NVIDIA has become a giant, unhealthy rock on which the US markets — and to some extent the US economy — sits, representing 7-to-8% of the value of the market and a large percentage of the $400 billion in expected AI data center capex expected to be spent this year, which in| 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
The Words of Ed Zitron, a PR person and writer.| Ed Zitron's Where's Your Ed At
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
cyclonebill CC-BY-SA In The Selling Of AI I compared the market strategy behind the AI bubble to the drug-dealer's algorithm, "the first ...| blog.dshr.org
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