iiinova — where your digital self keeps evolving

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Dave Vetter @davidrvetter.bsky.social · 15/04/2026

Credit where it's due, "If you're going to opine on matters of theology" is an extremely funny thing to say to the Actual Pope.

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Ian Dunt @iandunt.bsky.social · 15/04/2026

He's an enemy of liberty and a friend to tyrants.

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Ed Zitron @edzitron.com · 31/03/2026

Free newsletter: The Subprime AI Crisis is here. I explore the disturbing parallels between the run-up to the global financial crisis and the heavily-subsidized AI bubble, and how Anthropic and OpenAI's rush to IPO accelerates the crisis further. www.wheresyoured.at/the-subprime-ai-crisis-is-here/

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The Subprime AI Crisis Is Here

Hi! If you like this piece and want to support my independent reporting and analysis, why not subscribe to my premium newsletter? It’s $70 a year, or $7 a month, and in return you get a weekly newslet...

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Ed Zitron @edzitron.com · 27/03/2026

Premium Newsletter: How much of the AI bubble is real? In an analysis of every major AI data center project, the majority are theoretical or behind schedule. Their customers (AI startups) burn $3+ per dollar of revenue, with no possible path to profitability. www.wheresyoured.at/premium-how-...

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Premium: How Much Of The AI Bubble Is Real?

I’m turning 40 in a month or so, and at 40 years young, I’m old enough to remember as far back as December 11 2025, when Disney and OpenAI “reached an agreement” to “bring beloved characters from acro...

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Ed Zitron @edzitron.com · 26/03/2026

Tomorrow's Premium: The AI bubble is a mirage. In an analysis of every major AI data center project, the majority are theoretical or behind schedule. Their customers (AI startups) burn $3+ for every $1 of revenue. Here's $10 off annual. edzitronswheresyouredatghostio.outpost.pub/public/promo...

All of the Largest Data Center Projects Announced Are Either Entirely Theoretical, On Hold, Barely Under Construction or Massively Delayed
Back in August 2025, Blue Owl and Chirisa Technology Parks announced a “$4 billion joint venture partnership” to build data centers, with Blue Owl’s “intention” to fund “up to $20 billion of developments” starting with a previously-announced CoreWeave development in Lancaster Pennsylvania.

The intention of an announcement like this is to make you think that Blue Owl and Chirisa raised $4 billion, when all they did was form some sort of joint venture or special purpose vehicle with the intent of doing something at some point. In reality, no money changed hands, and when Blue Owl tried to raise debt for the site in February 2026, it found banks were uninterested in backing a data center for a company with a below-investment-grade rating, and in March 2026, MarketWatch found that Blue Owl had had to provide a $500 million bridge financing round to CoreWeave to build the thing, not that $500 million will build much of anything in data center terms. While the data center has started construction, it isn’t anticipated to be finished before the summer of 2027.

In any case, one way to tell that you’re being misled is that the numbers change for seemingly no reason. CoreWeave claimed in July 2025 that the Chirisa Technology Parks buildout would be “up to $6 billion,” yet it was $4 billion mere months later when the joint venture was formally announced. A 300MW data center costs about $4.2 billion in construction costs alone, and, assuming a PUE of 1.4, about $6.4 billion in GPUs and critical IT hardware - meaning that this “$4 billion” or “$6 billion” data center is actually a “$10.6 billion data center project that needs another $10.1 billion to get much further than a pile of dirt.”

Another example is Google’s supposed $4 billion investment in Arkansas-based data centers from October 2025 “through 2027.” Per the Memphis Business Jour…

This is because a lot of these announcements are basically press-fodder with the intent of showing activity where nothing exists. Back in July 2025, Crusoe announced a 1.8GW AI data center campus in southeast Wyoming - America’s largest data center project - and in the space of seven months (announced January 2026), the project has succeeded in getting permission to build the data center. It is unclear how it will be funded, other than that power company Tallgrass, with DataCenterDynamics saying it would be a “$7 billion investment for Tallgrass, with the total project cost [potentially reaching] $50 billion.”

