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Premium: How Much Money Does AI Need?

https://www.wheresyoured.at/premium-how-much-money-does-ai-need/

Published: August 14, 2026 15:48

I’ve heard from people in the past that my articles are too long, and I wanted to start by saying that, for the most part, they’re going to stay long, because I feel like the only way for me to make my arguments is to be

Don't Look Up

https://www.wheresyoured.at/dont-look-up/

Published: August 11, 2026 19:14

If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, including vast, detailed analyses of NVIDIA, Anthropic and

Premium: The Hater's Guide To NVIDIA (Part 2)

https://www.wheresyoured.at/premium-the-haters-guide-to-nvidia-part-2/

Published: August 7, 2026 17:30

For a little under a year, everyone — myself included — has compared NVIDIA to Enron, largely because NVIDIA insisted, in detail, that it was nothing like Enron, WorldCom, or Lucent, a potent example of the Streisand Effect that would be much funnier if…

News: Microsoft Disclosures Suggest OpenAI Sales Account For Around 70% Of FY26 AI Revenue, more than 7% of FY26 Revenue

https://www.wheresyoured.at/news-microsoft-disclosures-suggest-openai-sales-account-for-around-70-of-fy26-ai-revenue-more-than-7-of-fy26-revenue/

Published: August 5, 2026 18:41

Executive Summary:Microsoft disclosures and Bloomberg analyses show that OpenAI's compute spend and revenue share accounted for 70% or more of Microsoft's FY26 AI revenues, and more than 7% of Microsoft's overall FY2026 revenues.Microsoft has spent $261.3…

The AI Demand Bubble

https://www.wheresyoured.at/the-ai-demand-bubble/

Published: August 4, 2026 15:49

If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, including vast, detailed analyses of NVIDIA, Anthropic and

Premium: AI Is Getting Way Too Expensive

https://www.wheresyoured.at/premium-ai-is-getting-way-too-expensive/

Published: July 31, 2026 15:53

A great deal of the discussion of the so-called benefits or problems with AI comes down to the theoretical jobs that are (or are not) lost as a result of things LLMs can (or cannot do), or the equally theoretical productivity benefits that’ll come from…

The More You Buy, The More You Lose

https://www.wheresyoured.at/the-more-you-buy-the-more-you-lose/

Published: July 28, 2026 16:29

If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, including vast, detailed analyses of NVIDIA, Anthropic and

Premium: The Hater’s Guide To Oracle (Part 2)

https://www.wheresyoured.at/premium-the-haters-guide-to-oracle-part-2/

Published: July 24, 2026 16:56

Good morning premium subscribers! As ever, please ping me at ez@betteroffline.com if you have any questions.Oracle has one of the strongest mythologies in the tech industry. Ask a regular person and they’ll tell you that it’s “incredibly profitable” and…

The Subprime Data Center Crisis

https://www.wheresyoured.at/the-subprime-data-center-crisis/

Published: July 22, 2026 16:08

Thanks for reading this week’s free Where’s Your Ed At newsletter. Friday’s premium newsletter will ask the simple question: Is Oracle dying? It’s been one year since I launched the premium newsletter, and I’ve decided to extend the discount

The OpenAI Bubble

https://www.wheresyoured.at/the-openai-bubble/

Published: July 15, 2026 16:55

Thanks for reading this week’s free Where’s Your Ed At newsletter. As I said last week, I’m taking the rest of this week off, so there won’t be a premium on Friday. That said, if you aren’t already a member,