Ed Zitron's worst enemy, an AI summarization of his anti-AI content. Get the squeeze of the Where's Your Ed At newsletter.
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A company can announce a $48 billion annualized revenue run rate in May and report $15.5 billion in revenue for the entire first half of the year. Both figures can be accurate. The trouble starts when we treat them as though they answer the same question.
What a run rate measures
The customers behind lab revenue
What compute earns
The stakes of the buildout
Source:
Ed Zitron's Where's Your Ed At — Annualized Enron Rate (https://www.wheresyoured.at/annualized-enron-rate/)
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7 Oct 2026
Credit Crunch
An AI company can sign a contract for compute years into the future. Someone still has to borrow the money to build the data center, buy the chips, and get the power connected.
The price of money
When a project needs a lender
The labs’ financing wall
Who is buying the compute?
Risk travels through contracts
The customer cash-flow test
Source:
Ed Zitron's Where's Your Ed At — Credit Crunch (https://www.wheresyoured.at/credit-crunch/)
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30 Sept 2026
Dead Money
A GPU can be sold, financed, and counted as AI growth before it ever runs a customer’s workload. How much of this boom survives the trip from purchase order to paid invoice?
Sold chips, usable capacity
Revenue moving in circles
Borrowing into the buildout
The contract underneath the data center
Customers funded by customers
The labs at the center
Source:
Ed Zitron's Where's Your Ed At — Dead Money (https://www.wheresyoured.at/dead-money/)
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