wheresyoured-at

The article discusses how business executives and "business idiots" are regaining power in the tech industry, often pushing aside engineers and product-focused leaders. It critiques the rise of corporate jargon, short-term thinking, and MBA-driven decision-making that prioritizes metrics over meaningful innovation, arguing this trend is stifling creativity and damaging long-term company value.

The article continues the "What If We're In An AI Bubble?" series, examining potential consequences of the current AI boom and questioning whether the industry's rapid growth and investment are sustainable or indicative of a speculative bubble.

According to The Information, OpenAI generated $5.7bn in revenue in Q1 2026 but had a negative 122% non-GAAP operating margin, meaning it lost $1.22 for every dollar of revenue earned. ChatGPT growth has also reportedly stalled.

The Wall Street Journal reported that Anthropic is approaching its first profitable quarter, with revenue expected to more than double to $10.9 billion in Q2, driven by explosive growth. The article examines the claim of operating profit (EBITDA) profitability.

The article argues that the high cost of developing and deploying AI systems makes the technology economically unsustainable, questioning whether the massive investments by companies like NVIDIA and Anthropic can yield sufficient returns to justify the expense.

The article argues that many predictions about AI's future are wrongheaded extrapolations, such as the idea that current models will lead to AGI and create a permanent underclass unable to build software or perform computer-based jobs.

This piece discusses the challenges and hidden dynamics behind the massive buildout of data centers for AI, questioning where all the promised infrastructure actually is and examining the economic and logistical hurdles facing the industry.

The article argues that the AI industry is trapped in a "circular economy" where companies like Anthropic rely on external investment to pay massive cloud computing bills, rather than generating enough revenue to be self-sustaining.

The article is a promotional pitch for the author's premium newsletter, which costs $70 per year or $7 per month and offers weekly newsletters of 5,000 to 18,000 words with detailed analyses of companies like NVIDIA, Anthropic, and OpenAI.

The article argues that AI compute demand constraints are not caused by genuine demand but by the desperation of hyperscalers and the greed of two near-trillion-dollar companies living off their predecessors' success.

OpenAI projects that its $20-a-month ChatGPT Plus subscriptions will drop from 44 million in 2025 to 9 million in 2026. The company expects to offset the decline by increasing subscriptions to its cheaper, ad-supported ChatGPT Go tier, priced at $5 to $8 per month depending on the region.

GitHub Copilot is shifting to usage-based billing, confirming a prior report. The move reflects broader doubts about the sustainability of AI business models, as the economics of AI services often don't add up under current pricing and cost structures.

The article argues that the economic assumptions behind the current AI boom are fundamentally flawed, suggesting that the massive investments in AI infrastructure and models do not translate into sustainable returns. It questions the disconnect between the hype and the actual financial realities facing AI companies.

The article describes a tense January 2025 meeting where Oracle CEO Larry Ellison flew to Washington DC to discuss the company's role in building OpenAI's data center infrastructure. It explores the power dynamics between Oracle and OpenAI, suggesting OpenAI may be positioning itself to eventually reduce reliance on Oracle's cloud services.

Microsoft will transition all GitHub Copilot subscribers to token-based billing starting in June. Copilot Business customers will pay $19 monthly per user with $30 in pooled AI credits, while Enterprise customers will pay $39 monthly with $70 in credits.

Anthropic has removed access to Claude Code from its $20 monthly Pro subscription plan for new users. Current Pro subscribers appear to retain access through the web app. Documentation now references Claude Code as exclusively available through the Max Plan.

The article discusses four major concerns about artificial intelligence development, framing them as the "Four Horsemen of the AIpocalypse." It analyzes potential risks and challenges associated with advanced AI systems.

Microsoft is temporarily suspending individual GitHub Copilot account signups as it transitions from request-based to token-based billing. Internal documents show the weekly cost of running GitHub Copilot has doubled since its launch.

The article criticizes a report by Citrini Research titled "2028 Global Intelligence Crisis," calling it a poorly researched scare-fiction piece. It suggests there is a broader issue with intelligence analysis in financial circles.

The article discusses how the AI bubble represents an information war, suggesting that the current AI hype involves strategic information manipulation and competing narratives about artificial intelligence's capabilities and impact.

The article discusses the concept of history's beginning, exploring how historical narratives are constructed and interpreted. It examines different perspectives on what constitutes the start of recorded human events and their significance.

The article positions generative AI within the context of what it calls "the Rot-Com Bubble," describing it as the end of the hyper-growth era in software. It suggests understanding the AI bubble requires examining this larger software industry context.

The article discusses the author's premium newsletter subscription model, which costs $70 annually or $7 monthly and delivers weekly newsletters ranging from 5,000 to 185,000 words in length.

Adobe has become a frequent target of criticism as a dominant monopolist in software, web, and graphic design. Many express frustration with what they perceive as abusive business practices by the company.

The article criticizes the AI industry for making misleading claims about artificial intelligence capabilities and transparency. It suggests the industry is not being honest about the limitations and true nature of current AI technologies.

The article examines the extent to which the current AI investment boom represents genuine technological advancement versus speculative hype. It references recent developments including Disney's agreement with OpenAI to incorporate AI technology with Disney's characters and brands.

The article discusses the emergence of a subprime AI crisis, drawing parallels to historical financial crises. It suggests that current AI investments and valuations may be experiencing similar speculative bubbles and unsustainable growth patterns.

The article argues that the AI bubble cannot be rationalized by comparing it to past tech successes like Uber, suggesting current investments may not be justified.

OpenAI CFO Sarah Friar reportedly stated the company is not ready for a 2026 IPO due to risks from spending commitments and uncertainty about whether revenue growth can support those commitments.

The article discusses the unusual nature of artificial intelligence systems and their development. It highlights the strange behaviors and unexpected capabilities that emerge in AI technologies.