Ed Zitron's Where's Your Ed At
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Ed Zitron's Where's Your Ed At
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The Words of Ed Zitron, a PR person and writer.

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Premium: The Hater's Guide To NVIDIA
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 Iโ€™ve written this so that, ideally, most people can pick up the details early on and
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November 24, 2025 at 9:33 PM
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Premium: The Hater's Guide To The AI Bubble Vol. 2
Weโ€™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
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November 14, 2025 at 9:26 PM
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Exclusive: Here's How Much OpenAI Spends On Inference and Its Revenue Share With Microsoft
_As with my Anthropic exclusive from a few weeks ago_, though this feels like a natural premium piece, I decided it was better to publish on my free one so that you could all enjoy it. **If you liked or found this piece valuable, please subscribe to my premium newsletter**
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November 12, 2025 at 9:27 PM
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Premium: OpenAI Burned $4.1 Billion More Than We Knew - Where Is Its Money Going?
**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
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November 7, 2025 at 9:25 PM
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Big Tech Needs $2 Trillion In AI Revenue By 2030 or They Wasted Their Capex
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 โ€” though, I hope, not quite as severe in its eventually
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October 31, 2025 at 9:21 PM
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This Is How Much Anthropic and Cursor Spend On Amazon Web Services
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 support my work. _Here โ€™s $10 off the first year of_
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October 28, 2025 at 9:22 PM
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OpenAI Needs $400 Billion In The Next 12 Months
_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 appreciate anyone subscribing. On Monday I will have my biggest scoop ever, and it'_
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October 28, 2025 at 9:22 PM
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The AI Bubble's Impossible Promises
_Readers: I โ€™ve done a very generous โ€œfreeโ€ portion of this newsletter, but I do recommend paying for premium to get the in-depth analysis underpinning the intro. That being said, I want as many people as possible to get the general feel for this piece. Things are_
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October 22, 2025 at 9:22 PM
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OpenAI Is Just Another Boring, Desperate AI Startup
What _is_ OpenAI? I realize you might say "a foundation model lab" or "the company that runs ChatGPT," but that doesn't really give the full picture of everything itโ€™s promised, or claimed, or leaked that it was or would be. No, really,
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October 14, 2025 at 9:18 PM
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The Case Against Generative AI
**Soundtrack: Queens of the Stone Age -****_First It Giveth_** **Before we go any further:** This is, for the third time this year, the longest newsletter I've ever written, weighing in somewhere around 18,500 words. I've written it specifically to be read at your leisure
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October 10, 2025 at 9:17 PM
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OpenAI Needs A Trillion Dollars In The Next Four Years
Shortly before publishing this newsletter, I spoke with Gil Luria, Managing Director and Analyst at D.A. Davidson, and asked him whether the capital was there to build the 17 Gigawatts of capacity that OpenAI has promised. He said the following: > No of course there isn't enough capital
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October 7, 2025 at 9:14 PM
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Is There Any Real Money In Renting Out AI GPUs?
NVIDIA has become a giant, unhealthy rock on which the US markets โ€” and to some extent the US economy โ€” sits, _representing 7-to-8% of the value of the market_ and _a large percentage of the $400 billion in expected AI data center capex_ expected to be spent this year,
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October 1, 2025 at 10:08 PM
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Oracle and OpenAI Are Full Of Crap
This week, something _strange_ happened. Oracle, a company that had just missed on its earnings and revenue estimates, _saw a more-than-39% single day bump in its stock_, leading a massive market rally. Why? Because it said its remaining performance obligations โ€” contracts signed that its customers yet to pay โ€”
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September 23, 2025 at 8:38 PM
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Why Everybody Is Losing Money On AI
_Hello and welcome to another premium newsletter. Thanks as ever for subscribing, and please email me at [email protected] to say hello._ * * * As I've written _again_ and _again_, the costs of running generative AI _do not make sense._ Every _single_ company offering any kind of generative AI
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September 15, 2025 at 8:36 PM
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AI Bubble 2027
**Soundtrack:****_The Dillinger Escape Plan - One Of Us Is The Killer_** * * * _An MIT study found_ that 95% of organizations are getting "zero return" from generative AI, seemingly every major outlet is now writing an "are we in a bubble?" story, and now _Meta has frozen_
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September 5, 2025 at 8:34 PM
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How To Argue With An AI Booster
**Editor 's Note:** For those of you reading via email, I recommend opening this in a browser so you can use the Table of Contents. This is my longest newsletter - a 16,000-word-long opus - and if you like it, please subscribe to my premium newsletter. Thanks for
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September 2, 2025 at 8:36 PM
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How Does GPT-5 Work?
_Welcome to another premium edition of Where 's Your Ed At! Please subscribe to it so I can continue to drink 80 Diet Cokes a day. Email me at [email protected] with the subject "premium" if you ever want to chat. I realize this is before_
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August 25, 2025 at 8:32 PM
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The Enshittification of Generative AI
_Thanks for subscribing to Where โ€™s Your Ed At Premium, please shoot me an email at [email protected]__ _if you ever have any questions._ Yesterday, _OpenAI launched GPT-5_, a new โ€œflagshipโ€ model of some sort thatโ€™s allegedly better at coding and writing, but upon
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August 15, 2025 at 8:30 PM
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AI Is A Money Trap
In the last week, weโ€™ve had no less than _three_ _different_ _pieces_ asking whether the massive proliferation of data centers is a massive bubble, and though they, at times, seem to take the default position of AIโ€™s inevitable value, theyโ€™ve begun to sour on
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August 15, 2025 at 8:30 PM
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How Much Money Do OpenAI And Anthropic Actually Make?
_Hello and welcome to the latest premium edition of Where 's Your Ed At, I appreciate any and all of your subscriptions. I work very hard on these, and they help pay for the costs of running Ghost and, well, my time investigating different things. If you're_
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August 6, 2025 at 8:27 PM
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Is SoftBank Still Backing OpenAI?
Earlier in the week, _the Wall Street Journal reported_ that SoftBank and OpenAI's "$500 billion" "AI Project" was now setting a "more modest goal of building a small data center by year-end." To quote: > A $500 billion effort unveiled _at the White_
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August 6, 2025 at 8:27 PM
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The Hater's Guide To The AI Bubble
**Hey! Before we go any further โ€” if you want to support my work, please sign up for the premium version of Whereโ€™s Your Ed At, itโ€™s a $7-a-month (or $70-a-year) paid product where every week you get a premium newsletter, all while supporting my free**
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August 1, 2025 at 8:24 PM
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The Remarkable Incompetence At The Heart Of Tech
Hello premium subscribers! Today I have the first guest post I've ever commissioned (read: paid) on Where's Your Ed At - Nik Suresh, one of the greatest living business and tech writers, best-known for his piece I Will Fucking Piledrive You If You Mention AI Again
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July 29, 2025 at 8:25 PM
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Anthropic Is Bleeding Out
**Hello premium customers!** Feel free to get in touch at [email protected] if you're ever feeling chatty. And if you're not one yet, please subscribe and support my independent brain madness. Also, thank you to Kasey Kagawa for helping with the maths on this. **__Soundtrack:__**
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July 21, 2025 at 8:23 PM
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Anthropic and OpenAI Have Begun The Subprime AI Crisis
**Hello premium customers!** Feel free to get in touch at [email protected] if you're ever feeling chatty. And if you're not one yet, I'm sorry that I paywalled this, but it took me so much effort and drove me a little insane. * * * Back
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July 18, 2025 at 8:23 PM