Concentration RiskSep 9, 2026
- AGI as a moving target
- Revenue concentration behind the boom
- The compute reset wall
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Hyperscale NormalizationSep 2, 2026
- Hypernormalization
- Who Gets Rescued
- Media and the Reality Gap
The AI Hater's ManifestoAug 26, 2026
- Useful tools and the boundary of judgment
- Outsourcing work versus thought
- The financial story under the hype
What Happens If OpenAI Dies?Aug 19, 2026
- Unsustainable economics
- Compute obligations and circular demand
- Funding constraints
Don't Look UpAug 12, 2026
- Revenue concentration
- Demand versus capacity
- How the growth story got framed
Premium: The Hater's Guide To NVIDIA (Part 2)Aug 8, 2026
- The core claim
- What Jensen Huang admitted
- How dependent the neoclouds look
News: Microsoft Disclosures Suggest OpenAI Sales Account For Around 70% Of FY26 AI Revenue, More Than 7% of FY26 RevenueAug 6, 2026
- What the revenue disclosure actually says
- Why concentration matters
- What this could mean strategically
The AI Demand BubbleAug 5, 2026
- Revenue concentration
- Capex versus actual demand
- The circular funding question
The AI Revenue RealityAug 1, 2026
- AI job impact narratives
- Economic indices and narrative incentives
- Revenue versus funding mismatch
The More You Buy, The More You LoseJul 29, 2026
- Blackwell efficiency claims
- The capex mountain
- What bond markets are saying
Premium: The Hater’s Guide To Oracle (Part 2)Jul 25, 2026
- The baseline problem
- Free cash flow and what changed
- The AI GPU spending surge
The Subprime Data Center CrisisJul 23, 2026
- Why the CDO comparison exists
- Off-balance-sheet debt and what it hides
- Overbuild versus actual demand
The OpenAI BubbleJul 16, 2026
- The load-bearing narrative
- OpenAI’s spending and obligations
- Who actually holds the risk
Premium: The Hater's Guide To The Memory CrisisJul 11, 2026
- Why memory changes the math
- Concentration and the collusion question
- NVIDIA as the demand center
Let AI BurnJul 8, 2026
- The core bubble thesis
- Weak commercial demand
- GPUs, data centers, and overbuild
Premium: The Hater's Guide To SoftBankJul 7, 2026
- The structure problem
- How much debt really matters
- What the market is signaling
The AI Industry Is LosingJul 1, 2026
- The trillion-dollar premise
- Are data centers being overbuilt
- What AI revenue actually means
Premium: Notes From The Bubble, Volume 1Jun 27, 2026
- Cargo-cult innovation
- AI hype and the search for a story
- Side bets that look like signals
Cargo CultureJun 24, 2026
- Cargo-cult AI spending
- AI token loops
- Financial opacity and cost shifting
Premium: The Silicon Valley Bubble (Part 2)Jun 20, 2026
- OpenAI financials
- The pseudo-cult problem
- Hype, doom, and inevitability