Story
Don't Look Up
1 report
1 website
1 discussion
Latest report
Overview
A premium newsletter is available for $70 a year or $7 a month, offering weekly content ranging from 5,000 to 18,000 words. The newsletter includes detailed analyses of NVIDIA, Anthropic, and OpenAI's finances, as well as insights into the AI bubble and guides on private credit and equity.
Summary from wheresyoured.at.
Reports
One report so far. Additional coverage will appear here when it is linked to this story.
wheresyoured.at
Don't Look Up
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Community reactions
Each reaction summarizes sampled comments from the linked discussion.
Hacker News · wheresyoured.at
Hacker News discussion ↗
Historical count: 5 · 5 saved in sample · Historical sample
Analysis ready
Read this discussion’s reaction
Based on 5 sampled comments from this thread. Analyzed 2026-08-12.
- Praise: Zitron provides compelling numbers that back his theories, making it tough for detractors to offer equally strong counterarguments.
- Praise: AI companies are making money, and large purchase negotiations can be renegotiated if necessary, which suggests resilience in the industry.
- Concern: The author's arguments are convoluted and repetitive, leading to frustration and a loss of clarity on the key points.
- Concern: Critics argue that the AI industry's promises are built on shaky ground, with no clear path for increasing demand amid rising costs.