# ![@edzitron Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::18359716.png) @edzitron Ed Zitron

Ed Zitron posts on X about ai, open ai, oracle, anthropic the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::18359716/interactions)
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- [--] Week [---------] +96%
- [--] Month [---------] -13%
- [--] Months [----------] -51%
- [--] Year [-----------] -63%

### Mentions: [--] [#](/creator/twitter::18359716/posts_active)
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- [--] Week [---] +51%
- [--] Month [---] +103%
- [--] Months [---] +345%
- [--] Year [---] -58%

### Followers: [-------] [#](/creator/twitter::18359716/followers)
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- [--] Week [-------] +0.72%
- [--] Month [-------] +3.90%
- [--] Months [-------] +9.90%
- [--] Year [-------] +13%

### CreatorRank: [------] [#](/creator/twitter::18359716/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::18359716/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  #4732 [stocks](/list/stocks)  #813 [finance](/list/finance)  #3507 [social networks](/list/social-networks)  2.6% [countries](/list/countries)  1.95% [celebrities](/list/celebrities)  1.3% [nfl](/list/nfl)  0.65% [financial services](/list/financial-services)  0.65% [automotive brands](/list/automotive-brands)  0.65% [musicians](/list/musicians)  0.65%

**Social topic influence**
[ai](/topic/ai) #1024, [open ai](/topic/open-ai) #120, [oracle](/topic/oracle) #300, [anthropic](/topic/anthropic) #296, [microsoft](/topic/microsoft) #27, [data centers](/topic/data-centers) #16, [money](/topic/money) 7.14%, [debt](/topic/debt) #53, [$100bn](/topic/$100bn) #1, [in the](/topic/in-the) 4.55%

**Top accounts mentioned or mentioned by**
[@owenthomas](/creator/undefined) [@dr_gingerballs](/creator/undefined) [@christosargyrop](/creator/undefined) [@thecsguy](/creator/undefined) [@josephc808](/creator/undefined) [@dariocpx](/creator/undefined) [@maschieffer](/creator/undefined) [@formergrump](/creator/undefined) [@jadecole2112](/creator/undefined) [@deanm0riarty](/creator/undefined) [@kakashiii111](/creator/undefined) [@angrypossum69](/creator/undefined) [@alighodsi](/creator/undefined) [@oxycblt](/creator/undefined) [@drgingerballs](/creator/undefined) [@philipdayuk](/creator/undefined) [@mikeysmith](/creator/undefined) [@neuronsale](/creator/undefined) [@_groktuah](/creator/undefined) [@gnoble79](/creator/undefined)

**Top assets mentioned**
[Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Oracle Corporation (ORCL)](/topic/$orcl) [Advanced Micro Devices (AMD)](/topic/$amd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Oracle is everywhere. It now owns a chunk of TikTok US. It builds databases for deep-pocketed enterprises as well as a major health records provider. It's a lumbering tech monopolist that makes it near-impossible to fire making billions in the process. https://www.wheresyoured.at/haters-guide-oracle/ https://www.wheresyoured.at/haters-guide-oracle/"  
[X Link](https://x.com/edzitron/status/2017300222074896786)  2026-01-30T18:13Z 103.3K followers, [----] engagements


"Incredible stuff. Lets give them $25bn Asked Claude Cowork organize my wifes desktop it stated doing it asked for a permission to delete temp office files I granted it and then it goes ooops. Turns out it tried renaming and accidentally deleted a folder with all of the photos my wife made on her camera for the Asked Claude Cowork organize my wifes desktop it stated doing it asked for a permission to delete temp office files I granted it and then it goes ooops. Turns out it tried renaming and accidentally deleted a folder with all of the photos my wife made on her camera for the"  
[X Link](https://x.com/edzitron/status/2020342385390281176)  2026-02-08T03:42Z 103.3K followers, 161.7K engagements


"or it needs to stop doing stupid stuff why would it need to reprice if the startup didn't actually do what they're scared of the AI disruption trade just hit financial services Again. a startup that launched an AI tax planning tool isn't going to replace Schwab anytime soon. But its a real product doing in minutes what advisors charge thousands for. that's all the market needs right now to reprice https://t.co/ykhWMRzPje the AI disruption trade just hit financial services Again. a startup that launched an AI tax planning tool isn't going to replace Schwab anytime soon. But its a real product"  
[X Link](https://x.com/edzitron/status/2021311038734430612)  2026-02-10T19:51Z 103.3K followers, 35.6K engagements


"Love as a Raiders fan to see somebody do this for the first time in a decade or more New #Raiders HC Klint Kubiak asked about RB Ashton Jeanty: Very excited about his talent but what I would tell him and all his teammates is its not about one guy. We gotta get the line on the same page we gotta get our QB to get the right run checks we gotta get our https://t.co/N1QSaDyZQO New #Raiders HC Klint Kubiak asked about RB Ashton Jeanty: Very excited about his talent but what I would tell him and all his teammates is its not about one guy. We gotta get the line on the same page we gotta get our QB"  
[X Link](https://x.com/edzitron/status/2021416566215389549)  2026-02-11T02:50Z 103.3K followers, 12.4K engagements


"Anthropic CCO Paul Smith says the company is focused on "growing revenue" rather than making "flashy headlines" calls the market selloff "hyperbole" and more (CNBC) https://t.co/7iR9TwC4Hm https://t.co/EfwoA9pUQz 📥 Send tips https://t.co/wlNZvXuhJs Anthropic CCO Paul Smith says the company is focused on "growing revenue" rather than making "flashy headlines" calls the market selloff "hyperbole" and more (CNBC) https://t.co/7iR9TwC4Hm https://t.co/EfwoA9pUQz 📥 Send tips https://t.co/wlNZvXuhJs"  
[X Link](https://x.com/edzitron/status/2021587585575838175)  2026-02-11T14:10Z 103.3K followers, 29.1K engagements


"beginning to think the OpenAI "40% of all RAM" story is bullshit. SK Hynix mentioned OpenAI once on its Oct [--] earnings call but didn't change guidance same with Samsung who didn't mention OpenAI at all. It's a "Letter of Intent" and nothing seems to actually be happening"  
[X Link](https://x.com/edzitron/status/2001408632106229934)  2025-12-17T21:46Z 102.5K followers, 11.4K engagements


"Here's samsung's here's SK Hynix's both several weeks after announcement. Why if this is supposedly eating up 40% of the world's HBRAM is neither company acting like it's actually happening https://finance.yahoo.com/quote/SMSN.IL/earnings/SMSN.IL-Q3-2025-earnings_call-369009.html https://finance.yahoo.com/quote/000660.KS/earnings/000660.KS-Q3-2025-earnings_call-366315.html https://finance.yahoo.com/quote/SMSN.IL/earnings/SMSN.IL-Q3-2025-earnings_call-369009.html https://finance.yahoo.com/quote/000660.KS/earnings/000660.KS-Q3-2025-earnings_call-366315.html"  
[X Link](https://x.com/edzitron/status/2001409383700246799)  2025-12-17T21:49Z 102.6K followers, [----] engagements


"The credulousness of the media and analysts around OpenAI and Anthropic is sickening allowing companies like Broadcom Google Amazon AMD and Oracle to juice stock values with deals that either don't exist (check their guidance) or can never be paid. https://www.wheresyoured.at/premium-how-the-ai-bubble-bursts-in-2026/#2026-is-the-great-reckoning-for-generative-ai-as-the-markets-realize-all-the-compute-and-data-center-deals-are-bullshit"  
[X Link](https://x.com/edzitron/status/2003169147572871584)  2025-12-22T18:21Z 102.5K followers, [----] engagements


"Last week Blue Owl (a private investment firm) pulled out of the $10bn Stargate Michigan data center. This is catastrophic for the industry - Blue Owl pulled together *all the money* that has gone into the biggest data center projects in the world. https://www.wheresyoured.at/premium-how-the-ai-bubble-bursts-in-2026/#the-blue-owl-in-the-coal-mineand-the-2026-data-center-debt-reckoning https://www.wheresyoured.at/premium-how-the-ai-bubble-bursts-in-2026/#the-blue-owl-in-the-coal-mineand-the-2026-data-center-debt-reckoning"  
[X Link](https://x.com/edzitron/status/2003169149816832184)  2025-12-22T18:21Z 102.6K followers, [----] engagements


"Blue Owl is in every high-profile multi-billion dollar data center. If they are pulling out it means the banks behind them - JPMorgan Mitsubishi and so on - are getting worried about data centers. This is potentially apocalyptic for AI. https://www.wheresyoured.at/premium-how-the-ai-bubble-bursts-in-2026/#the-end-of-stargate-michigan-%E2%80%94-and-why-the-banks-are-out-of-money-to-build-data-centers https://www.wheresyoured.at/premium-how-the-ai-bubble-bursts-in-2026/#the-end-of-stargate-michigan-%E2%80%94-and-why-the-banks-are-out-of-money-to-build-data-centers"  
[X Link](https://x.com/edzitron/status/2003169152052396245)  2025-12-22T18:21Z 102.6K followers, [----] engagements


"Blue Owl's role in data centers is to pull together the money from big banks and private equity firms to get these projects greenlit. This is not a scenario where other partners can easily "step in" and Stargate Michigan could be completely dead. https://www.wheresyoured.at/premium-how-the-ai-bubble-bursts-in-2026/#what-does-blue-owl-pulling-out-actually-mean https://www.wheresyoured.at/premium-how-the-ai-bubble-bursts-in-2026/#what-does-blue-owl-pulling-out-actually-mean"  
[X Link](https://x.com/edzitron/status/2003169154724143556)  2025-12-22T18:21Z 102.5K followers, 11.1K engagements


