I don't think we talk enough about whatever The Crazy Frog was, or how often he was fully nude other than his leather jacket
Ed Zitron
British, But In Las Vegas and NYC ezitron.76 Sig Newsletter - wheresyoured.at https://linktr.ee/betteroffline - podcast w/ iheartradio Chosen by god, perfected by science CEO at EZPR.com - Award-Winning Tech PR
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my most deranged new york opinion is that a bagel is really great for breakfast #newyork #opinion
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62513Just booked ces 2027. The Better Offline Consumer Electronics Experience will return to The Venetian for its third year. Too early to confirm guest list but working on something special.
6311This is an @iwriteok.bsky.social product
9966- Ed ZitronBluesky· 21h ago
Soda!
81 - Ed ZitronBluesky· 1d ago
He’s the best!
- Ed ZitronBluesky· 1d ago
That’s right
1 - Ed ZitronBluesky· 1d ago
That’s right
1 Whom up having tiki
128122Ed Zitron explains OpenAI’s leaked financials
Joined the Times Tech Report to dive into OpenAI's audited financials, AI companies burying costs in sales and marketing, and that the fact we have to debate AI's ROI four years and a trillion plus...
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4629- Ed ZitronBluesky· 2d ago
The most obvious sign that we're in an AI infrastructure bubble is that every major company - Broadcom, AMD, NVIDIA - is now doing circular financing, backstopping cloud compute deals or guaranteeing $30bn in TPUs for Anthropic. www.wheresyoured.at/premium-the-silicon-valley-bubble-part-2/
Ed ZitronBluesky· 2d agoThe AI infrastructure bubble is entirely dependent on hyperscaler capex, and now Goldman Sachs' Rich Privorotsky has said that the first one to pull back on spending will be rewarded. There's no way out for NVIDIA if this happens. www.wheresyoured.at/premium-the-silicon-valley-bubble-part-2/
Ed ZitronBluesky· 2d agoAll of this is happening because all bubbles are inherently irrational. Silicon Valley has debased itself, abandoning the things that made it unique, in favor of reckless and near-theological exuberance. A pop can’t come soon enough. www.wheresyoured.at/premium-the-silicon-valley-bubble-part-2/
Ed ZitronBluesky· 2d agoThis was the final part of my two-part Silicon Valley Bubble series. Subscribing to my premium newsletter at $7 a month or $70 a year gets you a massive, 8k to 15k word piece every week, as well as the ad-free version of my free newsletter. It's the best value in tech analysis. wheresyoured.at
151 - Ed ZitronBluesky· 2d ago
The CFOs of the AI bubble are propagandists, twisting and contriving measurements designed to mislead a credulous press and boosters alike using annualized revenues and other obfuscated metrics. www.wheresyoured.at/premium-the-silicon-valley-bubble-part-2/
Ed ZitronBluesky· 2d agoThe CFOs of the AI bubble will sign on to things that they, deep down, likely believe are impossible (like OpenAI and Anthropic's $1.1tr in commitments). When they push back, they get marginalized, like Altman did with CFO Sarah Friar. www.wheresyoured.at/premium-the-silicon-valley-bubble-part-2/
Ed ZitronBluesky· 2d agoThe AI bubble demands that CFOs use financial reporting as a promotional tool to beguile investors. For example, OpenAI is clearly putting billions of dollars of inference costs into its sales and marketing segment. www.wheresyoured.at/premium-the-silicon-valley-bubble-part-2/
Ed ZitronBluesky· 2d agoThe AI bubble - and the SaaSpocalypse narrative - is currently being used to cover up the collapse of growth in the software industry. "Disruption" lets them rationalize the collapse of an overvalued SaaS industry riddled with debt. www.wheresyoured.at/premium-the-silicon-valley-bubble-part-2/
511 - Ed ZitronBluesky· 2d ago
The other watchdog subdued by the AI bubble is the CFO, which traditionally was the “adult in the room,” but has now turned into a kind of financial marketing arm that helps cobble together non-GAAP narratives to con investors. www.wheresyoured.at/premium-the-silicon-valley-bubble-part-2/
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