Where's Your Ed At

A critical analysis of NVIDIA's FY2026 earnings report highlighting concerning financial signals: hyperscaler concentration risk (50%+ of data center revenue), $21B in AI ecosystem investments, soaring supply obligations ($30.8B to $95.2B), and a still-unfinalized OpenAI investment deal. The piece also coins the term 'analyslop' to describe Citrini Research's '2028 Global Intelligence Crisis' report, which triggered a stock market selloff despite being characterized as speculative fiction dressed as analysis. The author argues that Claude Code and AI coding tools are vastly overhyped, cannot replace enterprise software, and that Anthropic engages in deliberate deception through misleading marketing claims. Financial media and markets are criticized for credulously amplifying AI hype without understanding the underlying technology.

On NVIDIA and Analyslop

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The Great Intelligence Crisis In The Media