The move to token-based billing is going to be really rough on a lot of people in AI in a way I’m not sure the industry is prepared for

Possibly the worst interview of all time, pathetic, reprehensible cowardice. You finally get Sam Altman to talk about AI's lack of ROI and massive costs, and you manage to burp out four random words before glazing him by asking about DATA CENTERS IN SPACE? Loser! www.cnbc.com/2026/06/01/c...

So what you're saying is that I should make sure there's a return on my investment? What are you, INSANE?

whoever brings this to me will become the "Better Offline Legend of All Time"

I realize that basically any New York Times op-ed is bait, but the way that Ezra Klein writes about AI is genuinely repulsive. This is content marketing! All of this could be said about chatbots from 2015! What wasteful and crazed era www.nytimes.com/2026/05/31/o...

Today Microsoft moved all its GitHub copilot subscribers to token-based billing. If you want to see what happens when people have to pay the actual costs of AI, the day is finally here. It's obvious that every customer sees the deep, meaningful value and isn't angry at all.

How many of these fucked up apologia pieces are we going to get before they give up

If Victor Wembanyama was 5 foot 9 and out of shape I wonder how he’d do exactly. Hm? Don’t hear the media discussion this much now of days

Time to get a lot heavier and a lot more depressed and then blast “Colony” by In Flames on repeat and play 11 hours of EverQuest

So glad @iwriteok.bsky.social introduced me to Loopholism

If I was in the Backrooms I’d just leave. Looks too weird for me

These commitments are fake and little money will be spent

Today’s free newsletter is about how LLMs are the perfect grift to exploit an economy dominated by do-nothing managers and executives disconnected from any real work, and how the facade is crumbling as companies pay the true cost of AI. www.wheresyoured.at/the-revenge-of-the-business-idiot/

"And no industry that demands everything from us — our land, our energy, our water, our jobs, our art, our writing, our attention and every dollar we have — should ever be treated with anything but revulsion." 💯 Amazing (long!) writing by @edzitron.com 👏 www.wheresyoured.at/the-revenge-...

Premium Newsletter: The 16k word conclusion to my series of scenarios of how the AI bubble might burst, covering how Anthropic and OpenAI might fall, and the consequences for hyperscalers, NVIDIA, data centers and private credit. www.wheresyoured.at/premium-what-if-were-in-an-ai-bubble-part-3/

Joined the Times Tech Report to talk about how nobody can measure the ROI of AI, the reality check of token-based billing, and how firms spending millions on AI are only doing so because of the executive incompetence of Business Idiots disconnected from production. www.youtube.com/watch?v=TXiO...

Joined Slate’s ICYMI to talk about the terrible AI generated story that won a Granta award and why everybody is booing during commencement speeches. podcasts.apple.com/us/podcast/i...

An $18bn data center project in sulphuric springs Texas that broke ground in June 2025 is being sued by the construction firm that has been left unpaid. Project is halted due to the developers not getting funding. Our first horseman has arrived msbglobalservices.com/matrix-data-...

The lines around NYC fill me with an ancient, primordial rage houseofmirrors.substack.com/p/stop-the-m...

Referenced both Ratts Tyerell and Hermit Purple from JJBA on Behind The Bastards. I’m a professional

Tyler is an immensely talented and knowledgeable sports reporter with a warm heart and a good work ethic, hire him! I know a ton of sports people follow me, I would be very grateful

I really like the FT and can see how they came to this conclusion but it's a little hard to ignore how similar this idea is www.wheresyoured.at/the-enshitti...

Joined the Times Tech Report to talk about how nobody can measure the ROI of AI, the reality check of token-based billing, and how firms spending millions on AI are only doing so because of the executive incompetence of Business Idiots disconnected from production. www.youtube.com/watch?v=TXiO...

Premium Newsletter: The 16k word conclusion to my series of scenarios of how the AI bubble might burst, covering how Anthropic and OpenAI might fall, and the consequences for hyperscalers, NVIDIA, data centers and private credit. www.wheresyoured.at/premium-what-if-were-in-an-ai-bubble-part-3/

Wall Street Journal article today out about companies cutting AI costs and guess what WE'RE IN THE EARLY INNINGS wsj.com/tech/ai/corp...

we're in the early innings we're in the early innings of AI it's early it's early it's early it's early innings we're in them the innings are early

Tomorrow's premium: The final part of my "What If We're In An AI Bubble" series about how this era could end, covering the end of data center debt, NVIDIA's bill-and-hold scam, and the death of OpenAI and Anthropic. Here's $10 off annual. edzitronswheresyouredatghostio.outpost.pub/public/promo...

Title card of The Big Short 2

Ahh no wait sorry let me fix that

Here’s this week’s Better Offline monologue. I run you through how AI’s move to token-based billing has revealed that absolutely nobody has a way of measuring AI’s ROI - and how these massive costs might finally burst the bubble. podcasts.apple.com/us/podcast/b... Linktr.ee/betteroffline

Hock Tan honestly would love this more than anything. It would complete him

Larry Ellison has pledged 30% of his Oracle shares for roughly $21bn of personal loans. The future of Oracle and the Ellison family hinges on its ability to build 7.1GW of data center capacity and for OpenAI to pay it $300 billion over 5 years. www.wheresyoured.at/how-openai-k...

Hearing alarming shit out of Oracle. Sounds like they arbitrarily cut people running important parts of the firm. People aren’t getting expenses approved because nobody knows who runs particular departments. this company is trying to build one of most ambitious infrastructure projects ever btw

Tomorrow's premium: The final part of my "What If We're In An AI Bubble" series about how this era could end, covering the end of data center debt, NVIDIA's bill-and-hold scam, and the death of OpenAI and Anthropic. Here's $10 off annual. edzitronswheresyouredatghostio.outpost.pub/public/promo...

Joined the Mostly Economics podcast to talk about the AI bubble youtu.be/_nbURWWgUx0?...

"So you're a software company" "That's right Dave" "and you spent $500 million on AI tokens in a month?" "Yep" "and you're using AI to...replace employees?" "that's right" "that's more than your entire annual SG&A, isn't it?" "uhuh."

Charlie Brown to assess special teams performance

It’s nice to see Cory posting this stuff here. There are not enough people doing very personal and emotional stuff about tech, and I’m glad it’s happening on BlueSky

[theme to 90s cartoon “Taz-Mania” voice] Richard Hanania

The Ellisons are testing the very limits of even their incredible funds and the entire thing hinges on whether Oracle gets paid by OpenAI! Larry Ellison has $21bn+ in personal loans with his stock as collateral. Oracle needs OpenAI to pay it $70bn a year

Planning the AI chapter as the conclusion for the book (Why Everything Stopped Working, penguin random house, out 2027) and it is shaping up to be so great. The AI bubble is a psy-op, a con, a drama and a dark comedy! It’s full of weird characters and freaks and a few heroes and a lot of losers.

We will know we are at the top when Meta sells compute capacity to Anthropic

Day 18 (3 weeks into) a five day a week lifting plan and it may be easier than when I worked out twice a week now I’m in the flow of it. All part of the larger plan to look like Jotaro from JJBA by mid 2027

Oh they’re screwed lol

Here's the YouTube version, this is my favourite monologue episode I've ever done www.youtube.com/watch?v=cQqh...

Here’s this week’s Better Offline. I run you through how Uber’s COO said the quiet part out loud - that AI’s outputs and efficacy do not match up with its ruinous costs - and how despite its bluster, the AI industry’s grift is failing. podcasts.apple.com/us/podcast/b... Linktr.ee/betteroffline

Going to be using this one a lot