I have no idea how Tallgrass or Crusoe affords this. Tallgrass is backed by Blackstone (who owns at least 30% of the company) and has raised a few billion dollars’ worth of funding, but I’m not sure how it’s even possible that they build anything, despite reports that the first building on the campus will be “electrified” in 2027. How does that happen exactly? They haven’t built anything!

Nevertheless, every headline says it’ll be huge - as much as 2.7GW - without any of that nasty “proof” or “evidence” that one would need to say something was real.

You know what, let’s play a game using this article about the 20 largest data centers under development and see how many are actually real, putting aside the aforementioned developments in Abilene.

How about that 3GW “hyperscale data center development in the heart of East Texas” Well, as of June 2025, Phase1 was planned to have 8 buildings with a total 800MW of critical IT load, and begun construction in February 2025, with the first 100MW building “scheduled for delivery in March 2026,” with 100MW “to follow every month thereafter.”

Bad news, folks! As of February 27 2026, a judge put a temporary injunction on the land due to a rights dispute, meaning that no new construction or development can take place. MSB Global has yet to update its website, which claimed that 800MW would be available by Q3 2026.

Wh…

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Ed Zitron @edzitron.com · 25/03/2026

a very straightforward way to act against data centers is to see if there's any way you can trigger some sort of environmental review or anything else that slows them down by a month or two or three or six. These are all paid for with debt, and are interest-only payments until completion.

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Ed Zitron @edzitron.com · 24/03/2026

This will end up being likely a monologue and part of the intro of this week's premium, but every single person that wrote a "Sora 2 is destroying Hollywood" piece should be apologizing to their audiences and to the entertainment industry for deliberately misleading and scaring people in TV/Cinema

Per The Journal, emphasis mine:

CEO Sam Altman announced the changes to staff on Tuesday, writing that the company would wind down products that use its video models. In addition to the consumer app, OpenAI is also discontinuing a version of Sora for developers and won’t support video functionality inside ChatGPT, either.

Oh, okay! The app that CNBC said was “challenging Hollywood” and “freaking out the movie industry” and The Hollywood Report would suggest could somehow challenge Pixar and was Sam Altman successfully “playing Hollywood” and The Ankler said was OpenAI “going to war with Hollywood” as it “shook the industry” and Deadline said made Hollywood “sore” and Boardroom said was in a standoff with Hollywood and the LA Times said was “deepening a battle between Hollywood and OpenAI” and “igniting a firestorm in Hollywood” and Puck said had “Hollywood panicking” and TechnoLlama said was “the end of copyright as we know it” and Slate said was a case of AI "crushing Hollywood as it we’ve known it” is completely dead a little more than five months after everybody claimed it was changing everything.

It’s almost as if everybody making these proclamations was instinctually printing whatever marketing copy had been imagined by the AI labs to promote compute-intensive vaporware, and absolutely nobody is going to apologize to the people working in the entertainment industry for scaring the fuck out of them with ghost stories! Every single person who blindly repeated that Sora existed and was changing everything should be forced to apologize to their readers!

I cannot express the sheer amount of panic that spread through every single part of the entertainment industry as a result of these specious, poorly-founded mythologies spread by people that didn’t give enough of a shit to understand what was actually going on. Sora 2 was always an act of desperation - an attempt to create a marketing cycle to prop up a tool that burned as much as $15 million a day that most o…

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Jesse Felder @jessefelder.com · 24/03/2026

’We have 241GW of “planned” capacity in America, of which only 79.5GW of which is “under active development,” but when you dig deeper, only 5GW of capacity is actually under construction? The entire AI bubble is a god damn mirage.‘ www.wheresyoured.at/the-ai-indus... by @edzitron.com

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Ed Zitron @edzitron.com · 24/03/2026

Free newsletter: The AI industry is lying to you about progress. Only 5GW of data centers are under construction, it takes 6 months to bring online a single quarter's worth of NVIDIA GPU sales, and LLM code is actively breaking big tech. www.wheresyoured.at/the-ai-industry-is-lying-to-you/

wheresyoured.at

The AI Industry Is Lying To You

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Ed Zitron @edzitron.com · 17/03/2026

One other note from today's newsletter: I'm worried about over-use of LLMs in software engineering. If people aren't reading (or are barely reading) code they ship, "writing code fast" becomes a liability. It also can stop you from learning to solve problems. www.wheresyoured.at/why-are-we-s...

