Ed Zitron's Where's...
Hyperscale Normalization
If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, $18 a...
2 weeks ago
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
Ed Zitron's Where's...
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
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
Ed Zitron's Where's...
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
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...
Ed Zitron's Where's...
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
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
Ed Zitron's Where's...
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
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
Ed Zitron's Where's...
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
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
Ed Zitron's Where's...
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
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
Ed Zitron's Where's...
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
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”
Ed Zitron's Where's...
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
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
Ed Zitron's Where's...
Where Is OpenAI's Money Going?
Soundtrack: Queens of the Stone Age - Song For The Dead
Editor's Note: The original piece had a...
7th Nov 2025
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.
A few days ago, Sam Altman said that OpenAI’s revenues were “well more” than $13bn in 2025
Full Width 
Shortcuts 
Sign Up 
Log In 
Articles 
Reading List 