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Ed Zitron newsletter

The most recommended of 26 newsletters

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.

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.

88 people gave an opinion

recommend it
46
criticize it
42
approval share
52%
Each figure is one person. RecommendsCriticizes

Recommended in 12 of 13 months

  1. November 2025: not recommended
  2. December 2025: recommended
  3. January 2026: recommended
  4. February 2026: recommended
  5. March 2026: recommended
  6. April 2026: recommended
  7. May 2026: recommended
  8. June 2026: recommended
  9. July 2026: recommended
  10. August 2026: recommended
  11. September 2026: recommended
  12. October 2026: recommended
  13. November 2026: recommended (month in progress)

Why it doesn’t carry the badge

  • 46 people recommend itNeeds 10 or more, met.
  • 1 recommender for every criticNeeds 2 to 1 or better, not met.
  • Recommended in 12 of 13 monthsNeeds 4 or more, met.

The same three rules apply to every product, and the badge can’t be bought. How the badge works

What people say about it

The reasons people give, with the number of comments that give each one. Open a reason to read what they said.

Why people recommend it

Each mark is one comment

  • Well-sourced financial reporting and figures

    “his newsletter is nearly always stacked with citations and insights that, at least to my cursory but frequent inspection, pan out”

    Comment from 28 Apr 2026 in “AI's Economics Don't Make Sense”

    “His somewhat voluminous rantings contain raw figures on investments, data centre builds, energy availability and depreciation.”

    Comment from 21 May 2026 in “SpaceX S-1”

    “It's his financial reporting, which asks some really hard, important, and very necessary questions”

    Comment from 14 Aug 2026 in “Ed Zitron Was Wrong About AI”
  • Predictions about AI hold up

    “his newsletter is nearly always stacked with citations and insights that, at least to my cursory but frequent inspection, pan out”

    Comment from 28 Apr 2026 in “AI's Economics Don't Make Sense”

    “Even Zitron's predictions about AI peaking are arguably correct if you step outside the silicon valley bubble.”

    Comment from 1 Sep 2026 in “How accurate have Ed Zitron's AI skeptic predictions been?”

    “I agree his financials teardown is directionally correct and I'm glad he's in this space to call it out.”

    Comment from 14 Aug 2026 in “Ed Zitron Was Wrong About AI”
  • Pushes back on AI hype

    “IMHO, having Zitron around is a counter to the AI leaders. Is he the best? No. Is he the loudest? Yes.”

    Comment from 2 Sep 2026 in “How accurate have Ed Zitron's AI skeptic predictions been?”

    “I find his arguments a lot more convincing than the people just saying "ahh it'll work itself out"”

    Comment from 18 Feb 2026 in “Thousands of CEOs just admitted AI had no impact on employment or productivity”

    “Good counterpoints to all the AI hype these days.”

    Comment from 27 Jan 2026 in “Ask HN: Who do you follow via RSS feed?”
  • Investigative reporting and insider interviews

    “he talks to lots of people close to the matters, asks questions and gets curious when things don't add up”

    Comment from 1 Nov 2026 in “Inverse Zitron: An Investment Strategy”

    “I'm leaning pretty heavily on Ed Zitron's investigative reporting to make the case instead”

    Comment from 27 Mar 2026 in “Some uncomfortable truths about AI coding agents”

    “there was an actually really great, long discussion with Ed Zitron about it”

    Comment from 26 Jun 2026 in “The AI backlash is only getting started”

What people warn about

Each mark is one comment

  • Histrionic or juvenile writing style

    “started getting both longer and considerably more histrionic when he started moving most of them behind a paywall”

    Comment from 19 May 2026 in “AI Is Too Expensive”

    “Ed's writing style is often off-putting, repetitive and sometimes gives almost "desperate" vibes.”

    Comment from 28 Apr 2026 in “AI's Economics Don't Make Sense”

    “he has a pretty good take down in here if you can get past his somewhat juvenile writing style”

    Comment from 25 Feb 2026 in “Ed Zitron loses his mind annotating an AI doomer macro memo”
  • One-sided, dismisses other viewpoints

    “he is completely unwilling to entertain any other position other than the one that established his blog/show”

    Comment from 29 Apr 2026 in “AI's Economics Don't Make Sense”

    “Ed Zitron is so blinded by his AI hate that his articles should be treated not just with skepticism, but heavy suspicion”

    Comment from 28 Apr 2026 in “AI's Economics Don't Make Sense”

    “There are so many examples and its clear that he's not good faith and has consistently gotten the spirit wrong.”

