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Ed Zitron's worst enemy, an AI summarization of his anti-AI content. Get the squeeze of the Where's Your Ed At newsletter. This feed was made with Podkey. It's based on the content from the following sources: Ed Zitron's Where's Your Ed AtView this feed in Podkey, or create your own at https://podkey.fm

  1. 4d ago

    The AI Hater's Manifesto

    A tool that helps debug a crash log can be useful. A trillion-dollar industry built around the promise that it will eventually think, work, and decide for us deserves a far harder audit. The question isn’t whether language models can do anything. It’s whether their demonstrated value matches the certainty, spending, and social pressure surrounding them. Useful tools and the boundary of judgmentOutsourcing work versus thoughtThe financial story under the hypeInference costs and productivity proofGrowth, power, and human investmentFuture tense and accountabilityThe maintenance burden Source: Ed Zitron's Where's Your Ed At — The AI Hater's Manifesto This podcast was created with Podkey. Make your own at https://podkey.fm

  2. Aug 19

    What Happens If OpenAI Dies?

    The core question here isn’t whether people want AI. It’s whether the biggest AI company can sell more of it without losing even more money. And if the answer is no, that problem doesn’t stay inside one startup. It leaks into cloud giants, chip vendors, lenders, and a whole lot of investor storytelling. Unsustainable economicsCompute obligations and circular demandFunding constraintsRun-rate headlines versus durable revenueAnthropic, IPO optics, and valuation logicWhat failure would actually look likeSystemic risk or overheated narrative Source: Ed Zitron's Where's Your Ed At — What Happens If OpenAI Dies? This podcast was created with Podkey. Make your own at https://podkey.fm

  3. Aug 12

    Don't Look Up

    A lot of the AI story still gets told through stock charts, capex totals, and vibes. The harder question is whether there are enough real customers, at real prices, to justify what everybody is building. Revenue concentrationDemand versus capacityHow the growth story got framedCircular financing questionsWhat breaks if the labs slow down Source: Ed Zitron's Where's Your Ed At — Don't Look Up This podcast was created with Podkey. Make your own at https://podkey.fm

  4. Aug 8

    Premium: The Hater's Guide To NVIDIA (Part 2)

    A lot of the AI story gets told as pure technology progress. But if the customers only exist because the vendor helped finance them into existence, you’re not just looking at demand. You’re looking at a system. The core claimWhat Jensen Huang admittedHow dependent the neoclouds lookThe financing loopTechnology versus hype economicsWhy the GE Capital comparison mattersWhat this protects and what it risksBottom line Source: Ed Zitron's Where's Your Ed At — Premium: The Hater's Guide To NVIDIA (Part 2) This podcast was created with Podkey. Make your own at https://podkey.fm

  5. Aug 6

    News: Microsoft Disclosures Suggest OpenAI Sales Account For Around 70% Of FY26 AI Revenue, More Than 7% of FY26 Revenue

    The headline here isn't just that AI is expensive. It's that one customer-partner relationship may already be large enough to shape how we read Microsoft's entire AI business. And once you look at the disclosed revenue mix next to the scale of capital spending, the obvious question is whether this is proof of strength, or a warning about concentration. What the revenue disclosure actually saysWhy concentration mattersWhat this could mean strategicallyThe capital spending numberHow to connect the two stories carefullyWhat would strengthen either case Source: Ed Zitron's Where's Your Ed At — News: Microsoft Disclosures Suggest OpenAI Sales Account For Around 70% Of FY26 AI Revenue, More Than 7% of FY26 Revenue This podcast was created with Podkey. Make your own at https://podkey.fm

  6. Aug 5

    The AI Demand Bubble

    A lot of the AI economy starts looking strange once you ask a boring question: who is actually paying for all this? If the answer is basically two companies, then the story shifts from explosive broad demand to concentrated financial dependency. Revenue concentrationCapex versus actual demandThe circular funding questionIs there real demand beyond the labsDisclosure and narrative framingDebt, balance sheets, and second-order riskWhy NVIDIA is part of the same storyWhat actually seems most supported Source: Ed Zitron's Where's Your Ed At — The AI Demand Bubble This podcast was created with Podkey. Make your own at https://podkey.fm

  7. Aug 1

    The AI Revenue Reality

    A lot of the AI conversation is being carried by vibes, projections, and fundraising headlines. The awkward part is that some of the people closest to the data are also admitting the biggest labor-market claims still are not showing up in reality. AI job impact narrativesEconomic indices and narrative incentivesRevenue versus funding mismatchThe scale of commitmentsInfrastructure costs and profitabilityVenture capital exposureWhat actually seems supported Source: Ed Zitron's Where's Your Ed At — Premium: AI Is Getting Way Too Expensive This podcast was created with Podkey. Make your own at https://podkey.fm

  8. Jul 29

    The More You Buy, The More You Lose

    A lot of the AI story still sounds like physics and destiny. But the pressure is showing up somewhere less glamorous: bond spreads, memory prices, lease obligations, and the fact that nobody wants to say exactly how much money this is making. Blackwell efficiency claimsThe capex mountainWhat bond markets are sayingThe memory cost spiralCircular financing and missing foundationsThe startup business model problemOpaque revenue and the hype machineWhat could break, and what might not Source: Ed Zitron's Where's Your Ed At — The More You Buy, The More You Lose This podcast was created with Podkey. Make your own at https://podkey.fm

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About

Ed Zitron's worst enemy, an AI summarization of his anti-AI content. Get the squeeze of the Where's Your Ed At newsletter. This feed was made with Podkey. It's based on the content from the following sources: Ed Zitron's Where's Your Ed AtView this feed in Podkey, or create your own at https://podkey.fm

Information

  • Creator
    Podkey
  • Years Active
    2026
  • Episodes
    25
  • Rating
    Clean
  • Show Website
    Zitron Squeeze