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Ed Zitron

@edzitron • 156,939 subscribers

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Shorts

Clammy Sammy mentioned

Clammy Sammy mentioned

27,034 Aufrufe

This Is The Kind Of Shit I Am On

This Is The Kind Of Shit I Am On

1,471,911 Aufrufe

This is the kind of shit I’m on

This is the kind of shit I’m on

15,324 Aufrufe

The AI industry

The AI industry

35,477 Aufrufe

This happened to me the other week

This happened to me the other week

75,277 Aufrufe

Honestly this may be my favourite interview I've ever given

Honestly this may be my favourite interview I've ever given

51,712 Aufrufe

Jensen Huang just spent several minutes talking to remote controlled robots, truly bizarre

Jensen Huang just spent several minutes talking to remote controlled robots, truly bizarre

16,208 Aufrufe

Videos

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Here's my full interview with CNBC, covering my bear case against generative AI, OpenAI's questionable finances, AI's lack of ROI, and how all of this is a symptom of the tech industry running out of hypergrowth ideas. It's great to see the mainstream media discussing this.

Here's my full interview with CNBC, covering my bear case against generative AI, OpenAI's questionable finances, AI's lack of ROI, and how all of this is a symptom of the tech industry running out of hypergrowth ideas. It's great to see the mainstream media discussing this.

2,019,106 Aufrufe • vor 3 Monaten

Joined Stephanie Ruhle on MSNOW to talk about the AI bubble, how it's different to the Dot-Com Bubble, and how if AI "doesn't work out" it's everyone's problem, with retail investors making up 20% of the market's volume and having over $4.65tn in direct exposure to AI stocks.

Joined Stephanie Ruhle on MSNOW to talk about the AI bubble, how it's different to the Dot-Com Bubble, and how if AI "doesn't work out" it's everyone's problem, with retail investors making up 20% of the market's volume and having over $4.65tn in direct exposure to AI stocks.

49,238 Aufrufe • vor 5 Tagen

Here's my full chat with Julie Hyman, Pras Subramanian and Jake Conley on Yahoo Finance about Anthropic and OpenAI's IPOs, how they'll both need hundreds of billions in debt to keep up with their $1.3tn in obligations, and NVIDIA's GPU channel stuffing operation.

Here's my full chat with Julie Hyman, Pras Subramanian and Jake Conley on Yahoo Finance about Anthropic and OpenAI's IPOs, how they'll both need hundreds of billions in debt to keep up with their $1.3tn in obligations, and NVIDIA's GPU channel stuffing operation.

27,691 Aufrufe • vor 3 Tagen

As I said to Julie Hyman, Pras Subramanian and Jake Conley on Yahoo Finance, Jensen Huang is channel stuffing to pump NVIDIA's revenues, forcing GPUs on customers months in advance and making everything more expensive for everyone. It's morally reprehensible.

As I said to Julie Hyman, Pras Subramanian and Jake Conley on Yahoo Finance, Jensen Huang is channel stuffing to pump NVIDIA's revenues, forcing GPUs on customers months in advance and making everything more expensive for everyone. It's morally reprehensible.

23,990 Aufrufe • vor 3 Tagen

Joined CNBC's Squawk Box to talk about how 70% of AI revenues are coming from Anthropic and OpenAI, NVIDIA's vendor financing by proxy, and how outside of unprofitable and unsustainable AI labs, there's single-digit billions of dollars of demand for AI compute and software.

Joined CNBC's Squawk Box to talk about how 70% of AI revenues are coming from Anthropic and OpenAI, NVIDIA's vendor financing by proxy, and how outside of unprofitable and unsustainable AI labs, there's single-digit billions of dollars of demand for AI compute and software.

409,102 Aufrufe • vor 2 Monaten

One of the biggest lies of the AI bubble is that Microsoft, Google, Amazon and Meta are "growing because of AI." In reality, they're using the continued growth of their other business units to cover the meager returns from AI, and the massive waste of their trillion+ in capex.

One of the biggest lies of the AI bubble is that Microsoft, Google, Amazon and Meta are "growing because of AI." In reality, they're using the continued growth of their other business units to cover the meager returns from AI, and the massive waste of their trillion+ in capex.

540,788 Aufrufe • vor 3 Monaten

Really appreciated Bloomberg having me on again to talk about the lie of AI - everyone's buying into the mag7 believing CapEx is going towards diverse AI demand, when all it's really doing is supporting the circular cloud revenues of two unprofitable, unsustainable AI labs.

Really appreciated Bloomberg having me on again to talk about the lie of AI - everyone's buying into the mag7 believing CapEx is going towards diverse AI demand, when all it's really doing is supporting the circular cloud revenues of two unprofitable, unsustainable AI labs.

