September 2026Live view →
Sceptical
Ed Zitron focused on the AI industry’s economics, arguing that data-centre and GPU deployment is vastly ahead of actual demand and that the resulting business model is financially brittle 2. He characterised OpenAI and Anthropic as potential economic disasters, while attacking Anthropic CEO Dario Amodei’s safety rhetoric, financial presentation and plans to go public 14. He also hosted discussions about AI’s effects on the wider economy, productivity and the so-called AI safety movement 35.
On the record
last 30 days · 12 positionsAI -1.5 · 2high-yield debt +1.0 · 1junk-grade debt +1.0 · 1cloud software -1.0 · 1CoreWeave -1.0 · 1S1 -1.0 · 1AI data centers -1.0 · 1Amazon Web Services -1.0 · 1
Latest positions
- EZEd ZitronStrongly bearish on Anthropic PBC Zitron argues Anthropic's economics have decayed for two years and the company is an economic disaster waiting to happen that cannot afford its compute commitments. “Anthropic is not the future of technology, nor is it the next Google, nor is it the next Microsoft” ▶ 4:38 Monologue: Anthropic Lost $8bn In 2025, Was A Wo… · 30 Sept
- EZEd ZitronBullish on junk-grade debt Zitron expects Anthropic, if it goes public, to lean heavily on junk-grade or high-yield debt at $50-100 billion a year. “likely lean on the very same junk-grade or high-yield debt that AI data centers and neoclouds like CoreWeave currently need” ▶ 4:38 Monologue: Anthropic Lost $8bn In 2025, Was A Wo… · 30 Sept
- EZEd ZitronBearish on S1 Zitron says the leaked S1 shows Anthropic's financial condition is as bad as he expected, and calls for full disclosure. “these numbers are as bad as I've always thought they'd be, if not a little worse” ▶ 4:38 Monologue: Anthropic Lost $8bn In 2025, Was A Wo… · 30 Sept
- EZEd ZitronBearish on AI Zitron warns the AI bubble bursts when the money runs out and the debt markets turn. “how, well, the AI bubble bursts when the money runs out” ▶ 7:11 Monologue: Anthropic Lost $8bn In 2025, Was A Wo… · 30 Sept
- EZEd ZitronBullish on high-yield debt Zitron expects Anthropic to rely on high-yield debt issuance at volumes of $50-100 billion a year. “it will do so at volumes of somewhere between $50 billion and $100 billion a year” ▶ 4:38 Monologue: Anthropic Lost $8bn In 2025, Was A Wo… · 30 Sept
- EZEd ZitronBearish on Amazon Web Services Zitron rejects the comparison of OpenAI and Anthropic to AWS as burying one's head in the sand. ▶ 5:56 Monologue: Anthropic Lost $8bn In 2025, Was A Wo… · 30 Sept
- EZEd ZitronBearish on AI data centers Zitron frames AI data centers as dependent on junk-grade and high-yield debt, part of a bubble that bursts when the money runs out. “the AI bubble bursts when the money runs out” ▶ 7:11 Monologue: Anthropic Lost $8bn In 2025, Was A Wo… · 30 Sept
- EZEd ZitronBearish on cloud software Zitron characterizes Anthropic as merely a cloud software company with volatile products and economics. “Anthropic is a cloud software company with volatile products and economics” ▶ 4:38 Monologue: Anthropic Lost $8bn In 2025, Was A Wo… · 30 Sept
- EZEd ZitronStrongly bearish on AI Zitron expects the AI buildout to collapse, calling it magnitudes worse than the dot-com bubble with 5-50x more capacity planned than demand. “This is magnitudes worse than the dot-com bubble.” ▶ 8:50 Monologue: The AI Data Center Overbuild · 25 Sept
- EZEd ZitronStrongly bearish on data centers Zitron argues AI data center capacity is massively overbuilt, with roughly half of all AI hardware warehoused and little real compute coming online. “we're in a terrible overbuilt situation” ▶ 6:22 Monologue: The AI Data Center Overbuild · 25 Sept
- EZEd ZitronStrongly bearish on NVIDIA Corporation Zitron says NVIDIA's sales are effectively a pre-order campaign for hardware that will sit warehoused for years, with $200-300bn of revenue booked 24-36 months in advance. “I think NVIDIA has made somewhere between $200 and $300 billion in revenue on stuff that's been sold probably 24 to 36 months in advance” ▶ 3:22 Monologue: The AI Data Center Overbuild · 25 Sept
- EZEd ZitronBearish on CoreWeave Zitron points to CoreWeave's revenue backlog as largely dependent on OpenAI and Anthropic, who cannot pay for it. “the massive revenue backlogs across Microsoft, Google, Amazon, Oracle, and CoreWeave” ▶ 6:22 Monologue: The AI Data Center Overbuild · 25 Sept
Their output
5 in September 2026Mon 31Tue 29 · 1Thu 1
Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Adam Parker 1 mention
- Dr. Elizabeth Poynter 1 mention
- Arnaud Bertrand 1 mention
- Cameron Dicker 1 mention
- Bobby Bones 1 mention
- Leon Nafok 1 mention
- Alice Gregory 1 mention
- Cal Newport 1 mention
What they talk about
- Dario Amodei 5 items
- Anthropic PBC 5 items
- OpenAI, L.P. 5 items
- AI 4 items
- Roland Martin 4 items
- Apple Inc. 4 items
- Sam Altman 4 items
- CoreWeave 3 items
See what your own voices say about Ed Zitron, every morning.
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