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Ed Zitron
Writes about AI and Revenue. 63% of posts open with an observation. A typical post reaches 765 likes.
- Posts
- 49
- Likes
- 118K
- Typical
- 765
- Best
- 33K
What they write about
How they open
Every post of theirs in the library
| Post | Topic | Likes | Replies | Reposts | Score | Posted | Actions |
|---|---|---|---|---|---|---|---|
| @edzitronI'm so sorry I can't stop laughing. OpenAI, the company built on stealing literally the en… | AI | 33K | 488 | — | 69 | ||
| @edzitronit's so funny that Musk deliberately pushed as much traffic to this video as possible, pay… | Growth | 30K | 63 | — | 68 | ||
| @edzitronToday's newsletter is the story of how Prabhakar Raghavan, Google's former head of ads - l… | Marketing | 11K | 132 | — | 60 | ||
| @edzitron"So you're a software company" "That's right Dave" "and you spent $500 million on AI token… | AI | 5.8K | 37 | — | 59 | ||
| @edzitronGotta admit, Meta being the force that starts scuppering Anthropic and OpenAI’s growth is … | AI | 2.9K | 42 | — | 54 | ||
| @edzitronI don’t think people realize the ramifications of OpenAI’s revenue growth slowing. Oracle … | AI | 2.7K | 79 | — | 53 | ||
| @edzitronThis is absolutely god damn ridiculous at this point. NVIDIA is effectively bailing out an… | AI | 2.2K | 49 | — | 55 | ||
| @edzitronI feel like we should all be a little concerned/outraged that there was allegedly a $1 bil… | Revenue | 2.1K | 22 | — | 51 | ||
| @edzitronAnthropic to spend $45 billion it doesn’t have on chips that haven’t been shipped to a com… | AI | 1.8K | 53 | — | 54 | ||
| @edzitronmeta considered firing a bunch of people and replacing them with AI but didn't because it … | AI | 1.8K | 21 | — | 53 | ||
| @edzitronOkay so now instead of theoretically backstopping $250 billion NVIDIA would theoretically … | Revenue | 1.6K | 42 | — | 52 | ||
| @edzitronOpenAI is washed. Revenue grew from $5.7bn in q1 to $6.7bn in Q2, and the operating margin… | Revenue | 1.5K | 77 | — | 53 | ||
| @edzitronThis is really bad. Amazon spent $52bn (normalized for inflation) in capex between 2002 an… | AI | 1.5K | 42 | — | 48 | ||
| @edzitronIs this circular financing? No! It’s just us helping our partners raise billions in debt a… | Revenue | 1.4K | 61 | — | 52 | ||
| @edzitronAnthropic loosening rate limits across the board by renting the entirety of Musk's Colossu… | AI | 1.2K | 51 | — | 47 | ||
| @edzitronOpenAI was told to delay its IPO by advisors because it couldn't get a $1 trillion valuati… | AI | 1.1K | 24 | — | 49 | ||
| @edzitron$5 billion TO DATE? This heavily suggests that Anthropic? Over $10 billion in inference an… | AI | 1K | 27 | — | 45 | ||
| @edzitronI can't get over this interview from The Verge with Sundar Pichai - he made Google integra… | AI | 1K | 22 | — | 41 | ||
| @edzitronthis is *insane*. NVIDIA's CFO literally said on the call last night that this was a way t… | Revenue | 992 | 19 | — | 48 | ||
| @edzitronBoth OpenAI and Anthropic are considering price cuts. Neither of these companies but ESPEC… | AI | 985 | 41 | — | 45 | ||
| @edzitronWho cares. Your company lost $5.2bn in 2025! Work out the problems that actually exist ver… | AI | 863 | 28 | — | 44 | ||
| @edzitroni have become obsessed with how bad the Rabbit R1 is. The Doordash demo they did in front … | AI | 833 | 62 | — | 41 | ||
| @edzitroncoreweave shareholders got diluted by 4.5% or so in this deal. They magicked up another 22… | Revenue | 821 | 9 | — | 43 | ||