I also want to be clear that I am extremely nervous about how many people appear to be fine with not reading code. I am currently (very slowly) learning Python, and every new thing I learn reinforces my overwhelming anxiety that there is a lot of software being written today by people who don’t read the output from LLMs and, in some cases, may not have understood it if they did. While I’m not saying all or even many software engineers might do this, I am alarmed by the idea that it’s becoming more commonplace — and even more alarmed that the reaction appears to be “ah it’s fine who gives a shit, it works.”

Guess what! It doesn’t always work. Amazon Web Services had multiple recent outages caused by use of its Kiro AI coding tool, and while it insists that AI isn’t to blame, it also convened an internal meeting to discuss this specific issue, and The Financial Times reported that Amazon now requires junior and mid-level engineers to get sign off on AI-assisted changes to code. However you may feel about Amazon as a service, its engineers are likely indicative of corporate engineering on some level, which is making me wonder if we’re not going to have some real problems in software development in the next few years as a result.

What does the software industry look like if nobody is actually reading their code? How many software engineers are comfortable doing this? I’m sure somebody will read this and get terribly offended, but to be clear, I’m not accusing you of copy-pasting code you can’t understand and being happy if it works unless that’s exactly what you’re doing.

To be explicit, allowing LLM to write all of your code means that you are no longer developing code, nor are you learning how to develop code, nor are you going to become a better software engineer as a result.

This isn’t even an insult or hyperbole. If you are just a person looking at code, you are only as good as the code the model makes, and as Mo Bitar recently discussed, these models are built to galvanize you, glaze you, and tell you that you’re remarkable as you barely glance at globs of overwritten code that, even if it functions, eventually grows to a whole built with no intention or purpose other than what the model generated from your prompt.

I’m sure there are software engineers using these models ethically, who read all the code, who have complete industry over it and use it like a glorified autocomplete. I’m also sure that there are some that are just asking it to do stuff, glancing at the code and shipping it. It’s impossible to measure how many of each camp there are, but hearing Spotify’s CEO say that its top developers are basically not writing code anymore makes me deeply worried, because this shit isn’t replacing software engineering at all — it’s mindlessly removing friction and putting the burden of “good” or “right” on a user that it’s intentionally gassing up.

Ultimately, this entire era is a test of a person’s ability to understand and appreciate friction.

Friction can be a very good thing. When I don’t understand something, I make an effort to do so, and the moment it clicks is magical. In the last three years I’ve had to teach myself a great deal about finance, accountancy, and the greater technology industry, and there have been so many moments where I’ve walked away from the page frustrated, stewed in self-doubt that I’d never understand something.

I also have the luxury of time, and sadly, many software engineers face increasingly-deranged deadlines set by bosses that don’t understand a single fucking thing, let alone what LLMs are capable of or what responsible software engineering is. The push from above to use these models because they can “write code faster than a human” is a disastrous conflation of “fast” and “good,” all because of…

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Ed Zitron @edzitron.com · 17/03/2026

I get a lot of the same questions and points about AI, so i'm gonna pull them into one thread. No, AI is not "getting a bailout." Anthropic and OpenAI are inherently unprofitable while also providing little actual economic value. The only real bailout target is Oracle if it can't pay its debts.

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Ed Zitron @edzitron.com · 17/03/2026

Free newsletter: Why're we still doing this? Despite $1tr+ in investment, every AI company is unprofitable, LLMs have yet to provide tangible productivity benefits, and private credit-backed data center debt may be the next great financial crisis. www.wheresyoured.at/why-are-we-still-doing-this/

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Why Are We Still Doing This?

Hi! If you like this piece and want to support my work, please subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere fro...