"Nowhere is this more obvious in the private markets. VCs are running out of money and over the past few years weve witnessed a massive degradation in fund performance. That degradation has only worsened over the past years and AI increased that pain. https://www.wheresyoured.at/the-enshittifinancial-crisis/ https://www.wheresyoured.at/the-enshittifinancial-crisis/"  
[X Link](https://x.com/edzitron/status/2005694921270005914)  2025-12-29T17:38Z 102.6K followers, [----] engagements


"This puts them at like $21bn for the year if my maths is correct They sure didnt get the big bumps that Quanta and Foxconn got. Maybe its because those two ship Gb200/300 https://www.foxconn.com/en-us/investor-relations/financial-information/reportscategory=monthly https://www.quantatw.com/quanta/english/investment/financials_ms.aspx https://www.foxconn.com/en-us/investor-relations/financial-information/reportscategory=monthly https://www.quantatw.com/quanta/english/investment/financials_ms.aspx"  
[X Link](https://x.com/edzitron/status/2013527543102472296)  2026-01-20T08:22Z 102.6K followers, [----] engagements


"Werent they raising $10bn from Amazon Or $100bn from NVIDIA Whatever happened to All that OpenAI CEO Sam Altman has been meeting with top investors in the Middle East to line up funding for a new investment round that could total at least $50 billion according to sources https://t.co/khv9VCUbwW OpenAI CEO Sam Altman has been meeting with top investors in the Middle East to line up funding for a new investment round that could total at least $50 billion according to sources https://t.co/khv9VCUbwW"  
[X Link](https://x.com/edzitron/status/2014382072799101240)  2026-01-22T16:58Z 102.4K followers, 37.1K engagements


"This piece is one of the single-most comprehensive rundown anyone has ever done about the massive amounts of Property Plants and Equipment (read: GPUs) hyperscalers have taken on. Blackwell has barely started to show on their balance sheets. https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/7em08r4f5v https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/7em08r4f5v"  
[X Link](https://x.com/edzitron/status/2014516049367204195)  2026-01-23T01:50Z 102.4K followers, [----] engagements


"Premium: The AI Bubble is a time bomb burdening hyperscalers with billions of new depreciation a quarter that will soon eat away profits VCs with dead equity in fallen AI startups and Oracle with hundreds of billions of unpayable leases. https://www.wheresyoured.at/premium-timebomb/ https://www.wheresyoured.at/premium-timebomb/"  
[X Link](https://x.com/edzitron/status/2014767504556753165)  2026-01-23T18:29Z 102.5K followers, 204.5K engagements


"Reported this out in June of last year - Claude Code users spend anywhere from 133% to 3000% of their $20 or $200-a-month subscription in the space of a few days. I found multiple people using $1000+ of compute in the space of a week. It's a disaster https://www.wheresyoured.at/anthropic-is-bleeding-out/ Good news guys Sonnet [---] would only be like $500 a month when the VC bucks dry up. Opus would only cost $3000-$15000 bucks a month unless you use Ralph and then it'll be way more. Keep in mind this is one instance. You all starting to see the problem yet https://t.co/5Hsi7PONSW"  
[X Link](https://x.com/edzitron/status/2014791297626951962)  2026-01-23T20:04Z 102.5K followers, 78.8K engagements


"@danielnewmanUV Huh This study showed the people who actually do work dont save much time and the people who go to lunch read emails and attend meetings do. What gap What is choice in this case And what is necessity"  
[X Link](https://x.com/edzitron/status/2014796926957584854)  2026-01-23T20:26Z 102.4K followers, 42.3K engagements


"@EdLudlow I mean I think the bigger story is that CoreWeave needed another $2bn to avoid dying"  
[X Link](https://x.com/edzitron/status/2015852857388630081)  2026-01-26T18:22Z 102.4K followers, [----] engagements


"coreweave shareholders got diluted by 4.5% or so in this deal. They magicked up another [--] million shares and sold them to NVIDIA. Very nice stuff very nice this is what you do when things are going "great" BREAKING: Nvidia investing an additional $2 billion in to Corweave to accelerate capacity buildout. Nvidia will also make Vera CPU available as standlone offering with Coreweave to deploy first. Many design wins to come. Story @dinabass @ianmking on @TheTerminal BREAKING: Nvidia investing an additional $2 billion in to Corweave to accelerate capacity buildout. Nvidia will also make Vera"  
[X Link](https://x.com/edzitron/status/2015853773177159940)  2026-01-26T18:26Z 102.4K followers, 56.6K engagements


"@deanm0riarty Cerner aint using gpus"  
[X Link](https://x.com/edzitron/status/2015973788035514657)  2026-01-27T02:23Z 102.4K followers, [----] engagements


"The whole megawatts=revenue thing doesn't really make sense either based on the scale of AWS and Azure's compute operations either. I think Microsoft said they were at $13bn arr in jan [----] for AI but they've got multiple gigawatts of compute The CFO of @OpenAI outlined a new metric to benchmark the company's growth: megawatts to revenue. The idea is seductively simple: add more compute get more money. Roughly speaking one gigawatt of power equals about $10 billion in ARR. Its AI as an industrial system complete https://t.co/AvNMpWrYHA The CFO of @OpenAI outlined a new metric to benchmark the"  
[X Link](https://x.com/edzitron/status/2016227671458435262)  2026-01-27T19:11Z 102.4K followers, 22.2K engagements


"Premium Post: The Hater's Guide To Oracle: an evil company that profits off of strongarming its customers to boost its declining revenues. It needs $150bn+ more to complete its data centers and if OpenAI can't pay its bills Oracle runs out of money. https://www.wheresyoured.at/haters-guide-oracle/ https://www.wheresyoured.at/haters-guide-oracle/"  
[X Link](https://x.com/edzitron/status/2017300220053172227)  2026-01-30T18:13Z 102.6K followers, 178.1K engagements


"Oracle rarely builds new stuff nor does it seem to care about open source or even for the most part technology. Every cool thing it ever bought seems like it's focused entirely on resource extraction and squeezing its customers for every penny. https://www.wheresyoured.at/haters-guide-oracle/ https://www.wheresyoured.at/haters-guide-oracle/"  
[X Link](https://x.com/edzitron/status/2017300229771481304)  2026-01-30T18:13Z 102.4K followers, [----] engagements


"Even when Oracle launches something new - such as Oracle Cloud Infrastructure - it takes the least-imaginative most-duplicative approach. OCI exists to try and tear business away from Azure/AWS even if it's lower margin than its main businesses. https://www.wheresyoured.at/haters-guide-oracle/ https://www.wheresyoured.at/haters-guide-oracle/"  
[X Link](https://x.com/edzitron/status/2017300232099311666)  2026-01-30T18:13Z 102.4K followers, [----] engagements


"Oracle managed to avoid scrutiny for a bit in part because it flooded the zone with its $300bn contract with OpenAI - one that it cant pay for and that Oracle neither has the capacity to fulfill nor will be able to build in time to make the revenue. https://www.wheresyoured.at/haters-guide-oracle/ https://www.wheresyoured.at/haters-guide-oracle/"  
[X Link](https://x.com/edzitron/status/2017300242715001268)  2026-01-30T18:13Z 102.3K followers, [----] engagements


"Oracle's Its $38bn loan for Stargate data centers matures in [--] years (with two 1YR extensions). It can't pay them without the revenue from OpenAI who doesn't have the money to pay for its compute. Oracle *DOES NOT HAVE* the money to pay its debts. https://www.wheresyoured.at/haters-guide-oracle/ https://www.wheresyoured.at/haters-guide-oracle/"  
[X Link](https://x.com/edzitron/status/2017300278031114585)  2026-01-30T18:14Z 102.6K followers, [----] engagements


"Even if OpenAI gets the cash Oracle would need to raise hundreds of billions of dollars *MORE* to actually build the infrastructure it needs to support OpenAI. OpenAI needs to make more revenue than Meta by [----] and Oracle needs $100bn+ more debt. https://www.wheresyoured.at/haters-guide-oracle/ https://www.wheresyoured.at/haters-guide-oracle/"  
[X Link](https://x.com/edzitron/status/2017300280317014476)  2026-01-30T18:14Z 102.4K followers, [----] engagements


"Oracle is already heavily burdened and Ellison added one more in the form of TikToks US operations (which bleed billions of dollars a year) and with the direction of the algorithm the idea of a user exodus isnt unthinkable. TikTok is not sustainable. https://www.wheresyoured.at/haters-guide-oracle/ https://www.wheresyoured.at/haters-guide-oracle/"  
[X Link](https://x.com/edzitron/status/2017300282493850072)  2026-01-30T18:14Z 102.4K followers, [----] engagements


"Oracle is a company in decline that needs $100bn+ more to build data centers for OpenAI a company that can't afford to pay its bills. Even if OpenAI survives Oracle lacks the capital or means to build the 10GW it's promised by [----]. This company sucks. https://www.wheresyoured.at/haters-guide-oracle/ https://www.wheresyoured.at/haters-guide-oracle/"  
[X Link](https://x.com/edzitron/status/2017300284909732126)  2026-01-30T18:14Z 102.6K followers, [----] engagements


