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The mechanics

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Ed Zitron on AI · ViralLoop

Post by Ed Zitron on X

Ed Zitron@edzitron

Satya Nadella has sunk over $300bn in capex and $13bn+ in equity investments into AI and all he has to show for it is an (at best) $7.2bn a year add-on business to M365, GitHub Copilot (neutered with Token-based billing) and Azure AI revenue that's around 70% OpenAI's compute

455 likes11 repliesPosted Apr 30, 2026

View the original on X Written by Ed Zitron. Captured Sep 4, 2026.

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Viral score

Based on absolute engagement — the platform doesn’t expose follower counts here, so large accounts score higher.

From likes, comments.

Why it worked

Leads with a specific number, which is concrete enough to be worth a second of attention.
Uses concrete numbers instead of vague claims, which makes it credible and quotable.
Short enough to read in full without expanding, which removes a step before the point lands.

The mechanics

Hook: Leads with a number
Structure: Hook
Style: Conversational paragraphs at a steady pace.
Tone: plain, matter-of-fact
Mechanisms: Specificity
Written for: People building with AI

Analysis by ViralLoop — not written by the original author.

Topics

AI Founder Revenue

Posts built the same way

We’ve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research, continue to innovate in products, and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are.

ANTHROPIC VALUATION: $965B WALMART VALUATION: $940B ANTHROPIC REVENUE: $20B WALMART REVENUE: $725B BUT AI IS NOT A BUBBLE, RIGHT?

We've raised $65 billion in Series H funding at a $965 billion post-money valuation, led by @AltimeterCap, Dragoneer, @Greenoaks, and @sequoia. This investment will help us advance our research and expand our capacity to meet growing demand for Claude.

I will soon be introducing a bill to give the public a 50% ownership stake in the largest AI companies in America. This would guarantee that the trillions created by AI are used to improve the lives of all of us — and block oligarch decisions that harm the American people.

Based on strong positive feedback from customers in our beta test program, @SpaceXAI will make Grok 4.5 available to the public tomorrow. It is an Opus-class model, but faster, more token-efficient and lower cost.

As part of our $600B commitment, Mac mini will be produced in the US for the first time later this year! We're accelerating our progress even further— producing more AI servers and opening an all-new Apple Advanced Manufacturing Center for hands-on training.

More from Ed Zitron

SB Energy S-1 is an absolute dog, $439bn backlog, only $1 billion of which will be recognized in the next *two years*, and $351 billion of which will take longer than 4 to 8 years to pull in. Safe to assume mostly from OpenAI's Ohio and Miami deals. t.co

Lambda (NVDA investment, $1.4bn contract) signing a deal with NVIDIA, so Anthropic (who lacks the credit to sign I assume?) can maybe rent back capacity that is leased in NVIDIA's name, built by Hut8, who is also building capacity with Fluidstack. Every bad sign possible lol

this is *insane*. NVIDIA's CFO literally said on the call last night that this was a way that NVIDIA would "get paid twice," despite having discontinued the program a week beforehand. They're denying this report, but I trust Anissa's reporting far more than Colette kress

Anthropic to spend $45 billion it doesn’t have on chips that haven’t been shipped to a company (Nscale) that has yet to start building the data center to put them in so it can take the contract and use it to raise money to do it, all to pump its IPO.

meta considered firing a bunch of people and replacing them with AI but didn't because it wouldn't remotely work! Feels like a huge story, and makes me wonder what the people talking about "Zuck's AI assistant" or "Meta's agents" were huffing

This is absolutely god damn ridiculous at this point. NVIDIA is effectively bailing out anyone in the AI industry as a means of inflating their valuations and keeping them buying compute. Sorry, perplexity is not worth $30 billion in anything other than the circularverse