Premium: The Hater's Guide To The SaaSpocalypse

Soundtrack: The Dillinger Escape Plan — Black BubblegumTo understand the AI bubble, you need to understand the context i... https://www.wheresyoured.at/hatersguide-saas/

The Beginning Of History

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The AI Bubble Is An Information War

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We have a global intelligence crisis, in that a lot of people are being really fucking stupid.As I discussed in this week’s free piece, alleged financial analy... https://www.wheresyoured.at/hatersguide-pe/

On NVIDIA and Analyslop

Editor's note: a previous version of this newsletter went out with Matt Hughes' name on it, that's my editor who went over it for spelling errors and loaded it into the CMS. Sorry!Hey all! I... https://www.wheresyoured.at/on-nvidia-and-analyslop/

Premium: The Hater's Guide to Anthropic

In May 2021, Dario Amodei and a crew of other former OpenAI researchers formed Anthropic<... https://www.wheresyoured.at/premium-the-haters-guide-to-anthropic/

Premium: The AI Data Center Financial Crisis

Since the beginning of 2023, big tech has spent over $814 billion in capital expenditures, with a large portion of that going towards meeting the demands of AI companies like OpenAI and Anthropic. Big tech has spent big on GPUs, power ... https://www.wheresyoured.at/data-center-crisis/

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Have you ever looked at something too long and felt like you were sort of seeing through it? Has anybody actually looked at a company this much in a way that wasn’t some sort of obsequious profile of a person who worked there? I don’... https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/

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You can’t avoid Oracle.No, really, you can’t. Oracle is everywhere. It sells ERP software – enterprise resource planning, which is a rat king of different services for giant companies for financial services, procurement... https://www.wheresyoured.at/haters-guide-oracle/

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Premium: This Is Worse Than The Dot Com Bubble

Soundtrack - Radiohead - Karma PoliceI just spent a week at the Consumer Electronics Show, and one word kept coming up: bullshit. LG,... https://www.wheresyoured.at/dot-com-bubble/

2025, A Retrospective

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The Enshittifinancial Crisis

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Premium - How The AI Bubble Bursts In 2026

Hello and welcome to the final premium edition of Where's Your Ed At for the year. Since kicking off premium, we've had some incredible bangers that I recommend you revisit (or subscribe and read in the meantime!):

Premium: Mythbusters - AI Edition

I keep trying to think of a cool or interesting introduction to this newsletter, and keep coming back to how fucking weird everything is getting.Two days ago, cloud stalwart Oracle crapped its pants in public,

NVIDIA Isn't Enron - So What Is It?

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Premium: The Ways The AI Bubble Might Burst

I've been struggling to think about what to write this week, if only because I've written so much recently and because, if I'm honest, things aren't really making a lot of sense.NVIDIA claims to have sh... https://www.wheresyoured.at/premium-the-ways-the-ai-bubble-might-burst/

The Hater's Guide To NVIDIA

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Premium: The Hater's Guide To The AI Bubble Vol. 2

We’re approaching the most ridiculous part of the AI bubble, with each day bringing us a new, disgraceful and weird headline. As I reported earlier in the week, OpenAI spent $12.4 billion o... https://www.wheresyoured.at/premium-the-haters-guide-to-the-ai-bubble-vol-2/

Exclusive: Here's How Much OpenAI Spends On Inference and Its Revenue Share With Microsoft

As with my Anthropic exclusive from a few weeks ago, though this feels like a natural premium piece, I decided it was better to publish on my free one so that you could all enjoy it. ... https://www.wheresyoured.at/oai_docs/