Edward Ongweso Jr
@edwardongwesojr.com
writer, editor, degenerate, Luddite, decel
thetechbubble.substack.com
thetechbubble.substack.com
Pinned
The Silicon Valley Consensus & AI Capex (Part 1)
On overbuilding AI infrastructure and its energy supply
thetechbubble.substack.com
The Silicon Valley Consensus: a persistent but fragile pattern for overbuilding, overvaluing, and overinvesting in tech to enrich networks of capitalists & advance their (reactionary) political projects. 1st iteration focuses on AI capex, first half today. thetechbubble.substack.com/p/the-silico...
Reposted by Edward Ongweso Jr
Some ~personal news~
Yes, I'm being sued by Matt Taibbi
Does that make me the realest free speech warrior?
open.substack.com
December 27, 2025 at 6:08 PM
Some ~personal news~
Reposted by Edward Ongweso Jr
It’s been a wild year — and we need to break it down!
Join @parismarx.com, @jathansadowski.com, @bcmerchant.bsky.social, and @edwardongwesojr.com tomorrow at 3pm PT / 6pm ET / 11pm GMT for a livestream to wrap up the year in tech.
Become a Patreon supporter to join us: patreon.com/techwontsaveus
Join @parismarx.com, @jathansadowski.com, @bcmerchant.bsky.social, and @edwardongwesojr.com tomorrow at 3pm PT / 6pm ET / 11pm GMT for a livestream to wrap up the year in tech.
Become a Patreon supporter to join us: patreon.com/techwontsaveus
December 18, 2025 at 2:43 PM
It’s been a wild year — and we need to break it down!
Join @parismarx.com, @jathansadowski.com, @bcmerchant.bsky.social, and @edwardongwesojr.com tomorrow at 3pm PT / 6pm ET / 11pm GMT for a livestream to wrap up the year in tech.
Become a Patreon supporter to join us: patreon.com/techwontsaveus
Join @parismarx.com, @jathansadowski.com, @bcmerchant.bsky.social, and @edwardongwesojr.com tomorrow at 3pm PT / 6pm ET / 11pm GMT for a livestream to wrap up the year in tech.
Become a Patreon supporter to join us: patreon.com/techwontsaveus
Reposted by Edward Ongweso Jr
Eight days ago I said one of the signs the bubble was bursting was if data center REITs like Fermi were in trouble. Yesterday Fermi had a $150m tenant pull out and its stock dropped 40%. All roads lead to The Smiling Man!
sherwood.news/markets/ferm...
www.wheresyoured.at/premium-the-...
sherwood.news/markets/ferm...
www.wheresyoured.at/premium-the-...
December 13, 2025 at 6:42 PM
Eight days ago I said one of the signs the bubble was bursting was if data center REITs like Fermi were in trouble. Yesterday Fermi had a $150m tenant pull out and its stock dropped 40%. All roads lead to The Smiling Man!
sherwood.news/markets/ferm...
www.wheresyoured.at/premium-the-...
sherwood.news/markets/ferm...
www.wheresyoured.at/premium-the-...
Reposted by Edward Ongweso Jr
Writing about various aspects of the AI bubble that we should pay more attention to in 2026. Part One is on AI geopolitics: attempts to replace the petrodollar system with a "technodollar" system, Sovereign AI, exporting inference to the gulf, and more thetechbubble.substack.com/p/the-ai-bub...
December 12, 2025 at 10:01 PM
Writing about various aspects of the AI bubble that we should pay more attention to in 2026. Part One is on AI geopolitics: attempts to replace the petrodollar system with a "technodollar" system, Sovereign AI, exporting inference to the gulf, and more thetechbubble.substack.com/p/the-ai-bub...
Writing about various aspects of the AI bubble that we should pay more attention to in 2026. Part One is on AI geopolitics: attempts to replace the petrodollar system with a "technodollar" system, Sovereign AI, exporting inference to the gulf, and more thetechbubble.substack.com/p/the-ai-bub...
December 12, 2025 at 10:01 PM
Writing about various aspects of the AI bubble that we should pay more attention to in 2026. Part One is on AI geopolitics: attempts to replace the petrodollar system with a "technodollar" system, Sovereign AI, exporting inference to the gulf, and more thetechbubble.substack.com/p/the-ai-bub...
