#edzitron — Public Fediverse posts

This sums up exactly the predatory extraction mentality that's driving the digital tech industry;

"... in March 2010 ... Ben Horowitz [said that] 'startup purgatory' is when you 'don't go bankrupt, but you fail to build the number one product in the space' and have 'zero chance of becoming a high-growth company', which Horowitz describes as 'worse than startup hell' because you're 'stuck with the small company', even if it's cash-flow positive."

#EdZitron, 2024

https://www.wheresyoured.at/rotcombubble/

(1/2)

This sums up exactly the predatory extraction mentality that's driving the digital tech industry;

"... in March 2010 ... Ben Horowitz [said that] 'startup purgatory' is when you 'don't go bankrupt, but you fail to build the number one product in the space' and have 'zero chance of becoming a high-growth company', which Horowitz describes as 'worse than startup hell' because you're 'stuck with the small company', even if it's cash-flow positive."

#EdZitron, 2024

https://www.wheresyoured.at/rotcombubble/

(1/2)

This sums up exactly the predatory extraction mentality that's driving the digital tech industry;

"... in March 2010 ... Ben Horowitz [said that] 'startup purgatory' is when you 'don't go bankrupt, but you fail to build the number one product in the space' and have 'zero chance of becoming a high-growth company', which Horowitz describes as 'worse than startup hell' because you're 'stuck with the small company', even if it's cash-flow positive."

#EdZitron, 2024

https://www.wheresyoured.at/rotcombubble/

(1/2)

This sums up exactly the predatory extraction mentality that's driving the digital tech industry;

"... in March 2010 ... Ben Horowitz [said that] 'startup purgatory' is when you 'don't go bankrupt, but you fail to build the number one product in the space' and have 'zero chance of becoming a high-growth company', which Horowitz describes as 'worse than startup hell' because you're 'stuck with the small company', even if it's cash-flow positive."

#EdZitron, 2024

https://www.wheresyoured.at/rotcombubble/

(1/2)

"However 'useful' AI coding tools may be — and it’s genuinely hard to tell! — is immaterial to the larger point that they’re very, very, very expensive to use, that most of those costs are either hidden from the user or subsidized by employers, and that despite all the fucking noise, they are yet to substantively replace or even enhance human beings outside of the loudest and most annoying people on Twitter. "

#EdZitron, 2026

https://www.wheresyoured.at/the-more-you-buy-the-more-you-lose/

#VibeCoding #CodeAutoGeneration

"However 'useful' AI coding tools may be — and it’s genuinely hard to tell! — is immaterial to the larger point that they’re very, very, very expensive to use, that most of those costs are either hidden from the user or subsidized by employers, and that despite all the fucking noise, they are yet to substantively replace or even enhance human beings outside of the loudest and most annoying people on Twitter. "

#EdZitron, 2026

https://www.wheresyoured.at/the-more-you-buy-the-more-you-lose/

#VibeCoding #CodeAutoGeneration

"However 'useful' AI coding tools may be — and it’s genuinely hard to tell! — is immaterial to the larger point that they’re very, very, very expensive to use, that most of those costs are either hidden from the user or subsidized by employers, and that despite all the fucking noise, they are yet to substantively replace or even enhance human beings outside of the loudest and most annoying people on Twitter. "

#EdZitron, 2026

https://www.wheresyoured.at/the-more-you-buy-the-more-you-lose/

#VibeCoding #CodeAutoGeneration

"However 'useful' AI coding tools may be — and it’s genuinely hard to tell! — is immaterial to the larger point that they’re very, very, very expensive to use, that most of those costs are either hidden from the user or subsidized by employers, and that despite all the fucking noise, they are yet to substantively replace or even enhance human beings outside of the loudest and most annoying people on Twitter. "

#EdZitron, 2026

https://www.wheresyoured.at/the-more-you-buy-the-more-you-lose/

#VibeCoding #CodeAutoGeneration

"To give you a sense of how memory hungry AI is, a single 72-GPU GB300 NVL72 AI server has over 20 terabytes of high-bandwidth memory (used almost exclusively in GPUs and other AI chips), and 17 terabytes of the LPDDR5X RAM used in mobile devices, and a gigawatt data center has thousands of those NVL72 servers (or something similar)."

