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…
Don't Look Up
If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from…
The Subprime Data Center Crisis
Thanks for reading this week’s free Where’s Your Ed At newsletter. Friday’s premium newsletter will ask the simple question: Is Oracle dying? It’s been one year since I launched…
Premium: The Silicon Valley Bubble (Part 2)
So it’s been a big week for me after I published an exclusive covering OpenAI’s audited financials from 2024 and 2025 , with reactions ranging from “oh my god, OpenAI spent $34…
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…
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 SoftBank
Soundtrack: Ozzy Osbourne — Mr. Crowley A lot of people have been making a lot of fun of the SoftBank 46th annual shareholder meeting and Masayoshi Son’s (to quote Bryce Elder of…
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…
Premium: Notes From The Bubble, Volume 1
It’s been an incredibly long few weeks, and as a result my previously-planned Hater’s Guide just isn’t possible within what little time I have left in this week, which is why I’m…
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…
The More You Buy, The More You Lose
If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from…
Cargo Culture
If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from…
The AI Demand Bubble
If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from…
Let AI Burn
If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from…
The AI Industry Is Losing
If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from…
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…