Ed Zitron: The AI Bubble is Bleeding Cash, Here Are The Receipts

Описание: Ed Zitron is one of the most prolific skeptic of the AI Boom. Having just reported OpenAI’s 2025 financial loss, he joins Jack to argue that the sheer size of the losses by the large language model (LLM) companies are unsustainable and the operational costs of training and running LLMs far exceeds the revenue customers are willing to pay. Ed also discusses Meta’s confusing AI strategy, the risk (and fall?) of the tokenmaxxing era, and Anthropic’s suspension of Fable 5. Recorded June 19, 2026.

Pieces discussed in the interview:

“Exclusive: OpenAI Losses Increased Nearly 8X in 2025, With Spending Hitting $34 Billion”:
https://www.wheresyoured.at/exclusive...

“AI Is Slowing Down”: https://www.wheresyoured.at/ai-is-slo...
“AI's Brokenomics”: https://www.wheresyoured.at/brokenomics/

“OpenAI spending hit $34bn last year ahead of planned IPO”: https://www.ft.com/content/e15b0d7e-f...

Follow Ed Zitron on X https://x.com/edzitron
Follow Jack Farley on X https://x.com/jackfarley96
Ed’s newsletter: https://www.wheresyoured.at/

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Timestamps
00:00 Intro
01:48 OpenAI's $21 Billion Loss In 2025 - Huge
24:20 Advance In Model Capability From December 2025
29:45 Anthropic's Significant Increase In Revenue, Ed Reacts
37:20 Agentic AI: "It's Wrong"
43:15 Meta's Confusing AI Strategy
59:30 Anthropic, Fable/Mythos, and the U.S. Government
1:05:20 AI Bubble Will Pop In 2027? "A Safe Bet"

#edzitron #ai #bubble #aibubble #openai #openaiupdate #anthropic #anthropicclaude #fablefive #mythosai #mythos