Ed Zitron

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"There's a guy Daniel Kokotajlo who I think you sat here four weeks ago, and last year he and the other folks at the AI Futures Project wrote an essay called AI 2027 spelling out their predictions for how AI would go."

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"Within each one of the eight buildings, there'll be 50,000 Nvidia GB200 GPUs."

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"To quote Ed Elson from ProfG Markets again — they're all doing Botox right now. They're sinking money into it to make themselves feel young again and the market believes them."

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"Nvidia invented — I think it was in the 2000s — they put out something called CUDA, which is the underlying software library and the way to run software on GPUs. It took them a solid decade or more to make it something where they could do data analytics. And then when AI came along, they'd had lots of experience with it. CUDA allowed generative AI to grow."

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"Uber was basically the difference — they were pissing money away, but the unit economics were the same, just subsidized. You were still getting a service from A to B and paying a much lower cost."

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"Even Nvidia with Vera Rubin, their more expensive new GPU system — even then, they're like, 'Yeah, 10x more efficient, it's more dollars per megawatt.' They're all coy about it."

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"It looks exactly like Substack — I moved off of Substack in 2024."

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"A lot of the things that people are impressed with — script stuff — it's just LLMs doing Python. You should be impressed by Python code. Python's incredible. You can scrape websites, you can download stuff. It's awesome."

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"They were like this is another ChatGPT moment, quoting Jensen Huang"

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"OpenAI shut down Sora. I think you can still use the API, but nevertheless, look around you with the amount of stuff — the crew you need to get a shot."

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"Google Docs is a bugfest right now and has been for a while. Google Sheets, same deal."

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"CoreWeave is a great example — a Neocloud, which is just a company that builds data centers and puts GPUs in and rents them to people. Nvidia, one of their first investors in 2023, signed a $1.3 billion contract to rent back their GPUs from CoreWeave."

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"Google Docs is a bugfest right now and has been for a while."

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"SoftBank, one of the largest companies in the Japanese stock market, a holding company with lots of investments. They have on paper about $100 billion worth of OpenAI stock. If they can't go public, they can't do diddly squat with that."

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"There's a reason Oracle's probably going to die as a result of OpenAI because Oracle's future depends on OpenAI spending $300 billion over 5 years."

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"When you load Google Docs, Gemini screams in your ear. This is the largest non-consensual push of technology in history."

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"You have Cognition, which is just another LLM company raising a $26 billion valuation. That means that company has to go public, because who's buying a company at $26 billion other than Elon Musk?"

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"Amazon Web Services went down multiple times because of their AI coding tool."

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"Nvidia's GTC 2026, $4 trillion or so market cap company, right? And you got a 3D AI generated picture of Jensen Huang with lobster claws. They released this thing called Nemo Claw."

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"The open claw thing is one of the most insane things I've seen in the tech industry. May even be crazier than the overall LLM boom."