#EdZitron, 2026

https://www.wheresyoured.at/the-more-you-buy-the-more-you-lose/

(1/2)

#AI

"To give you a sense of how memory hungry AI is, a single 72-GPU GB300 NVL72 AI server has over 20 terabytes of high-bandwidth memory (used almost exclusively in GPUs and other AI chips), and 17 terabytes of the LPDDR5X RAM used in mobile devices, and a gigawatt data center has thousands of those NVL72 servers (or something similar)."

#EdZitron, 2026

https://www.wheresyoured.at/the-more-you-buy-the-more-you-lose/

(1/2)

#AI

"To give you a sense of how memory hungry AI is, a single 72-GPU GB300 NVL72 AI server has over 20 terabytes of high-bandwidth memory (used almost exclusively in GPUs and other AI chips), and 17 terabytes of the LPDDR5X RAM used in mobile devices, and a gigawatt data center has thousands of those NVL72 servers (or something similar)."

#EdZitron, 2026

https://www.wheresyoured.at/the-more-you-buy-the-more-you-lose/

(1/2)

#AI

"To give you a sense of how memory hungry AI is, a single 72-GPU GB300 NVL72 AI server has over 20 terabytes of high-bandwidth memory (used almost exclusively in GPUs and other AI chips), and 17 terabytes of the LPDDR5X RAM used in mobile devices, and a gigawatt data center has thousands of those NVL72 servers (or something similar)."

#EdZitron, 2026

https://www.wheresyoured.at/the-more-you-buy-the-more-you-lose/

(1/2)

#AI

Following earnings this week that saw tech giants like Microsoft and Amazon report aggressive AI spending plans, EZ Primary Research CEO Ed Zitron gives his more skeptical take on the industry. (8 min)

https://www.youtube.com/watch?v=pHcZpvIfho0

#AIBubble #Bloomberg #EdZitron #Economy

Following earnings this week that saw tech giants like Microsoft and Amazon report aggressive AI spending plans, EZ Primary Research CEO Ed Zitron gives his more skeptical take on the industry. (8 min)

https://www.youtube.com/watch?v=pHcZpvIfho0

#AIBubble #Bloomberg #EdZitron #Economy

Following earnings this week that saw tech giants like Microsoft and Amazon report aggressive AI spending plans, EZ Primary Research CEO Ed Zitron gives his more skeptical take on the industry. (8 min)

https://www.youtube.com/watch?v=pHcZpvIfho0

#AIBubble #Bloomberg #EdZitron #Economy

Following earnings this week that saw tech giants like Microsoft and Amazon report aggressive AI spending plans, EZ Primary Research CEO Ed Zitron gives his more skeptical take on the industry. (8 min)

https://www.youtube.com/watch?v=pHcZpvIfho0

#AIBubble #Bloomberg #EdZitron #Economy

Following earnings this week that saw tech giants like Microsoft and Amazon report aggressive AI spending plans, EZ Primary Research CEO Ed Zitron gives his more skeptical take on the industry. (8 min)

https://www.youtube.com/watch?v=pHcZpvIfho0

#AIBubble #Bloomberg #EdZitron #Economy

Folks, in my opinion (as some rando on teh internets), generative Ai is a money-pit that is going to take down the world's economies before the end of 2030.
How do I know?
Ed Zitron told me so:
"AI, as it stands, is an exercise in kayfabe — a thing people are taking seriously because the rich and powerful are saying they have to and a media ecosystem built to celebrate them says that you need to."
The Ai industry is now raising the industrial quantities of dollars it needs to continue its circular financing through bonds that are sinking to junk levels.
Demand does not exist at levels needed to produce revenue needed to justify continued investment.
Act accordingly.,
https://www.wheresyoured.at/the-more-you-buy-the-more-you-lose/?ref=ed-zitrons-wheres-your-ed-at-newsletter
#GenerativeAi #Economy #EdZitron

