[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@edzitron](/creator/twitter/edzitron) "Every single piece like this eventually devolves into AI fan fiction without fail" [X Link](https://x.com/edzitron/status/1978209716422750458) [@edzitron](/creator/x/edzitron) 2025-10-14T21:22Z 96.3K followers, 99.5K engagements "Premium: The AI Bubble's promises are impossible. NVIDIA's customers are running out of money GPUs die in 3-5 years most 1GW data centers will never get built and OpenAI's Abilene data center won't have the power it needs before 2028 - if it ever does" [X Link](https://x.com/edzitron/status/1976650728484622399) [@edzitron](/creator/x/edzitron) 2025-10-10T14:07Z 96.3K followers, 100.2K engagements "Yet what's most ridiculous is that OpenAI and Broadcom are saying they'll be installing *10GW of custom unreleased chips* in data centers *by end of 2029*. To make this happen OpenAI will need to raise $XXX billion in the next XX months without fail" [X Link](https://x.com/edzitron/status/1979216735078334635) [@edzitron](/creator/x/edzitron) 2025-10-17T16:03Z 96.3K followers, 4889 engagements "Exclusive: Anthropic spent $XXXX billion on Amazon Web Services in the first three quarters of 2025 around XXX% of their estimated revenue. Its costs appear to increase with their revenue showing little path to profitability" [X Link](https://x.com/edzitron/status/1980293839299752281) [@edzitron](/creator/x/edzitron) 2025-10-20T15:23Z 96.3K followers, 446.8K engagements "Deutsche Bank data:" [X Link](https://x.com/edzitron/status/1978697520243978256) [@edzitron](/creator/x/edzitron) 2025-10-16T05:40Z 96.3K followers, 22.5K engagements "To be clear Anthropic has also likely got a vast spend on Google Cloud. If they spend as little as XX% as much as they do on AWS Anthropic is eternally unprofitable. Their costs appear to scale linearly upward with revenue" [X Link](https://x.com/edzitron/status/1980293846031589424) [@edzitron](/creator/x/edzitron) 2025-10-20T15:23Z 96.3K followers, 10.5K engagements "Originally wanted to do this as a premium one but I decided to put this out on my free newsletter because its important. If you liked it please subscribe to my premium to support my work. Heres $XX off annual" [X Link](https://x.com/edzitron/status/1980293850997604552) [@edzitron](/creator/x/edzitron) 2025-10-20T15:23Z 96.3K followers, 9956 engagements "Premium tomorrow: OpenAI spent $XXXX billion in compute sales/marketing for $4.3bn in revenue in 1H 2025. Desperate to grow ChatGPT they launched Sora X which costs them at least $X per generated video. Here's $XX off a year of annual" [X Link](https://x.com/edzitron/status/1973920730414002665) [@edzitron](/creator/x/edzitron) 2025-10-03T01:19Z 96.1K followers, 44.2K engagements "OpenAI has promised to build 3GW of data center capacity by the end of 2026 one each for AMD Broadcom and NVIDIA. I'm stunned that the CEOs of public companies are publicizing impossible deals that will require $100bn+ in *less than X months*" [X Link](https://x.com/edzitron/status/1979216726525968817) [@edzitron](/creator/x/edzitron) 2025-10-17T16:03Z 96.1K followers, XXX engagements "To pay for these deals and their own costs OpenAI needs $XXX billion in cash and they need to raise all of it in the next XX months. It's more than all VC raised globally in 2024 and more than the combined data center investments of the last two years" [X Link](https://x.com/edzitron/status/1979216729277423782) [@edzitron](/creator/x/edzitron) 2025-10-17T16:03Z 96.1K followers, XXX engagements "OpenAI has promised to build 3GW of data centers - costing about $XX billion and take XXX years to build - *by the end of 2026*. Worse still AMD Broadcom and NVIDIA want to fill them full of yet-to-be-released chips making all of this impossible" [X Link](https://x.com/edzitron/status/1979216732008124624) [@edzitron](/creator/x/edzitron) 2025-10-17T16:03Z 96.1K followers, XXX engagements "@lindgrenowitz Ads are not going to fix this. If they were why would perplexity have just paused selling ads after making $20k in 2024" [X Link](https://x.com/edzitron/status/1980446184268534101) [@edzitron](/creator/x/edzitron) 2025-10-21T01:28Z 96.3K followers, XXX engagements "Premium newsletter: OpenAI said they'll build a gigawatt of data centers for AMD NVIDIA and Broadcom by the end of 2026 and 9GW more for Broadcom by end of 2029. They need $XXX Billion in the next XX months - and to do several impossible things at once" [X Link](https://x.com/edzitron/status/1979216724429017154) [@edzitron](/creator/x/edzitron) 2025-10-17T16:03Z 96.3K followers, 34.7K engagements "In totality OpenAI needs $XXX billion in real cash in the next XX months. In an analysis of every major data center deal in the last two years OpenAI would have to raise the largest data center debt financing four times in the next year without fail" [X Link](https://x.com/edzitron/status/1979216738073076192) [@edzitron](/creator/x/edzitron) 2025-10-17T16:03Z 96.3K followers, 4894 engagements "Anthropic spent $XXXX billion on AWS through September 2025. Based on an analysis of their reported revenues it appears their revenue directly correlates with an increase in costs" [X Link](https://x.com/edzitron/status/1980293843074666871) [@edzitron](/creator/x/edzitron) 2025-10-20T15:23Z 96.3K followers, 11.2K engagements "I see no path to profitability for Anthropic which means agreeing to fund it further is committing to an eternal money pit. Raising prices on its enterprise customers is a horrible but inevitable consequences of the inherent unprofitably of LLMs" [X Link](https://x.com/edzitron/status/1980293848799871381) [@edzitron](/creator/x/edzitron) 2025-10-20T15:23Z 96.3K followers, 20.6K engagements "Finally somebody else is saying this Hell yes. Months of this shit - they dont have the money also OpenAI has to convert in likeless than a month and a half How does that work exactly. How is that going by the way Also they need to raise like $XX billion ASAP" [X Link](https://x.com/edzitron/status/1980855654563868792) [@edzitron](/creator/x/edzitron) 2025-10-22T04:36Z 96.3K followers, 22.5K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@edzitron
