Soundtrack: The Dillinger Escape Plan - One Of Us Is The Killer An MIT study found that 95% of organizations are getting "zero return" from generative AI, seemingly every major outlet is now writing an "are we in a bubble?" story, and now Meta has frozen AI hiring. Things are| Ed Zitron's Where's Your Ed At
Like this newsletter? Why not listen to the podcast version on Better Offline? Part 1 is out now (here're other links), and Part 2 comes out Friday May 2nd! I'm sick and god-damn tired of this! I have written tens of thousands of words about this and still, to this| Ed Zitron's Where's Your Ed At
A week ago, analyst TD Cowen revealed that Microsoft had canceled leases "totalling a couple hundred MWs," with "at least two private data center operators across multiple US markets." The report also details how Microsoft "pulled back on converting negotiated and signed Statement[s] of Qualifications (SQQs)," which it added| Ed Zitron's Where's Your Ed At
On overbuilding AI infrastructure and its energy supply| thetechbubble.substack.com
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
OpenAI, a non-profit AI company that will lose anywhere from $4 billion to $5 billion this year, will at some point in the next six or so months convert into a for-profit AI company, at which point it will continue to lose money in exactly the same way. Shortly after| Ed Zitron's Where's Your Ed At
None of what I write in this newsletter is about sowing doubt or "hating," but a sober evaluation of where we are today and where we may end up on the current path. I believe that the artificial intelligence boom — which would be better described as a generative AI boom| Ed Zitron's Where's Your Ed At
Last week, in the midst of the slow, painful collapse of the generative AI hype cycle, something incredible happened. On Monday, a Federal Judge delivered a crushing ruling in the multi-year-long antitrust case filed against Google by the Department of Justice. In 300-pages of dense legal text, Judge Amit Mehta| Ed Zitron's Where's Your Ed At