332,317 Aufrufe • vor 2 Monaten

This song can heal our divided nation

This song can heal our divided nation

126,608 Aufrufe • vor 1 Monat

Generative AI is a $30 billion TAM industry pretending to be a trillion-dollar one, propped up by circular financing from NVIDIA and desperation from hyperscalers like Oracle, who has mortgaged its entire future on the idea that OpenAI can pay it $75bn a year for compute.

Generative AI is a $30 billion TAM industry pretending to be a trillion-dollar one, propped up by circular financing from NVIDIA and desperation from hyperscalers like Oracle, who has mortgaged its entire future on the idea that OpenAI can pay it $75bn a year for compute.

273,766 Aufrufe • vor 3 Monaten

Here's my interview with CNBC on how Zuckerberg's vacuous talking points about AGI and open source exist to distract from how Meta burned $180bn in capex (and more off-balance-sheet) to make also-ran LLMs that don't deliver an iota of the promise of "personal superintelligence."

Here's my interview with CNBC on how Zuckerberg's vacuous talking points about AGI and open source exist to distract from how Meta burned $180bn in capex (and more off-balance-sheet) to make also-ran LLMs that don't deliver an iota of the promise of "personal superintelligence."

192,002 Aufrufe • vor 2 Monaten

Needed to pull out an important part of the interview. AI is often justified by comparing it to Amazon Web Services' ($57bn) or Uber's ($32bn) losses, when its costs/losses are hundreds of billions of dollars worse. There'll also be little useful infrastructure left behind.

Needed to pull out an important part of the interview. AI is often justified by comparing it to Amazon Web Services' ($57bn) or Uber's ($32bn) losses, when its costs/losses are hundreds of billions of dollars worse. There'll also be little useful infrastructure left behind.

231,421 Aufrufe • vor 4 Monaten

Here’s my full segment on MS NOW with Ari Melber about becoming “the leading expert voice on the bearish case against AI,” the end of hypergrowth, and how AI’s costs and losses are magnitudes higher than those that built Amazon Web Services, and even Amazon itself.

Here’s my full segment on MS NOW with Ari Melber about becoming “the leading expert voice on the bearish case against AI,” the end of hypergrowth, and how AI’s costs and losses are magnitudes higher than those that built Amazon Web Services, and even Amazon itself.

105,337 Aufrufe • vor 2 Monaten

Despite myths that there's "incredible demand for AI," 70%+ of hyperscaler AI revenues come from OpenAI and Anthropic. In FY26, $24.1bn of Microsoft's $34.33bn in AI revenue came from OpenAI - meaning that GPU rentals and AI software are single-digit billion dollar businesses.

Despite myths that there's "incredible demand for AI," 70%+ of hyperscaler AI revenues come from OpenAI and Anthropic. In FY26, $24.1bn of Microsoft's $34.33bn in AI revenue came from OpenAI - meaning that GPU rentals and AI software are single-digit billion dollar businesses.

115,550 Aufrufe • vor 2 Monaten

These videos make me feel like I'm going insane

These videos make me feel like I'm going insane

1,124,140 Aufrufe • vor 2 Jahren

The "no thank you" here got me

The "no thank you" here got me

1,274,805 Aufrufe • vor 3 Jahren

Joined Bloomberg to talk about how AI’s ridiculous promises, demands for capital and egregious circular financing are a vulgar display of wealth inequality, OpenAI’s worrying price cuts, and how the most dangerous companies running AI models are Anthropic and OpenAI themselves.

Joined Bloomberg to talk about how AI’s ridiculous promises, demands for capital and egregious circular financing are a vulgar display of wealth inequality, OpenAI’s worrying price cuts, and how the most dangerous companies running AI models are Anthropic and OpenAI themselves.

119,929 Aufrufe • vor 2 Monaten

This is how you trade against it

This is how you trade against it

45,853 Aufrufe • vor 1 Monat

There is no "value," nor are there "profits" to share from a company like OpenAI. The only reason that the entire tech industry is focused on AI is because they're completely out of hypergrowth ideas.

There is no "value," nor are there "profits" to share from a company like OpenAI. The only reason that the entire tech industry is focused on AI is because they're completely out of hypergrowth ideas.

143,323 Aufrufe • vor 3 Monaten

what's important to know about this is that it was a prime time TV show in England for many years

what's important to know about this is that it was a prime time TV show in England for many years

1,314,167 Aufrufe • vor 3 Jahren

Here's my interview with ABC News about OpenAI, how AI regulation needs to come from outside the industry, how (per Lina Khan ) we already have laws to deal with harmful products, and how hyperscalers' future growth is contingent on AI labs spending hundreds of billions.

Here's my interview with ABC News about OpenAI, how AI regulation needs to come from outside the industry, how (per Lina Khan ) we already have laws to deal with harmful products, and how hyperscalers' future growth is contingent on AI labs spending hundreds of billions.

47,018 Aufrufe • vor 1 Monat