Mythbusters: AI Edition and it'll probably be the longest thing I've ever written.
December 12, 2025 at 2:02 AM
edzitron.com
Though I cannot explain exactly who, there are Better Offline listeners who have repeatedly stepped up to get me info for the show, and I both coddle and protect my sources. ezitron.76 if you have info on AI companies, I'm always listening.
December 11, 2025 at 6:20 PM