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Kevin McKenna MP @kevinmckenna.co.uk · 15/03/2026

“Neither of which is recommended by health professionals” is somewhat underplaying it here BBC A timely article raising similar points to the evidence we heard in the Women and Equalities committee this week A grifting driven market pulling men to increasingly dangerous places

Text from BBC news article about young men “looksmaxxing” which reads:

“Clavicular attributes his looks to, among other things, taking testosterone from the age of 14 and smashing his jawbone with a hammer to supposedly reshape his lower face - neither of which is recommended by health professionals.”

More text from BBC article about how social media is encouraging young men to engage in health risking practices in order to “compete” with each other via extreme “looksmaxing”. It reads:

“Now, along with the gym and a good skincare routine, he injects peptides - short chains of amino acids, or small proteins, which our bodies naturally produce and play key roles in our skin health, immune system and hormones. These have flooded social media sites and filled the fridges of influencers in recent months.
He takes GHK-Cu for his skin and hair growth, he says, and Melonatan II to deepen his tan.
The majority of these unregulated peptides have only been tested on animals, not humans, meaning they are not considered safe or effective. The Medicines Health and Regulatory Authority (MHRA) has issued warnings about their use, advising people not to take them.”

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Kevin McKenna MP @kevinmckenna.co.uk · 13/03/2026

Sadly exactly as expected I’ve got a load of teenage and younger family in Australia, this chimes with them and their parents experience A veneer of protection that gives false assurance to parents, schools and politicians is dangerous of and in itself

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Ed Zitron @edzitron.com · 03/03/2026

Free newsletter: The AI bubble's info war demands that we believe in things that aren’t true, like the economic fundamentals of the AI industry are perfectly sound, or that Sam Altman and Dario Amodei are anything other than warmongers. www.wheresyoured.at/the-ai-bubble-is-an-information-war/

wheresyoured.at

The AI Bubble Is An Information War

Editor's Note: Apologies if you received this email twice - we had an issue with our mail server that meant it was hitting spam in many cases! Hi! If you like this piece and want to support my work, ...

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Kevin McKenna MP @kevinmckenna.co.uk · 10/03/2026

I’m getting whiplash. She does realise Hansard isn’t like X or Instagram right? You can’t delete it if what you say goes down badly Stunningly unserious stuff from Kemi here. As per usual.

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Kevin McKenna MP @kevinmckenna.co.uk · 08/03/2026

On #InternationalWomen’sDay we rightly focus on all the incredible women and girls in the world today, but given that two of the towns in my constituency were essentially founded by an amazing and powerful woman, it’s the perfect day to big-up her contribution to the nation: Queen (&Saint) Seaxburh

A stained glass window depicting St. Seaxburh, from the Refectory of Chester Cathedral.

https://upload.wikimedia.org/wikipedia/commons/8/8f/Refektorium_Ostfenster_4_St.Sexburg.jpg

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Alex Andreou @sturdyalex.bsky.social · 03/03/2026

I always find it useful to imagine what they would be saying if Labour actually did exactly the thing they called for. The answer is usually: full-throated condemnation for the opposite reasons. They create win-wins for Farage and no-wins for the gov't all the time.

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James O’Brien @mrjamesob.bsky.social · 03/03/2026

Newspapers that told their readers austerity, Brexit, Johnson & Truss would be brilliant are attacking the British Prime Minister for not unquestioningly following a lunatic President into an illegal attack. And on social media, he gets attacked from the other 'side' for doing the precise opposite!

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Kevin McKenna MP @kevinmckenna.co.uk · 03/03/2026

Excellent article on what at core seems to be a classic school kid fad-panic, dialled up to 11 by social media As it points out, there are risks that it could lead to nasty incidents out of fear But the key problem, yet again, is the social media firms who recklessly monetise harmful behaviours

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Kevin McKenna MP @kevinmckenna.co.uk · 03/03/2026

I know the Bluesky collective is more tuned into the problem of the social media companies and tech-bros than it is to ordinary children and adults It would be great if as many people here as possible would feed into the UK’s national consultation we launched yesterday www.gov.uk/government/c...

gov.uk

Growing up in the online world: a national consultation

We are consulting on further measures to prepare children for the future in an age of rapid technological change. This includes potential age restrictions on social media and other services such as ga...