Folks, in my opinion (as some rando on teh internets), generative Ai is a money-pit that is going to take down the world's economies before the end of 2030.
How do I know?
Ed Zitron told me so:
"AI, as it stands, is an exercise in kayfabe — a thing people are taking seriously because the rich and powerful are saying they have to and a media ecosystem built to celebrate them says that you need to."
The Ai industry is now raising the industrial quantities of dollars it needs to continue its circular financing through bonds that are sinking to junk levels.
Demand does not exist at levels needed to produce revenue needed to justify continued investment.
Act accordingly.,
https://www.wheresyoured.at/the-more-you-buy-the-more-you-lose/?ref=ed-zitrons-wheres-your-ed-at-newsletter
#GenerativeAi #Economy #EdZitron

Folks, in my opinion (as some rando on teh internets), generative Ai is a money-pit that is going to take down the world's economies before the end of 2030.
How do I know?
Ed Zitron told me so:
"AI, as it stands, is an exercise in kayfabe — a thing people are taking seriously because the rich and powerful are saying they have to and a media ecosystem built to celebrate them says that you need to."
The Ai industry is now raising the industrial quantities of dollars it needs to continue its circular financing through bonds that are sinking to junk levels.
Demand does not exist at levels needed to produce revenue needed to justify continued investment.
Act accordingly.,
https://www.wheresyoured.at/the-more-you-buy-the-more-you-lose/?ref=ed-zitrons-wheres-your-ed-at-newsletter
#GenerativeAi #Economy #EdZitron

Folks, in my opinion (as some rando on teh internets), generative Ai is a money-pit that is going to take down the world's economies before the end of 2030.
How do I know?
Ed Zitron told me so:
"AI, as it stands, is an exercise in kayfabe — a thing people are taking seriously because the rich and powerful are saying they have to and a media ecosystem built to celebrate them says that you need to."
The Ai industry is now raising the industrial quantities of dollars it needs to continue its circular financing through bonds that are sinking to junk levels.
Demand does not exist at levels needed to produce revenue needed to justify continued investment.
Act accordingly.,
https://www.wheresyoured.at/the-more-you-buy-the-more-you-lose/?ref=ed-zitrons-wheres-your-ed-at-newsletter
#GenerativeAi #Economy #EdZitron

Folks, in my opinion (as some rando on teh internets), generative Ai is a money-pit that is going to take down the world's economies before the end of 2030.
How do I know?
Ed Zitron told me so:
"AI, as it stands, is an exercise in kayfabe — a thing people are taking seriously because the rich and powerful are saying they have to and a media ecosystem built to celebrate them says that you need to."
The Ai industry is now raising the industrial quantities of dollars it needs to continue its circular financing through bonds that are sinking to junk levels.
Demand does not exist at levels needed to produce revenue needed to justify continued investment.
Act accordingly.,
https://www.wheresyoured.at/the-more-you-buy-the-more-you-lose/?ref=ed-zitrons-wheres-your-ed-at-newsletter
#GenerativeAi #Economy #EdZitron

https://www.europesays.com/ie/607449/ Apple Will ‘Watch Everything Burn’ When AI Bubble Bursts – Ed Zitron #AI #ArtificialIntelligence #ArtificialIntelligence #EdZitron #Éire #Featured #IE #Ireland #Technology

Apple Will ‘Watch Everything Burn’ When AI Bubble Bursts – Ed Zitron

Memory prices have doubled, Macs and iPads have gone up, and iPhones are expected to follow. Ed Zitron…
#NewsBeep #News #Artificialintelligence #AI #ArtificialIntelligence #EdZitron #Featured #Technology #UK #UnitedKingdom
https://www.newsbeep.com/uk/713923/

