Ed Zitron believes that AI does not have a measurable return on investment (ROI).

Ed Zitron speculates that OpenAI may have lost around $20 billion in the last year.

Ed Zitron alleges that Microsoft's Fairwater data centers are less than half complete, despite the company's claims that they are fully operational.

Ed Zitron alleges that a leak about Anthropic's profitability was manipulated by Elon Musk.

Ed Zitron believes Apple is cautiously holding back on major AI investments, contrary to the narrative that it is 'behind' in a losing proposition.

Ed Zitron alleges that Anthropic's brief period of profitability was the result of 'planned financial engineering' involving a compute discount from Elon Musk's SpaceX.

Ed Zitron claims that AI subscriptions are heavily subsidized, with companies losing between $3 and $13.50 for every dollar of subscription revenue.

Ed Zitron argues that OpenAI and Anthropic should not be allowed to go public because they are unprofitable companies that pose a risk to retail investors' 401(k)s if included in market indices.

Similar to Uber, Walmart has also reportedly taken measures to manage its AI-related costs.

Ed Zitron argues that the current AI market rally is a semiconductor rally, not one based on successful underlying AI businesses, which he claims do not exist.

Citing a report from The Information, Ed Zitron states that OpenAI recently had a negative 122% non-GAAP operating margin.

Ed Zitron asserts that Meta does not have a coherent AI strategy.

Ed Zitron claims that Anthropic has raised more than $64 billion in the last six months.

Ed Zitron predicts that 'neo-cloud' companies like CoreWeave, Cipher Mining, and TerraWolf will become 'shells of the corporations they used to be' if the AI market bubble bursts.

Andrew McDonald, COO of Uber, stated that the company is having difficulty justifying its AI spending based on measurable return on investment.

Based on his research, Ed Zitron claims it is taking 6 to 12 months to install a single quarter's worth of GPUs from NVIDIA.

Between 2003 and 2017, Amazon's total capital expenditures were approximately $57 billion, normalized for inflation.

Ed Zitron claims the AI industry has absorbed over a trillion dollars in investment in the last three years.

According to Ed Zitron, Uber's lifetime cash burn is approximately $32 billion.

Anthropic recently began charging its enterprise customers based on actual token rates, revealing the true cost of its services.