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Kevin McKenna MP @kevinmckenna.co.uk · 03/03/2026

Arguably adults, including older adults, can cause a lot more harm when they get pulled into dark attitudes and behaviours after being manipulated online Those risks don’t stop when someone turns 16

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Kevin McKenna MP @kevinmckenna.co.uk · 03/03/2026

And that is about making what could and should be a great set of tools for better human interaction, at all ages, safe It isn’t as if children are the only people who are susceptible to panics that can have negative individual or social consequences

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Dan Sohege @danielsohege.bsky.social · 01/03/2026

It is great to see some MPs finally standing up against the xenophobia and division which Starmer and Mahmood are promoting, but it will take a lot more than that to get this government to change course. It is going to take all Labour MPs actively challenging lies about marginalised groups. 5/

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Dan Sohege @danielsohege.bsky.social · 01/03/2026

That is what the initial quote shows, lazy politics by cowardly MPs perfectly prepared to see marginalised groups attacked and discriminated against because they can't be bothered putting in the work to confront misinformation. It's just easier to play to it and reinforce hostility and division. 4/

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Dan Sohege @danielsohege.bsky.social · 01/03/2026

It is the same with the likes of Streeting and Phillipson blaming disabled individuals, especially neurodivergent individuals, and trans and non-binary individuals for issues in schools, NHS etc etc. It's not just bigoted politics which Labour is pushing, as a government, it's lazy politics. 3/

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Dan Sohege @danielsohege.bsky.social · 01/03/2026

Mahmood, Starmer et al have pushed this narrative that "Reform is right", "migration crisis" etc etc. At no point is any of it actually true, but it suits them to continue the same lines as Conservatives and Reform because they get to use migrants as scapegoats for the rest of Labour's failings. 2/

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Dan Sohege @danielsohege.bsky.social · 01/03/2026

Labour's anti-immigration policies will destroy families, communities, individual lives and the economy. They're discriminatory and designed to embed a racist narrative of migrants as "second class", maybe this MP could try explaining that to their constituents. 1/ observer.co.uk/news/politic...

One supportive MP said: “Immigration is the number one issue brought up by my residents. I have to be able to answer their queries with action that meets the depth of their concerns. It would be a total disaster for us if we loosen off on efforts to cut immigration. I can’t get a hearing on housing investment or waiting-list improvements or anything because people bring everything back to immigration.”

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Rob Ford @robfordmancs.bsky.social · 28/02/2026

Well, no, they’re not just as wrong. The bigger error is not seeing that “trying to win over voters from a party on the opposite end of the spectrum, whose values your core voters oppose” is not same as “chasing voters from party on same side ideologically whose values your core voters like.”

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Adam Bienkov @adambienkov.bsky.social · 01/03/2026

Just naked racism from Farage and the Mail. Only British and commonwealth citizens are allowed to vote. It's not 'stealing' to legally take part in your own country's elections

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Ben Ansell @benansell.bsky.social · 28/02/2026

That such politicians believe that they are the ‘serious’ ones is tragicomic.

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James Ball @jamesrball.com · 01/03/2026

Keir Starmer is going to end up with his trademark u-turn here – where it becomes obvious to those paying attention it was entirely forced by backbenchers. So he gets no credit for the u-turn by people who wanted it, and attacked for dropping the policy by others.

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David Henig @davidheniguk.bsky.social · 01/03/2026

Farage / far right anger over by-election result entirely understandable. Because having wanted to emphasise the commonwealth and the white working classes, the two got together to defeat him. Which is complete humiliation.