Apple Will ‘Watch Everything Burn’ When AI Bubble Bursts – Ed Zitron

Memory prices have doubled, Macs and iPads have gone up, and iPhones are expected to follow. Ed Zitron…
#NewsBeep #News #Artificialintelligence #AI #ArtificialIntelligence #EdZitron #Featured #Technology #UK #UnitedKingdom
https://www.newsbeep.com/uk/713923/

Apple Will ‘Watch Everything Burn’ When AI Bubble Bursts – Ed Zitron

Memory prices have doubled, Macs and iPads have gone up, and iPhones are expected to follow. Ed Zitron…
#NewsBeep #News #Artificialintelligence #AI #ArtificialIntelligence #EdZitron #Featured #Technology #UK #UnitedKingdom
https://www.newsbeep.com/uk/713923/

Apple Will ‘Watch Everything Burn’ When AI Bubble Bursts – Ed Zitron

Memory prices have doubled, Macs and iPads have gone up, and iPhones are expected to follow. Ed Zitron…
#NewsBeep #News #Artificialintelligence #AI #ArtificialIntelligence #EdZitron #Featured #Technology #UK #UnitedKingdom
https://www.newsbeep.com/uk/713923/

... as Ed goes on to predict;

"NVIDIA’s continual circular funding of neoclouds and anyone who wants to buy NVIDIA GPUs continues only as a marketing function, and an attempt to conjure up the illusion of insatiable demand for AI compute. These deals are acts of desperation themselves, and tacit admissions that without NVIDIA, none of these neoclouds would exist — though, to be clear, Jensen Huang has quite literally said this on camera."

#EdZitron, 2026

https://www.wheresyoured.at/the-subprime-data-center-crisis/

(3/3)

... as Ed goes on to predict;

"NVIDIA’s continual circular funding of neoclouds and anyone who wants to buy NVIDIA GPUs continues only as a marketing function, and an attempt to conjure up the illusion of insatiable demand for AI compute. These deals are acts of desperation themselves, and tacit admissions that without NVIDIA, none of these neoclouds would exist — though, to be clear, Jensen Huang has quite literally said this on camera."

#EdZitron, 2026

https://www.wheresyoured.at/the-subprime-data-center-crisis/

(3/3)

... as Ed goes on to predict;

"NVIDIA’s continual circular funding of neoclouds and anyone who wants to buy NVIDIA GPUs continues only as a marketing function, and an attempt to conjure up the illusion of insatiable demand for AI compute. These deals are acts of desperation themselves, and tacit admissions that without NVIDIA, none of these neoclouds would exist — though, to be clear, Jensen Huang has quite literally said this on camera."

#EdZitron, 2026

https://www.wheresyoured.at/the-subprime-data-center-crisis/

(3/3)

... as Ed goes on to predict;

"NVIDIA’s continual circular funding of neoclouds and anyone who wants to buy NVIDIA GPUs continues only as a marketing function, and an attempt to conjure up the illusion of insatiable demand for AI compute. These deals are acts of desperation themselves, and tacit admissions that without NVIDIA, none of these neoclouds would exist — though, to be clear, Jensen Huang has quite literally said this on camera."

#EdZitron, 2026

https://www.wheresyoured.at/the-subprime-data-center-crisis/

(3/3)

"... data centers (which are taking 18-36 months to complete) will start turning on, which will require them to start having paying customers at a scale that the market can’t actually support ... it’s much more likely that the collapse of the subprime data center bubble will happen in fits and starts as capacity comes online and, assuming Anthropic and OpenAI don’t swoop in, goes unused."

#EdZitron, 2026

https://www.wheresyoured.at/the-subprime-data-center-crisis/

(1/?)

"... data centers (which are taking 18-36 months to complete) will start turning on, which will require them to start having paying customers at a scale that the market can’t actually support ... it’s much more likely that the collapse of the subprime data center bubble will happen in fits and starts as capacity comes online and, assuming Anthropic and OpenAI don’t swoop in, goes unused."