"Every single piece like this eventually devolves into AI fan fiction without fail"
X Link @edzitron 2025-10-14T21:22Z 96.3K followers, 99.5K engagements
"Premium: The AI Bubble's promises are impossible. NVIDIA's customers are running out of money GPUs die in 3-5 years most 1GW data centers will never get built and OpenAI's Abilene data center won't have the power it needs before 2028 - if it ever does"
X Link @edzitron 2025-10-10T14:07Z 96.3K followers, 100.2K engagements
"Yet what's most ridiculous is that OpenAI and Broadcom are saying they'll be installing 10GW of custom unreleased chips in data centers by end of 2029. To make this happen OpenAI will need to raise $XXX billion in the next XX months without fail"
X Link @edzitron 2025-10-17T16:03Z 96.3K followers, 4889 engagements
"Exclusive: Anthropic spent $XXXX billion on Amazon Web Services in the first three quarters of 2025 around XXX% of their estimated revenue. Its costs appear to increase with their revenue showing little path to profitability"
X Link @edzitron 2025-10-20T15:23Z 96.3K followers, 446.8K engagements
"Deutsche Bank data:"
X Link @edzitron 2025-10-16T05:40Z 96.3K followers, 22.5K engagements
"To be clear Anthropic has also likely got a vast spend on Google Cloud. If they spend as little as XX% as much as they do on AWS Anthropic is eternally unprofitable. Their costs appear to scale linearly upward with revenue"
X Link @edzitron 2025-10-20T15:23Z 96.3K followers, 10.5K engagements
"Originally wanted to do this as a premium one but I decided to put this out on my free newsletter because its important. If you liked it please subscribe to my premium to support my work. Heres $XX off annual"
X Link @edzitron 2025-10-20T15:23Z 96.3K followers, 9956 engagements
"Premium tomorrow: OpenAI spent $XXXX billion in compute sales/marketing for $4.3bn in revenue in 1H 2025. Desperate to grow ChatGPT they launched Sora X which costs them at least $X per generated video. Here's $XX off a year of annual"
X Link @edzitron 2025-10-03T01:19Z 96.1K followers, 44.2K engagements
"OpenAI has promised to build 3GW of data center capacity by the end of 2026 one each for AMD Broadcom and NVIDIA. I'm stunned that the CEOs of public companies are publicizing impossible deals that will require $100bn+ in less than X months"
X Link @edzitron 2025-10-17T16:03Z 96.1K followers, XXX engagements
"To pay for these deals and their own costs OpenAI needs $XXX billion in cash and they need to raise all of it in the next XX months. It's more than all VC raised globally in 2024 and more than the combined data center investments of the last two years"
X Link @edzitron 2025-10-17T16:03Z 96.1K followers, XXX engagements
"OpenAI has promised to build 3GW of data centers - costing about $XX billion and take XXX years to build - by the end of 2026. Worse still AMD Broadcom and NVIDIA want to fill them full of yet-to-be-released chips making all of this impossible"
X Link @edzitron 2025-10-17T16:03Z 96.1K followers, XXX engagements
"@lindgrenowitz Ads are not going to fix this. If they were why would perplexity have just paused selling ads after making $20k in 2024"
X Link @edzitron 2025-10-21T01:28Z 96.3K followers, XXX engagements
"Premium newsletter: OpenAI said they'll build a gigawatt of data centers for AMD NVIDIA and Broadcom by the end of 2026 and 9GW more for Broadcom by end of 2029. They need $XXX Billion in the next XX months - and to do several impossible things at once"
X Link @edzitron 2025-10-17T16:03Z 96.3K followers, 34.7K engagements
"In totality OpenAI needs $XXX billion in real cash in the next XX months. In an analysis of every major data center deal in the last two years OpenAI would have to raise the largest data center debt financing four times in the next year without fail"
X Link @edzitron 2025-10-17T16:03Z 96.3K followers, 4894 engagements
"Anthropic spent $XXXX billion on AWS through September 2025. Based on an analysis of their reported revenues it appears their revenue directly correlates with an increase in costs"
X Link @edzitron 2025-10-20T15:23Z 96.3K followers, 11.2K engagements
"I see no path to profitability for Anthropic which means agreeing to fund it further is committing to an eternal money pit. Raising prices on its enterprise customers is a horrible but inevitable consequences of the inherent unprofitably of LLMs"
X Link @edzitron 2025-10-20T15:23Z 96.3K followers, 20.6K engagements
"Finally somebody else is saying this Hell yes. Months of this shit - they dont have the money also OpenAI has to convert in likeless than a month and a half How does that work exactly. How is that going by the way Also they need to raise like $XX billion ASAP"
X Link @edzitron 2025-10-22T04:36Z 96.3K followers, 22.5K engagements
/creator/twitter::18359716/posts