Ed Zitron

@edzitron

Newsletter wheresyoured.at - Better Offline Podcast - betteroffline.com - CEO at EZPR.com

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Ed Zitron
@edzitron
Aug 28
Premium Newsletter: Part 1 of the Hater's Guide To Circular Financing - how NVIDIA's remarkable revenues entirely depend on 3 to 5 customers and several dodgy neoclouds, and how its $674bn+ in FY28 revenues are contingent on hundreds of billions in debt.
Premium: The Hater's Guide To Circular Financing (Part One)
From wheresyoured.at
Ed Zitron
@edzitron
9h
This is the problem with obfuscating the costs: this is extremely confusing for customers! You’re gonna have 17% less but also there are changes coming that will feel like more
Ed Zitron
@edzitron
10h
Yeah that’s why it’s called a box spring
grace
@_gracehua
Aug 13
i hate sf. im staying over at my friend’s place and their “guest bed” is just 18 boxes of unopened soylent
Ed Zitron
@edzitron
Aug 29
If I’m reading this right this is likely a loss of billions of dollars of API revenue from Cursor users not being able to use OpenAI’s models through it.
OpenAI
@OpenAI
Aug 29
We’re ending our partnership with Cursor following its acquisition by SpaceX. Under our proposal, Cursor’s direct access to our models would end on November 12. We know that the people most affected by this decision are the developers who rely on OpenAI models in Cursor. We care
Ed Zitron
@edzitron
Aug 28
….PIMCO literally just invested in an IREN gpu financing with blue owl with only 10% down lol
Kalani o Māui
@MauiBoyMacro
Aug 28
“There’s too much, too fast” AI-related issuance, Marc Seidner, Pimco’s chief investment officer of non-traditional strategies, said on a podcast with colleagues. 👇🏼 bloomberg.com/news/articles/…