#EdZitron, 2026

https://www.wheresyoured.at/the-subprime-data-center-crisis/

(1/?)

"... data centers (which are taking 18-36 months to complete) will start turning on, which will require them to start having paying customers at a scale that the market can’t actually support ... it’s much more likely that the collapse of the subprime data center bubble will happen in fits and starts as capacity comes online and, assuming Anthropic and OpenAI don’t swoop in, goes unused."

#EdZitron, 2026

https://www.wheresyoured.at/the-subprime-data-center-crisis/

(1/?)

"... data centers (which are taking 18-36 months to complete) will start turning on, which will require them to start having paying customers at a scale that the market can’t actually support ... it’s much more likely that the collapse of the subprime data center bubble will happen in fits and starts as capacity comes online and, assuming Anthropic and OpenAI don’t swoop in, goes unused."

#EdZitron, 2026

https://www.wheresyoured.at/the-subprime-data-center-crisis/

(1/?)

"The scenario I’m talking about is one where the vast majority of AI data centers go unused, and because the vast majority of data centers are paid out of customer revenues, 80% or more of the funds invested in AI data center debt will be lost."

#EdZitron, 2026

https://www.wheresyoured.at/the-subprime-data-center-crisis/

(1/2)

"The scenario I’m talking about is one where the vast majority of AI data centers go unused, and because the vast majority of data centers are paid out of customer revenues, 80% or more of the funds invested in AI data center debt will be lost."

#EdZitron, 2026

https://www.wheresyoured.at/the-subprime-data-center-crisis/

(1/2)

"The scenario I’m talking about is one where the vast majority of AI data centers go unused, and because the vast majority of data centers are paid out of customer revenues, 80% or more of the funds invested in AI data center debt will be lost."

#EdZitron, 2026

https://www.wheresyoured.at/the-subprime-data-center-crisis/

(1/2)

"The scenario I’m talking about is one where the vast majority of AI data centers go unused, and because the vast majority of data centers are paid out of customer revenues, 80% or more of the funds invested in AI data center debt will be lost."

#EdZitron, 2026

https://www.wheresyoured.at/the-subprime-data-center-crisis/

(1/2)

"Put simply, every time somebody builds a data center, they form a completely separate entity that owns the chips, owns the debt, and, in many cases, owns most of the risk. These SPVs only pay out to their creditors in the event that customer revenue flows in, which means that they are dependent both on the speed of construction of said data centers and their customers’ ability to pay."

#EdZitron, 2026

https://www.wheresyoured.at/the-subprime-data-center-crisis/

#AI #AIBubble #SPV #GFC2 #DataCentres

"Put simply, every time somebody builds a data center, they form a completely separate entity that owns the chips, owns the debt, and, in many cases, owns most of the risk. These SPVs only pay out to their creditors in the event that customer revenue flows in, which means that they are dependent both on the speed of construction of said data centers and their customers’ ability to pay."

#EdZitron, 2026

https://www.wheresyoured.at/the-subprime-data-center-crisis/

#AI #AIBubble #SPV #GFC2 #DataCentres

"Put simply, every time somebody builds a data center, they form a completely separate entity that owns the chips, owns the debt, and, in many cases, owns most of the risk. These SPVs only pay out to their creditors in the event that customer revenue flows in, which means that they are dependent both on the speed of construction of said data centers and their customers’ ability to pay."

#EdZitron, 2026

https://www.wheresyoured.at/the-subprime-data-center-crisis/

#AI #AIBubble #SPV #GFC2 #DataCentres

"Put simply, every time somebody builds a data center, they form a completely separate entity that owns the chips, owns the debt, and, in many cases, owns most of the risk. These SPVs only pay out to their creditors in the event that customer revenue flows in, which means that they are dependent both on the speed of construction of said data centers and their customers’ ability to pay."

