#edzitron — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #edzitron, aggregated by home.social.
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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)
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... 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)
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"... 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/?)
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"... 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/?)
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"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)
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"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)
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"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/
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"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/
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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?
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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?
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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.
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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.
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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
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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
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"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.
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"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.
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Continuing with my #EdZitron binge;
"The vast, vast majority of AI compute demand is from services provided to people either for free or sold at such a massive discount that it’s impossible that anyone on a $20 or $200-a-month plan could even afford these services had they paid their actual token cost. To paraphrase Cory Doctorow, your demand is based on selling $40 for a dollar. That’s not a real business, nor is that organic demand."
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Continuing with my #EdZitron binge;
"The vast, vast majority of AI compute demand is from services provided to people either for free or sold at such a massive discount that it’s impossible that anyone on a $20 or $200-a-month plan could even afford these services had they paid their actual token cost. To paraphrase Cory Doctorow, your demand is based on selling $40 for a dollar. That’s not a real business, nor is that organic demand."
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"Finally, companies need to go above and beyond for their workers if they expect them to do so for the company.”
#EdZitron, 2026
https://www.wheresyoured.at/quiet-quitting-and-the-death-of-office/
(1/3)
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"Finally, companies need to go above and beyond for their workers if they expect them to do so for the company.”
#EdZitron, 2026
https://www.wheresyoured.at/quiet-quitting-and-the-death-of-office/
(1/3)
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”If you frame this as something being done to a boss or manager, you inherently assume that they have been fair and reasonable in their requests and expectations. Without interrogating what it is they are asking and what it is they are offering in return, you are acting as a willing stooge for the executive sect, reinforcing power structures that help enrich the already-wealthy."
#EdZitron, 2026
https://www.wheresyoured.at/quiet-quitting-and-the-death-of-office/
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”If you frame this as something being done to a boss or manager, you inherently assume that they have been fair and reasonable in their requests and expectations. Without interrogating what it is they are asking and what it is they are offering in return, you are acting as a willing stooge for the executive sect, reinforcing power structures that help enrich the already-wealthy."
#EdZitron, 2026
https://www.wheresyoured.at/quiet-quitting-and-the-death-of-office/
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"... every single state in America has at-will employment other than Motana, meaning you can be fired at any time for any reason (including “no reason.”
#EdZitron, 2026
https://www.wheresyoured.at/quiet-quitting-and-the-death-of-office/
Holy shit. That means US workers effectively have to keep their bosses happy at all times, all of them, or risk being unable to stay housed. That's horrific. NZ bosses have only managed to get 3 months of that as a "trial" period at the start of a job.
(1/2)
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"... every single state in America has at-will employment other than Motana, meaning you can be fired at any time for any reason (including “no reason.”
#EdZitron, 2026
https://www.wheresyoured.at/quiet-quitting-and-the-death-of-office/
Holy shit. That means US workers effectively have to keep their bosses happy at all times, all of them, or risk being unable to stay housed. That's horrific. NZ bosses have only managed to get 3 months of that as a "trial" period at the start of a job.
(1/2)
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"We live in a system of iniquity, dominated by people that do not interact with the real world who have created an entire system run by their fellow Business Idiots. The Rot Economy’s growth-at-all-costs mania is a symptom of the grander problem of shareholder supremacy, and the single-minded economic focus on shareholder value inevitably ends at an economy run by and for Business Idiots."
#EdZitron, 2025
https://www.wheresyoured.at/the-era-of-the-business-idiot/
(1/2)
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"We live in a system of iniquity, dominated by people that do not interact with the real world who have created an entire system run by their fellow Business Idiots. The Rot Economy’s growth-at-all-costs mania is a symptom of the grander problem of shareholder supremacy, and the single-minded economic focus on shareholder value inevitably ends at an economy run by and for Business Idiots."
#EdZitron, 2025
https://www.wheresyoured.at/the-era-of-the-business-idiot/
(1/2)
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"Perhaps it's Cal State University Chanceller Mildred Garcia, who claimed that giving everybody a ChatGPT subscription would 'elevate...students' educational experience across all fields of study, empower [its] faculty's teaching and research, and help provide the highly educated workforce that will drive California's future AI-driven economy' ..."
