Channels with Peter Kafka The PR Guy Who Says the AI Boom Is a Bust
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Oct 15, 2025 Ed Zitron, a PR firm founder and sharp tech critic, dives deep into the fading allure of the AI boom. He argues that the market resembles a 'subprime moment,’ emphasizing unsustainable economics and rising costs. Zitron highlights NVIDIA's market dominance and questions the real value of AI tools like ChatGPT, posing that many companies are merely following trends. With historical tech bubbles as a backdrop, he predicts financial fallout if the AI bubble bursts, making strong waves in the skepticism surrounding big tech narratives.
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From Games Journalist To PR Founder
- Ed describes moving from games journalism to PR, founding EZPR in 2012–13 and later starting his newsletter during COVID-19.
- His writing grew from a small audience into a notable contrarian voice on tech hype.
Contrarianism Backed By Deep Work
- Zitron says he's often labeled a contrarian but frames his work as grounding hype in reality through deep analysis.
- He emphasizes rigorous research as the basis for his critical voice.
AI's Subprime Economics
- Ed Zitron argues current AI operations are massively subsidized and unprofitable at scale.
- He predicts price rises from providers will trigger a 'subprime' cascade of failing AI startups.