I’m sorry but this is god damn egregious. I have been on CoreWeave since march and while this reporting is thorough, it’s hard not to see the similarity (and the same god damn title!)

In an effort to win this contest, China is building hegemony by exporting not just its green products but also in a structural shift exporting its technology, engineering, supply chains, and financing. phenomenalworld.org/analysis/bri... www.ft.com/content/e517...

@edzitron.com been warning about it even longer, put me on to it in fact

Wrote about digitally cloning your loved ones, immortality, death cults, and Silicon Valley. Plus: an old essay on Russian Cosmism and its perversion by today’s accelerationists. thetechbubble.substack.com/p/silicon-va...

I do, of course, have a paragraph from "Why We Fear AI" for this

Here’s one of me and the reading gang. @attackerman.bsky.social @kylietcheung.bsky.social @graceroso.bsky.social @edwardongwesojr.com

Exclusive: Based on documents viewed by this newsletter, OpenAI spent over $12.4 billion on inference from 2024 to September 2025. As part of its Microsoft revenue share, it sent $493.8m in 2024/$865.8m Jan-Sep 2025, implying lower revenues than previously reported. www.wheresyoured.at/oai_docs/

It's entirely fitting that one of the first big AI-generated music producers is a Deloitte consultant.

Sharing a great new paper on VC from David Kampmann, LSE really leading the way on the new critical scholarship on VC @jathansadowski.com @mrshoward.bsky.social @edwardongwesojr.com @parismarx.com @profhilaryallen.bsky.social @jacobsilverman.com academic.oup.com/ser/advance-...

NEW YORK CITY: I hear you're in a celebratory mood over there. Well how would you like to use some of that energy to help dismantle big tech? Join me, @parismarx.com, @edwardongwesojr.com, @jathansadowski.com, @veenadubal.bsky.social, and special guests for the Second NYC Luddite Tribunal.

The first African author to win the Nobel in literature, Soyinka has been an outspoken critic of governments worldwide.

Driven by a new cohort of think-tank voices, the second Trump administration is shifting toward hemispheric prioritization and managed disengagement. Our French pick of the week maps the intellectual genealogy of the "restrainers." By @rmomtaz.bsky.social et al. buff.ly/3TnNFoJ

"In less than 36 hours since we announced that we will be sending payments to disabled SNAP recipients in the South—$100 to individuals and $250 to households—we have received more than 12,400 applications, totaling $2.7 million in requests." - they have to close the form tomorrow... no way to cover

i deeply love WIRED and their reporting, but that ed zitron piece was one of the most bad faith, head scratchingly bizarre pieces i’ve ever read

Under Trump, the draconian future of homelessness policy is coming into focus: mass internment. Utah is building a 16-acre site to detain up to 1,300 homeless people inside locked "accountability centers." This is profoundly alarming. Vital reporting from @ellenbarry.bsky.social and Jason DeParle:

Nov 12 at the Francis Kite Club @orbooks.bsky.social in NYC with @kylietcheung.bsky.social @attackerman.bsky.social @graceroso.bsky.social and @edwardongwesojr.com www.eventbrite.com/e/we-had-it-...

flattening AI skepticism to such a one-dimensional state is the real position with low barriers to entry—the providence of useful idiots & dullards! thetechbubble.substack.com/p/the-phony-...

I hear there’s a new wave of Twitter people headed this way. I know we don’t talk about them much anymore, but I made a starter pack ages ago you might like if you’re into critical tech work and Luddites.

have a new piece out of defense tech with nyrb! www.nybooks.com/online/2025/...

we are going to have So Much Fun this year, are you excited? (I am!)

In the new TMK, @triofrancos.bsky.social joins us to discuss the about the many frontiers, tensions, and futures of green capitalism. We go deep into the political economy of lithium and the material infrastructures of extraction. Thea is so sharp and this is such a great conversation.

One of my favorite podcasts (This Machine Kills) has an episode with the amazing @triofrancos.bsky.social on Green Capitalism. Find it where you listen your podcasts at. Kudos to you too @jathansadowski.com & @edwardongwesojr.com for the thoughtful discussion!

New @thedigradio.bsky.social: first of two w @melindacooper.bsky.social on Counterrevolution: Extravagance and Austerity in Public Finance. How neoliberalism remade US capitalism into an engine for endless asset appreciation, and the attendant reactionary politics www.thedigradio.com/podcast/coun...

