Ed Zitron

@edzitron

Newsletter http://wheresyoured.at - Better Offline Podcast - http://betteroffline.com - Column Business Insider - CEO at http://EZPR.com - Award-Winning Tech PR

Beautful Las Vegas Nevada

Joined December 2008

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Ed Zitron@edzitron · Jul 21

Newsletter: This is the Hater's Guide To The AI Bubble: genAI is nothing like Uber or Amazon Web Services, there are no profitable genAI companies, agents do not/cannot exist as sold, there's no AI SaaS story, and everything rides/dies on selling GPUs. wheresyoured.at/the-haters-gui/

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Edward Ongweso Jr@bigblackjacobin · Jul 22

- OpenAI/Anthropic lose billions & can't grow into profit - SoftBank in dire straits by funding OpenAI - Stargate (which was scaled back the day Ed wrote this) doesn't have the funds to happen - OpenAI must convert to for-profit or $20b of $30b funding wheresyoured.at/the-haters-gui/

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Ed Zitron@edzitron · 23 h

Crusoe's PR has confirmed with me that SoftBank is not and has not ever been involved in the funding of the "Stargate" Abilene data center. To be clear, SoftBank has otherwise no other function in Stargate, meaning they were never *anything* to do with this data center project.

edzitron's tweet image. Crusoe's PR has confirmed with me that SoftBank is not and has not ever been involved in the funding of the "Stargate" Abilene data center. To be clear, SoftBank has otherwise no other function in Stargate, meaning they were never *anything* to do with this data center project.

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Ed Zitron@edzitron · Jul 22

Exclusive: Stargate, an effort to supercharge the U.S.’s artificial-intelligence ambitions, has sharply scaled back its near-term plans on.wsj.com/3TRwAWb

TThe Wall Street Journal@WSJ · Jul 21

Exclusive: Stargate, an effort to supercharge the U.S.’s artificial-intelligence ambitions, has sharply scaled back its near-term plans on.wsj.com/3TRwAWb

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Ed Zitron@edzitron · Jul 18

Here's this week's premium newsletter - a guest post from Nik Suresh of "I Will Fucking Piledrive You If You Mention AI Again" fame - about the Remarkable Incompetence of CEOs and Engineers at the heart of the tech industry. wheresyoured.at/the-remarkable…

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Ed Zitron@edzitron · Jul 11

Premium newsletter: Based on user data and their gross profit margins, I believe that Anthropic's most popular product, Claude Code, is haemorraging money on every user, with some costing the company hundreds - even thousands - of dollars in a few days. wheresyoured.at/anthropic-is-b…

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Ed Zitron@edzitron · Jul 7

A 9500 word Premium newsletter: I have discovered that OpenAI and Anthropic have both jacked up prices for their largest customers, with Anthropic's changes directly harming Cursor, their largest customer, who have had to change their pricing as a result. wheresyoured.at/anthropic-and-…

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Ed Zitron@edzitron · Jun 27

This week's 6500-word premium column: Why did Microsoft invest in OpenAI, despite top execs believing they'd fail? Was it to create billions in artificial revenue for Azure? Or was it to watch OpenAI die and steal their IP? wheresyoured.at/why-did-micros…

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