    Comment from 25 Feb 2026 in “Ed Zitron loses his mind annotating an AI doomer macro memo”
  • Factual errors and wrong predictions

    “every time the top comments (or the comments one level nested below top comments) are pointing out how wrong he's always been”

    Comment from 9 Jun 2026 in “AI Is Slowing Down”

    “Zitron does not possess even the most basic knowledge about the issues and practices he complains about.”

    Comment from 1 Sep 2026 in “How accurate have Ed Zitron's AI skeptic predictions been?”

    “most of his articles are financially and technically illiterate and full of mistakes and inaccuracies”

    Comment from 16 Jun 2026 in “OpenAI Losses Increased Nearly 8X in 2025, with Spending Hitting $34B”
  • Paywalled and costly for some

    “started getting both longer and considerably more histrionic when he started moving most of them behind a paywall”

    Comment from 19 May 2026 in “AI Is Too Expensive”

    “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”

    Comment from 2 Sep 2026 in “How accurate have Ed Zitron's AI skeptic predictions been?”

    “the natural pivot you have to make when your whole business is an anti-AI newsletter that costs $7 per month”

    Comment from 1 Sep 2026 in “How accurate have Ed Zitron's AI skeptic predictions been?”

Other newsletters people recommend

The four most recommended other newsletters, with the same counts for each, so you can compare like for like. The tick on each bar marks the 2 to 1 line the badge needs.

Ed Zitron newsletter compared with 4 alternatives
ProductRecommendCriticizeApprovalMonthsOwnedBadge
Ed Zitron newsletterThis page464252%12——
Simon Willison's blog21291%9—Approved
SemiAnalysis201263%8——
acoup.blog190100%10—Approved
gwern.net19386%9—Approved
See all 26 newsletters, ranked

What people said

40 of the 100 comments that mention it, newest first. Each links to the original comment.

“he talks to lots of people close to the matters, asks questions and gets curious when things don't add up”

RecommendsComment from 1 Nov 2026 in “Inverse Zitron: An Investment Strategy”

“I agree that the first one is sometimes iffy, but even if you think LLMs will replace x% of white collar work by 2030, the second point remains.”

MixedComment from 23 Oct 2026 in “Anthropic logged net loss of over $80B in first half of 2026”

“At least Ed Zitron feigns to do some quantitative analysis with his slop newsletter”

MixedComment from 19 Oct 2026 in “"The AI bubble is about to burst and a big market correction's coming" – NY Post”

“Pretty much every one of his posts has inaccuracies and his predications have all been crap”

CriticizesComment from 29 Sep 2026 in “AI needs $6T in annual revenue to justify data centre boom”

“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”

CriticizesComment from 2 Sep 2026 in “How accurate have Ed Zitron's AI skeptic predictions been?”

“IMHO, having Zitron around is a counter to the AI leaders. Is he the best? No. Is he the loudest? Yes.”

MixedComment from 2 Sep 2026 in “How accurate have Ed Zitron's AI skeptic predictions been?”

“He charges people money for a newsletter that reinforces completely detached from reality viewpoints.”

CriticizesComment from 2 Sep 2026 in “How accurate have Ed Zitron's AI skeptic predictions been?”

“Even Zitron's predictions about AI peaking are arguably correct if you step outside the silicon valley bubble.”

RecommendsComment from 1 Sep 2026 in “How accurate have Ed Zitron's AI skeptic predictions been?”

“Zitron does not possess even the most basic knowledge about the issues and practices he complains about.”

CriticizesComment from 1 Sep 2026 in “How accurate have Ed Zitron's AI skeptic predictions been?”

“His interviews are apocalyptical one sided rants that confuse what is with what Zitron thinks should be.”

CriticizesComment from 1 Sep 2026 in “How accurate have Ed Zitron's AI skeptic predictions been?”

“the natural pivot you have to make when your whole business is an anti-AI newsletter that costs $7 per month”

CriticizesComment from 1 Sep 2026 in “How accurate have Ed Zitron's AI skeptic predictions been?”

“I pay for Zitron's publication for the capital figures and exclusives he gets his hands on”

RecommendsComment from 1 Sep 2026 in “How accurate have Ed Zitron's AI skeptic predictions been?”

“The actual numbers he presents are well sourced and, sadly, correct.”

RecommendsComment from 18 Aug 2026 in “What Happens If OpenAI Dies?”

“I agree his financials teardown is directionally correct and I'm glad he's in this space to call it out.”