If you are inclined to click on this, I’ve highlighted the only phrase you need to read.

I chatted with the @financialtimes.com about my writing, the podcast, tech criticism, and being myself. archive.is/2025.09.25-0...

Wrote about Vision 2030's shortcomings as a diversification strategy vs its success in centralizing power at home & securing geopolitical importance in a global order centered on assets that aren't oil. next essay will look at assets & political coalition thetechbubble.substack.com/p/visions-of...

This essay is so damn good. I love to see @edwardongwesojr.com digging in the crates to find sharp, prescient critiques of technological political economy from Victorian literature that could / should be written today. thetechbubble.substack.com/p/on-the-ori...

NYC 11/12 come party about my book and look at us say words @orbooks.bsky.social @attackerman.bsky.social @kylietcheung.bsky.social @edwardongwesojr.com @graceroso.bsky.social

A frenzy of AI hype fuels trillions in spending on costly compute infrastructure. This piece details how real profits and transformative applications lag, revealing a bubble driven less by innovation than by capital reallocation and speculative excess. By @edwardongwesojr.com buff.ly/LBy7HyO

JESUS: Eli, Eli, lama sabachthani CHATGPT: you’re completely right. And I want to thank you for holding me accountable. It looks like you’ve somehow got nailed to a cross

wrote a little about the inspiration for Frank Herbert’s Butlerian Jihad (Samuel Butler and his novel EREHWON), as well as Luddism & democratic governance thetechbubble.substack.com/p/on-the-ori...

Capricon 46 is delighted to begin announcing our Guests of Honor! Welcome @edwardongwesojr.com and @jathansadowski.com, co-hosts of the podcast This Machine Kills. Their podcast explores the political economy of technology; we are thrilled to have them join us! capricon.org/guests-of-ho...

Here's this week's Better Offline. I'm joined by @edwardongwesojr.com and @amorrow.bsky.social to talk about the AI vibe shift, OpenAI’s burn rate, what will finally burst the bubble, and something called “Critterz.” podcasts.apple.com/us/podcast/r... linktr.ee/betteroffline

@edzitron.com is joined in studio by Allison Morrow of CNN, Ed Ongweso Jr. of the Tech Bubble newsletter to talk about the AI vibe shift, OpenAI’s burn rate, what will finally burst the bubble, and something called “Critterz” @amorrow.bsky.social @edwardongwesojr.com www.iheart.com/podcast/1119...

Feel like I’m going insane with the revisionist history that Charlie Kirk fostered open debate. He chilled speech and his targeting of professors for wrongthink led to threats, harassment, and being forced out of their jobs. His legacy is chilling speech right now, about him

There's always a stonks angle *SMITH & WESSON SHARES QUICKLY TURN POSITIVE, UP AS MUCH AS 2.6%

"The "AI economy" as talked about within mainstream and optimist circles presents a vision unmoored from reality that is frothy enough to drown out skeptics, juice speculation, and provide cover for entrenched interests looking to enrich themselves at everyone else's expense."

A German teen told Meta's child safety researchers his under-10 little brother had been sexually propositioned multiple times on its VR platform. Meta deleted the evidence. New internal whistleblower docs indicate that was part of a broader cover-up: www.washingtonpost.com/investigatio...

wrote about techno-optimism in the midst of the AI tech bubble, the lack of profits or even strong revenues in the "AI economy," weak adoption signals, revisionist history, and the eagerness to fall for hype coverage open.substack.com/pub/thetechb...

I gotta write my book(s)

if people face consequences for speech inducing someone to suicide - what about companies if their products do it?

recommendation roundup: essays on arguing with AI boosters, weaponized interdependence of hyperscale data centers, capital moats in the AI sector, techno-feudalism, China's nuclear strategy, Apple in China, AI psychosis as a normal Silicon Valley outcome, new books, Japanese city pop, and more

I’m immortal

The pitch that OpenAI et al are selling is explicitly ‘fully automated phd-level workers’ and the prospect is so alluring to executives that they’re often willing to overlook that the systems are functionally nowhere near that

I cut half of the essay cause it was getting long but I think I’ll publish next week. It’s a bit more explicitly about the false dichotomy of LPE vs economic analysis & the specter of Chinese national policy in the ascendant authoritarian (THE TECHNOLOGICAL REPUBLIC) & pro-growth (ABUNDANCE) visions

Re-up for the weekend crowd