#EdZitron, 2025
https://www.wheresyoured.at/the-era-of-the-business-idiot/
(1/2)
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"Perhaps it's Cal State University Chanceller Mildred Garcia, who claimed that giving everybody a ChatGPT subscription would 'elevate...students' educational experience across all fields of study, empower [its] faculty's teaching and research, and help provide the highly educated workforce that will drive California's future AI-driven economy' ..."
#EdZitron, 2025
https://www.wheresyoured.at/the-era-of-the-business-idiot/
(1/2)
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"The modern executive is symbolic, and the media has — due to the large amount of Business Idiots running these outlets and middle managers stuffed into the editorial class — been trained to never ask difficult questions, such as 'what the fuck are you talking about, Bill?' or even the humble 'what does that mean?' or 'how would you do that?' or saying 'I'm not sure I understand, would you mind explaining?'"
#EdZitron, 2025
https://www.wheresyoured.at/the-era-of-the-business-idiot/
(1/2)
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"The modern executive is symbolic, and the media has — due to the large amount of Business Idiots running these outlets and middle managers stuffed into the editorial class — been trained to never ask difficult questions, such as 'what the fuck are you talking about, Bill?' or even the humble 'what does that mean?' or 'how would you do that?' or saying 'I'm not sure I understand, would you mind explaining?'"
#EdZitron, 2025
https://www.wheresyoured.at/the-era-of-the-business-idiot/
(1/2)
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"Decades of neoliberalism has incentivized their rise, because when you incentivize society to become management — to 'manage or run a company' rather than do something for a reason or purpose — you are incentivizing a kind of corporate narcissism, one that bleeds into whatever field the person goes into, be it public or private."
#EdZitron, 2025
https://www.wheresyoured.at/the-era-of-the-business-idiot/
(1/3)
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"Decades of neoliberalism has incentivized their rise, because when you incentivize society to become management — to 'manage or run a company' rather than do something for a reason or purpose — you are incentivizing a kind of corporate narcissism, one that bleeds into whatever field the person goes into, be it public or private."
#EdZitron, 2025
https://www.wheresyoured.at/the-era-of-the-business-idiot/
(1/3)
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#WOW... #EdZitron explains #OpenAI's leaked financials...
ZITRON WARNS OF AI BUST: It Doesn't Work!... #OMG...Big Tech Is Out Of #Hypergrowth Ideas...
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#WOW... #EdZitron explains #OpenAI's leaked financials...
ZITRON WARNS OF AI BUST: It Doesn't Work!... #OMG...Big Tech Is Out Of #Hypergrowth Ideas...
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“[T]he AI industry is very different to the financial industry. It is inessential to the economy, and its relevance is only as large as the hype campaign that sits behind it.” https://www.wheresyoured.at/let-ai-burn/ #EdZitron #AntiAI
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“[T]he AI industry is very different to the financial industry. It is inessential to the economy, and its relevance is only as large as the hype campaign that sits behind it.” https://www.wheresyoured.at/let-ai-burn/ #EdZitron #AntiAI
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Someone leaked the OpenAI audited financial statements, intended for a potential future IPO, to Ed Zitron.
According to the leaked documents, OpenAI posted an operating loss of nearly USD 21 billion in 2025.
The AI bubble is real.
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Someone leaked the OpenAI audited financial statements, intended for a potential future IPO, to Ed Zitron.
According to the leaked documents, OpenAI posted an operating loss of nearly USD 21 billion in 2025.
The AI bubble is real.
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Where’s Your Ed At: Cargo Culture. “The staunch rationalists of the Bay that have built brands convincing people they’re immune to the influence of groupthink need you to think exactly the same way that they were told to. Why would everybody agree to do something so stupid? Why would everybody act so crazily? It’s simple: the tech industry has completely run out of ideas, and all that’s […]
https://rbfirehose.com/2026/06/24/wheres-your-ed-at-cargo-culture/
