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Ed Zitron Profile picture
@edzitron
Nov 28, 2022 • 5 tweets • 2 min read • Read on X
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what a difference a few months makes
nymag.com/intelligencer/…
perfect!
lmao, lol, etc.
this interview rocks lmao
👍

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More from @edzitron

Ed Zitron Profile picture
Mar 9
$5 billion TO DATE? This heavily suggests that Anthropic? Over $10 billion in inference and training costs? This heavily suggests that almost every story about Anthropic’s revenue and costs they’ve leaked is wrong and that it’s been misleading the media.
Remember: reports said Anthropic made $4.5bn for all of 2025, and all of this guff about “$19bn in annualized revenue” no longer make sense, especially as that “exceeds $5 billion” line is from a lawsuit filed in *march*. This is a scandal! Image
The only thing that makes sense here is that Anthropic’s 2025 revenues were much lower than $4.5 billion. $5bn ALL TIME? Through march? Remember this is filed with a court. Suggests Anthropic is a much much smaller business than we believed
Read 5 tweets
Ed Zitron Profile picture
Jan 23
Premium: The AI Bubble is a time bomb, burdening hyperscalers with billions of new depreciation a quarter that will soon eat away profits, VCs with dead equity in fallen AI startups, and Oracle with hundreds of billions of unpayable leases.
wheresyoured.at/premium-timebo…
A year ago, I wrote that Coreweave was a timebomb — a rickety tower of debt and bad deals that was primed to blow.
I could have made that argument about hyperscalers, NVIDIA and OpenAI. Everybody is waiting for somebody else to make AI a success.

wheresyoured.at/premium-timebo…Image
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The AI bubble is slowly turning cash-rich, margin-heavy hyperscalers into something far worse. Now these asset-light, high-margin software companies are becoming bloated, filled with tens of billions of dollars in GPUs and data centers.
wheresyoured.at/premium-timebo…Image
Read 15 tweets
Ed Zitron Profile picture
Dec 29, 2025
Final 2025 Newsetter: We're in The Enshittifinancial Crisis, the fourth stage of enshittification, where companies turn on their shareholders. Unprofitable, unsustainable AI threatens future of venture capital, private equity and the markets themselves.
wheresyoured.at/the-enshittifi…
Enshittification's first 3 stages - from a platform people love to a platform businesses profit off of to a platform that hurts consumers and businesses alike - are well-known. I argue we're in a fourth stage where stocks have become enshittified too.
wheresyoured.at/the-enshittifi…Image
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We’re bearing witness to the enshittification of the stock market, where toxic companies appreciate in value despite their toxicity, recklessness and waste, aided and abetted by analysts who not only ignore the toxicity but actively celebrate it.

wheresyoured.at/the-enshittifi…Image
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Read 17 tweets
Ed Zitron Profile picture
Dec 22, 2025
Premium: How The AI Bubble bursts in 2026 - The largest funder of AI data centers is pulling out, OpenAI and Anthropic need more money than ever during a massive VC liquidity crisis - and NVIDIA's debt-powered customer base is quietly shrinking.
wheresyoured.at/premium-how-th…
The AI bubble is reaching its peak, with the largest data center funder (Blue Owl) walking away from a $10bn deal with Oracle, just as Broadcom gets pummeled post-earnings for showing no revenue from OpenAI, and CoreWeave fails to build capacity in time.
wheresyoured.at/premium-how-th…Image
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The real OpenAI scandal is what's *not* happening - Broadcom said it expects "no revenue" in 2026 from its supposed 10GW chips deal, and AMD, Samsung and SK Hynix, despite signing massive deals, haven't changed earnings. These announcements were a sham.
wheresyoured.at/premium-how-th…Image
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Read 14 tweets
Ed Zitron Profile picture
Sep 26, 2025
Premium newsletter: Based on my analysis, OpenAI needs one trillion dollars in the next four years to build 17GW of data centers and other commitments, with at least $500 billion needed for company operations. There's not enough capital to fund it.

wheresyoured.at/openai-onetril…
I spoke with analyst Gil Luria at D.A. Davidson, asking if the capital existed to build OpenAI's promised 17GW of data centers: "Of course there isn't enough capital for all of this," but "enough capital to do this for a at least a little while longer."

wheresyoured.at/openai-onetril…Image
Between NVIDIA and Oracle, OpenAI has now committed to 17 gigawatts of AI data center capacity, and to be clear, it takes about 2.5 gigawatts and more than $32.5 billion per gigawatt. There is no way these data centers actually get completed before 2028.
wheresyoured.at/openai-onetril…Image
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Read 6 tweets
Ed Zitron Profile picture
Mar 3, 2025
Newsletter: Microsoft pulled back on over a gigawatt of planned data center capacity, suggesting that they do not think there is a growth future in generative AI. SoftBank, the only one that can afford to fund OpenAI, has to take out loans to do so.
wheresyoured.at/power-cut/
Last week analyst TD Cowen said Microsoft had canceled two data center leases - "a couple hundred MWs" of capacity. Most missed a detail - that Microsoft had let over 1GW of Letters of Intent expire, equivalent to as much as of 14% current capacity.
wheresyoured.at/power-cut/Image
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Data center buildouts take 3-6 years, especially with high MW/GW projects. Microsoft - the largest purchaser of NVIDIA GPUs in 2024 - appears to be cutting data center expansion at a time when generative AI is meant to be the future. This is concerning.
wheresyoured.at/power-cut/Image
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Read 12 tweets

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