Ed Zitron

Tech-industry PR veteran (~16 years) turned AI skeptic; writes the "Where's Your Ed At" newsletter (on Ghost, not Substack) and hosts the "Better Offline" podcast. Coined the "rot economy" / rot-com-bubble framing.

Core positions (DOAC, Aug 2026): generative AI's capabilities and financials are systematically overstated ("the largest non-consensual push of technology in history"); OpenAI lost $20.9B in 2025 and runs out of cash ~2027; Nvidia revenue could fall 50-70%; lives in cash, calls the market "a casino." Would change his mind given a ~1000x hardware cost breakthrough plus true autonomy. Notably tender on community: "tell someone you love that their shit rocks."

Source: report