"OpenAIs spend with Oracle will eventually be $70bn to $100bn a year for some context I think azure is $75bn and AWS $110bn annual. Demand doesnt exist and Oracle has 4-6 years to pay the $38bn alone owes Crusoe $1bn a year on Abilene. Has to pay customer or not $ORCL was punished because 57% of its backlog is tied to OpenAI. $MSFT was punished as well with 45% of its backlog linked to OpenAI. But as $ORCL co-CEO explained the risk is limited if OpenAI were unable to honor its commitments: The infrastructure big AI players need is https://t.co/CosALrBKWp $ORCL was punished because 57% of its"  
[X Link](https://x.com/edzitron/status/2018072115497374068)  2026-02-01T21:21Z 102.6K followers, 31.8K engagements


"https://www.wheresyoured.at/haters-guide-oracle/ Oracle says it plans to raise $45B to $50B in [----] to build additional capacity for its cloud infrastructure through a combination of debt and equity sales (@rover829 / Bloomberg) https://t.co/EoCnMJMRtd https://t.co/SEqiOiyQEN 📥 Send tips https://t.co/wlNZvXuhJs https://www.wheresyoured.at/haters-guide-oracle/ Oracle says it plans to raise $45B to $50B in [----] to build additional capacity for its cloud infrastructure through a combination of debt and equity sales (@rover829 / Bloomberg) https://t.co/EoCnMJMRtd https://t.co/SEqiOiyQEN 📥 Send"  
[X Link](https://x.com/edzitron/status/2018108440942416101)  2026-02-01T23:45Z 102.5K followers, 24.2K engagements


"My the NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI shirt has people asking me a lot of questions answered by the shirt The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments. The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments"  
[X Link](https://x.com/edzitron/status/2018400014817747389)  2026-02-02T19:03Z 102.6K followers, 82.1K engagements


"@alexeheath how does openai survive alex"  
[X Link](https://x.com/edzitron/status/2018418657949544794)  2026-02-02T20:18Z 102.4K followers, 24.7K engagements


"So messy Sources: OpenAI is unsatisfied with some of Nvidia's AI chips used for inference and has sought alternatives since last year including from Cerebras and Groq (Reuters) https://t.co/taIAVSoa6A https://t.co/k7ClILKgA7 📥 Send tips https://t.co/wlNZvXuhJs Sources: OpenAI is unsatisfied with some of Nvidia's AI chips used for inference and has sought alternatives since last year including from Cerebras and Groq (Reuters) https://t.co/taIAVSoa6A https://t.co/k7ClILKgA7 📥 Send tips https://t.co/wlNZvXuhJs"  
[X Link](https://x.com/edzitron/status/2018441548049129726)  2026-02-02T21:49Z 102.4K followers, 27.6K engagements


"actually we LOVE NVIDIA we LOVE THEM we LOVE them it's all NORMAL Our partnership with NVIDIA is foundational. NVIDIA is our most important partner for both training and inference and our entire compute fleet runs on NVIDIA GPUs. This is not a vendor relationship. It is deep ongoing co-design. We build systems together and our frontier Our partnership with NVIDIA is foundational. NVIDIA is our most important partner for both training and inference and our entire compute fleet runs on NVIDIA GPUs. This is not a vendor relationship. It is deep ongoing co-design. We build systems together and"  
[X Link](https://x.com/edzitron/status/2018505267378549042)  2026-02-03T02:02Z 102.5K followers, 33.5K engagements


"I was just thinking before I read this that this situation needed an increasingly more-worrisome reassurances from OpenAI"  
[X Link](https://x.com/edzitron/status/2018507011642757490)  2026-02-03T02:09Z 102.4K followers, [----] engagements


"Though these cashflow charts were reported before the Oracle deal was announced I am really curious whats happening in [----] thats poised to help boost cash flow from both OpenAI and Oracle at exactly the same time https://www.theinformation.com/articles/openai-says-business-will-burn-115-billion-2029 Oracle's free cash flows isn't expected to go positive again until [----] https://t.co/WCAPamfTiz https://t.co/H9X5qJw8H7 https://www.theinformation.com/articles/openai-says-business-will-burn-115-billion-2029 Oracle's free cash flows isn't expected to go positive again until 2030"  
[X Link](https://x.com/edzitron/status/2018521750926241943)  2026-02-03T03:07Z 102.5K followers, 31.1K engagements


"Who knows what Jensen wants at this point. He probably knows that OpenAI needs easily another $400 billion to survive the next three years. May as well focus on the quarter in front of him at any given time. Best and raise at all costs"  
[X Link](https://x.com/edzitron/status/2018583314379235654)  2026-02-03T07:12Z 102.6K followers, 27.1K engagements


"i cannot for the life of me find this story. I can find ONE story - marketscreener's syndication of the headline - but nothing on Reuters or anywhere else https://www.marketscreener.com/news/openai-ceo-sam-altman-says-diffusion-of-ai-in-some-ways-is-slower-than-he-thought-it-would-be-ce7e5bd3dd88f223 OPENAI CEO SAM ALTMAN SAYS DIFFUSION OF AI IN SOME WAYS IS SLOWER THAN HE THOUGHT IT WOULD BE https://www.marketscreener.com/news/openai-ceo-sam-altman-says-diffusion-of-ai-in-some-ways-is-slower-than-he-thought-it-would-be-ce7e5bd3dd88f223 OPENAI CEO SAM ALTMAN SAYS DIFFUSION OF AI IN SOME WAYS"  
[X Link](https://x.com/edzitron/status/2018767671454793851)  2026-02-03T19:24Z 102.5K followers, 19.1K engagements


"Also @DarioCpx out in front of this didnt flinch for a second said it wasnt a done deal the whole time https://x.com/dariocpx/status/2018892373003264358s=46 Dario once again wins against the whole army of charlatans crowding the Mainstream and Social media space Funny how $NVDA hasnt filed a 8-K profit warning yet to announce how these expected revenues arent going to materialise Thank you for the attention on the matter https://x.com/dariocpx/status/2018892373003264358s=46 Dario once again wins against the whole army of charlatans crowding the Mainstream and Social media space Funny how"  
[X Link](https://x.com/edzitron/status/2018893054518923449)  2026-02-04T03:43Z 102.5K followers, 12.8K engagements


"Hey while people are curious about whether NVIDIA is funding OpenAI - can we confirm when Jensen will be sending the $10 billion he promised Anthropic in November https://blogs.nvidia.com/blog/microsoft-nvidia-anthropic-announce-partnership/ https://blogs.nvidia.com/blog/microsoft-nvidia-anthropic-announce-partnership/"  
[X Link](https://x.com/edzitron/status/2018952545675440296)  2026-02-04T07:39Z 102.6K followers, [----] engagements


"here's the thing: this is for a 300MW data center and they raised $2bn. Estimate by TD Cowen is $42m/MW. So they need.another $10bn How do they actually build this thing $13B of demand for $2B of CIFR bonds Cost of capital coming down for the best AI data center developers Yeah sure bears we are headed lower. See you at $42. https://t.co/enGoKGQVvU $13B of demand for $2B of CIFR bonds Cost of capital coming down for the best AI data center developers Yeah sure bears we are headed lower. See you at $42. https://t.co/enGoKGQVvU"  
[X Link](https://x.com/edzitron/status/2019212830797664587)  2026-02-05T00:53Z 102.6K followers, 15.5K engagements


"Heres another thing that I dont see in many if any stories - wheres the supposed tens of billions of dollars from AMDs OpenAI deal First gigawatt is meant to be in by end of [----]. Or was this detail BS too Sure seems that way https://ir.amd.com/news-events/press-releases/detail/1260/amd-and-openai-announce-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus 💎 $AMD Earnings Are Fugazi 💎 ⚠ Inventory days are 📈 📉 Accounts receivable are 📈 🧮 Beatsthank adjusted accounting 💵 Cash flow quality is 📉 Guidance points to 📉not 📈 🤔 Is this an Ai 💥 or Ai 🫧 Full forensic analysis below"  
[X Link](https://x.com/edzitron/status/2019255235752145216)  2026-02-05T03:42Z 102.6K followers, 17.9K engagements


"oh so they're not closed cool Our partners financing for the Doa Ana County NM; Shackelford County TX; and Port Washington WI data centers are secured at market standard rates progressing through final syndication on schedule and consistent with investmentgrade deals. Our partners financing for the Doa Ana County NM; Shackelford County TX; and Port Washington WI data centers are secured at market standard rates progressing through final syndication on schedule and consistent with investmentgrade deals"  
[X Link](https://x.com/edzitron/status/2019480431243194865)  2026-02-05T18:37Z 102.6K followers, 13K engagements


"@stevesi Maybe they shouldnt be using zero margin inference from OpenAI to paper over intelligent clouds flagging growth"  
[X Link](https://x.com/edzitron/status/2019606757040074770)  2026-02-06T02:59Z 102.6K followers, [----] engagements


"Over [--] years Microsoft has managed to get a finger in every single pie in the digital economy then using its scale and pricing power to outlast the competition with mediocre products sold by a mediocre CEO to even more mediocre executives. https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/ https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/"  
[X Link](https://x.com/edzitron/status/2019835670882316715)  2026-02-06T18:08Z 102.6K followers, [----] engagements


"Inside Microsoft are two Satya Nadellas. One reads and writes self-help books talks about referendums on capitalism and sells himself as a thoughtful and peaceful man. The other has laid off 30k+ people and turned Microsoft into an asset-heavy mess. https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/ https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/"  
[X Link](https://x.com/edzitron/status/2019835673021431838)  2026-02-06T18:08Z 102.6K followers, [----] engagements


