I'll speculate:
- detailed AI usage data from either Azure or AWS
- details about the complete failure of an AI implementation drive from a huge company
- really crazy: detailed financials from either OpenAI or Anthropic
this post was submitted on 08 Jun 2026
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AI, in this case, refers to LLMs, GPT technology, and anything listed as "AI" meant to increase market valuations.
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The worst (best) thing I can imagine is that they have some sort of mathematical proof that inference costs won't drop or that training costs will. Their only path to profitability was a moat in the form of high cost to train a model and dirt cheap inference they can resell at a high price. If they finally have some idea which way it will fall then there's nothing they can do.
I like Ed, but not a fan of this style of teasing. Reminds me of conspiracy theory communities. We'll see what he has I guess.
I really like Ed but I'm not a fan of his style of anything lol
I've been subscribed for a while, I don't remember him ever saying something like this so confidently. I do actually trust that he will deliver, and would feel a little betrayed otherwise. He has never hidden important newsworthy leaks behind a paywall, or withheld things longer than a responsible journalist would. We will see soon whatever it is.
Imagine what the worst possible thing for me to get would be and you’re probably close
I mean, that's probably something like kidney stones, but I really hope I'm not anywhere close for his sake
He's pretty thoroughly covered how using just the available public information explains the insider deals and how demand for LLMs is not enough to justify the cost of developing at the scale that it is. It's honestly hard to imagine what inside information could possibly worse.
Unless it's something way out of left field like Nvidia chips are made of freeze-dried orphans or that Jeffrey Epstein invented LLMs.
Yeah I'm not quite sure, I guess the actual worst think of is something like they already got caught doing, having actual humans (slave labor) being the ones who are doing all the work in some place far away, not AI, not LLM, nothing. That would be pretty insane I guess.
I bet its evidence that the people involved in this are fully aware of the situation and are making plans for how to cash out and leave us holding the bag when it falls apart.
We can (and should) assume that to be the case, but actual evidence would be pretty significant.
I'll get excited when it finally blows up. (to be clear, not downvoted because of this. But I've just seen bubbles for too long)
Can't wait to hear what Ed's found. Man deserves an award for the way he's covered this story