---
title: "Four Horsemen of the AIpocalypse"
url: https://daily.dev/posts/four-horsemen-of-the-aipocalypse-wy0inbzdf
source_url: https://www.wheresyoured.at/four-horsemen-of-the-aipocalypse/
type: article
source: "Where's Your Ed At"
published: 2026-04-21T16:29:34.898Z
updated: 2026-04-21T16:30:04.341Z
tags: ["ai", "github", "openai", "nvidia", "anthropic"]
reading_time: 30
upvotes: 40
comments: 11
language: en
---

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# Four Horsemen of the AIpocalypse

**[Where's Your Ed At](https://daily.dev/sources/wheresyoured)** · 30 min read · 40 upvotes · 11 comments

## Summary

Ed Zitron argues the AI industry is in a dangerous bubble, presenting four major warning signs: Anthropic's chronic service outages and degraded model quality (Claude Opus 4.7 reportedly worse than 4.6), the revelation that Claude Mythos was held back due to capacity constraints rather than safety concerns, NVIDIA selling more GPUs than can physically be installed with only 15.2GW of data center capacity actually under construction through 2028, and AI inference costs spiraling out of control — with some companies spending up to 10% of headcount costs on LLM tokens. Microsoft is moving GitHub Copilot to token-based billing after costs nearly doubled week-over-week, and Anthropic has already shifted enterprise customers to per-token API rates. Zitron contends that AI revenues are massively overstated through fraudulent ARR accounting, that both Anthropic and OpenAI are burning billions while providing subsidized, unreliable services, and that the entire industry's survival depends on infinite venture capital rather than genuine economic value.

## Full article

daily.dev links to this article rather than hosting it. Read it at the original source: <https://www.wheresyoured.at/four-horsemen-of-the-aipocalypse/>

## Community discussion

Top comments from developers on daily.dev.

**@ghost** · 13 upvotes

> It just seems like it goes on and on forever, like capital vc money is infinite. And its what they want us to believe, until it isn't anymore and everything crumbles very fast.

**@danirichestmaninbabylon** · 12 upvotes

> The economic capacity of large companies, along with consumer optimism, is keeping the bubble going.

**@harshnimje** · 5 upvotes

> Agree 100%

**@a\_meb\_a** · 3 upvotes

> rise of the machines, where is Sarah Connor?

**@destor77** · 3 upvotes

> muy bueno

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---

Tags: [#ai](https://daily.dev/tags/ai), [#github](https://daily.dev/tags/github), [#openai](https://daily.dev/tags/openai), [#nvidia](https://daily.dev/tags/nvidia), [#anthropic](https://daily.dev/tags/anthropic)

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