Ed Zitron

Why they matter

Directory member with public evidence across AI business, Culture, work & education.

AI signals
31
past 30d
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distinct domains
Discussões
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past 30d
Latest signal
13h ago
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British, But In Las Vegas and NYC ezitron.76 Sig Newsletter - wheresyoured.at https://linktr.ee/betteroffline - podcast w/ iheartradio Chosen by god, perfected by science CEO at EZPR.com - Award-Winning Tech PR

Articles & links

Uber’s COO has said that it’s getting “harder to justify” its AI costs because there was no way to show a link between AI spend and any meaningful increase in useful features. This is the first time I’ve seen a company say this directly. www.businessinsider.com/uber-coo-and...

Uber's COO Says It's Getting Harder to Justify the Money Spent on AI - Business Insider businessinsider.com
AI Weekly's analysis
  • Uber's COO cannot link 70% AI-generated code or 95% engineer adoption to measurable consumer product improvements.
  • Uber exhausted its entire 2026 Claude Code and Cursor budget within four months of the year starting.
  • Uber joins Microsoft and Duolingo in publicly questioning whether token volume translates to business outcomes.
Read full analysis →
View on Bluesky · ♥ 7899 ↻ 2028 ↩ 116 · 3 from the directory shared this · 64d ago

New Better Offline: I’m joined by @paulkedrosky.com to talk about why nobody can find the ROI of AI, why there won’t be a Dot Com Bubble-style recovery for AI data centers, and how Google’s $80bn share sale shows we’re near the end. podcasts.apple.com/us/podcast/b... Linktr.ee…

Why AI Has No ROI with Paul Kedrosky podcasts.apple.com
View on Bluesky · ♥ 237 ↻ 39 ↩ 9 · 2 from the directory shared this · 55d ago

Today’s free newsletter is about how LLMs are the perfect grift to exploit an economy dominated by do-nothing managers and executives disconnected from any real work, and how the facade is crumbling as companies pay the true cost of AI. www.wheresyoured.at/the-revenge-of-the-b…

Revenge of The Business Idiot wheresyoured.at
View on Bluesky · ♥ 1144 ↻ 361 ↩ 21 · 5 from the directory shared this · 63d ago

"Emarketer’s data finds that standalone chatbots like ChatGPT, Microsoft Copilot app, Google AI Mode, and Amazon Alexa for Shopping (formerly Rufus) in U.S, will generate less than $1 billion in ad revenue this year, and just $5.41 billion by 2030" Lol www.adweek.com/media/ope…

OpenAI's Ad Business Is on Pace to Miss Its Own Forecast By 90%, Analyst Says adweek.com
AI Weekly's analysis
  • Emarketer projects U.S. standalone chatbot ads will reach only $5.41 billion by 2030, roughly 90% below OpenAI's own $100 billion target.
  • OpenAI is projecting $2.5 billion in ad revenue this year; Emarketer sees the entire U.S. chatbot ad market generating under $1 billion.
  • Even if OpenAI captured every dollar of U.S. chatbot advertising, it would still fall dramatically short of its $100 billion global goal.
Read full analysis →
View on Bluesky · ♥ 618 ↻ 102 ↩ 21 · 3 from the directory shared this · 15d ago

Free newsletter: AI's business model is inherently broken. Both OpenAI and Anthropic are discussing potential price cuts to to the cost of their models for enterprises as they allow their subscription users to burn $8k to $14k in tokens for $200 a month. www.wheresyoured.at/br…

AI's Brokenomics wheresyoured.at
View on Bluesky · ♥ 810 ↻ 183 ↩ 21 · 3 from the directory shared this · 43d ago

Recent commentary

Today Microsoft moved all its GitHub copilot subscribers to token-based billing. If you want to see what happens when people have to pay the actual costs of AI, the day is finally here. It's obvious that every customer sees the deep, meaningful value and isn't angry at all.

View on Bluesky · ♥ 10543 ↻ 3501 ↩ 333 · 57d ago

Gotta admit after more than two years of being called a crank and a doomer for saying that businesses will flinch when they’re made to pay the real costs of AI it’s nice to see this in the newspaper

View on Bluesky · ♥ 2904 ↻ 511 ↩ 46 · 51d ago

Wrote an 8000 word piece artfully framing ai data centers as the subprime mortgages of AI, only for Jim Cramer to outdo me by saying that he “likes data centers so much he wished he lived in one”

View on Bluesky · ♥ 1796 ↻ 227 ↩ 82 · 7d ago

The AI bubble talk is everywhere now. It’s impossible to avoid. They’re afraid! They all feel in their bones that something is wrong. Everyone is waiting for the other shoe to drop, even the boosters are anxious. An era of smiles dawns!

View on Bluesky · ♥ 1683 ↻ 192 ↩ 50 · 52d ago

Meta selling its compute capacity...Oracle warning everybody that it might not get paid by OpenAI...going on a major business TV show tomorrow...the Summer of Smiles has begun

View on Bluesky · ♥ 1553 ↻ 181 ↩ 32 · 27d ago

Anthropic's newest model is straight up saying that the AI labs effectively no path to profitability outside of an economic miracle that arrives in time with their debts. Incredible stuff. Congratulations on Anthropic for creating a model powerful enough to realize it's a shitty business. lol

View on Bluesky · ♥ 1068 ↻ 217 ↩ 37 · 47d ago

ahhahahah they did a new AI 2027 called “AI 2040” that begins basically saying that in 2027 “most of the work of AI agents will be slop.” Turns out the thing that everybody took seriously was just dogshit science fiction written by imbeciles

View on Bluesky · ♥ 1067 ↻ 163 ↩ 22 · 19d ago

as a general note, I automatically block anybody who sends me any AI outputs. anyone who thinks it's cute to share "what gemini thinks" or whatever needs to realize i do not care

View on Bluesky · ♥ 1236 ↻ 65 ↩ 25 · 32d ago

The OpenAI-Apple lawsuit is so funny, it’s just exhibit after exhibit of a guy saying “hey guys i have access to this laptop of trade secrets, where do you want them” and ”yeah I’m not meant to have this for sure!”

View on Bluesky · ♥ 955 ↻ 109 ↩ 30 · 18d ago

Every three weeks there’s a video of the CEO of Deepmind saying something insane about how we’re 5 years from AGI, and if you respond saying he sounds like an idiot someone says “umm that’s SIR Demis Hassabis? He won a Nobel peace prize?” Like you realize somebody can get that and still sound dumb

View on Bluesky · ♥ 1010 ↻ 60 ↩ 41 · 74d ago

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