Yesterday’s newsletter from Ed Zitron was a free one. It’s always interesting to follow the numbers that Zitron breaks down in these newsletters.
- Data centers are planned but not getting built (AI compute demand is being inflated).
- NVIDIA Is selling years’ worth of GPUs in advance and warehousing them.
- For every paid dollar to Anthropic, Anthropic is spending anywhere between 8 to 13 dollars. A business very much dependent on a steady stream of venture capital.
- Anthropic uptime is less than adequate.
- Zitron’s theory is that Mythos has been held back due to capacity constraints, not fears of its capabilities.
- Claude source code leaked despite Mythos being scary powerful and apparently not being able to find a vulnerability…?
- AI is very expensive, with companies spending as much as 10% of headcount cost on AI tokens, all without appearing to provide any stability, quality or efficiency gains (or justification for lay-offs).
- Uber managed to blow through its entire AI budget for the year a few months into 2026.
- Microsoft has stopped signing up new paid GitHub Copilot subscriptions entirely (new subscription model likely in the works).
- Zitron makes a strong case for how the AI startups are misleading both investors and the general public about their revenues.
https://www.wheresyoured.at/four-horsemen-of-the-aipocalypse/