#EdZitron, 2026

https://www.wheresyoured.at/the-subprime-data-center-crisis/

#AI #AIBubble #SPV #GFC2 #DataCentres

I’m sure this is more or less the sort of thing that #EdZitron has been reporting about, perhaps this leads to some actual realisation in the money class of the insanity that is the AI bubble?

https://www.tomshardware.com/tech-industry/big-tech/ai-tech-companies-have-hidden-debt-worth-around-usd1-65-trillion-report-claims-amount-is-122-percent-of-debt-reflected-on-the-balance-sheets-of-alphabet-amazon-meta-microsoft-and-oracle

I’m sure this is more or less the sort of thing that #EdZitron has been reporting about, perhaps this leads to some actual realisation in the money class of the insanity that is the AI bubble?

https://www.tomshardware.com/tech-industry/big-tech/ai-tech-companies-have-hidden-debt-worth-around-usd1-65-trillion-report-claims-amount-is-122-percent-of-debt-reflected-on-the-balance-sheets-of-alphabet-amazon-meta-microsoft-and-oracle

I’m sure this is more or less the sort of thing that #EdZitron has been reporting about, perhaps this leads to some actual realisation in the money class of the insanity that is the AI bubble?

https://www.tomshardware.com/tech-industry/big-tech/ai-tech-companies-have-hidden-debt-worth-around-usd1-65-trillion-report-claims-amount-is-122-percent-of-debt-reflected-on-the-balance-sheets-of-alphabet-amazon-meta-microsoft-and-oracle

I’m sure this is more or less the sort of thing that #EdZitron has been reporting about, perhaps this leads to some actual realisation in the money class of the insanity that is the AI bubble?

https://www.tomshardware.com/tech-industry/big-tech/ai-tech-companies-have-hidden-debt-worth-around-usd1-65-trillion-report-claims-amount-is-122-percent-of-debt-reflected-on-the-balance-sheets-of-alphabet-amazon-meta-microsoft-and-oracle

I’m sure this is more or less the sort of thing that #EdZitron has been reporting about, perhaps this leads to some actual realisation in the money class of the insanity that is the AI bubble?

https://www.tomshardware.com/tech-industry/big-tech/ai-tech-companies-have-hidden-debt-worth-around-usd1-65-trillion-report-claims-amount-is-122-percent-of-debt-reflected-on-the-balance-sheets-of-alphabet-amazon-meta-microsoft-and-oracle

https://www.europesays.com/people/154697/ OpenAI Bursting the Tech Bubble Could Be New Lehman Moment: Ed Zitron #AIBubble #ChatgptMaker #company #EdZitron #era #event #failure #instance #Investor #LehmanBrothers #mania #november #OnlyReason #OpenAI #SamAltman #UltimateEffect

This is a long post from Ed Zitron on the financial state of the AI industry and how the math just isn't mathing. A lot of the current AI architectures and use cases being explored (like Loop Engineering) only make sense if tokens are practically free. Even with the current, very modest, price increases we're already past the madness of tokenmaxxing and if token costs keep going up, the economics of AI stop making sense in many cases.

#AI #LLM #OpenAI #EdZitron

https://www.wheresyoured.at/the-openai-bubble/

This is a long post from Ed Zitron on the financial state of the AI industry and how the math just isn't mathing. A lot of the current AI architectures and use cases being explored (like Loop Engineering) only make sense if tokens are practically free. Even with the current, very modest, price increases we're already past the madness of tokenmaxxing and if token costs keep going up, the economics of AI stop making sense in many cases.

#AI #LLM #OpenAI #EdZitron

https://www.wheresyoured.at/the-openai-bubble/

This is a long post from Ed Zitron on the financial state of the AI industry and how the math just isn't mathing. A lot of the current AI architectures and use cases being explored (like Loop Engineering) only make sense if tokens are practically free. Even with the current, very modest, price increases we're already past the madness of tokenmaxxing and if token costs keep going up, the economics of AI stop making sense in many cases.

