Premium: The Hater's Guide To Circular Financing (Part One)
[NVIDIA Company Meeting, the present day, YMCA playing] JENSEN HUANG : We love NVIDIA, don’t we folks? We’re the biggest, most-beautiful semiconductor company, we make the…
The AI Hater's Manifesto
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Premium: How Much Money Does AI Need?
I’ve heard from people in the past that my articles are too long, and I wanted to start by saying that, for the most part, they’re going to stay long, because I feel like the only…
The Subprime Data Center Crisis
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What Happens If OpenAI Dies?
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Don't Look Up
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The AI Demand Bubble
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The More You Buy, The More You Lose
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Premium: The Hater’s Guide To Oracle (Part 2)
Good morning premium subscribers! As ever, please ping me at ez@betteroffline.com if you have any questions. Oracle has one of the strongest mythologies in the tech industry. Ask…
The OpenAI Bubble
Thanks for reading this week’s free Where’s Your Ed At newsletter. As I said last week, I’m taking the rest of this week off, so there won’t be a premium on Friday. That said, if…
News: Microsoft Disclosures Suggest OpenAI Sales Account For Around 70% Of FY26 AI Revenue, More Than 7% of FY26 Revenue
Executive Summary: Microsoft disclosures and Bloomberg analyses show that OpenAI's compute spend and revenue share accounted for 70% or more of Microsoft's FY26 AI revenues, and…
Premium: The Hater's Guide To NVIDIA (Part 2)
For a little under a year, everyone — myself included — has compared NVIDIA to Enron, largely because NVIDIA insisted, in detail, that it was nothing like Enron, WorldCom, or…
Let AI Burn
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Premium: AI Is Getting Way Too Expensive
A great deal of the discussion of the so-called benefits or problems with AI comes down to the theoretical jobs that are (or are not) lost as a result of things LLMs can (or…
Premium: The Hater's Guide To The Memory Crisis
Hi premium readers! I’ll be taking a week off of the premium next week — July 17 — to have some well-earned rest. This will mark only the second time I’ve missed a premium piece…