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Premium: Notes From The Bubble, Volume 1

The author explains they are starting a new series called "Notes From The Bubble" because their planned "Hater's Guide" was not feasible due to a long, busy period with limited time remaining in the week.

Background

"The Bubble" refers to the current AI industry boom — massive investment, sky-high valuations, and intense hype around companies like OpenAI, Google, Microsoft, Anthropic, and Meta. "Notes From The Bubble" is a recurring column by Ed Zitron (author of the tech-industry newsletter *Where's Your Ed At*, known for critical takes on Silicon Valley culture). The piece contrasts AI boosters' promises with messy realities: high costs, unproven products, layoffs, VCs chasing trends, and tech giants spending billions on AI infrastructure without clear returns. Zitron is a skeptical voice arguing the AI sector exhibits classic bubble behavior — overpromising, underdelivering, and burning capital unsustainably.

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