| @edzitronCongratulations on google for making $62.5* billion in net income! *$36.9 billion came fro… | AI | 772 | 23 | — | 43 | ||
| @edzitroni cannot believe how rarely people ask the simple question of "how do they pay for this?" … | AI | 765 | 15 | — | 42 | ||
| @edzitronLooks like Fable 5 will be available on subscriptions until June 23, at which point it'll … | AI | 720 | 34 | — | 42 | ||
| @edzitronfolks we're doing vendor financing, quite frankly, we're doing some of the greatest vendor… | Revenue | 560 | 9 | — | 39 | ||
| @edzitronSam Altman is talking about bringing online "tens of thousands" and then "Hundreds of thou… | AI | 546 | 13 | — | 36 | ||
| @edzitronso OpenAI hit $40 billion in run rate (so like $3bn in monthly revenue) months after Anthr… | AI | 511 | 19 | — | 42 | ||
| @edzitronSuicide round btw. How do you raise past this? Also, why only give $10bn up front? Why is … | AI | 502 | 14 | — | 36 | ||
| @edzitronLambda (NVDA investment, $1.4bn contract) signing a deal with NVIDIA, so Anthropic (who la… | Revenue | 487 | 20 | — | 45 | ||
| @edzitronSatya Nadella has sunk over $300bn in capex and $13bn+ in equity investments into AI and a… | AI | 455 | 11 | — | 38 | ||
| @edzitronGod damn, I hate Perplexity. There is a huge difference between "sharing a link to a story… | Growth | 447 | 11 | — | 35 | ||
| @edzitronAmazon is talking about investing $10bn in OpenAI so that OpenAI can then hand some of tha… | AI | 434 | 9 | — | 37 | ||
| @edzitronThis is *wild* - this isn't xAI using Anthropic directly, but a product that uses Anthropi… | AI | 391 | 5 | — | 36 | ||
| @edzitronNews: Anthropic seems to have removed access to Claude Code for its $20-a-month Pro Plans … | AI | 382 | 22 | — | 37 | ||
| @edzitronCursor made “roughly” $770m in revenue in 2025 and lost “nearly” $900 million. Yet it rais… | Founder | 363 | 13 | — | 36 | ||
| @edzitronI take it back this guy rocks. Huge grifter who saw the opportunity of AI then got kicked … | AI | 259 | 5 | — | 30 | ||
| @edzitronNow Stability Ai's ceo is quitting after a staff exodus over his failure to commercialise.… | AI | 255 | 6 | — | 30 | ||
| @edzitronThis company raised at an $850m valuation and they will probably sell for like $80m. Maybe… | Founder | 249 | 4 | — | 30 | ||
| @edzitronYeah I dunno how one can see this as bullish. xAi’s compute demands are so small that it c… | AI | 235 | 5 | — | 32 | ||
| @edzitronWhat a peculiar article! Says 112m paid subs at the $5-a-month tier up from *THREE MILLION… | AI | 234 | 7 | — | 32 | ||
| @edzitronSB Energy S-1 is an absolute dog, $439bn backlog, only $1 billion of which will be recogni… | AI | 206 | 13 | — | 37 | ||
| @edzitronAs @kakashiii111 said - why does NVIDIA need to put down a $150m deposit? Meta has the mon… | Materials | 197 | 4 | — | 30 | ||
| @edzitronSo this whole "80% of databases are being built by AI agents" is interesting, in that it's… | AI | 192 | 4 | — | 30 | ||
| @edzitronperhaps this is a little cynical of me but i really think all of these hires are symbolic,… | AI | 190 | 6 | — | 28 | ||
| @edzitronThis is the first time that Google has missed on search revenue since Q4 2023. EPS was als… | Revenue | 183 | 5 | — | 30 | ||
| @edzitronthere is no actual proof that Google's capex is contributing much to revenue growth. The I… | Growth | 182 | 2 | — | 30 | ||
| @edzitronGoogle's generative search is going to cut 25% to 60%of search traffic to media outlets, r… | Growth | 175 | 4 | — | 27 |