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| Ed Zitron's Where's Your Ed At
Shortly before publishing this newsletter, I spoke with Gil Luria, Managing Director and Analyst at D.A. Davidson, and asked him whether the capital was there to build the 17 Gigawatts of capacity that OpenAI has promised. He said the following: No of course there isn't enough capital| Ed Zitron's Where's Your Ed At
Hello and welcome to another premium newsletter. Thanks as ever for subscribing, and please email me at ez@betteroffline.com to say hello. As I've written again and again, the costs of running generative AI do not make sense. Every single company offering any kind of generative AI service — outside| Ed Zitron's Where's Your Ed At
Welcome to another premium edition of Where's Your Ed At! Please subscribe to it so I can continue to drink 80 Diet Cokes a day. Email me at ez@betteroffline.com with the subject "premium" if you ever want to chat. I realize this is before the paywall, so if| Ed Zitron's Where's Your Ed At
Editor's Note: For those of you reading via email, I recommend opening this in a browser so you can use the Table of Contents. This is my longest newsletter - a 16,000-word-long opus - and if you like it, please subscribe to my premium newsletter. Thanks for reading! In| Ed Zitron's Where's Your Ed At
Soundtrack: The Hives — Hate To Say I Told You So In the last week or so, but especially over the weekend, the entire generative AI industry has been thrown into chaos. This won’t be a lengthy, technical write-up — although there will be some inevitable technical complexities, just because the| Ed Zitron's Where's Your Ed At
Before we get going — please enjoy my speech from Web Summit, Why Are All Tech Products Now Shit? I didn’t write the title. What if what we're seeing today isn't a glimpse of the future, but the new terms of the present? What if artificial intelligence isn't actually capable| Ed Zitron's Where's Your Ed At
Please scroll to the bottom for news on my next big project, Better Offline, coming this Wednesday! Last week, Sam Altman debuted OpenAI's "Sora," a text-to-video AI model that turns strings of text into full-blown videos, much like how OpenAI's DALL-E turns text into images. These videos — which are usually| Ed Zitron's Where's Your Ed At
