Ed Zitron's Where's Your Ed At

Concentration Risk

Ed Zitron's Where's Your Ed At4d4 days agoHN30 min read

Inside OpenAI’s Reboot, Higher usage limits for Claude and a compute deal with SpaceX, and more ›

Covers 19 stories

Premium: The Hater's Guide To Circular Financing (Part Two)

Ed Zitron's Where's Your Ed At1w1 week ago4 min read

Nvidia backs financing for OpenAI data center in Ohio, SB Energy - S-1

Covers 2 stories

Hyperscale Normalization

Ed Zitron's Where's Your Ed At1w1 week agoHN Covered by245+ min read

Attention is all you need (2017), Inside OpenAI’s Reboot, and more ›

Covered by2 sites

All 2 sites ›

Covers 16 stories

Premium: The Hater's Guide To Circular Financing (Part One)

Ed Zitron's Where's Your Ed At2w2 weeks agoCovered by1120 min read

Ilya Sutskever's SSI and Nvidia Announce Long-Term Strategic Partnership, NVIDIA GB200 NVL72, and more ›

Covered by11 sites

All 11 sites ›

Covers 10 stories

The AI Hater's Manifesto

Ed Zitron's Where's Your Ed At2w2 weeks agoHN2 Covered by745+ min read

newer thread·older thread

Covered by7 sites

MR Online, Links, and more ›

HN2

Covers 23 stories

Behind the Curtain: A white-collar bloodbath, New evidence on data center employment effects, and more ›

What Happens If OpenAI Dies?

Ed Zitron's Where's Your Ed At3w3 weeks agoHN Covered by945+ min read

Anthropic raises $65B in Series H funding at $965B post-money valuation, Corporate America enters its AI reckoning, and more ›

Covered by9 sites

naked capitalism, Techrights, and more ›

Covers 28 stories

Premium: How Much Money Does AI Need?

Ed Zitron's Where's Your Ed At4w4 weeks ago2 min read

Don't Look Up

Ed Zitron's Where's Your Ed At4w4 weeks agoHN30 min read

Anthropic raises $65B in Series H funding at $965B post-money valuation, OpenAI raises $122B to accelerate the next phase of AI, and more ›

Covers 10 stories

Premium: The Hater's Guide To NVIDIA (Part 2)

Ed Zitron's Where's Your Ed At5w5 weeks agoCovered by29 min read

Streisand Effect, NVIDIA and CoreWeave Strengthen Collaboration to Accelerate Buildout of AI Factories, and more ›

Covered by2 sites

TechCrunch, Yahoo Finance ›

Covers 3 stories

News: Microsoft Disclosures Suggest OpenAI Sales Account For Around 70% Of FY26 AI Revenue, more than 7% of FY26 Revenue

Ed Zitron's Where's Your Ed At5w5 weeks ago1 min read

Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures Show, FY26 Q3 - Press Releases - Investor Relations

Covers 2 stories

The AI Demand Bubble

Ed Zitron's Where's Your Ed At5w5 weeks agoHN Covered by930 min read

Anthropic raises $65B in Series H funding at $965B post-money valuation, Anthropic expands partnership with Google and Broadcom for multiple gigawatts of next-generation compute, and more ›

Covered by9 sites

MR Online, The Neuron, and more ›

Covers 22 stories

Premium: AI Is Getting Way Too Expensive

Ed Zitron's Where's Your Ed At6w6 weeks agoHN3 min read

OpenAI raises $122B to accelerate the next phase of AI, Anthropic Economic Index: Understanding AI's Effects on the Economy, and more ›

Covers 3 stories

The More You Buy, The More You Lose

Ed Zitron's Where's Your Ed At6w6 weeks agoHN30 min read

OpenAI raises $122B to accelerate the next phase of AI, Tracking Trillions: The Assumptions Shaping the Scale of the AI Build-Out, and more ›

Covers 11 stories

Premium: The Hater’s Guide To Oracle (Part 2)

Ed Zitron's Where's Your Ed At7w7 weeks ago5 min read

Oracle Announces Record Q4 and FY 2026 Results Driven by Cloud Infrastructure & Cloud Applications, OpenAI, Oracle Sign $300B Computing Deal, Among Biggest in History

Covers 2 stories

The Subprime Data Center Crisis

Ed Zitron's Where's Your Ed At7w7 weeks agoHN2 Covered by530 min read

newer thread·older thread

Covered by5 sites

Notes on the Crises, and more ›

HN2

Covers 6 stories

Mark Zuckerberg says a Meta cloud computing business 'definitely on the table', Anthropic in early talks with Meta to acquire compute power, and more ›

The OpenAI Bubble

Ed Zitron's Where's Your Ed At8w8 weeks agoHN Covered by1545+ min read

OpenAI raises $122B to accelerate the next phase of AI, OpenAI Leans Toward Holding Up I.P.O. Until Next Year, and more ›

Covered by15 sites

Schneier on Security, naked capitalism, and more ›

Covers 18 stories

Premium: The Hater's Guide To The Memory Crisis

Ed Zitron's Where's Your Ed At9w9 weeks agoCovered by210 min read

Updated XBOX Console Prices, Tracking Trillions: The Assumptions Shaping the Scale of the AI Build-Out, and more ›

Covered by2 sites

All 2 sites ›

Covers 7 stories

Let AI Burn

Ed Zitron's Where's Your Ed At9w9 weeks agoHN Covered by530 min read

Redeploying Fable 5, Higher usage limits for Claude and a compute deal with SpaceX, and more ›

Covered by5 sites

Kotaku, The Fine Print*, and more ›

Covers 17 stories

Premium: The Hater's Guide To SoftBank

Ed Zitron's Where's Your Ed At9w9 weeks ago10 min read

OpenAI Leans Toward Holding Up I.P.O. Until Next Year, Softbank presentation, and more ›

Covers 3 stories