#AI #LLM #OpenAI #EdZitron

https://www.wheresyoured.at/the-openai-bubble/

This is a long post from Ed Zitron on the financial state of the AI industry and how the math just isn't mathing. A lot of the current AI architectures and use cases being explored (like Loop Engineering) only make sense if tokens are practically free. Even with the current, very modest, price increases we're already past the madness of tokenmaxxing and if token costs keep going up, the economics of AI stop making sense in many cases.

#AI #LLM #OpenAI #EdZitron

https://www.wheresyoured.at/the-openai-bubble/

Giant amounts of Vera Rubins? Who is going to buy them Jensen? Are you going to give more money to failing AI companies to buy them from you in what is totally not circular financing? What about the large numbers of Blackwells still sitting in warehouses because datacenters aren't being completed fast enough or even at all, will the Vera Rubins join them in waiting for 'warm shells' to put them in Jensen? #AI #bubble #nvidia #EdZitron

https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidias-huang-vows-to-deliver-giant-amounts-of-vera-rubin-company-says-that-our-roadmap-is-intact

Giant amounts of Vera Rubins? Who is going to buy them Jensen? Are you going to give more money to failing AI companies to buy them from you in what is totally not circular financing? What about the large numbers of Blackwells still sitting in warehouses because datacenters aren't being completed fast enough or even at all, will the Vera Rubins join them in waiting for 'warm shells' to put them in Jensen? #AI #bubble #nvidia #EdZitron

https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidias-huang-vows-to-deliver-giant-amounts-of-vera-rubin-company-says-that-our-roadmap-is-intact

Giant amounts of Vera Rubins? Who is going to buy them Jensen? Are you going to give more money to failing AI companies to buy them from you in what is totally not circular financing? What about the large numbers of Blackwells still sitting in warehouses because datacenters aren't being completed fast enough or even at all, will the Vera Rubins join them in waiting for 'warm shells' to put them in Jensen? #AI #bubble #nvidia #EdZitron

https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidias-huang-vows-to-deliver-giant-amounts-of-vera-rubin-company-says-that-our-roadmap-is-intact

Giant amounts of Vera Rubins? Who is going to buy them Jensen? Are you going to give more money to failing AI companies to buy them from you in what is totally not circular financing? What about the large numbers of Blackwells still sitting in warehouses because datacenters aren't being completed fast enough or even at all, will the Vera Rubins join them in waiting for 'warm shells' to put them in Jensen? #AI #bubble #nvidia #EdZitron

https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidias-huang-vows-to-deliver-giant-amounts-of-vera-rubin-company-says-that-our-roadmap-is-intact

Giant amounts of Vera Rubins? Who is going to buy them Jensen? Are you going to give more money to failing AI companies to buy them from you in what is totally not circular financing? What about the large numbers of Blackwells still sitting in warehouses because datacenters aren't being completed fast enough or even at all, will the Vera Rubins join them in waiting for 'warm shells' to put them in Jensen? #AI #bubble #nvidia #EdZitron

https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidias-huang-vows-to-deliver-giant-amounts-of-vera-rubin-company-says-that-our-roadmap-is-intact

"There are people who have developed a genuine hostility toward those who do not immediately accept a for-profit entity as their lord and savior. This is a sickness within the tech industry that must be put to an end."

#EdZitron, 2026

https://www.wheresyoured.at/let-ai-burn/

Not just within the tech industry @edzitron, this has been a widespread problem for decades. If anything, I think there's more healthy scepticism of Business Idiots now, and I hope it's not wishful thinking to say that it's growing.

"There are people who have developed a genuine hostility toward those who do not immediately accept a for-profit entity as their lord and savior. This is a sickness within the tech industry that must be put to an end."

#EdZitron, 2026

https://www.wheresyoured.at/let-ai-burn/

Not just within the tech industry @edzitron, this has been a widespread problem for decades. If anything, I think there's more healthy scepticism of Business Idiots now, and I hope it's not wishful thinking to say that it's growing.