# Ed Zitron newsletter

46 Hacker News commenters recommended Ed Zitron newsletter and 42 criticized it, November 2025 to November 2026. It was recommended in 12 of 13 months.

**Verdict:** Recommended for well-sourced financial reporting and raw figures on AI companies, with skepticism of AI hype. Critics say the tone is histrionic and one-sided.

## Why people recommend it

- Well-sourced financial reporting and figures (8 comments): "his newsletter is nearly always stacked with citations and insights that, at least to my cursory but frequent inspection, pan out" ([source](https://news.ycombinator.com/item?id=47938275)) "His somewhat voluminous rantings contain raw figures on investments, data centre builds, energy availability and depreciation." ([source](https://news.ycombinator.com/item?id=48217703)) "It's his financial reporting, which asks some really hard, important, and very necessary questions" ([source](https://news.ycombinator.com/item?id=49300619))
- Predictions about AI hold up (4 comments): "his newsletter is nearly always stacked with citations and insights that, at least to my cursory but frequent inspection, pan out" ([source](https://news.ycombinator.com/item?id=47938275)) "Even Zitron's predictions about AI peaking are arguably correct if you step outside the silicon valley bubble." ([source](https://news.ycombinator.com/item?id=49529833)) "I agree his financials teardown is directionally correct and I'm glad he's in this space to call it out." ([source](https://news.ycombinator.com/item?id=49300837))
- Pushes back on AI hype (3 comments): "IMHO, having Zitron around is a counter to the AI leaders. Is he the best? No. Is he the loudest? Yes." ([source](https://news.ycombinator.com/item?id=49531220)) "I find his arguments a lot more convincing than the people just saying "ahh it'll work itself out"" ([source](https://news.ycombinator.com/item?id=47065882)) "Good counterpoints to all the AI hype these days." ([source](https://news.ycombinator.com/item?id=46775175))
- Investigative reporting and insider interviews (3 comments): "he talks to lots of people close to the matters, asks questions and gets curious when things don't add up" ([source](https://news.ycombinator.com/item?id=50323045)) "I'm leaning pretty heavily on Ed Zitron's investigative reporting to make the case instead" ([source](https://news.ycombinator.com/item?id=47549524)) "there was an actually really great, long discussion with Ed Zitron about it" ([source](https://news.ycombinator.com/item?id=48687340))

## What people warn about

- Histrionic or juvenile writing style (4 comments): "started getting both longer and considerably more histrionic when he started moving most of them behind a paywall" ([source](https://news.ycombinator.com/item?id=48196053)) "Ed's writing style is often off-putting, repetitive and sometimes gives almost "desperate" vibes." ([source](https://news.ycombinator.com/item?id=47941436)) "he has a pretty good take down in here if you can get past his somewhat juvenile writing style" ([source](https://news.ycombinator.com/item?id=47149290))
- One-sided, dismisses other viewpoints (6 comments): "he is completely unwilling to entertain any other position other than the one that established his blog/show" ([source](https://news.ycombinator.com/item?id=47949781)) "Ed Zitron is so blinded by his AI hate that his articles should be treated not just with skepticism, but heavy suspicion" ([source](https://news.ycombinator.com/item?id=47937910)) "There are so many examples and its clear that he's not good faith and has consistently gotten the spirit wrong." ([source](https://news.ycombinator.com/item?id=47149381))
- Factual errors and wrong predictions (4 comments): "every time the top comments (or the comments one level nested below top comments) are pointing out how wrong he's always been" ([source](https://news.ycombinator.com/item?id=48458213)) "Zitron does not possess even the most basic knowledge about the issues and practices he complains about." ([source](https://news.ycombinator.com/item?id=49528900)) "most of his articles are financially and technically illiterate and full of mistakes and inaccuracies" ([source](https://news.ycombinator.com/item?id=48552630))
- Paywalled and costly for some (4 comments): "started getting both longer and considerably more histrionic when he started moving most of them behind a paywall" ([source](https://news.ycombinator.com/item?id=48196053)) "Zitron is selling you a $70/year subscription to a newsletter that constantly reminds you that AI is a bubble and the technology is worthless" ([source](https://news.ycombinator.com/item?id=49531688)) "the natural pivot you have to make when your whole business is an anti-AI newsletter that costs $7 per month" ([source](https://news.ycombinator.com/item?id=49527487))

## Alternatives hackers recommend

- [SemiAnalysis](https://hackerapproved.com/p/semianalysis.md): 20 recommend
- [Bits about Money by Patrick McKenzie](https://hackerapproved.com/p/bits-about-money.md): 7 recommend
- [Stratechery by Ben Thompson](https://hackerapproved.com/p/stratechery.md): 7 recommend

## Cite as

Hacker Approved, "Ed Zitron newsletter", https://hackerapproved.com/p/ed-zitron-s-newsletter/ (counts from 1,795,640 Hacker News comments, November 2025 to November 2026).
