Zitron Squeeze – Podcastlijstje

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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Running Dry

4 november 2026 · 8 min
Afspelen

An AI company can have tens of billions in cash, fast-growing revenue, and still face a financing problem. The question is how long its spending commitments extend beyond the money coming in. Lees meer

OpenAI’s fundraising

Anthropic’s commitments and margins

The infrastructure financing test

Following the revenue

What users eventually pay

Source:

Ed Zitron's Where's Your Ed At — Running Dry

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Exit Liquidity

29 oktober 2026 · 8 min
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Anthropic’s revenue is soaring. Its compute costs are rising faster. That gap is a useful place to start asking who’s earning a return on the AI boom, and who’s financing the wait. Lees meer

Where are the returns?

Anthropic’s moving financial picture

The compute bill

How durable is demand?

What customers actually pay

Financing and exit incentives

Source:

Ed Zitron's Where's Your Ed At — Exit Liquidity

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AI Had Better Work Out

21 oktober 2026 · 8 min
Afspelen

The AI trade has a striking amount riding on a handful of companies. The question is whether the revenue beneath all that spending can catch up. Lees meer

A concentrated bet

Where the returns have to come from

Racks before power

Debt against unfinished facilities

Who pays whom

Who bears the downside

The missing receipts

Source:

Ed Zitron's Where's Your Ed At — AI Had Better Work Out

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Annualized Enron Rate

14 oktober 2026 · 7 min
Afspelen

A company can announce a $48 billion annualized revenue run rate in May and report $15.5 billion in revenue for the entire first half of the year. Both figures can be accurate. The trouble starts when we treat them as though they answer the same question. Lees meer

What a run rate measures

The customers behind lab revenue

What compute earns

The stakes of the buildout

Source:

Ed Zitron's Where's Your Ed At — Annualized Enron Rate

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Credit Crunch

7 oktober 2026 · 8 min
Afspelen

An AI company can sign a contract for compute years into the future. Someone still has to borrow the money to build the data center, buy the chips, and get the power connected. Lees meer

The price of money

When a project needs a lender

The labs’ financing wall

Who is buying the compute?

Risk travels through contracts

The customer cash-flow test

Source:

Ed Zitron's Where's Your Ed At — Credit Crunch

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Dead Money

30 september 2026 · 9 min
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A GPU can be sold, financed, and counted as AI growth before it ever runs a customer’s workload. How much of this boom survives the trip from purchase order to paid invoice? Lees meer

Sold chips, usable capacity

Revenue moving in circles

Borrowing into the buildout

The contract underneath the data center

Customers funded by customers

The labs at the center

Source:

Ed Zitron's Where's Your Ed At — Dead Money

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Where're All The AI Chips?

23 september 2026 · 9 min
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A gigawatt sounds concrete. So does a GPU sale. Yet neither phrase tells us whether a customer can use that compute today, or whether it is sitting behind an unfinished building, a missing power connection, and a financing promise. Lees meer

What does capacity actually mean?

The pile of bought, uninstalled hardware

Depreciation postpones the bill

Who is actually buying compute?

The overbuild question

GPU demand versus useful demand

Source:

Ed Zitron's Where's Your Ed At — Where're All The AI Chips?

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AI Is Already In Dangerous Hands

15 september 2026 · 9 min
Afspelen

A model gets pointed at a cybersecurity benchmark, finds a path through somebody else’s infrastructure, and suddenly the story becomes “the AI escaped.” That phrase can obscure the most important question: who built the setup, authorized the access, and watched the system while it ran? Lees meer

The Hugging Face incident

Responsibility stays with the deployer

Safety rhetoric and present harms

The slowdown problem

Hype meets public panic

Legal accountability

Source:

Ed Zitron's Where's Your Ed At — AI Is Already In Dangerous Hands

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Concentration Risk

9 september 2026 · 8 min
Afspelen

“AGI has arrived” makes a great headline. A trillion dollars of compute commitments makes a much harder spreadsheet. The question hanging over this boom is simple: who ultimately pays for all this capacity, and with what cash flow? Lees meer

AGI as a moving target

Revenue concentration behind the boom

The compute reset wall

Circularity and the backlog story

Where end-user demand stands

What would break the narrative

Source:

Ed Zitron's Where's Your Ed At — Concentration Risk

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Hyperscale Normalization

2 september 2026 · 9 min
Afspelen

A trillion-dollar technology buildout can look inevitable long before its economics are settled. That gap between the story and the underlying evidence is where this episode lives. Lees meer

Hypernormalization

Who Gets Rescued

Media and the Reality Gap

AI’s Financial Loop

Run Rates and Valuations

Infrastructure and Productivity

Source:

Ed Zitron's Where's Your Ed At — Hyperscale Normalization

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