RecommendsComment from 14 Aug 2026 in “Ed Zitron Was Wrong About AI”

“It's his financial reporting, which asks some really hard, important, and very necessary questions”

RecommendsComment from 14 Aug 2026 in “Ed Zitron Was Wrong About AI”

“I like Ed Zitron's reporting on the AI industry”

RecommendsComment from 9 Aug 2026 in “Criminal Deception in Silicon Valley”

“Ed Zitron helps you see the broad absurdities in this situation and more importantly helps you understand that at various levels there is chicanery”

RecommendsComment from 6 Aug 2026 in “The AI Demand Bubble”

“I find it soothing to listen to someone rant and rave against the tech bro overlords”

MixedComment from 27 Jul 2026 in “Apple Will 'Watch Everything Burn' When the AI Bubble Bursts”

“I often hate how loaded/incendiary Ed Zitron's tone is and don't like some of his takes”

MixedComment from 27 Jul 2026 in “EU Fines Google $1.02B for Favoring Its Own Services”

“there was an actually really great, long discussion with Ed Zitron about it”

RecommendsComment from 26 Jun 2026 in “The AI backlash is only getting started”

“most of his articles are financially and technically illiterate and full of mistakes and inaccuracies”

CriticizesComment from 16 Jun 2026 in “OpenAI Losses Increased Nearly 8X in 2025, with Spending Hitting $34B”

“deeply researched, well-sourced and clearly formulated”

RecommendsComment from 9 Jun 2026 in “AI Is Slowing Down”

“every time the top comments (or the comments one level nested below top comments) are pointing out how wrong he's always been”

CriticizesComment from 9 Jun 2026 in “AI Is Slowing Down”

“I've been enjoying journalist Ed Zitron's recent diatribes about how impossible it is to find a business leader who had a plan for measuring their ROI”

RecommendsComment from 30 May 2026 in “Corporate America Is Starting to Ration AI as Cost Skyrockets”

“the argument about revenue being 20% or 30% lower than reported isn't that central to his overall thesis”

RecommendsComment from 28 May 2026 in “I think Anthropic and OpenAI have found product-market fit”

“This felt weirdly defensive and written in bad-faith, even with Zitron's standards in mind.”

CriticizesComment from 26 May 2026 in “Revenge of the Business Idiot”

“His somewhat voluminous rantings contain raw figures on investments, data centre builds, energy availability and depreciation.”

RecommendsComment from 21 May 2026 in “SpaceX S-1”

“started getting both longer and considerably more histrionic when he started moving most of them behind a paywall”

MixedComment from 19 May 2026 in “AI Is Too Expensive”

“The nice thing about it is that he occasionally revisits the old announcements to check what happened with them.”

RecommendsComment from 14 May 2026 in “Anthropic forms $200M partnership with the Gates Foundation”

“he is completely unwilling to entertain any other position other than the one that established his blog/show”

MixedComment from 29 Apr 2026 in “AI's Economics Don't Make Sense”

“Ed's writing style is often off-putting, repetitive and sometimes gives almost "desperate" vibes.”

MixedComment from 28 Apr 2026 in “AI's Economics Don't Make Sense”

“his newsletter is nearly always stacked with citations and insights that, at least to my cursory but frequent inspection, pan out”

RecommendsComment from 28 Apr 2026 in “AI's Economics Don't Make Sense”

“Ed Zitron is so blinded by his AI hate that his articles should be treated not just with skepticism, but heavy suspicion”

CriticizesComment from 28 Apr 2026 in “AI's Economics Don't Make Sense”

“has so many willful errors, and is so committed to one point of view regardless of the facts”

CriticizesComment from 28 Apr 2026 in “AI's Economics Don't Make Sense”

“the free ones outline the financial situation of the SOTA providers and he has receipts”

RecommendsComment from 21 Apr 2026 in “Anthropic says OpenClaw-style Claude CLI usage is allowed again”

“I'm leaning pretty heavily on Ed Zitron's investigative reporting to make the case instead”

RecommendsComment from 27 Mar 2026 in “Some uncomfortable truths about AI coding agents”

“There are so many examples and its clear that he's not good faith and has consistently gotten the spirit wrong.”

CriticizesComment from 25 Feb 2026 in “Ed Zitron loses his mind annotating an AI doomer macro memo”

“he has a pretty good take down in here if you can get past his somewhat juvenile writing style”

MixedComment from 25 Feb 2026 in “Ed Zitron loses his mind annotating an AI doomer macro memo”

“I find his arguments a lot more convincing than the people just saying "ahh it'll work itself out"”

RecommendsComment from 18 Feb 2026 in “Thousands of CEOs just admitted AI had no impact on employment or productivity”

“Good counterpoints to all the AI hype these days.”

RecommendsComment from 27 Jan 2026 in “Ask HN: Who do you follow via RSS feed?”

Counts come from 1,795,640 Hacker News comments, November 2025 to November 2026. How we count. Report a mistake.