So, I originally planned for this to be on my premium newsletter, but decided it was better to publish on my free one so that you could all enjoy it. If you liked it, please consider subscribing to support my work. Here’s $10 off the first year of annual.| Ed Zitron's Where's Your Ed At
On the AI bubble, and the various echoes of the dotcom crash| davekarpf.substack.com
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