In "Running Dry," Ed Zitron argues the money funding AI is running dry as the industry's underlying economics stop making sense, pointing to OpenAI's $11 billion raise at a $1.25 trillion valuation — reportedly met with tepid investor interest — and Anthropic's amended S-1 showing a $567 million Q3 2026 loss against hundreds of billions in compute commitments. He says Anthropic rushed its IPO before its weakest quarter surfaced, expects it to need debt at 8 to 11 percent interest, and predicts the AI bubble bursts when data center debt becomes hard to raise and venture capital dries up.