Investor Warning: They’re All Lying To You About AI

ORCLNeutralLow ConvictionResearch Only

Oracle is mentioned as a company involved in building a large data center for AI.

MSFTNeutralLow ConvictionResearch Only

Microsoft is mentioned as one of the companies that has taken on debt for AI infrastructure, alongside others.

CRMNeutralMedium ConvictionSignal-backedSecondary

Salesforce is partnering with Anthropic out of necessity to integrate AI into its CRM for better customer data analysis and services.

DUOLNeutralLow ConvictionResearch Only

Duolingo is using AI to build course content faster and increase user engagement.

AINeutralHigh ConvictionSignal-backedPrimary

AI is presented as a revolutionary technology with vast and growing applications across coding, customer service, legal, medical, and financial sectors, contrary to claims of limited utility.

AMZNBearishHigh ConvictionSignal-backedSecondary

Amazon is criticized for investing heavily in unprofitable AI companies like OpenAI and Anthropic, contributing to the creator's view of AI as a 'con'.

NVDANeutralLow ConvictionResearch Only

Ed Zitron's prediction in January 2026 that Nvidia could lose 40-90% of its revenue was incorrect, as Nvidia reported strong year-over-year revenue growth and guided for continued growth.

RDDTNeutralLow ConvictionResearch Only

Ed Zitron's 2024 prediction that Reddit was a terrible business and shares would fall below IPO price was incorrect, as Reddit became a major post-IPO winner.

METANeutralLow ConvictionResearch Only

Ed Zitron's prediction that Zuckerberg would destroy Meta in 2023 was incorrect, as Meta became vastly more profitable and valuable.

ITRINeutralMedium ConvictionSignal-backedPrimary

Ed Zitron is identified as the new "AI bear" whose critical views on AI have gained significant attention, and the creator intends to rebut his claims.