"Microsoft's endless AI spending is a time bomb of ballooning depreciation soon-to-be-obsolete GPUs and grim culture that has failed to significantly grow any part of its business. Everything is stagnant with growth driven by near-yearly price increases. https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/ https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/"  
[X Link](https://x.com/edzitron/status/2019835679375872391)  2026-02-06T18:08Z 102.6K followers, [---] engagements


"One fact illustrates the gravity of the problem. In its latest quarter (Q2 FY26) Microsofts capex spending - most of which is for purchases of GPUs and servers and finance leases for data centers - is greater than its net income. It's a disaster. https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft"  
[X Link](https://x.com/edzitron/status/2019835681288384795)  2026-02-06T18:08Z 102.6K followers, [---] engagements


"Microsofts dismal AI returns come as the company repositions its culture to be AI first (which workers hate) and spends big on hiring top AI talent like Deepmind cofounder Mustafa Suleyman a man loathed by every Microsoft employee I've talked to. https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft"  
[X Link](https://x.com/edzitron/status/2019835683322597398)  2026-02-06T18:08Z 102.6K followers, [---] engagements


"Nothing that Microsoft has tried has made its AI offerings much of a success and its crushing capex burden is growing GPU-based mold on its balance sheet and if a major AI player fails itll likely have to take a multi-billion dollar impairment. https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/ https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/"  
[X Link](https://x.com/edzitron/status/2019835685327503666)  2026-02-06T18:08Z 102.6K followers, [---] engagements


"@MostCrucified What if Michael Bay tried to do Studio Ghibli food"  
[X Link](https://x.com/edzitron/status/2020606051637494192)  2026-02-08T21:09Z 103K followers, [----] engagements


"RT @kakashiii111: Concentration Risk: Why NVIDIAs AI Revenue is Riskier Than Ciscos Dot-Com Peak It is fascinating that many love to com"  
[X Link](https://x.com/edzitron/status/2021311408504238302)  2026-02-10T19:52Z 103K followers, [--] engagements


"Premium Newsletter: The Hater's Guide to Microsoft a decaying empire experiencing the decline of its core products that's using OpenAI's billions in inference spend to cover up the collapse of Azure's growth. It makes no more than $15bn a year from AI. https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/ https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/"  
[X Link](https://x.com/edzitron/status/2019835669221372311)  2026-02-06T18:08Z 103.3K followers, 88.4K engagements


"an aggregation of a NYT article that says stuff that me/@DarioCpx/@kakashiii111 have been saying for years. OpenAI could reportedly run out of cash by mid-2027 per Tom's Hardware. OpenAI could reportedly run out of cash by mid-2027 per Tom's Hardware"  
[X Link](https://x.com/edzitron/status/2021242707968934256)  2026-02-10T15:19Z 103.3K followers, 32.7K engagements


"@AngryPossum69 Coop Im hearing Earle is looksmaxxing"  
[X Link](https://x.com/edzitron/status/2022322254940385693)  2026-02-13T14:49Z 103.3K followers, [---] engagements


"why is it always in the future WELLS FARGO CFO: THIS YEAR'S INITIATIVES DOESN'T RELY ON AI; BENEFITS FROM AI WILL BE SEEN NEXT YEAR AND BEYOND WELLS FARGO CFO: THIS YEAR'S INITIATIVES DOESN'T RELY ON AI; BENEFITS FROM AI WILL BE SEEN NEXT YEAR AND BEYOND"  
[X Link](https://x.com/edzitron/status/2021236164506567153)  2026-02-10T14:53Z 103.3K followers, 19.9K engagements


"hey has anyone checked how anthropic pays for its $21bn of tpus UBS raising $AVGO estimates we've had couple of days of buying in $AVGO $NVDA etc perhaps we'll see some more on back of this pos note "Increasing Estimates On TPU Unit Inflection; C2027E EPS $18" https://t.co/2r0RkcoWrw UBS raising $AVGO estimates we've had couple of days of buying in $AVGO $NVDA etc perhaps we'll see some more on back of this pos note "Increasing Estimates On TPU Unit Inflection; C2027E EPS $18" https://t.co/2r0RkcoWrw"  
[X Link](https://x.com/edzitron/status/2021267028242231447)  2026-02-10T16:56Z 103.3K followers, 12.3K engagements


"Oracles construction progress across our AI data centers remains on schedule and on plan. Were also rolling out local workforce trainings subcontractor engagement efforts and technical skilling programs - in classrooms and through on-the-job training - to ensure that the Oracles construction progress across our AI data centers remains on schedule and on plan. Were also rolling out local workforce trainings subcontractor engagement efforts and technical skilling programs - in classrooms and through on-the-job training - to ensure that the"  
[X Link](https://x.com/edzitron/status/2021718604975067294)  2026-02-11T22:50Z 103.3K followers, 15.8K engagements


"We're nearing $1tn in AI capex since the start of the AI bubble and with that growth has come a massive dependence on debt all to support companies which cannot survive without endless billions of investment and demand that doesn't justify that capex. https://www.wheresyoured.at/data-center-crisis https://www.wheresyoured.at/data-center-crisis"  
[X Link](https://x.com/edzitron/status/2022397678630604869)  2026-02-13T19:49Z 103.3K followers, [----] engagements


"To write this I built a data center model from scratch in discussion with numerous analysts and experts. It's available to subscribers today. The results were damning. Every data center I modeled can only survive with near-perpetual tenancy. https://www.wheresyoured.at/data-center-crisis https://www.wheresyoured.at/data-center-crisis"  
[X Link](https://x.com/edzitron/status/2022397683730915335)  2026-02-13T19:49Z 103.3K followers, [---] engagements


"I want to make it clear that this model didnt include a bunch of other things like taxes - which even with generous abatements can chip away at those fragile margins especially for colocation partners like Applied Digital and Crusoe. https://www.wheresyoured.at/data-center-crisis https://www.wheresyoured.at/data-center-crisis"  
[X Link](https://x.com/edzitron/status/2022397689783283951)  2026-02-13T19:49Z 103.3K followers, [---] engagements


"As far as blatant signs that AI is a bubble Id say chance the rapper sponsored by coreweave is one of the biggest"  
[X Link](https://x.com/edzitron/status/2020021992221782028)  2026-02-07T06:29Z 103.3K followers, 149.4K engagements


"Maybe i'm missing something but isn't it weird that Applied Digital gave CoreWeave [--] million shares at $7.19 as part of its deal That's $102m at that price and over $500m at the $38 or so a share that Applied Digital trades at today. https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000006/0001144879-26-000006.pdf https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000006/0001144879-26-000006.pdf"  
[X Link](https://x.com/edzitron/status/2020956271755886812)  2026-02-09T20:21Z 103.3K followers, [----] engagements


"So this whole "80% of databases are being built by AI agents" is interesting in that it's all from Databricks' acquisition of Neon in May [----] - and hasn't changed since June [----]. This is an egregious overstatement https://www.databricks.com/sites/default/files/2026-01/State-of-AI-Agents-2026-Final.pdf https://www.linkedin.com/posts/amitkumarvsingh_ai-agents-are-creating-more-databases-on-activity-7336398117862371328-Q6pO/ Databricks is showing us what the AI economy looks like under the hood. and its BOOMING. 80% of databases on their platform are being built by AI agents. Which means AI is"  
[X Link](https://x.com/edzitron/status/2020991705269383473)  2026-02-09T22:42Z 103.3K followers, 25.8K engagements


"@mattshumer_ Did you write this using reflection 70b https://venturebeat.com/ai/new-open-source-ai-leader-reflection-70bs-performance-questioned-accused-of-fraud https://venturebeat.com/ai/new-open-source-ai-leader-reflection-70bs-performance-questioned-accused-of-fraud"  
[X Link](https://x.com/edzitron/status/2021758482760794597)  2026-02-12T01:29Z 103.3K followers, [----] engagements


"Honestly surprised at how many people have slurped up this nonsensical slop but even if you somehow believe with the multiple completely made up things in there this guy is documented as lying Heres another banger post of his https://x.com/mattshumer_/status/1981406315693187430s=46 AI games are going to be amazing (sound on) https://t.co/66aOdWJr4Y https://x.com/mattshumer_/status/1981406315693187430s=46 AI games are going to be amazing (sound on) https://t.co/66aOdWJr4Y"  
[X Link](https://x.com/edzitron/status/2021759479117705342)  2026-02-12T01:33Z 103.3K followers, 72.1K engagements


"Hmm but I thought they were going to invest $30bn SOFTBANK GROUP CFO GOTO: NOTHING HAS BEEN DECIDED ABOUT ADDITIONAL FUNDING ROUND IN OPENAI #TECH #AI #OPENAI #SOFTBANK https://t.co/wQNQlG8hiL https://t.co/PLjg01KQco SOFTBANK GROUP CFO GOTO: NOTHING HAS BEEN DECIDED ABOUT ADDITIONAL FUNDING ROUND IN OPENAI #TECH #AI #OPENAI #SOFTBANK https://t.co/wQNQlG8hiL https://t.co/PLjg01KQco"  
[X Link](https://x.com/edzitron/status/2021937004767011086)  2026-02-12T13:18Z 103.3K followers, 13.5K engagements


"@johnpalmer This isnt just small its tiny"  
[X Link](https://x.com/edzitron/status/2022158535342391528)  2026-02-13T03:58Z 103.3K followers, [----] engagements


