skinny.

Latest / Zitron Squeeze

Premium: The Hater's Guide To The AI Bubble 3.0

The loudest AI story says inevitability: massive demand, massive disruption, massive value. The quieter story is about losses, subsidies, weird billing, concentrated customers, and a lot of people treating demos like proof.

Manufactured hype

Financial reality

Token billing and enterprise reality

Hallucinations and task limits

Compute overbuild and NVIDIA exposure

Job displacement claims

Source:

Ed Zitron's Where's Your Ed At — Premium: The Hater's Guide To The AI Bubble 3.0

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The skinny

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