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Ed Zitron

@edzitron • 156,939 subscribers

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Clammy Sammy mentioned

Clammy Sammy mentioned

27,034 views

This Is The Kind Of Shit I Am On

This Is The Kind Of Shit I Am On

1,471,911 views

This is the kind of shit I’m on

This is the kind of shit I’m on

15,324 views

The AI industry

The AI industry

35,477 views

This happened to me the other week

This happened to me the other week

75,277 views

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

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

51,712 views

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 views

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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.
8:05
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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.

Ed Zitron

2,019,106 views • 3 months ago

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.
5:57
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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.

Ed Zitron

49,238 views • 5 days ago

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.
25:26
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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.

Ed Zitron

27,691 views • 3 days ago

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.
1:56
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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.

Ed Zitron

23,990 views • 3 days ago

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.
7:42
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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.

Ed Zitron

409,102 views • 2 months ago

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.
0:31
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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.

Ed Zitron

540,788 views • 3 months ago

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.
8:48
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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.

Ed Zitron

332,317 views • 2 months ago

This song can heal our divided nation
0:54
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This song can heal our divided nation

Ed Zitron

126,608 views • 1 month ago

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.
1:49
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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.

Ed Zitron

273,766 views • 3 months ago

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."
4:08
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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."

Ed Zitron

192,002 views • 2 months ago

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.
1:30
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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.

Ed Zitron

231,421 views • 4 months ago

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.
12:07
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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.

Ed Zitron

105,337 views • 2 months ago

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.
1:32
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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.

Ed Zitron

115,550 views • 2 months ago

These videos make me feel like I'm going insane
1:05
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These videos make me feel like I'm going insane

Ed Zitron

1,124,140 views • 2 years ago

The "no thank you" here got me
0:26
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The "no thank you" here got me

Ed Zitron

1,274,805 views • 3 years ago

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.
8:53
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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.

Ed Zitron

119,929 views • 2 months ago

This is how you trade against it
0:28
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This is how you trade against it

Ed Zitron

45,853 views • 1 month ago

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.
0:50
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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.

Ed Zitron

143,323 views • 3 months ago

what's important to know about this is that it was a prime time TV show in England for many years
1:08
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what's important to know about this is that it was a prime time TV show in England for many years

Ed Zitron

1,314,167 views • 3 years ago

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.
6:18
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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.

Ed Zitron

47,018 views • 1 month ago