Reposted by Edward Ongweso Jr
I wrote about Kalshi, prediction markets, and the vision of total financialization by turning every opinion into a tradable assets www.fastcompany.com/91457404/kal...
The Kalshi-fication of everything
The predictions platform is revealing what a world of total financialization will look like.
www.fastcompany.com
December 11, 2025 at 11:05 PM
I wrote about Kalshi, prediction markets, and the vision of total financialization by turning every opinion into a tradable assets www.fastcompany.com/91457404/kal...
Reposted by Edward Ongweso Jr
Premium newsletter: The much-demanded 16k word guide to how the AI bubble might actually burst, starting with the collapse of data center debt financing, the end of venture capital funding for AI, OpenAI's death, and how NVIDIA's AI GPU era might come to an end.
www.wheresyoured.at/premium-the-...
www.wheresyoured.at/premium-the-...
Premium: The Ways The AI Bubble Might Burst
I've been struggling to think about what to write this week, if only because I've written so much recently and because, if I'm honest, things aren't really making a lot of sense.
NVIDIA claims to hav...
www.wheresyoured.at
December 5, 2025 at 4:39 PM
Premium newsletter: The much-demanded 16k word guide to how the AI bubble might actually burst, starting with the collapse of data center debt financing, the end of venture capital funding for AI, OpenAI's death, and how NVIDIA's AI GPU era might come to an end.
www.wheresyoured.at/premium-the-...
www.wheresyoured.at/premium-the-...
Reposted by Edward Ongweso Jr
ICYMI, my latest video with @bcmerchant.bsky.social in which I discuss Israel, surveillance, the luddites, the AI jobs crisis, Dune's butlerian jihad, and resisting the big tech agenda. Also reference the work of @hypervisible.blacksky.app, @edwardongwesojr.com @notechforapartheid.bsky.social
Should We Destroy The Machines?
YouTube video by The Stories We Tell
youtu.be
December 5, 2025 at 2:56 PM
ICYMI, my latest video with @bcmerchant.bsky.social in which I discuss Israel, surveillance, the luddites, the AI jobs crisis, Dune's butlerian jihad, and resisting the big tech agenda. Also reference the work of @hypervisible.blacksky.app, @edwardongwesojr.com @notechforapartheid.bsky.social
Reposted by Edward Ongweso Jr
blood thirsty maniac
Sen. Tom Cotton (R-Ark.), to reporters, after viewing video footage of the U.S. strikes on alleged drug boats in the Caribbean on Sept. 2:
"Righteous strikes." "Entirely lawful."
"Righteous strikes." "Entirely lawful."
December 4, 2025 at 5:50 PM
blood thirsty maniac
Reposted by Edward Ongweso Jr
one thing worth observing here is that so many of these pundits aren't earnestly trying to understand what happened in the world as much as they are shadowboxing with people they don't like on the internet. stringinamaze.net/p/the-pundit...
December 3, 2025 at 2:40 AM
one thing worth observing here is that so many of these pundits aren't earnestly trying to understand what happened in the world as much as they are shadowboxing with people they don't like on the internet. stringinamaze.net/p/the-pundit...
Reposted by Edward Ongweso Jr
Fascinating stuff (and yeah, obligatory note that AI is a stupid label, this isn't an LLM etc)
But once again, this is also about substituting mere prediction for explanation. Understanding is overhead to capital, predictions are all it cares about. Capital is trying to get rid of science
But once again, this is also about substituting mere prediction for explanation. Understanding is overhead to capital, predictions are all it cares about. Capital is trying to get rid of science
Meteorologists are surprised that the weather model that did the best job forecasting hurricanes this year was a new one, introduced by Google. AI may be the beginning of a new era of forecasting. n.pr/49MFa1M
As the 2025 Atlantic hurricane season ends, the future of forecasting is AI
Meteorologists are surprised that the weather model that did the best job forecasting hurricanes this year was a new one, introduced by Google. AI may be the beginning of a new era of forecasting.
n.pr
November 30, 2025 at 2:46 PM
Fascinating stuff (and yeah, obligatory note that AI is a stupid label, this isn't an LLM etc)
But once again, this is also about substituting mere prediction for explanation. Understanding is overhead to capital, predictions are all it cares about. Capital is trying to get rid of science
But once again, this is also about substituting mere prediction for explanation. Understanding is overhead to capital, predictions are all it cares about. Capital is trying to get rid of science
Reposted by Edward Ongweso Jr
The New Deal wasn’t built on a promise that there would be “no ceiling” for the richest Americans.
