On NVIDIA and Analyslop
Editor's note: a previous version of this newsletter went out with Matt Hughes' name on it, that's my editor who went over it for spelling errors and loaded it into the CMS.…
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We have a global intelligence crisis, in that a lot of people are being really fucking stupid. As I discussed in this week’s free piece , alleged financial analyst Citrini…
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Since the beginning of 2023, big tech has spent over $814 billion in capital expenditures, with a large portion of that going towards meeting the demands of AI companies like…
The Enshittifinancial Crisis
Soundtrack: Lynyrd Skynyrd — Free Bird This piece is over 19,000 words, and took me a great deal of writing and research. If you liked it, please subscribe to my premium…
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In May 2021, Dario Amodei and a crew of other former OpenAI researchers formed Anthropic and dedicated themselves to building the single-most-annoying Large Language Model company…
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Soundtrack - Radiohead - Karma Police I just spent a week at the Consumer Electronics Show, and one word kept coming up: bullshit. LG, a company known for making home appliances…
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Have you ever looked at something too long and felt like you were sort of seeing through it? Has anybody actually looked at a company this much in a way that wasn’t some sort of…
NVIDIA Isn't Enron - So What Is It?
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[Editor's Note: this piece previously said "Blackstone" instead of "Blackrock," which has now been fixed.] I've been struggling to think about what to write this week, if only…
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I keep trying to think of a cool or interesting introduction to this newsletter, and keep coming back to how fucking weird everything is getting. Two days ago, cloud stalwart…
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You can’t avoid Oracle. No, really, you can’t. Oracle is everywhere. It sells ERP software – enterprise resource planning, which is a rat king of different services for giant…
2025, A Retrospective
Hey all, I'm not dropping this on the actual newsletter feed because it's a little self-indulgent and I'm not sure 88,000 or so people want an email about it. If you want to…
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This piece has a generous 3000+ word introduction, because I want as many people to understand NVIDIA as possible. The (thousands of) words after the premium break get into…
Premium - How The AI Bubble Bursts In 2026
Hello and welcome to the final premium edition of Where's Your Ed At for the year. Since kicking off premium, we've had some incredible bangers that I recommend you revisit (or…