"As Ive said repeatedly in the past OpenAI and Anthropic ARE the AI industry taking up the vast majority of AI compute including that run by hyperscalers. We need $100bn+ in NEW unrelated demand by [----] or many AI data center deals are underwater. https://www.wheresyoured.at/data-center-crisis https://www.wheresyoured.at/data-center-crisis"  
[X Link](https://x.com/edzitron/status/2022397698088051149)  2026-02-13T19:49Z 103.3K followers, [----] engagements


"He also worked on Mitt Romney's campaign ANTHROPIC ADDS NEW BOARD MEMBER AS IT EYES IPO: WSJ Anthropic Adds Former Microsoft GM Executive Chris Liddell to Bd Company Says New Anthropic Bd Member Chris Liddell Served in First Trump Administration Anthropic Is Preparing to Go Public as Soon as This Year ANTHROPIC ADDS NEW BOARD MEMBER AS IT EYES IPO: WSJ Anthropic Adds Former Microsoft GM Executive Chris Liddell to Bd Company Says New Anthropic Bd Member Chris Liddell Served in First Trump Administration Anthropic Is Preparing to Go Public as Soon as This Year"  
[X Link](https://x.com/edzitron/status/2022339305759461832)  2026-02-13T15:57Z 103.3K followers, 11.7K engagements


"lol REPORT: Microsoft is gearing up to ditch OpenAI and ChatGPT and build its own frontier models. In a new interview with FT Microsoft AI chief Mustafa Suleyman confirmed the move stating: "We have to develop our own foundation models which are at the absolute frontier with https://t.co/FdNysISSA1 REPORT: Microsoft is gearing up to ditch OpenAI and ChatGPT and build its own frontier models. In a new interview with FT Microsoft AI chief Mustafa Suleyman confirmed the move stating: "We have to develop our own foundation models which are at the absolute frontier with https://t.co/FdNysISSA1"  
[X Link](https://x.com/edzitron/status/2022401469521993765)  2026-02-13T20:04Z 103.3K followers, 71.7K engagements


"That beer hit my hand on a Friday like Mjolnir That beer hit my hand on a Friday like Mjolnir"  
[X Link](https://x.com/edzitron/status/1989578082647420962)  2025-11-15T06:15Z 103.3K followers, 786.7K engagements


"hell yeah dude Via ACX: "ChatGPT apparently got rewarded for using its built-in calculator during training and so it would covertly open its calculator add 1+1 and do nothing with the result on five percent of all user queries." https://t.co/8x0r6MTBRE Via ACX: "ChatGPT apparently got rewarded for using its built-in calculator during training and so it would covertly open its calculator add 1+1 and do nothing with the result on five percent of all user queries." https://t.co/8x0r6MTBRE"  
[X Link](https://x.com/edzitron/status/2019581176525287888)  2026-02-06T01:17Z 103.3K followers, 137.4K engagements


"Why would search traffic be on your p&l I thought AEO (read: SEO for LLMs) was a hunk of bullsh*t. And then i spoke to @kippbodnar CMO of @HubSpot who knocked the skepticism out of me. His first jab: In one year they grew AI search traffic by 15x. It went from rounding error to real line item on the P&L. His https://t.co/DQFSvCLfl8 I thought AEO (read: SEO for LLMs) was a hunk of bullsh*t. And then i spoke to @kippbodnar CMO of @HubSpot who knocked the skepticism out of me. His first jab: In one year they grew AI search traffic by 15x. It went from rounding error to real line item on the P&L."  
[X Link](https://x.com/edzitron/status/2021350684222947713)  2026-02-10T22:28Z 103.3K followers, 13.5K engagements


"@oxycblt @AmalChandra97 This is complete bullshit. It is simply untrue. It extrapolates from Anthropic vaguely saying it can work for hours to mean work and create functional unbroken software after working for hours. Gonna do an annotated version tomorrow along with a monologue"  
[X Link](https://x.com/edzitron/status/2021797015571603854)  2026-02-12T04:02Z 103.3K followers, [----] engagements


"Yet the biggest loser I believe will be Oracle - a company saddled with debt and hundreds of billions of dollars of long-term obligations due to its participation in the AI bubble and a software business thats rancid and decaying. https://www.wheresyoured.at/premium-timebomb/ https://www.wheresyoured.at/premium-timebomb/"  
[X Link](https://x.com/anyuser/status/2014767536655736834)  2026-01-23T18:29Z 103.3K followers, 518.3K engagements


"TD Cowen had a data center themed analyst letter today that said that Oracle may lay off 20-30000 people or sell Cerner to keep up with the debt on the data centers its building for OpenAI. It also says multiple US banks have pulled back from Oracle data center deals"  
[X Link](https://x.com/edzitron/status/2015968336669245688)  2026-01-27T02:01Z 103.3K followers, 298.9K engagements


"NVIDIA is in a real bind. On one hand if they dont fund OpenAI their largest customer maybe dies. On the other hand if they do itll be explicitly to give money to OpenAI so they can give some of it to Oracle so they can give some of it to Foxconn/Quanta to give to NVIDIA"  
[X Link](https://x.com/edzitron/status/2018583312005316914)  2026-02-03T07:12Z 103.3K followers, 181.7K engagements


"Per @theinformation NVIDIA gave cloud providers discounts where they paid for a smaller number of chips than they were actually using. The hell https://www.theinformation.com/articles/nvidia-big-customers-finally-conquered-blackwell-challenges https://www.theinformation.com/articles/nvidia-big-customers-finally-conquered-blackwell-challenges"  
[X Link](https://x.com/edzitron/status/2019817290255192371)  2026-02-06T16:55Z 103.3K followers, 42.8K engagements


"i cannot believe how rarely people ask the simple question of "how do they pay for this" Anthropic lost $5.2bn *after* $4.5bn of revenue in [----] They're feeding equity to opex again and again this is literally a test of whether venture capital can keep it alive #Anthropic is targeting [--] GW of Data Center capacity over the next several years a scale that implies hundreds of billions in total capex and far exceeds previously disclosed $180B planned server spend through [----] and $50B Fluidstack partnership disclosed to date. Ambition #Anthropic is targeting [--] GW of Data Center capacity over"  
[X Link](https://x.com/edzitron/status/2021246753299636732)  2026-02-10T15:35Z 103.3K followers, 64.8K engagements


"Yeah man I dunno if Id have gone with generative AI is bigger than Covid as framing personally https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"  
[X Link](https://x.com/edzitron/status/2021367181565624522)  2026-02-10T23:34Z 103.3K followers, 62.6K engagements


"Heres the problem Im beginning to see: these costs dont make sense. Its about $14m/MW for construction and another $25m-35+ for gpus more if Vera Rubin. This is more like a $55bn-$60bn project even with a leviathan of different colo and build partners Meta is breaking ground on a 1GW data center campus in Lebanon Indiana. Investment exceeds $10 billion making it one of Meta's largest infrastructure projects. The site joins a growing list of gigawatt-scale US builds including the 5GW+ Hyperion campus in Louisiana. Meta claims Meta is breaking ground on a 1GW data center campus in Lebanon"  
[X Link](https://x.com/edzitron/status/2021720041117368335)  2026-02-11T22:56Z 103.3K followers, 36.7K engagements


"Thought I remembered this guy Back in September [----] he falsified a bunch of benchmarks about his open source model which was really just llama [--] 70b or possibly a Claude wrapper. Great stuff https://venturebeat.com/ai/reflection-70b-model-maker-breaks-silence-amid-fraud-accusations https://venturebeat.com/ai/new-open-source-ai-leader-reflection-70bs-performance-questioned-accused-of-fraud https://t.co/ivXRKXJvQg https://venturebeat.com/ai/reflection-70b-model-maker-breaks-silence-amid-fraud-accusations"  
[X Link](https://x.com/edzitron/status/2021758020577853523)  2026-02-12T01:27Z 103.3K followers, 745.6K engagements


"Is Anthropic actually paying for its own power anywhere I guess maybe this would be part of the hut8 deal maybe Anthropic says it will upgrade power grid infrastructure generate new power and cover consumer price increases to minimize the effects of its data centers (@_perloj / NBC News) https://t.co/lEG7k8LNMp https://t.co/MZEalXypJ6 📥 Send tips https://t.co/wlNZvXtJTU Anthropic says it will upgrade power grid infrastructure generate new power and cover consumer price increases to minimize the effects of its data centers (@_perloj / NBC News) https://t.co/lEG7k8LNMp https://t.co/MZEalXypJ6"  
[X Link](https://x.com/edzitron/status/2021803372794523828)  2026-02-12T04:27Z 103.3K followers, 15K engagements


"this whole story is"researchers and investors who are directly invested in this are saying vague things about how powerful it is and also a confirmed scam artist's AI-generated slop post went viral" with a smidge of "the companies are also saying the models are powerufl" 🚨🚨In [--] years of journalism Ive never witnessed a bigger gap between the most consequential story - insane AI advancements and investment - and Washington and mainstream media attention. @DKThomp @kevinroose nailed it: shocking # of people think AI is clunky AI of mid-2025. 🚨🚨In [--] years of journalism Ive never witnessed"  
[X Link](https://x.com/edzitron/status/2021982434481594628)  2026-02-12T16:19Z 103.3K followers, 27.6K engagements


