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Per UBS, OpenAI and Anthropic will account for 27% of Google Cloud's 2026 revenue and more than 48% of 2027's. Investors are being sold a story about diverse AI demand that is simply not true - hyperscalers spent a trillion dollars to feed money back to themselves and pretend it's real growth.

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Was awesome to join Bloomberg to talk about the lie of AI - everyone's buying into the mag7 believing CapEx is going towards diverse AI demand, when all it's really doing is supporting the circular cloud revenues of two unprofitable, unsustainable AI labs. www.youtube.com/watch?v=pHcZ...

Zitron: "Everyone Has Been Sold a Lie" on AIYouTube video by Bloomberg Podcastswww.youtube.com

Joining Bloomberg at around 4:21pm ET to talk about circular financing, data centers, and how OpenAI and Anthropic make up an increasingly-larger share of hyperscaler cloud earnings in 2026 and 2027. www.youtube.com/live/QB5BNdB...

Bloomberg Business News LiveYouTube video by Bloomberg Televisionwww.youtube.com

Can’t believe I ended up blocking the dictionary for prompt posting

Joined the Tech Report to talk about the state of circular financing in the AI bubble, NVIDIA's potential $250bn data center backstop, and how Anthropic and OpenAI make up the majority of AI compute demand. youtu.be/B07mYv-IeU8?...

‘The AI bubble is running on childlike beliefs’ | Ed ZitronYouTube video by The Tech Reportyoutu.be

I can theoretically see how they came to many of the conclusions I came to and wrote tens of thousands of words about months ago in this piece on their own, but it's a little surprising to see the Times write something so similar to a piece I wrote two weeks ago www.wheresyoured.at/the-openai-b...

Premium Newsletter: AI is becoming way too expensive. The 190GW of planned data centers need between $1.62 trillion and $2.92 trillion in annual compute demand that doesn't exist - and every new data center costs way more than the last. www.wheresyoured.at/premium-ai-is-getting-way-too-expensive/

Premium: AI Is Getting Way Too ExpensiveA great deal of the discussion of the so-called benefits or problems with AI comes down to the theoretical jobs that are (or are not) lost as a result of things LLMs can (or cannot do), or the equally...www.wheresyoured.at

Here's this week's Better Offline - I'm joined by Nik Suresh to talk about how AI mania is eviscerating global decision-making, creating a culture of fear that demands workers lie about the benefits of AI to coddle Business Idiots. youtu.be/OrKSaVDu8nM?... linktr.ee/betteroffline

AI Mania Is Eviscerating Global Decision-Making with Nik Suresh | Better OfflineYouTube video by Better Offlineyoutu.be

Here's my interview with CNBC on how Zuckerberg's vacuous talking points about AGI and open source exist to distract from how Meta burned $180bn in capex (and more off-balance-sheet) to make also-ran LLMs that don't deliver an iota of the promise of "personal superintelligence."

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Going on CNBC live at 10:30am to talk about tech earnings and Zuckerberg's op-ed/interview with the NYT

finally got a link to share with people who try and say "oh you DON'T LIKE AI??? what about ALPHAFOLD!!!!" as if it has anything to do with any of this AI capex