Mastodawn

10k words, wrong thesis.

He's banging on about GPUs in boxes. The actual scandal is GPUs as financial instruments. CoreWeave has $30B in debt collateralised against physical chips in SPVs (Special Purpose Vehicle), depreciated over 6 years based on projected inference revenue that doesn't exist. NVIDIA sells the GPUs, then rents some back, and that rental income services the debt used to buy them.

Nobody knows what an H100 is worth in 2028. Billions of dollars of structured finance assumes the answer is "enough."

Not asbestos in the walls, Ed. CDOs. Read a balance sheet instead of Pluralistic for once.

Zitron found the right neighbourhood and broke into the wrong house.

#AIBubble #GPU #CoreWeave #NVIDIA #StructuredFinance #TechDebt #Securitisation #WheresYourEdAt

gypsyvegan Mar 14

From @Zitron

"By giving warmongers and jingoists the cover to 'trust' this 'authoritative' service — whether or not that’s the case, they can simply point to the specious press — the ethical concern of whether or not an attack was ethical or not is now, whenever any western democracy needs it to be, something that can be handed off to Claude, and justified with the cold, logical framing of 'intelligence' and 'data.'

None of this would be possible without the consistent repetition of the falsehoods peddled by #OpenAI and #Anthropic . Without this endless puffery and overstatements about the 'power of AI,' we wouldn’t have armed conflicts dictated by what a chatbot can burp up from the files it’s fed. The deaths that follow will be a direct result of those who choose to continue to lie about what an LLM does."

from
"The #AI Bubble Is An Information War"
Where's Your Ed At newsletter
March 3, 2026

https://www.wheresyoured.at/the-ai-bubble-is-an-information-war/

#EdZitron #WheresYourEdAt #MilitaryIndustrialComplex #IranWar #SamAltman #DarioAmodei

The AI Bubble Is An Information War

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Ed Zitron's Where's Your Ed At

C.Feb 25

Has #ChatGPT spontaneously tried to take out a #contract on Ed Zitron yet?

#EdZitron #WheresYourEdAt #AI #LLM #hitman #RiseOfTheMachines #assassin

Dlovan Oct 3

Wish Ed Zitron would be active on mastodon. The #wheresyouredat articles are really good.

Anthony Eales Sep 30

An excellent 71 minute read by Ed @Zitron where he states his case against the viability of generative AI. OpenAI as Ed sees it is set for inevitable collapse along with all the other generative AI companies. He states his case backed by many hard facts and cold figures.

#AI #genai #EdZitron #WheresYourEdAt #Zitronista #bubble #techbubble #collapse

🤖💵📉

https://www.wheresyoured.at/the-case-against-generative-ai/

The Case Against Generative AI

Soundtrack: Queens of the Stone Age - First It Giveth Before we go any further: This is, for the third time this year, the longest newsletter I've ever written, weighing in somewhere around 18,500 words. I've written it specifically to be read at your leisure — dip in and out

Ed Zitron's Where's Your Ed At

chico Aug 6, 2025

For some reason I lost a link I was reading and I spent sometime looking for it.

Then I remembered Ed Zitron's #WheresYourEdAt newsletter might be the source for it.

I still don't know where I found it the first time, but Ed's Better Offline linktree has a quite useful list of citations, (https://linktr.we/betteroffline)
and there it was!

https://ludic.mataroa.blog/blog/contra-ptaceks-terrible-article-on-ai/

Contra Ptacek's Terrible Article On AI — Ludicity

Lyle Solla-Yates Jul 24, 2025

Apologies to whoever in my feed posted this first, but search is bad and I can’t find you now. Anyway I found this summary of the current state of the #AIBubble useful and accurate to my knowledge https://www.wheresyoured.at/the-haters-gui/ #AI #investing #WheresYourEdAt #NVIDIA #Microsoft

The Hater's Guide To The AI Bubble

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Ed Zitron's Where's Your Ed At

Mike Olson Jul 22, 2025

I keep a ChatGPT window open most of the time. I find LLMs useful, in no small part because I can buy interesting services so far below cost.

But I'm with #wheresyouredat on this. We're five steps past the edge of the cliff, and any second now, somebody's gonna look down.

https://www.wheresyoured.at/the-haters-gui/

The Hater's Guide To The AI Bubble

Ed Zitron's Where's Your Ed At

JWcph, Radicalized By Decency Jun 18, 2025

Ed Zitron, who is both smarter than me & has a vastly larger audience, is asking the same question as me: Where are all the actual #AI success stories?

- and also asking #tech #media & #ThePress at large the same thing I've been known to: FUCKING STOP PARROTING SILICON VALLY PRESS RELEASES & BILLIONAIRE BRAIN VOMIT AS "NEWS"!!

Tech coverage is literally gaslighting at this point & it's incredibly harmful.

https://www.wheresyoured.at/sic/ #EdZitron #WheresYourEdAt #business

Sincerity Wins The War

Hello Where’s Your Ed At Subscribers! I’ve started a premium version of this newsletter with a weekly Friday column where I go over the most meaningful news and give my views, which I guess is what you’d expect. Anyway, it’s $7 a month or $70 a

Ed Zitron's Where's Your Ed At

JWcph, Radicalized By Decency May 29, 2025

"Gartner says that the number of worldwide PC shipments (which includes desktops & laptops) hit 64.4 million in Q4 2024. OpenAI thinks that it’ll sell nearly twice as many devices in one year as PCs were sold during the 2024 holiday quarter. [...] I beg, plead, scream and yell to the tech media to take one fucking second to consider how ludicrious this is." - Ed Zitron

https://www.wheresyoured.at/measures/ #EdZitron #WheresYourEdAt #tech #business #Ive #Altman

Desperate Times, Desperate Measures

Next year is going to be big. Well, I personally don't think it'll be big, but if you ask the AI industry, here's the things that will happen by the end of 2026: * According to the Financial Times, OpenAI's Stargate data center in Abilene, Texas will be "fully operational," and

Ed Zitron's Where's Your Ed At