Better Offline
Better Offline is a weekly show that explores the tech industry's influence and manipulation of society, interrogating the growth-at-all-costs future that tech's elite wants to build. Combining narrative-form storytelling, one-on-one interviews, and panel-based discussions, the show cuts through buzzwords and obfuscation to investigate schemes and scams from cryptocurrency scumbags to venture capital elites. Hosted by tech industry veteran Ed Zitron, the podcast helps listeners understand how tech's most powerful players are changing the world.
Episodes
The Hater's Guide To Bonds With Rob Wigglesworth
In this week's Better Offline, Ed Zitron is joined by Robin Wigglesworth of the Financial Times to explain how both corporate and sovereign bonds work, why you should care, and what you need to know about the tech industry’s growing debt.Rob Wigglesworth: A Fabulous Debt: The Epic Story of How Bonds Built the Modern Worldhttps://www.amazon.com/Fabulous-Debt-Story-Bonds-Modern/dp/0593719182&n
Monologue: Australia's Dodgiest AI IPO Is A Pale Horse
In this week's Better Offline monologue, Ed Zitron talks about the brittle state of Australian AI data center company Firmus’ IPO, its dodgy underlying numbers, and how the Australian media has set an example of how you should actually cover an AI company. NOTE: This IPO was officially postponed shortly before going to press. The content still rocks. Newsletter: Credit Crunch: https://www.wh
"Cycular" Financing w/ GamersNexus
In this episode, Ed Zitron is joined by Steve Burke of GamersNexus to talk about NVIDIA’s “cycular” financing, Trump’s “superintelligence” accord, the growing bubble in the gaming industry, and the Steam Frame VR headset. Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1 YOU CAN
Monologue: Anthropic's $413bn Burden
In this week's Better Offline monologue, Ed Zitron talks about Anthropic’s $413 billion in non-cancellable compute commitments, and how its future depends on the impossible task of borrowing $50 billion to $100 billion a year from a bond market that’s already strained by endless AI data center debt. Link to details on contracts: https://bsky.app/profile/edzitron.com/post/3mwoc3p2b2s2mN
Monologue: Anthropic Lost $8bn In 2025, Was A Worse Business Than OpenAI
In this week's Better Offline, Ed Zitron walks through Anthropic’s 2025 financials, covering how it spent $2.75 to make a dollar, and how it was, at least last year, a worse business than OpenAI.Dead Money: https://www.wheresyoured.at/dead-money/Anthropic story from Reuters: https://www.reuters.com/business/finance/anthropics-ipo-prospectus-shows-sweeping-ai-vision-surging-costs-2026-09-28/
Monologue: The AI Data Center Overbuild
In this week's Better Offline monologue, Ed Zitron talks about how $200bn to $300bn of AI GPUs are sitting in warehouses, how hyperscalers like Microsoft are overstating their AI capacity, and why the AI data center overbuild is magntiudes worse than the Dot Com era fiber buildout. Where’re All The AI Chips? https://www.wheresyoured.at/wherere-all-the-ai-chips/Dario quote: https://www.
The Hidden Recession Beneath The AI Bubble w/ Paul Kedrosky
In this week’s Better Offline, Ed Zitron is joined by economist Paul Kedrosky to talk about how AI is distorting the bond markets to the point that it’s changing the price on US Treasuries, how AI data center economics don’t make sense, and the troubling signs he’s hearing out of Anthropic. https://paulkedrosky.com/The Nick, Dick and Paul Show: https://www.youtube.com/chann
Monologue: Shut The F*ck Up, Dario!
