Free newsletter: The OpenAI Bubble, my comprehensive, 15k word thesis about why the AI Bubble and the AI Trade were inflated by OpenAI and can't exist without OpenAI, who will be the victims of the bubble bursting, and how we can stop it from happening again. www.wheresyoured.at/the-openai-bubble/

Riverdale is the closest anyone has got to Jojo’s Bizarre Adventure in America. You must have watched at least up to the middle of Season 6 of both shows to engage on this one I’m afraid

Here’s this week’s Better Offline monologue. I run through how OpenAl's collapse could mortally wound SoftBank, throw the Paramount/Warner Brothers deal into chaos, kill Oracle, and destroy Larry Ellison's empire. youtu.be/tUb-B10h_qc?... Linktr.ee/betteroffline

I joined the Times Tech Report to talk Oracle’s credit downgrade, how OpenAI poses a material threat to the future of Oracle, Larry Ellison’s wealth, and even the Paramount/WBD deal, and how OpenAI could be the Lehman Brothers of AI. youtu.be/T757udwH45Q?...

Managed to lift 40lb (as in 80lb total) dumbbell shoulder press for two sets of 10 and one set of eight, the dynasty of smiles grows

👍

Ever since I got my Bloomberg terminal I keep referring to the “piss index” and saying “the piss index is crashing” and I have to stop myself from saying it to serious financial types

NEW: Leaders in affiliate marketing tell me they had long suspected Phia was behind their lagging revenues. Others tell me they'd kicked Phia off their platforms prior to Bloomberg's revelation about Phoebe Gates' startup stealing commissions from competitors. www.inc.com/sam-blum/lea...

Apparently I’m on the Drudge Report again?

I’m continually shocked how little anyone is discussing OpenAI’s direct risk to the future of Oracle - especially as Oracle stock is so crucial to the paramount/WBD closing in September! Also: this situation is one that’s uniquely resistant to bailouts as Oracle’s stock is valued in vibes.

You're damn right www.wheresyoured.at/the-openai-b...

you're absolutely right - your grandma is in danger, and I'm going to make sure she gets the iTunes gift cards she needs to survive

I’m continually shocked how little anyone is discussing OpenAI’s direct risk to the future of Oracle - especially as Oracle stock is so crucial to the paramount/WBD closing in September! Also: this situation is one that’s uniquely resistant to bailouts as Oracle’s stock is valued in vibes.

Connecting to the matrix via the terminal. Executing subroutine “smiling man”

Here's this week's Better Offline - I'm joined by @gamersnexus.bsky.social to talk about how demand for AI GPUs helped the RAM cartel make every single consumer electronic more expensive, and how bad it’ll be when things unwind. www.youtube.com/watch?v=OVH7... linktr.ee/betteroffline

To celebrate a year of the premium edition of Where's Your Ed At, I'm having a one-week-long sale - $10 off the annual $70 subscription price *for life* until midnight on July 22. Thanks for reading and supporting my work. edzitronswheresyouredatghostio.outpost.pub/public/promo...

Free newsletter: The OpenAI Bubble, my comprehensive, 15k word thesis about why the AI Bubble and the AI Trade were inflated by OpenAI and can't exist without OpenAI, who will be the victims of the bubble bursting, and how we can stop it from happening again. www.wheresyoured.at/the-openai-bubble/

hahahahaha it's joever

The piss index is crashing! Sell piss! SELL ALL PISS!

Google Docs has replaced its spell checker with a Temu version of Grammarly and so far, all it's done is frown at @edzitron.com for being a little too caustic with his language.

Absolutely massive free newsletter tomorrow - The OpenAI Bubble, the comprehensive thesis about why the AI Bubble and the AI Trade cannot live without OpenAI, are entirely a result of OpenAI, will burst once OpenAI, who will be the victims of the bubble bursting, and how we stop it happening again.