"The "built itself" story is also so misleading. Codex was used to test its own code. Wow You mean the code-testing feature was used to test code Oh Claude Code a code generator was used to write code for Claude Cowork the thing that deleted all that guy's photos Wauugh"  
[X Link](https://x.com/edzitron/status/2021982437233111294)  2026-02-12T16:19Z 103.3K followers, [----] engagements


"this guy has failed to make microsoft any kind of success in AI in any way shape or form and all i hear from people at the company is that he loses his shit on slack a lot NEW - Microsoft AI CEO Mustafa Suleyman says that "most if not all professional tasks" undertaken by white collar workers will be fully automated by AI within the next [--] to [--] months. https://t.co/KhGh6CTVBR NEW - Microsoft AI CEO Mustafa Suleyman says that "most if not all professional tasks" undertaken by white collar workers will be fully automated by AI within the next [--] to [--] months. https://t.co/KhGh6CTVBR"  
[X Link](https://x.com/edzitron/status/2022000171111117080)  2026-02-12T17:29Z 103.3K followers, 246.5K engagements


"$30bn including "a portion" of the NVIDIA/Microsoft funding (up to $15bn). Also damn check out this telethon-assed funder list. These AI labs are going to drain the venture lakes dry. I guess now they can pay Broadcom $21bn. Training is $12bn. Gonna need more money Our run-rate revenue is $14 billion and has grown over 10x in each of the past [--] years. This growth has been driven by our position as the intelligence platform of choice for enterprises and developers. Read more: https://t.co/aMRyOkFFSg Our run-rate revenue is $14 billion and has grown over 10x in each of the past [--] years. This"  
[X Link](https://x.com/edzitron/status/2022038675828486560)  2026-02-12T20:02Z 103.3K followers, 14.5K engagements


"thirty seven investors Dragoneer investing in both OpenAI and Anthropic How is this not somewhat scaring people about the viability of the venture ecosystem Dragoneer JUST raised $4bn or so last year. Is every VC/fund going to dump into Anthropic forever"  
[X Link](https://x.com/edzitron/status/2022042007258931525)  2026-02-12T20:15Z 103.3K followers, [----] engagements


"@michaeljburry @CNBC @WSJ @Bloomberg @FT would love to hear how you think anthropic pays for anything in the future"  
[X Link](https://x.com/edzitron/status/2022067645135434125)  2026-02-12T21:57Z 103.3K followers, [----] engagements


"Tomorrow's Premium: The Great Data Center Financial Crisis where 20-40% margins are only possible after years of construction and billions in debt and if we don't have $100bn in demand by [----] everything's a wash. Here's $10 off annual. https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/ddc4421l85 https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/ddc4421l85"  
[X Link](https://x.com/edzitron/status/2022149877116153908)  2026-02-13T03:24Z 103.3K followers, 13.4K engagements


"Laughed way too hard at this great job Brian. Youre a little early for April fools though and I think people are taking the whole net income bit like youre serious An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn"  
[X Link](https://x.com/edzitron/status/2022186957909233706)  2026-02-13T05:51Z 103.3K followers, 11K engagements


"Is that Windom Earle Clavicular ATTACKED at NYC club https://t.co/cwy32nsA91 Clavicular ATTACKED at NYC club https://t.co/cwy32nsA91"  
[X Link](https://x.com/edzitron/status/2022309264123944976)  2026-02-13T13:57Z 103.3K followers, 11.1K engagements


"BofA's Hartnett "the most obvious catalyst to reverse significantly the "AI-awe to AI-poor" rotation: an AI hyperscaler announcing a capex cut." BofA's Hartnett "the most obvious catalyst to reverse significantly the "AI-awe to AI-poor" rotation: an AI hyperscaler announcing a capex cut.""  
[X Link](https://x.com/edzitron/status/2022322353867235513)  2026-02-13T14:49Z 103.3K followers, 12.3K engagements


"Premium Newsletter: AI data centers are low-margin high-capex time bombs that can only stay afloat in perfect circumstances all fueled by junk-grade debt. Without $100bn+ in new non-hyperscaler demand by [----] the majority of these loans go unpaid. https://www.wheresyoured.at/data-center-crisis https://www.wheresyoured.at/data-center-crisis"  
[X Link](https://x.com/edzitron/status/2022397676248260711)  2026-02-13T19:49Z 103.3K followers, 25.5K engagements


"Its not just Anthropic and OpenAI that are deeply unhealthy businesses. Every tier of AI is financially toxic and nowhere is that more evident than in the companies building and running AI data centers which require massive debt to get off the ground. https://www.wheresyoured.at/data-center-crisis https://www.wheresyoured.at/data-center-crisis"  
[X Link](https://x.com/edzitron/status/2022397681071722769)  2026-02-13T19:49Z 103.3K followers, [----] engagements


"I'm worried about Stargate Abilene. At full capacity I estimate OpenAI will pay $11bn a year for 880MW of compute with Oracle making 30% gross margins - yet delays and setup are such that Oracle is likely losing $4m+ every day it isn't operational. https://www.wheresyoured.at/data-center-crisis https://www.wheresyoured.at/data-center-crisis"  
[X Link](https://x.com/edzitron/status/2022397686687916241)  2026-02-13T19:49Z 103.3K followers, [---] engagements


"AI compute spend is dominated by two unprofitable companies that are going to lose hundreds of billions by [----] and the hyperscalers that prop them up. AI compute demand is so small that NVIDIA has had to pledge $26bn in cloud compute spend to help. https://www.wheresyoured.at/data-center-crisis https://www.wheresyoured.at/data-center-crisis"  
[X Link](https://x.com/edzitron/status/2022397700348825858)  2026-02-13T19:49Z 103.3K followers, [----] engagements


"I love this shit. Yeah man you get a data center built that buys your GPUs and you do that by renting the GPUs back from them. It's not vendor financing because you're not providing the financing you're just paying them so they can pay the debt back Anyway good stuff NVIDIA WILL LEASE A DATA CENTER THAT IS PAID FOR WITH $3.8 BILLION IN HIGH-RISK JUNK BONDS NVIDIA WILL LEASE A DATA CENTER THAT IS PAID FOR WITH $3.8 BILLION IN HIGH-RISK JUNK BONDS"  
[X Link](https://x.com/edzitron/status/2022415061793542215)  2026-02-13T20:58Z 103.3K followers, 30K engagements


"Groimes oim gunna be ississinited"  
[X Link](https://x.com/edzitron/status/1603624401001381888)  2022-12-16T05:33Z 103.2K followers, 750.5K engagements


"Crypto Woman In Her 20s: I dont like drinking :) Elon Musk: sliding up next to her 2inches from her face interesting have you ever tried Red Wine In A Glass"  
[X Link](https://x.com/anyuser/status/1617406617225678849)  2023-01-23T06:19Z 103.1K followers, 1.1M engagements


"Socrates was a classic poster. He just walked up to people and asked them what they believed in then hed say it was stupid and yell at them. He argued with everybody until he was legally compelled to kill himself. Not one of us has that commitment"  
[X Link](https://x.com/anyuser/status/1631943191959326722)  2023-03-04T09:02Z 103.1K followers, 923.8K engagements


"There are teenagers in India posting joker memes with more nuance and grace than this guy"  
[X Link](https://x.com/anyuser/status/1632607885879541760)  2023-03-06T05:03Z 103.1K followers, 780.7K engagements


"I love it when guys text other guys yo whats up were doing crime and it gets quoted in a lawsuit"  
[X Link](https://x.com/anyuser/status/1665757561600249856)  2023-06-05T16:28Z 103.1K followers, 1.2M engagements


"Zuckerberg has snapped and has called Elon out for being all talk. This rules"  
[X Link](https://x.com/edzitron/status/1690762169120600065)  2023-08-13T16:28Z 103.1K followers, 2.4M engagements


"Spending one hundred thousand dollars on one of ten thousand monkey pictures to blind myself at an exclusive and extremely shitty concert in Hong Kong POV: You bought an expensive JPEG and flight to Hong Kong to attend a festival and almost lose your eye sight. Yuga never disappoints. https://t.co/Ob3Ry4OApW POV: You bought an expensive JPEG and flight to Hong Kong to attend a festival and almost lose your eye sight. Yuga never disappoints. https://t.co/Ob3Ry4OApW"  
[X Link](https://x.com/anyuser/status/1721359346674913788)  2023-11-06T02:50Z 103.1K followers, 3.7M engagements


"For Americans who think this is not bad imagine if homes were old poorly ventilated and almost never had any kind of AC and also the humidity was 90% UK to be blasted by [--] hour 26C heatwave with five cities in England the hottest https://t.co/lYqEVaMDoB https://t.co/13rOZhn3b7 UK to be blasted by [--] hour 26C heatwave with five cities in England the hottest https://t.co/lYqEVaMDoB https://t.co/13rOZhn3b7"  
[X Link](https://x.com/edzitron/status/1802055387006603426)  2024-06-15T19:07Z 103.2K followers, 21.6M engagements


"This is entirely my gut instinct but there is boiling resentment against big tech. Something is shifting and it's shifting violently both in the general public and the media. Blood in the water. People are ready for a change"  
[X Link](https://x.com/edzitron/status/1825222232286876016)  2024-08-18T17:24Z 103.2K followers, 4.4M engagements


"Have you tried giving them somewhere to live California is exploring how GenAI may give locals more tools to address the homelessness crisis. Were inviting developers to present innovative solutions for some of our most challenging issues using transformative tech to better serve Californians. https://t.co/YNmQP3sq5E California is exploring how GenAI may give locals more tools to address the homelessness crisis. Were inviting developers to present innovative solutions for some of our most challenging issues using transformative tech to better serve Californians. https://t.co/YNmQP3sq5E"  
[X Link](https://x.com/edzitron/status/1831849904618324180)  2024-09-06T00:20Z 103.1K followers, 701.4K engagements