In this week's Better Offline monologue, Ed Zitron delivers a simple message: if Dario Amodei truly believes that Anthropic is building dangerous AI, he should stop any and all cybersecurity model training runs, halt his IPO, limit Claude to only the safest possible functions, or shut the fuck up.Anthropic “80% gross margins” story https://www.ft.com/content/4564e6a5-69e9-40a6-bf0f-a88
Stopping The AI Safety Cult ft. Adam Becker & Cal Newport
Ed Zitron is joined by computer science professor and writer Cal Newport and journalist and astrophysicist Adam Becker to get the word out that the narrative about existential risk from AI is driven by a religious cult of effective altruists and rationalists. AI Is Already In Dangerous Hands newsletter: https://www.wheresyoured.at/ai-is-already-in-dangerous-hands/ Adamhttps://bsky.app/profile
Monologue: Jacob Coxon and the AI Safety Grift
In this week's Better Offline monologue, Ed Zitron runs through the nonsensical, pro-AI lab scare campaign driven by former researcher Jacob Coxon, how the media keeps falling for AI safety grifts, and how dangerous AI is already in the wrong hands - those of Anthropic and OpenAI.WIRED interview with Coxon: https://archive.md/2026.09.10-091328/https://www.wired.com/story/anthropic-researcher-quits
Managing The Situation
In this week’s Better Offline, Ed Zitron walks you through how society continues to manage rather than deal with crises, and how the AI bubble is yet another crisis resulting from a failure to deal with the complexity of the real world. Last Week’s Newsletter: Hyperscale Normalization https://www.wheresyoured.at/hyperscale-normalization/ This week’s newsletter: Concent
Monologue: Concentration Risk
In this week's Better Offline monologue, Ed Zitron runs through how 80% of Anthropic and OpenAI’s enterprise revenues come from the top 1% of its customers, and how the entire AI bubble is a series of different concentration risks supported by venture capital and debt.Newsletter: https://www.wheresyoured.at/hyperscale-normalization/Ramp Data: https://www.reddit.com/r/BetterOffline/comments/1
LLMs Will Never Make Art With Caleb Wilson and Arif Hasan
In this week’s Better Offline, Ed Zitron is joined by Arif Hasan of Wide Left and Caleb Wilson of Kill The Computer to talk about an academic paper on AI slop, and the many reasons why LLMS can never truly make art.Why Slop Matters: https://arxiv.org/pdf/2601.06060Arif Hasanwideleft.footballx.com/ArifHasanNFLarif.bsky.socialCaleb Wilsonhttps://bsky.app/profile/birdrespecter.bsky.socialhttps:
Monologue: Into The Jensenverse
In this week's Better Offline monologue, Ed Zitron runs through how the AI bubble has increasingly become Jensen Huang and NVIDIA feeding different companies money, and how NVIDIA’s revenue is mostly dependent on a small handful of customers being able to raise more and more debt every year. EDITOR’s NOTE: I incorrectly say at the beginning of this that NVIDIA’s earnings were thi
No, AI Is Not "Autonomously Hacking" with Cal Newport
In this week’s Better Offline, Ed talks with computer science professor and writer Cal Newport about what the recent AI hacking incidents actually mean, why we should stop referring to LLMs as AI, and what the post-bubble world looks like for LLMs.Podcast & Videos: https://www.youtube.com/@CalNewportMedia/Newsletter: https://calnewport.comNew Yorker archive: https://www.ne
Monologue: AI Hits A Wall
In this week's Better Offline monologue, Ed Zitron runs through how Anthropic and OpenAI’s revenue growth is decelerating, and how OpenAI’s pause on model development and collapsing economics create the very real possibility it could collapse.EDITOR’s NOTE: I incorrectly say at the beginning of this that NVIDIA’s earnings were this week. They’re next week. Sorry!Newsl
The AI Clown Car W/ Gamersnexus
In this episode, Ed Zitron is joined by Steve Burke of GamersNexus to talk about the increasingly-delusional promises of the AI semiconductors industry, the rotten economics of LLMs, and how everything is becoming more frantic and desperate as we reach the end.GamersNexus - There Are No Non-Clowns In The Clown Car: https://www.youtube.com/watch?v=F33Ohjufi9kSupport GamersNexus’ AI Surveillan
AI Creativity Doesn't Exist With Chloe Radcliffe and Ed Ongweso Jr.
