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Ed Zitron
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Had a great time talking to @chrislhayes.bsky.social for his AI End Game series on MSNow, covering the AI bubble, the SaaSpocalypse, the end of tech's era of hypergrowth, and the underlying economic fragility of data centers and the greater AI industry.
www.youtube.com/watch?v=-Mn-...
Very important point: SoftBank was pledging *all* of its OpenAI stock (worth $60bn+ on paper) to get a $6 billion margin loan. Banks turned it down due to concerns about the value of OpenAI stock. Banks clearly do not think OpenAI is worth $852 billion.
www.tradingkey.com/analysis/sto...
SoftBank's attempts to get a margin loan on its OpenAI stock have fallen apart
archive.ph/pV6yL#select...
"Sir say something good about the economy"
"I love the inflation"
"something else?"
"i have eaten fifteen dollars in coins this morning and they were very tasty"
SoftBank's attempts to get a margin loan on its OpenAI stock have fallen apart
archive.ph/pV6yL#select...
Goes without saying but if you have Anthropic's S-1 or financials hit me up on ezitron.76, I'll protect your identity!
Free newsletter: The AI ROI debate has come at worst time for Anthropic and OpenAI - two companies that can’t afford to slow down thanks to their $1.1 trillion in compute commitments and a data center buildout that needs a trillion in annual revenue by 2030.
www.wheresyoured.at/ai-is-slowing-down/
Ed Zitron
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 5,000 to 18,000 words, in...
A sixth of all insurance annuities are sitting in private credit loans, and the vast majority of private credit funds are funded by state and worker pensions.
www.wheresyoured.at/hatersguide-...
Ed Zitron
The Information reporting that OpenAI is planning to sign a 20-year-long lease on a totally unbuilt and theoretical 10GW data center that NVIDIA would partially finance. Utterly farcical, we’re at the end of the line folks
www.theinformation.com/articles/ope...
Ed Zitron
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Ed Zitron
Ed Zitron
Ed Zitron
Ed Zitron
SoftBank's attempts to get a margin loan on its OpenAI stock have fallen apart
archive.ph/pV6yL#select...
