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Zitron Squeeze

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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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  • 28 episodes
  • weekly
  • Avg 8 min
  • English

Episodes 28

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  • July 11 · 8 min

    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 this buildout depends on debt, and suddenly the whole thing looks much more fragile. Why memory changes the math Concentration and the collusion question NVIDIA as the demand center The hyperscaler spending loop What a pullback would actually break Consumers eventually pay What holds up best Source: Ed Zitron's Where's Your Ed At — Premium: The Hater's Guide To The Memory Crisis This podcast was created with Podkey. Make your own at https://podkey.fm

  • July 8 · 8 min

    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 spend for traction. The core bubble thesis Weak commercial demand GPUs, data centers, and overbuild Private credit and hidden exposure SoftBank and concentrated bets Too big to fail, or just very expensive AGI narratives and fandom What a bust would actually hit Source: Ed Zitron's Where's Your Ed At — Let AI Burn This podcast was created with Podkey. Make your own at https://podkey.fm

  • July 7 · 8 min

    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 upside can arrive before the financing pressure does. The structure problem How much debt really matters What the market is signaling The OpenAI wager Vision Fund track record NAV versus the goose Masayoshi Son's pattern Source: Ed Zitron's Where's Your Ed At — Premium: The Hater's Guide To SoftBank This podcast was created with Podkey. Make your own at https://podkey.fm

  • July 1 · 8 min

    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 spending assumptions are even a little bit wrong. The trillion-dollar premise Are data centers being overbuilt What AI revenue actually means OpenAI and Anthropic economics Oracle and SoftBank concentration risk Monetization versus infrastructure spend Systemic risk and second-order effects The human cost of always-on AI Source: Ed Zitron's Where's Your Ed At — The AI Industry Is Losing This podcast was created with Podkey. Make your own at https://podkey.fm

  • June 27 · 8 min

    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 branding, strange product launches, and giant partnerships that sound important before you ask what problem they're actually solving. Cargo-cult innovation AI hype and the search for a story Side bets that look like signals PR narratives versus actual strategy Executive detachment and product judgment What actually follows from all this Source: Ed Zitron's Where's Your Ed At — Premium: Notes From The Bubble, Volume 1 This podcast was created with Podkey. Make your own at https://podkey.fm

  • June 24 · 9 min

    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 growth metrics that sound huge until you ask what actually got better. Cargo-cult AI spending AI token loops Financial opacity and cost shifting SaaS slowdown and monetization rot VC drift and zombie companies Product theater and founder mode The hype loop in tech media Source: Ed Zitron's Where's Your Ed At — Cargo Culture This podcast was created with Podkey. Make your own at https://podkey.fm

  • June 20 · 8 min

    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, incentives, and people being too emotionally invested to ask basic questions. OpenAI financials The pseudo-cult problem Hype, doom, and inevitability The infinite-growth promise Sub-bubbles feeding each other What actually holds up Source: Ed Zitron's Where's Your Ed At — Premium: The Silicon Valley Bubble (Part 2) This podcast was created with Podkey. Make your own at https://podkey.fm

  • June 16 · 8 min

    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 whether the figure is big. It's what inside that figure reflects the business, and what reflects a one-time accounting shock. The headline number Why the conversion changed everything What the operating business looks like Microsoft, SoftBank, and dependence The cash cushion and the real risk What holds up and what doesn't Source: Ed Zitron's Where's Your Ed At — Exclusive: OpenAI Losses Increased Nearly 8X in 2025, With Spending Hitting $34 Billion This podcast was created with Podkey. Make your own at https://podkey.fm

Showing 21–28 of 28 episodes