From his latest article:
One of my sources has come forward and brought me a story that will possibly burst the AI bubble. The reason they brought this to me is that I’ve shown — and will continue to show — that I actually give a shit about this industry and the people in it. If you’re wondering what the story is, know that it’s the information I’ve wanted for years, delivered as I have always wanted it, and I will treat it with the reverence it deserves. Imagine what the worst possible thing for me to get would be and you’re probably close.
Link: https://www.wheresyoured.at/ai-is-slowing-down/
I must say I’m pretty excited.
Ed does a huge amount of research creating reverse engineered financials for companies that are doing their best to hide it. As another poster said, he brings the receipts. That’s his main game. Its why you read him in the first place. He backs it up.
What does he have? I’ll bet its inside financial data. I think he got a cache of straight info that lets him correct many of his estimates and prove his worst predictions.
Didn’t OpenAI just submit confidential documents for their IPO? My bet is his source got eyes on it and the information within is damning.