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Zitron Squeeze
Ed Zitron's worst enemy, an AI summarization of his anti-AI content. Get the squeeze of the Where's Your Ed At newsletter.
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Episodes
- Zitron Squeeze
Exit Liquidity
Anthropic’s revenue is soaring. Its compute costs are rising faster. That gap is a useful place to start asking who’s earning a return on the AI boom, and…
- Zitron Squeeze
AI Had Better Work Out
The AI trade has a striking amount riding on a handful of companies. The question is whether the revenue beneath all that spending can catch up. A concentrated…
- Zitron Squeeze
Annualized Enron Rate
A company can announce a $48 billion annualized revenue run rate in May and report $15.5 billion in revenue for the entire first half of the year. Both figures…
- Zitron Squeeze
Credit Crunch
An AI company can sign a contract for compute years into the future. Someone still has to borrow the money to build the data center, buy the chips, and get the…
- Zitron Squeeze
Dead Money
A GPU can be sold, financed, and counted as AI growth before it ever runs a customer’s workload. How much of this boom survives the trip from purchase order to…
- Zitron Squeeze
Where're All The AI Chips?
A gigawatt sounds concrete. So does a GPU sale. Yet neither phrase tells us whether a customer can use that compute today, or whether it is sitting behind an…
- Zitron Squeeze
AI Is Already In Dangerous Hands
A model gets pointed at a cybersecurity benchmark, finds a path through somebody else’s infrastructure, and suddenly the story becomes “the AI escaped.” That…
- Zitron Squeeze
Concentration Risk
“AGI has arrived” makes a great headline. A trillion dollars of compute commitments makes a much harder spreadsheet. The question hanging over this boom is…
- Zitron Squeeze
Hyperscale Normalization
A trillion-dollar technology buildout can look inevitable long before its economics are settled. That gap between the story and the underlying evidence is…
- Zitron Squeeze
The AI Hater's Manifesto
A tool that helps debug a crash log can be useful. A trillion-dollar industry built around the promise that it will eventually think, work, and decide for us…
- Zitron Squeeze
What Happens If OpenAI Dies?
The core question here isn’t whether people want AI. It’s whether the biggest AI company can sell more of it without losing even more money. And if the answer…
- Zitron Squeeze
Don't Look Up
A lot of the AI story still gets told through stock charts, capex totals, and vibes. The harder question is whether there are enough real customers, at real…
- Zitron Squeeze
Premium: The Hater's Guide To NVIDIA (Part 2)
A lot of the AI story gets told as pure technology progress. But if the customers only exist because the vendor helped finance them into existence, you’re not…
- Zitron Squeeze
News: Microsoft Disclosures Suggest OpenAI Sales Account For Around 70% Of FY26 AI Revenue, More Than 7% of FY26 Revenue
The headline here isn't just that AI is expensive. It's that one customer-partner relationship may already be large enough to shape how we read Microsoft's…
- Zitron Squeeze
The AI Demand Bubble
A lot of the AI economy starts looking strange once you ask a boring question: who is actually paying for all this? If the answer is basically two companies…
- Zitron Squeeze
The AI Revenue Reality
A lot of the AI conversation is being carried by vibes, projections, and fundraising headlines. The awkward part is that some of the people closest to the data…
- Zitron Squeeze
The More You Buy, The More You Lose
A lot of the AI story still sounds like physics and destiny. But the pressure is showing up somewhere less glamorous: bond spreads, memory prices, lease…
- Zitron Squeeze
Premium: The Hater’s Guide To Oracle (Part 2)
Oracle's story right now sounds simple if you only read the hype: huge AI demand, huge data centers, huge future. The harder question is whether the business…
- Zitron Squeeze
The Subprime Data Center Crisis
A lot of the AI story is being told as a technology race. But underneath it, there's a financing story, and that story matters because booms usually break…
- Zitron Squeeze
The OpenAI Bubble
The core claim here is bigger than one startup maybe overspending on GPUs. It’s that OpenAI has become the story holding together a huge chain of spending…
- Zitron Squeeze
Premium: The Hater's Guide To The Memory Crisis
A lot of AI spending gets talked about like it's abstract, inevitable, almost weightless. Then you look at memory costs, who controls supply, and how much of…
- Zitron Squeeze
Let AI Burn
The hard question here isn't whether generative AI is impressive. It's whether the money pouring into it reflects durable demand, or a financing loop mistaking…
- Zitron Squeeze
Premium: The Hater's Guide To SoftBank
SoftBank’s story sounds simple if you hear it fast enough: huge AI exposure, huge upside, visionary founder. Slow it down and the real question is whether that…
- Zitron Squeeze
The AI Industry Is Losing
A lot of the AI story still gets told like demand is infinite and financing is somebody else's problem. The more interesting question is what happens if the…
- Zitron Squeeze
Premium: Notes From The Bubble, Volume 1
A lot of tech right now feels like people acting out the shape of innovation without the substance underneath it. You can see the same pattern across AI…
- Zitron Squeeze
Cargo Culture
A lot of tech stories right now ask you to trust the scale before you understand the product. Billions in GPUs, endless token burn, weird hardware demos, and…
- Zitron Squeeze
Premium: The Silicon Valley Bubble (Part 2)
There are two stories around AI right now. One is that the future is arriving at godlike speed. The other is that a lot of this depends on accounting…
- Zitron Squeeze
AI's Brokenomics
One story here looks like safety theater colliding with geopolitics. The other looks like a business model colliding with arithmetic. Anthropic breach and…
- Zitron Squeeze
Exclusive: OpenAI Losses Increased Nearly 8X in 2025, With Spending Hitting $34 Billion
A $38.5 billion loss sounds like catastrophe until you ask what kind of loss it actually was. With OpenAI's 2025 numbers, the most important question isn't…
- Zitron Squeeze
Premium: The Silicon Valley Bubble (Part 1)
An OpenAI IPO sounds like a simple milestone story until you put the financing next to the spending. Then it stops looking like a normal growth company and…
- Zitron Squeeze
AI Is Slowing Down
The core question here isn't whether AI is useful. It's whether the industry's spending plans make any economic sense at the scale being promised. And once you…
- 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…
- Zitron Squeeze
AI Doesn't Have ROI
A lot of the AI argument right now comes down to a weird mismatch. The public story is abundance, efficiency, and inevitability. The financial story looks a…
- Zitron Squeeze
Premium: What If...We're In An AI Bubble? (Part 3)
A trillion dollars in GPUs sounds like inevitability until you ask who is actually using them, where they’re going, and how any of this gets paid back. The…