A smart speaker? The thing that Amazon lost billions selling? What next, Sammy? A vineyard? A boat rental company? Commercial real estate? Why not buy Peloton? To be clear all of these are better businesses than OpenAI

I send a text to @matthewhughes.bsky.social like this basically every week

people keep telling me this is great when it is an inscrutable pile of claude-slop that mostly retreads stuff I and others have been saying for years www.groundbrkr.com/p/the-second...

Honestly still laughing at this. For YEARS people have told me the killer app, no doubt way that OpenAI would fix its business model would be ads, and it turns out it’s not going to make enough money to pay for a single month of inference spend. Great stuff Sammy! Big applause for the big man

Had a great chat with Investor’s Business Daily about the AI bubble, OpenAI, SoftBank, why this is nothing like the dot com bubble, and how big tech has run out of hypergrowth ideas. youtu.be/syJ7kjXfJ-U?...

No premium newsletter this week, but free newsletter out Wednesday, my epic..."The OpenAI Bubble," or how the AI bubble can't survive the collapse of OpenAI - and who will suffer as a result

"Emarketer’s data finds that standalone chatbots like ChatGPT, Microsoft Copilot app, Google AI Mode, and Amazon Alexa for Shopping (formerly Rufus) in U.S, will generate less than $1 billion in ad revenue this year, and just $5.41 billion by 2030" Lol www.adweek.com/media/openai...

Premium Newsletter: The Hater's Guide To The Memory Crisis - and how everything got more expensive. The 13k word guide to how we got a RAM oligopoly, and how hyperscalers buying AI GPUs has caused years of hyperinflation in tech. www.wheresyoured.at/premium-the-haters-guide-to-the-memory-crisis/

I love this family of house finches that’s constantly yelling at each

It's rare to make both your best and worst post at the same time

RAYLAN: there is one thing I wander back to BOYD: we mined eth together RAYLAN: that’s right

Got a bird feeder with a WiFi camera in it and it took less than 24 hours for it to be worth every penny. Birds are delightful, even if I’ve only got house finches so far

The OpenAI-Apple lawsuit is so funny, it’s just exhibit after exhibit of a guy saying “hey guys i have access to this laptop of trade secrets, where do you want them” and ”yeah I’m not meant to have this for sure!”

God this company is so goofy

Joined the tech report to talk about how Microsoft, Google, Meta and Amazon buying AI GPUs is making memory - and everything else - more expensive in tech, and turning them into asset-heavy, cashflow-negative monoliths based on their disastrous bet on generative AI. youtu.be/3u0KeTC7jso?...

Premium Newsletter: The Hater's Guide To The Memory Crisis - and how everything got more expensive. The 13k word guide to how we got a RAM oligopoly, and how hyperscalers buying AI GPUs has caused years of hyperinflation in tech. www.wheresyoured.at/premium-the-haters-guide-to-the-memory-crisis/

Just found one of the Bored Apes trying to go through my trash. I called animal control and I assume it's dead. I hope so, at least. It seemed in terrible pain

Here's this week's Better Offline monologue. I run you through how AI is inflating the price of memory across the board by diverting fab capacity to building memory for GPUs, and how this situation may end in disaster for everyone involved. podcasts.apple.com/us/podcast/b... linktr.ee/betteroffline

Meta made a new AI model that scores better than Anthropic’s Claude Opus 4.8 at like 10% of the price, honestly the funniest possible thing Zuckerberg could do at this point - creating competition with the two load-bearing failsons of the AI industry just as they need to keep growing

ahhahahah they did a new AI 2027 called “AI 2040” that begins basically saying that in 2027 “most of the work of AI agents will be slop.” Turns out the thing that everybody took seriously was just dogshit science fiction written by imbeciles

We need to talk about slop slop houseofmirrors.substack.com/p/slop-slop

sometimes you need to protect yourself

Today’s free newsletter has a very simple message: The AI industry can not (and will not) be bailed out - AI is not too big to fail, OpenAI is not AIG, this is not 2008, and all of this is nothing like the Dot Com Bubble. And when it fails, we must let AI burn. www.wheresyoured.at/let-ai-burn/