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Sunder Katwala (sundersays) @sundersays.bsky.social · 01/03/2026

Nigel Farage is saying the by-election - which Reform was defeated 41% to 29% by Green Party (14,980 to 10,578) was "stolen". Not "fraud" but on Reform calculating the % of eligible voters born abroad: Farage says it is "shattering news" that naturalised citizens + Commonwealth nationals can vote

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Sunder Katwala (sundersays) @sundersays.bsky.social · 01/03/2026

I spoke to the Independent about the Home Secretary's strident insistence that it would be a mistake to change anything in this government's voice or policies about immigration, asylum or settlement after a by-election defeat to the Green Party www.independent.co.uk/news/uk/poli...

Sunder Katwala, director of think tank British Future, said that Labour needed to “rethink its voice and policies on immigration if it is to prevent the centre-left electoral commission falling apart on two fronts”.

He pointed to the fact that Ms Mahmood’s reforms to settlement will “directly affect a million voters”, adding: “The government should focus on expanding controlled routes, combined with a returns deal in Europe, rather than passing yet another law on so-called pull factors.”

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Ed Zitron @edzitron.com · 27/02/2026

Mea culpa: I made an error in my reporting. I went back and added every single year of capex from Amazon from 2002 to 2017. Amazon spent $37.8 billion in that period in total capital expenditures for its *ENTIRE* business included AWS and eCommerce. OpenAI raised $42bn in 2025 alone.

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Ed Zitron @edzitron.com · 27/02/2026

Also: this has a 5000 or so word long free section, so please do check it out even if you don't want to pay!

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Ed Zitron @edzitron.com · 26/02/2026

Finally have found the flow to do more free newsletters, and I think this column-esque format kind of works. People seem to like it. It'll be nice to get more stuff out there that people don't have to pay for too!

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James Ball @jamesrball.com · 27/02/2026

Green majority of more than 4500, Labour in third place. Absolute calamity for Keir Starmer. And a complete failure of McSweeney’s electoral philosophy. The idea of relying on an anti-Reform vote coalescing behind Labour just collapsed entirely.

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Ed Zitron @edzitron.com · 26/02/2026

Free newsletter: I go over NVIDIA's earnings, the reality of OpenAI's $100 billion round, and the "analyslop" phenomenon of speculative, lie-ridden fan fiction that gets framed as meaningful research and promoted by the mainstream media. www.wheresyoured.at/on-nvidia-an...

wheresyoured.at

On NVIDIA and Analyslop

Editor's note: a previous version of this newsletter went out with Matt Hughes' name on it, that's my editor who went over it for spelling errors and loaded it into the CMS. Sorry! Hey all! I’m going...

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Stephen Bush @stephenkb.bsky.social · 27/02/2026

A fascinating bit of convergent evolution that the McSweeney-Starmer project has basically ended up leaving Labour in the same position as its Western European peers…as a result of deliberate, wholly avoidable choices.

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Rob Ford @robfordmancs.bsky.social · 23/02/2026

Seems unwise to talk over and generally be rude towards Martin Lewis, who consistently tops polls of "most trusted celebrity"

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Rob Ford @robfordmancs.bsky.social · 23/02/2026

Agree with Jonn on this - it is a monumentally stupid strategy which will only enrage those who find the Greens appealing, most likely increasing losses and making it harder to win back those who have switched.

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Steve Peers @stevepeers.bsky.social · 22/02/2026

"Rewriting his own history" - I have a feeling a shorter word exists for this

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The Empty City @davidallengreen.bsky.social · 22/02/2026

Am thinking about a follow-on post to this one, setting out the “working out” in more detail.

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Tim Bale @timbale.bsky.social · 23/02/2026

Fascinating. Reform UK voters are way more obsessed with immigration that those who support their populist radical right and extreme right counterparts in continental Europe. (Source: news.gallup.com/poll/701990/...)

Chart showing Reform voters are far more obsessed with immigration than supporters of far right parties in mainland Europe.

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Roland Smith @rolandmcs.bsky.social · 22/02/2026

Illegal migrant in small boat stopped from entering sovereign territory without a permit.

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Jonn Elledge @jonnelledge.bsky.social · 23/02/2026

so you know how, once every couple of months, I like to write something that will get everybody mad at me at once? well:

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