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Ed Zitron on AI · ViralLoop

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Ed Zitron@edzitron

OpenAI was told to delay its IPO by advisors because it couldn't get a $1 trillion valuation but Anthropic is looking for $2 trillion + to raise $100bn, at this point I think there's a real chance that Sammy can't make this thing float. Dumber shit has happened of course

1.1K likes24 repliesPosted Aug 22, 2026

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

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49

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

Uses concrete numbers instead of vague claims, which makes it credible and quotable.
Written from experience rather than as advice, which is harder to argue with.
Short enough to read in full without expanding, which removes a step before the point lands.

The mechanics

Hook: Plain observation
Structure: Hook
Style: Conversational paragraphs at a steady pace.
Tone: personal, blunt
Mechanisms: Specificity
Written for: People building with AI

Analysis by ViralLoop — not written by the original author.

Topics

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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