"I'm so sorry I can't stop laughing. OpenAI the company built on stealing literally the entire internet is crying because DeepSeek may have trained on the outputs from ChatGPT. They're crying their eyes out. What a bunch of hypocritical little babies. https://www.ft.com/content/a0dfedd1-5255-4fa9-8ccc-1fe01de87ea6 https://www.ft.com/content/a0dfedd1-5255-4fa9-8ccc-1fe01de87ea6"  
[X Link](https://x.com/edzitron/status/1884487483439628569)  2025-01-29T06:23Z 103.1K followers, 1.8M engagements


"OpenAI is allegedly raising "up to $100bn" at a $750bn valuation and I gotta wonder what the actual point of investing at this stage is for VCs. For a 2x return you'd need a $1.5tr marcap at IPO - that would make OpenAI worth more than TSMC and near Tesla/Meta. Nonsense"  
[X Link](https://x.com/edzitron/status/2001709152888844725)  2025-12-18T17:40Z 103.3K followers, 141.8K engagements


"Here's Ep [--] of Better Offline's CES Coverage - I'm joined by @IwriteOK @bigblackjacobin David Roth Scott Stein (CNET) @LisaEadicicco and @MattBinder to talk NVIDIA's tepid keynote LLMs in TVs smart glasses and exoskeletons. https://linktr.ee/betteroffline https://open.spotify.com/episode/1a5PIQkQdcFMYvR2STXswV https://linktr.ee/betteroffline https://open.spotify.com/episode/1a5PIQkQdcFMYvR2STXswV"  
[X Link](https://x.com/edzitron/status/2008560003683406037)  2026-01-06T15:23Z 103.2K followers, 13.2K engagements


"1.9m B300s available in capacity in Q3 [----] Bullshit. NVIDIA at their January [----] keynote referred to GB300s as if they recently started shipping. Microsoft announced the world's "first large scale cluster with NVIDIA GB300 NVL72" in October [----]. https://azure.microsoft.com/en-us/blog/microsoft-azure-delivers-the-first-large-scale-cluster-with-nvidia-gb300-nvl72-for-openai-workloads/ Global AI compute capacity now totals over [--] million H100-equivalents. Our new AI Chip Sales data explorer tracks where this compute comes from across Nvidia Google Amazon AMD and Huawei making it the most"  
[X Link](https://x.com/edzitron/status/2009759717162398113)  2026-01-09T22:50Z 103.2K followers, 11.7K engagements


"Inventecs AI server segment is like 40% of revenue and most Q3 [----] orders were Blackwell. even with those it looks like [----] growth was kinda flat. I guess being Dell/HP/Lenovos ODM isnt big business and h200s would help https://www.inventec.com/en/investor-list9-10.htm https://www.taipeitimes.com/News/biz/archives/2025/11/12/2003847039 TAIWAN'S INVENTEC PRESIDENT: H200 DECISION APPEARS TO BE STUCK ON THE CHINA SIDE https://www.inventec.com/en/investor-list9-10.htm https://www.taipeitimes.com/News/biz/archives/2025/11/12/2003847039 TAIWAN'S INVENTEC PRESIDENT: H200 DECISION APPEARS TO BE"  
[X Link](https://x.com/edzitron/status/2013525593996824785)  2026-01-20T08:14Z 103.2K followers, [----] engagements


"@DarioCpx CoreWeave wants to spend about $35bn this year so it needs approximately $19bn if we add in NVIDIA https://substack.com/@mschief1994/p-184997034 https://substack.com/@mschief1994/p-184997034"  
[X Link](https://x.com/edzitron/status/2015861276812234997)  2026-01-26T18:55Z 103.3K followers, [----] engagements


"to be clear Oracle needs to raise funding to complete the data centers so that OpenAI can raise funding to pay for the data centers. The annual revenue of AWS is like $110bn and the oAI/Oracle contract is $300bn over five years. How does OpenAI afford this/Oracle pay its debts $ORCL openly admits that OpenAI's ability to meet its commitments depends on the outcome of its fundraising efforts. Do you think $ORCL can sell all the capacity it's building to other players if OpenAI somehow fails to meet its commitments $ORCL openly admits that OpenAI's ability to meet its commitments depends on the"  
[X Link](https://x.com/edzitron/status/2018401883296260400)  2026-02-02T19:11Z 103.2K followers, 129.3K engagements


"We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from. We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from"  
[X Link](https://x.com/edzitron/status/2018477948832256283)  2026-02-03T00:13Z 103.1K followers, 95.9K engagements


"Oh my god the Jim Cramer Jensen Huang interview is amazing. Gushing crazed about how much he loves OpenAI to the point he talks over Cramer to remind him of how great they are then ends by saying theres no drama. Nobody does it better From [--] in. https://youtu.be/ZVTZc0j4hDYsi=jrzOVjWQkf1jVJQs https://youtu.be/ZVTZc0j4hDYsi=jrzOVjWQkf1jVJQs"  
[X Link](https://x.com/edzitron/status/2018902282251976860)  2026-02-04T04:19Z 103.2K followers, 14.6K engagements


"@thecsguy Yeah its one of the sillier things Ive heard. 10gw with Broadcom by [----] is the best"  
[X Link](https://x.com/edzitron/status/2019270038986084713)  2026-02-05T04:41Z 103.2K followers, [---] engagements


"Tomorrow's Premium: The Hater's Guide To Microsoft a firm experiencing the stagnation of all of its core products using OpenAI's billions in inference spend - around 10% of Azure revenue in FY2025 - to hide its collapsing growth. Here's $10 off annual. https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/639jw3gwvw https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/639jw3gwvw"  
[X Link](https://x.com/edzitron/status/2019596965907165335)  2026-02-06T02:20Z 103.2K followers, 24K engagements


"Over the last six quarters Microsofts capex spend has gone from 38% of all Intelligent Cloud revenue (which includes Azure) to virtually every penny of revenue it's made. Based on an analysis of years of earnings it's produced little if any growth. https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/ https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/"  
[X Link](https://x.com/edzitron/status/2019835675189899682)  2026-02-06T18:08Z 103.2K followers, [----] engagements


"Worse still Microsoft added over $200 billion to its remaining performance obligations in Q2FY26 - yet only 25% of them will pay in the next [--] months. Stunningly Microsoft's RPOs for the next year have DECLINED from $159.2bn to $156.25bn in a quarter. https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/ https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/"  
[X Link](https://x.com/edzitron/status/2019835677333156297)  2026-02-06T18:08Z 103.2K followers, [----] engagements


"Right now the sense of urgency isnt there. The AI bubble has yet to pop. OpenAI - who represents 10%+ of Azure revenue - keeps paying its bills even as it writes checks that it can't cash and that spending helps obfuscate how bad things really are. https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/ https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/"  
[X Link](https://x.com/edzitron/status/2019835687512740239)  2026-02-06T18:08Z 103.2K followers, [----] engagements


"Microsoft bet everything on AI and by extension OpenAI. If OpenAI cannot fulfill its spending obligations on Microsoft Azure a segment representing 40% of Microsofts revenue (and most of its capital expenditures) that's 8-10% of its revenue gone. https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/ https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/"  
[X Link](https://x.com/edzitron/status/2019835689622466944)  2026-02-06T18:08Z 103.2K followers, [----] engagements


"$NVDA - NVIDIA CEO HUANG: AI BUILD OUT TO TAKE 7-8 YEARS $NVDA - NVIDIA CEO HUANG: AI BUILD OUT TO TAKE 7-8 YEARS"  
[X Link](https://x.com/edzitron/status/2019839440731140360)  2026-02-06T18:23Z 103.2K followers, 51.5K engagements


"there is no actual proof that Google's capex is contributing much to revenue growth. The Information reported 8m enterprise licenses for Gemini and Google Cloud was $11.9bn for the quarter. Google didn't report any actual growth in search from AI. Utter madness D.A. Davidson's Gil Luria says that Google is getting very good returns on capex. cc:@KellyCNBC https://t.co/FEM892Gpqi D.A. Davidson's Gil Luria says that Google is getting very good returns on capex. cc:@KellyCNBC https://t.co/FEM892Gpqi"  
[X Link](https://x.com/edzitron/status/2019856062896316840)  2026-02-06T19:29Z 103.2K followers, 12.1K engagements


"@firstadopter @dwarkesh_sp Assuming he means 110k of them in NVL72 racks right so [----] of them math makes sense (seems like it'd land around 216MW of IT load at 142kw)"  
[X Link](https://x.com/edzitron/status/2019891558628425813)  2026-02-06T21:50Z 103.1K followers, [----] engagements


"If there is one thing Chance The Rapper fans love its bare metal compute. Absolutely perfect market. Just check out how enthusiastic his fans are They love it and theyre ready to move their cloud infrastructure. Big win for coreweave here"  
[X Link](https://x.com/edzitron/status/2020028760922485128)  2026-02-07T06:56Z 103.3K followers, 13.3K engagements


"This commercial is so funny and so bad. Feels like the top As far as blatant signs that AI is a bubble Id say chance the rapper sponsored by coreweave is one of the biggest https://t.co/crsyR7mj3t As far as blatant signs that AI is a bubble Id say chance the rapper sponsored by coreweave is one of the biggest https://t.co/crsyR7mj3t"  
[X Link](https://x.com/edzitron/status/2020201298747093489)  2026-02-07T18:21Z 103.2K followers, 88.7K engagements


