The OpenAI Bubble
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Exclusive: OpenAI Losses Increased Nearly 8X in 2025, With Spending Hitting $34 Billion
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So it’s been a big week for me after I published an exclusive covering OpenAI’s audited financials from 2024 and 2025 , with reactions ranging from “oh my god, OpenAI spent $34…
Let AI Burn
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Soundtrack: Ozzy Osbourne — Mr. Crowley A lot of people have been making a lot of fun of the SoftBank 46th annual shareholder meeting and Masayoshi Son’s (to quote Bryce Elder of…
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It’s been an incredibly long few weeks, and as a result my previously-planned Hater’s Guide just isn’t possible within what little time I have left in this week, which is why I’m…
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Last year I wrote one of my favourite pieces ever — The Hater’s Guide To The AI Bubble — and followed it up with The Hater’s Guide To The AI Bubble Volume 2 several months later.…
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Last week I ran the second part of my three-part “What If…We’re In An AI Bubble?” series where I have been covering the scenarios that I believe could lead to the bubble popping.…
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Friends, I believe we’re approaching the end of this era. Both OpenAI and Anthropic have filed the paperwork to go public, starting a race for exit liquidity for two companies…
Cargo Culture
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AI Is Slowing Down
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Revenge of The Business Idiot
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AI Doesn't Have ROI
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The AI Industry Is Losing
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AI's Brokenomics
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