Quite the opposite, in fact. FDR knew its politics could only work if he singled out the rich as villains and knew that its policies could only work if the rich paid their fair share in taxes.
Quite the opposite, in fact. FDR knew its politics could only work if he singled out the rich as villains and knew that its policies could only work if the rich paid their fair share in taxes.
November 30, 2025 at 4:51 PM
The New Deal wasn’t built on a promise that there would be “no ceiling” for the richest Americans.
Quite the opposite, in fact. FDR knew its politics could only work if he singled out the rich as villains and knew that its policies could only work if the rich paid their fair share in taxes.
Quite the opposite, in fact. FDR knew its politics could only work if he singled out the rich as villains and knew that its policies could only work if the rich paid their fair share in taxes.
on NYC bond markets, Zohran’s tech policy, the AI bubble’s growing debt component, the Gulf’s vision for compute, venture capital in the UK, Epstein’s role in global politics, performative China envy, Pynchon’s defense of the Luddites, and more thetechbubble.substack.com/p/sewer-soci...
Sewer Socialism, Cloud Debt, China Envy, Thomas Pynchon's Luddism, and the Epstein Class
Tech Bubble Consumer Dispatch #10: What I've been reading (11/28/25)
thetechbubble.substack.com
November 28, 2025 at 4:31 PM
on NYC bond markets, Zohran’s tech policy, the AI bubble’s growing debt component, the Gulf’s vision for compute, venture capital in the UK, Epstein’s role in global politics, performative China envy, Pynchon’s defense of the Luddites, and more thetechbubble.substack.com/p/sewer-soci...
Reposted by Edward Ongweso Jr
Here is the syllabus for the Information & Human Rights course that I taught at @pratt.edu this fall: rebeccawilliams.info/info-619-inf...
Many thanks to @edwardongwesojr.com, @samanthahinds.bsky.social, & the lawyers not on Bluesky for being guest speakers & for everyone we read!
Many thanks to @edwardongwesojr.com, @samanthahinds.bsky.social, & the lawyers not on Bluesky for being guest speakers & for everyone we read!
INFO 619: Information & Human Rights
Taught at the Pratt School of Information, this seminar introduced students to the foundations of information rights, the harms produced by information systems, and the creative and political strategi...
rebeccawilliams.info
November 26, 2025 at 11:20 PM
Here is the syllabus for the Information & Human Rights course that I taught at @pratt.edu this fall: rebeccawilliams.info/info-619-inf...
Many thanks to @edwardongwesojr.com, @samanthahinds.bsky.social, & the lawyers not on Bluesky for being guest speakers & for everyone we read!
Many thanks to @edwardongwesojr.com, @samanthahinds.bsky.social, & the lawyers not on Bluesky for being guest speakers & for everyone we read!
Reposted by Edward Ongweso Jr
I love the abstraction of the "AI" bubble popping. But the very probable effects haunt me.
Desire to Pop
Desire to Pop
November 24, 2025 at 10:20 AM
I love the abstraction of the "AI" bubble popping. But the very probable effects haunt me.
Desire to Pop
Desire to Pop
Reposted by Edward Ongweso Jr
My speaker notes & slides from today's panel on 'Resisting GenAI & Big Tech in Higher Education', co-organised with the Climate Justice Universities Union (CJUU). The full recording, slides and resources will be available soon via the CJUU site.
danmcquillan.org/resisting_ge...
danmcquillan.org/resisting_ge...
November 25, 2025 at 8:06 PM
My speaker notes & slides from today's panel on 'Resisting GenAI & Big Tech in Higher Education', co-organised with the Climate Justice Universities Union (CJUU). The full recording, slides and resources will be available soon via the CJUU site.
danmcquillan.org/resisting_ge...
danmcquillan.org/resisting_ge...