"Total wank doesnt make any sense. Why would more compute mean more revenue Are there customers that cant use ChatGPT or Claude Are there training runs that arent possible How does this work exactly Genuinely curious "Anthropic is making great money. OpenAI is making great money. If they could have twice as much compute the revenues would go up [--] times as much. These guys are so compute constrained and the demand is so incredibly great." Jensen Huang on CNBC https://t.co/WWg9sTX5W4 "Anthropic is making great money. OpenAI is making great money. If they could have twice as much compute the"  
[X Link](https://x.com/edzitron/status/2020286428421451896)  2026-02-07T23:59Z 103.2K followers, 49.4K engagements


"This company is going to default on its Microsoft contract $NBIS DataOne has still not received the air permit for its gas engines at the Vineland data center The permit covers [--] Bergen engines with a combined [---] MW of power generation potential Until they stop triggering deficiencies the engines cannot be installed https://t.co/yvgTiMwdwR $NBIS DataOne has still not received the air permit for its gas engines at the Vineland data center The permit covers [--] Bergen engines with a combined [---] MW of power generation potential Until they stop triggering deficiencies the engines cannot be"  
[X Link](https://x.com/edzitron/status/2020286657757606325)  2026-02-08T00:00Z 103.2K followers, 34K engagements


"Why do you even need to organize your desktop Who is this for"  
[X Link](https://x.com/edzitron/status/2020346772288340209)  2026-02-08T03:59Z 103.2K followers, 21.6K engagements


"$35bn-$40bn all SpaceX stock Michael Truell becomes the CTO blamed for everything wrong very soon thereafter hes gonna acquire cursor and rename it xcode hes gonna acquire cursor and rename it xcode"  
[X Link](https://x.com/edzitron/status/2020354428688371833)  2026-02-08T04:30Z 103.2K followers, 19.8K engagements


"Gotta wonder if the plan isnt for this to eventually be considered the normal speed and also the normal price (6x) Fast mode is more expensive to run. Its for urgent high-stakes projects combining impressive speed with Opus-level intelligence. Read more: https://t.co/UzhxsPhLIp Fast mode is more expensive to run. Its for urgent high-stakes projects combining impressive speed with Opus-level intelligence. Read more: https://t.co/UzhxsPhLIp"  
[X Link](https://x.com/edzitron/status/2020356296139321626)  2026-02-08T04:37Z 103.2K followers, 24.6K engagements


"Oracles $300bn deal with OpenAI is for 4.5gw of capacity. How is Anthropic affording this theoretical 10gw Magic"  
[X Link](https://x.com/edzitron/status/2020921303151280645)  2026-02-09T18:02Z 103.2K followers, [----] engagements


"@Maschieffer this feels bad"  
[X Link](https://x.com/edzitron/status/2020979018531782701)  2026-02-09T21:52Z 103.2K followers, [---] engagements


"ok FED'S MIRAN: AI IS IMPACTING THE ECONOMY BUT IS HARD TO MEASURE. FED'S MIRAN: AI IS IMPACTING THE ECONOMY BUT IS HARD TO MEASURE"  
[X Link](https://x.com/edzitron/status/2020982014443417973)  2026-02-09T22:03Z 103.2K followers, 19.7K engagements


"@alighodsi what do you consider AI revenue"  
[X Link](https://x.com/edzitron/status/2020987350055256388)  2026-02-09T22:25Z 103.1K followers, [----] engagements


"Security breach here is going to be insane. Compute bill might be crazier Your https://t.co/bg9QDUosiS agent will act like your own fully functional PC. Instead of just chatting your https://t.co/bg9QDUosiS agent can actually DO things for you. Reserve your handle now at https://t.co/bg9QDUosiS https://t.co/J1RnokPFvr Your https://t.co/bg9QDUosiS agent will act like your own fully functional PC. Instead of just chatting your https://t.co/bg9QDUosiS agent can actually DO things for you. Reserve your handle now at https://t.co/bg9QDUosiS https://t.co/J1RnokPFvr"  
[X Link](https://x.com/edzitron/status/2021071434655859010)  2026-02-10T03:59Z 103.2K followers, 17K engagements


"The first tshirt to get you booed guaranteed You saw it on TV. Now its on a tee (and a hat). Use code EVERYBODYCOINBASE to snag it for free. First come first served. Crypto is for everybody but this merch isnt. Good luck. https://t.co/suGEZGuBZa You saw it on TV. Now its on a tee (and a hat). Use code EVERYBODYCOINBASE to snag it for free. First come first served. Crypto is for everybody but this merch isnt. Good luck. https://t.co/suGEZGuBZa"  
[X Link](https://x.com/edzitron/status/2021234520381346135)  2026-02-10T14:47Z 103.2K followers, [----] engagements


"options vested head of anthropics safeguards research just quit and said the world is in peril and that hes moving to the UK to write poetry and become invisible. other safety researchers and senior staff left over the last [--] weeks as well. probably nothing. head of anthropics safeguards research just quit and said the world is in peril and that hes moving to the UK to write poetry and become invisible. other safety researchers and senior staff left over the last [--] weeks as well. probably nothing"  
[X Link](https://x.com/edzitron/status/2021255092570054756)  2026-02-10T16:09Z 103.2K followers, 55.8K engagements


"RT @calebpitts1997: Pharrells music perfectly captured the feeling of being a yellow minion"  
[X Link](https://x.com/edzitron/status/2021277644273131729)  2026-02-10T17:38Z 103.2K followers, [----] engagements


"so they lied Sources: KPMG negotiated lower fees from auditor Grant Thornton by arguing that AI will make it cheaper to do the work and threatened to find a new auditor (@stephenfoley / Financial Times) https://t.co/tAwmskdezj https://t.co/0eMzbVTnJx 📥 Send tips https://t.co/wlNZvXtJTU Sources: KPMG negotiated lower fees from auditor Grant Thornton by arguing that AI will make it cheaper to do the work and threatened to find a new auditor (@stephenfoley / Financial Times) https://t.co/tAwmskdezj https://t.co/0eMzbVTnJx 📥 Send tips https://t.co/wlNZvXtJTU"  
[X Link](https://x.com/edzitron/status/2021283018711650405)  2026-02-10T17:59Z 103.2K followers, 27.1K engagements


"RT @loganbartlett: Feels like an anon can tweet "just vibe coded databricks" with a screenshot and the saas market will fall 5%"  
[X Link](https://x.com/edzitron/status/2021356004597002628)  2026-02-10T22:50Z 103.2K followers, [--] engagements


"RT @DarioCpx: #JustDarioDaily ⚠ MAG7s NOW ISSUING DEBT TO CONTINUE BUILDING AI IS A LOUD WARNING 📝 https://justdario.com/2026/02/mag7s-now-issuing-debt-to-continue-building-ai-is-a-loud-warning/ https://justdario.com/2026/02/mag7s-now-issuing-debt-to-continue-building-ai-is-a-loud-warning/"  
[X Link](https://x.com/edzitron/status/2021592240104128732)  2026-02-11T14:28Z 103.2K followers, [--] engagements


"RT @GuyFieri: I dont know what any of that means"  
[X Link](https://x.com/edzitron/status/2021596304405582143)  2026-02-11T14:44Z 103.2K followers, 16.4K engagements


"@Dr_Gingerballs Honk honk https://x.com/edzitron/status/2021758020577853523s=46 Thought I remembered this guy Back in September [----] he falsified a bunch of benchmarks about his open source model which was really just llama [--] 70b or possibly a Claude wrapper. Great stuff https://t.co/iMppP7OZ92 https://t.co/y70AtfzOKv https://t.co/IQMLRbxcBJ https://x.com/edzitron/status/2021758020577853523s=46 Thought I remembered this guy Back in September [----] he falsified a bunch of benchmarks about his open source model which was really just llama [--] 70b or possibly a Claude wrapper. Great stuff"  
[X Link](https://x.com/edzitron/status/2021790130298581131)  2026-02-12T03:35Z 103.3K followers, [----] engagements


"@PhilipDayUK no that money went straight to openai for its $22.5bn part"  
[X Link](https://x.com/edzitron/status/2021979224584991043)  2026-02-12T16:06Z 103.2K followers, [---] engagements


"To write this and to back up future reporting I created my own model for data center costs based on conversations with multiple analysts and a great deal of research. AI data centers are awful businesses and I'm very worried about what happens next. https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/ddc4421l85 https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/ddc4421l85"  
[X Link](https://x.com/edzitron/status/2022149880261881893)  2026-02-13T03:24Z 103.1K followers, [----] engagements


"@Dr_Gingerballs @grok Nice try buddy"  
[X Link](https://x.com/edzitron/status/2022185497288966573)  2026-02-13T05:46Z 103.3K followers, [---] engagements


"RT @edzitron: Tomorrow's Premium: The Great Data Center Financial Crisis where 20-40% margins are only possible after years of constructio"  
[X Link](https://x.com/edzitron/status/2022190809299448234)  2026-02-13T06:07Z 103.3K followers, [--] engagements


"RT @edzitron: Premium Newsletter: AI data centers are low-margin high-capex time bombs that can only stay afloat in perfect circumstances"  
[X Link](https://x.com/edzitron/status/2022450278541517245)  2026-02-13T23:18Z 103.3K followers, [--] engagements

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