# Edward Zitron

Tech journalist and newsletter writer behind "Where's Your Ed At," a publication focused on the AI industry's economics and hype. Runs both a free newsletter and a premium tier ($70/year).

Zitron has been writing about what he calls the AI bubble since at least August 2024, when he first introduced the "pale horses of the AIpocalypse" framework. His reporting focuses on the financial unsustainability of AI companies rather than the technology itself — tracking revenue vs costs, subsidy structures, data center economics, and the gap between stated and actual profitability.

Key pieces in the wiki:
- [[subprime-ai-crisis]] — the flagship "subprime AI" analogy (March 2026)
- [[ai-too-expensive]] — May 2026 follow-up: Microsoft's $87B OpenAI infrastructure spend, Anthropic's $3-spent-per-$1-earned ratio, Zillow as AI Chernobyl, enterprise token-budget revolt, and the "Business Idiot" structural turn

Notable prior work referenced in his writing:
- "AI's Chain of Pain" — the hierarchy of how money flows through AI
- "The Hater's Guide to Anthropic" — detailed financial analysis of Anthropic
- "The Hater's Guide to NVIDIA" — analysis of NVIDIA's customer dependency
- "AI Is A Money Trap" — argument that VC exits don't exist for AI companies
- "Data Center Crisis" — model for calculating actual data center costs

His track record as of the March 2026 piece: correctly predicted OpenAI would launch Sora publicly as a "magic trick" (called two years early), identified the rate limit tightening pattern at Anthropic before it became widely discussed.