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Ed Zitron's Where's Your Ed At

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Premium: How Has AI Changed The Economy? This week, the Wall Street Journal ran an alarming illustration of AI’s potential share of GDP that...
4 days ago
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Premium: How Has AI Changed The Economy?

from Ed Zitron's Where's Your Ed At [alt+shift+b] in startups

4 days ago
This week, the Wall Street Journal ran an alarming illustration of AI’s potential share of GDP that I’d argue did more to muddy the waters than actually telling anyone anything, mostly because its measurement, for whatever reason, covered 2025 to 2032, meaning that six out of
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Hyperscale Normalization If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, $18 a...
1st Sep 2026
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Hyperscale Normalization

from Ed Zitron's Where's Your Ed At [alt+shift+b] in startups

1st Sep 2026
If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, $18 a quarter, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 10,000 to 18,000 words, including vast, detailed analyses of
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The AI Demand Bubble If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a...
4th Aug 2026
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The AI Demand Bubble

from Ed Zitron's Where's Your Ed At [alt+shift+b] in startups

4th Aug 2026
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
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Premium: The Hater's Guide To SoftBank Soundtrack: Ozzy Osbourne — Mr. Crowley A lot of people have been making a lot of fun of the...
6th Jul 2026
1

Premium: The Hater's Guide To SoftBank

from Ed Zitron's Where's Your Ed At [alt+shift+b] in startups

6th Jul 2026
Soundtrack: Ozzy Osbourne — Mr. Crowley A lot of people have been making a lot of fun of the SoftBank 46th annual shareholder meeting and Masayoshi Son’s (to quote Bryce Elder of the Financial Times) Untethered Goose Game, specifically referring to slides that, well, looked like...
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AI Doesn't Have ROI If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a...
2nd Jun 2026
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AI Doesn't Have ROI

from Ed Zitron's Where's Your Ed At [alt+shift+b] in startups

2nd Jun 2026
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
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Premium: AI Isn't Too Big To Fail Soundtrack — Soundgarden — Blow Up The Outside World A lot of people try to rationalize the AI...
3rd Apr 2026
1

Premium: AI Isn't Too Big To Fail

from Ed Zitron's Where's Your Ed At [alt+shift+b] in startups

3rd Apr 2026
Soundtrack — Soundgarden — Blow Up The Outside World A lot of people try to rationalize the AI bubble by digging up the past. Billions of dollars of waste are justified by saying “OpenAI just like Uber” (it isn’t) and “the data center buildout is
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The AI Bubble Is An Information War Editor's Note: Apologies if you received this email twice - we had an issue with our mail server...
3rd Mar 2026
1

The AI Bubble Is An Information War

from Ed Zitron's Where's Your Ed At [alt+shift+b] in startups

3rd Mar 2026
Editor's Note: Apologies if you received this email twice - we had an issue with our mail server that meant it was hitting spam in many cases! Hi! If you like this piece and want to support my work, please subscribe to my premium newsletter. It’s
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Premium: The Hater's Guide To Microsoft Have you ever looked at something too long and felt like you were sort of seeing through it? Has...
6th Feb 2026
1

Premium: The Hater's Guide To Microsoft

from Ed Zitron's Where's Your Ed At [alt+shift+b] in startups

6th Feb 2026
Have you ever looked at something too long and felt like you were sort of seeing through it? Has anybody actually looked at a company this much in a way that wasn’t some sort of obsequious profile of a person who worked there? I don’t mean
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Premium: This Is Worse Than The Dot Com Bubble Soundtrack - Radiohead - Karma Police I just spent a week at the Consumer Electronics Show, and one...
16th Jan 2026
2

Premium: This Is Worse Than The Dot Com Bubble

from Ed Zitron's Where's Your Ed At [alt+shift+b] in startups

16th Jan 2026
Soundtrack - Radiohead - Karma Police I just spent a week at the Consumer Electronics Show, and one word kept coming up: bullshit.  LG, a company known for making home appliances and televisions, demonstrated a robot (named “CLOiD” for some reason) that could “fold laundry”
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Premium: The Ways The AI Bubble Might Burst I've been struggling to think about what to write this week, if only because I've written so much...
5th Dec 2025
1

Premium: The Ways The AI Bubble Might Burst

from Ed Zitron's Where's Your Ed At [alt+shift+b] in startups

5th Dec 2025
I've been struggling to think about what to write this week, if only because I've written so much recently and because, if I'm honest, things aren't really making a lot of sense. NVIDIA claims to have shipped six million Blackwell GPUs in
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