The article discusses the current state of the AI industry, focusing on the competition between major players like OpenAI, Anthropic, and NVIDIA. It highlights discrepancies in reported revenues and product capabilities, particula...
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The article provides an in-depth analysis of OpenAI's financial relationship with Microsoft, focusing on inference costs and revenue share agreements. It reveals that OpenAI spent $5.02 billion on inference with Microsoft Azure in...
The article critically examines OpenAI's financial health, questioning the accuracy of revenue and expenditure claims made by CEO Sam Altman. It highlights discrepancies in reported revenues, costs, and cash burn, suggesting that ...
The post critiques the unsustainable financial practices in the tech industry, particularly around AI, warning of an impending financial crisis due to inflated valuations and poor business models.
The article discusses the current state of the AI industry, particularly focusing on the unrealistic promises surrounding data center construction and the financial implications of these ventures. It highlights the absurdity of cl...
The post argues that the decline of the SaaS industry is due to unrealistic growth expectations and not the impact of generative AI.
The post critiques NVIDIA's financial reliance on a few customers and challenges misleading narratives about AI's impact on jobs and software development.
The post critiques Microsoft's decline under CEO Satya Nadella, emphasizing unsustainable growth, aggressive layoffs, and questionable AI investments that mask stagnation in its core business.
Oracle's aggressive business model and heavy reliance on AI and OpenAI threaten its financial stability and the wealth of its founder, Larry Ellison.
The post critiques CES for showcasing ineffective tech and warns that the current AI investment bubble is more dangerous than the dot-com bubble due to inflated valuations and unsustainable models.
The blog post critiques the AI bubble and financial reporting, questioning the sustainability of AI demand amid Oracle's financial revelations and the industry's lack of critical analysis.
6.6NVIDIA Isn't Enron - So What Is It?
2025-12-08 • technology finance enron nvidia ai
NVIDIA's internal memo defends its business practices against Enron comparisons, while raising concerns about its reliance on debt and the sustainability of its growth in the AI market.
The article critiques the current state of the AI industry, highlighting discrepancies in financial reports from companies like OpenAI and Anthropic. It questions the credibility of revenue projections and the sustainability of bu...
The author critiques OpenAI's ambitious plans to build 250 gigawatts of data center capacity by 2033, arguing that the financial and logistical requirements are unrealistic. They highlight the enormous costs involved, estimated at...
The post explores how the Iran conflict and the closure of the Strait of Hormuz could trigger a spike in oil prices, impacting inflation and the sustainability of the AI industry.
6.4The AI Bubble Is An Information War
2026-03-03 • technology finance military ethics ai
The post critiques the financial instability of AI companies like OpenAI and CoreWeave, questioning their sustainability and ethical implications in military applications.
The blog post reveals the unsustainable financial practices in the AI industry, highlighting the massive investments and unprofitability of major players like Anthropic and OpenAI.
The post predicts a collapse of the AI bubble by 2026, driven by financial instability and unsustainable investments in AI infrastructure.
6.4Premium: The Hater's Guide To NVIDIA
2025-11-24 • technology data center gpu nvidia ai
The blog post provides an in-depth analysis of NVIDIA, focusing on its dominance in the GPU market, particularly in relation to AI technologies. It discusses the company's history, including the launch of CUDA, acquisitions like M...
The article discusses the unsustainable financial practices of major tech companies investing heavily in AI infrastructure without clear revenue returns. It highlights the staggering capital expenditures by companies like Microsof...
The article reveals the significant costs incurred by AI firms Anthropic and Cursor in their use of Amazon Web Services (AWS). It discloses that Anthropic spent $2.66 billion on AWS in 2024, exceeding its estimated revenue of $2.5...
The post argues that misconceptions about AI's capabilities and reckless private equity investments are leading to a crisis in the tech industry and financial markets.
The post critically examines Anthropic's practices and Dario Amodei's misleading predictions, arguing that the company is as flawed as its competitor, OpenAI.
A retrospective on a transformative year in 2025, detailing achievements in podcasting, writing, and insights into the AI industry's challenges.