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Профиль

Ed Zitron

Профиль Vively

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

⟳ Репост от Ed Zitron

One of the (many) reasons I think people are so anti-AI is that it’s a gratuitous display of wealth inequality. The average person’s life is difficult, expensive, and getting any kind of loan sucks - unless you’re raising billions of dollars to build an AI data center.

Ed Zitron

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...

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⟳ Репост от Ed Zitron

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
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⟳ Репост от Ed Zitron

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.

Ed Zitron

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...

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⟳ Репост от Ed Zitron

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
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⟳ Репост от Ed Zitron

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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⟳ Репост от Ed Zitron

Free newsletter: The more you buy, the more you lose. Hyperscalers are trapped in a vicious cycle where the more AI data centers they build, the more expensive GPUs - and the debt to buy them - become, and debt markets are becoming exhausted. www.wheresyoured.at/the-more-you-buy-the-more-you-lose/

The More You Buy, The More You LoseIf you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, in...www.wheresyoured.at
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