Reposted by Edward Ongweso Jr
In the new TMK, we chat with @beccamonteleone.bsky.social about her new book—the Double Bind of Disability—on the politics of disability, technology, and the production of knowledge/power over people's bodies. Becca lays out how to think (critically) about disability. soundcloud.com/thismachinek...
433. How to Think About Disability (ft. Becca Monteleone)
We chat with Becca Monteleone — author of The Double Bind of Disability: How Medical Technology Shapes Bodily Authority — about the critical intersection of disability and technology. Among many thing
soundcloud.com
November 25, 2025 at 10:25 PM
In the new TMK, we chat with @beccamonteleone.bsky.social about her new book—the Double Bind of Disability—on the politics of disability, technology, and the production of knowledge/power over people's bodies. Becca lays out how to think (critically) about disability. soundcloud.com/thismachinek...
Reposted by Edward Ongweso Jr
Everybody's trying a little Enron these days
Meta enters electricity trading to help accelerate the construction of new US power plants critical for its AI infrastructure buildout (Bloomberg)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
November 21, 2025 at 9:33 PM
Everybody's trying a little Enron these days
Reposted by Edward Ongweso Jr
When the Government Doesn't Want You Reporting on ICE
A conversation with Chicago Tribune reporter @lauranrodriguez.bsky.social about covering ‘Operation Midway Blitz’ and staying rooted in community
A conversation with Chicago Tribune reporter @lauranrodriguez.bsky.social about covering ‘Operation Midway Blitz’ and staying rooted in community
When the Government Doesn't Want You Reporting on ICE
A conversation with Chicago Tribune reporter Laura Rodríguez Presa about covering ‘Operation Midway Blitz’ and staying rooted in community
pressingissues.org
November 17, 2025 at 5:42 PM
When the Government Doesn't Want You Reporting on ICE
A conversation with Chicago Tribune reporter @lauranrodriguez.bsky.social about covering ‘Operation Midway Blitz’ and staying rooted in community
A conversation with Chicago Tribune reporter @lauranrodriguez.bsky.social about covering ‘Operation Midway Blitz’ and staying rooted in community
Reposted by Edward Ongweso Jr
Im not owned! Dont put it in the newspaper that I got owned!
November 17, 2025 at 9:10 PM
Im not owned! Dont put it in the newspaper that I got owned!
if we want to use tobacco & opioid firms as examples, the real mistake was that we did not draw enough blood. we have to come away with some scalps this time, not More Transparency. they will simply manufacture doubt just like tobacco & opioid firms did.
AI firms must be clear on risks or repeat tobacco’s mistakes, says Anthropic chief
AI firms must be clear on risks or repeat tobacco’s mistakes, says Anthropic chief
Artificial intelligence will become smarter than ‘most or all humans in most or all ways’, says Dario Amodei
*
Business live – latest updates
Artificial intelligence companies must be transparent about the risks posed by their products or risk repeating the mistakes of tobacco and opioid companies, according to the chief executive of the AI startup Anthropic.
Dario Amodei, who runs the US company behind the Claude chatbot, said he believed AI will become smarter than “most or all humans in most or all ways” and urged his peers to “call it as you see it”. Continue reading...
www.theguardian.com
November 17, 2025 at 10:56 PM
if we want to use tobacco & opioid firms as examples, the real mistake was that we did not draw enough blood. we have to come away with some scalps this time, not More Transparency. they will simply manufacture doubt just like tobacco & opioid firms did.
Reposted by Edward Ongweso Jr
"In writing this article, I realized that I could endlessly tie much of our reporting on attacks on civil society and human knowledge to the force multiplier that is AI and the AI maximalist political and economic project." www.404media.co/ai-is-superc...
AI Is Supercharging the War on Libraries, Education, and Human Knowledge
"Fascism and AI, whether or not they have the same goals, they sure are working to accelerate one another."
www.404media.co
November 17, 2025 at 10:44 PM
"In writing this article, I realized that I could endlessly tie much of our reporting on attacks on civil society and human knowledge to the force multiplier that is AI and the AI maximalist political and economic project." www.404media.co/ai-is-superc...