Premium: What If...We're In An AI Bubble? (Part 3)
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.…
Revenge of The Business Idiot
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OpenAI Projects ChatGPT Plus subscriptions to drop by 80% from 44 Million in 2025 to 9 Million In 2026, Made Up Using Cheaper Subscriptions (Somehow)
Executive Summary: The Information reports that OpenAI projects that its $20-a-month ChatGPT Plus subscriptions will decrease from 44 Million subscribers in 2025 to a projected 9…
[Updated] Exclusive: Microsoft Moving All GitHub Copilot Subscribers To Token-Based Billing In June
Executive Summary: Internal documents reveal Microsoft’s planned rollout for token-based billing for all GitHub Copilot customers starting in June. For an initial promotional…
Premium: What If...We're In An AI Bubble? (Part 2)
Last week I ran the first part of my What If…We’re In An AI Bubble? Series, where I asked questions and posed scenarios as to the consequences of the many, many questions I’ve…
News: OpenAI Had A Negative 122% Non-GAAP Operating Margin In Q1 2026, and ChatGPT Growth Has Stalled
Executive Summary: The Information reports that OpenAI generated $5.7bn in revenue for the first quarter of 2026 based on discussions with sources familiar with its financials.…
Anthropic's "Profitability" Swindle
Yesterday, the Wall Street Journal ran a story about how Anthropic is “about to have its first profitable quarter,” specifically an operating profit, or EBITDA profitability:…
Where Are All The Data Centers?
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Am I Meant To Be Impressed?
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AI's Economics Don't Make Sense
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Premium: AI's Circular Psychosis
In this week’s free newsletter, I explained how bad the circular AI economy is in the simplest-possible terms : Anthropic not have money to pay big cloud bills, because Anthropic…
Premium: What If...We're In An AI Bubble? (Part 1)
Every day I read some sort of wrongheaded extrapolation about the future of AI — that today’s models are somehow indicative of AGI creating a “ permanent underclass ” of people…
Premium: How OpenAI Kills Oracle
Soundtrack — Brass Against — Karma Police It was January 21, 2025. Per The Information , Larry Ellison, CEO of Oracle, had just flown to Washington DC from Florida, and had to…
[UPDATED] News: Anthropic (Briefly) Removes Claude Code From $20-A-Month "Pro" Subscription Plan For New Users
Executive Summary: In the later afternoon of April 21 2026, Anthropic removed access to Claude Code for its $20-a-month "Pro" Plans on various pricing pages. Current Pro users…
AI Is Too Expensive
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AI's Economics Don't Make Sense [Ad Free]
Hello premium subs! This is your ad-free free newsletter for the week. Questions? Queries? Email me at ez@betteroffline.com, and if you have a scoop, ezitron.76 is my Signal.…
Premium: The AI Compute Demand Story Is A Lie
Everyone, it’s time to talk about AI demand and the capacity constraint issues across the industry. These constraints are not a result of “incredible demand” for AI, but the…