In this week's Better Offline, Ed is joined by comedian Chloe Radcliffe and critic Ed Ongweso Jr. to talk about AI’s attempts to interfere with the creative arts, horrible little robots, Mark Zuckerberg’s terrible AI essay, and why we can’t respect people writing using AI. Chloe’s Show Cheat - https://publictheater.org/performances-jp/2026/c/chloe-radcliffe-cheat/ - August
Monologue: NVIDIA's No IT Loads Refused Cash Dump
In this week's Better Offline monologue, Ed Zitron runs through NVIDIA’s entirely-theoretical $500 billion AI infrastructure partnership with various asset managers, all to keep up with analyst expectations that it will make more than $1.6 trillion in the next three years. Chloe’s Show Cheat - https://publictheater.org/performances-jp/2026/c/chloe-radcliffe-cheat/ - August 19th and 20t
Monologue: The Pale Horsemen Arrive
In this week's Better Offline monologue, Ed Zitron runs through how 70% of Microsoft, Google and Amazon’s AI revenues are from Anthropic and OpenAI, with 7% of Microsoft’s FY26 revenue coming from OpenAI alone, and how this is cast-iron proof that demand for AI doesn’t exist at a scale that warrants any of the trillion dollars in capex they’ve spent. Save $10 off a year of
The AI Demand Bubble with Ed Elson
In this week's Better Offline, Ed is joined by Prof G Markets’ Ed Elson to talk about the recent slew of tech earnings, how analyst estimates show that 70% of Microsoft, Google and Amazon’s AI revenues come from OpenAI and Anthropic, and the logical endpoint of his AI bubble thesis. Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/
Monologue: We Live Inside A Dream, But Who Is The Dreamer?
In this week's Better Offline monologue, Ed Zitron runs through how the media deliberately ignores reality to hide how Microsoft, Google and Amazon’s cloud growth is near-entirely driven by Anthropic and OpenAI, and how doing so threatens the livelihoods of hundreds of millions of people. To celebrate the one year anniversary of the premium newsletter, I’m offering a sale on one-year s
AI Mania Is Eviscerating Global Decision-Making w/ Nik Suresh
In this week’s Better Offline, Ed is joined by writer and software engineer Nik Suresh to talk about how AI mania is eviscerating global decision-making, weakening businesses and creating a culture of fear that demands workers lie about the benefits of AI to kiss up to Business Idiots. Nik’s blog: https://ludic.mataroa.blog/blog/ai-mania-is-eviscerating-global-decision-making/ htt
Monologue: What The Hell Are The Hyperscalers Doing?
In this week's Better Offline monologue, Ed Zitron runs through how hyperscalers have wasted $1.1 trillion in capex on AI in a desperate attempt to sustain hypergrowth, and report on how without OpenAI’s claud spend, Microsoft Azure would’ve only grown 8% year-over-year in 2025.The Subprime Data Center Crisis: https://www.wheresyoured.at/the-subprime-data-center-crisis/Nik Suresh: AI I
The Cult of the Ultra-Wealthy with Ed Elson
In this week's Better Offline, Ed is joined by Prof G Markets’ Ed Elson to talk about the broken state of the stock market, the collapse of financial regulation, SpaceX’s post-IPO horror show, and how our culture conflates wealth with intelligence.To celebrate the one year anniversary of the premium newsletter, I’m offering a sale on one-year subscriptions. Between now and midnig
Monologue: OpenAI Could Kill SoftBank and Oracle
In this week's Better Offline monologue, Ed Zitron runs you through how OpenAI’s collapse could mortally wound SoftBank, throw the Paramount/Warner Brothers deal into chaos, kill Oracle, and destroy Larry Ellison’s empire.To celebrate the one year anniversary of the premium newsletter, I’m offering a sale on one-year subscriptions. Between now and midnight July 22, you can get a
AI Made Everything Expensive (ft. GamersNexus)
In this episode, Ed Zitron is joined by Steve Burke of GamersNexus to talk about how demand for AI GPUs helped the RAM cartel make every single consumer electronic more expensive, and how bad it’ll be when things unwind.Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1 - I’d be so grateful! GamersN
Monologue: Blame AI For Making Everything More Expensive
In this week's Better Offline monologue, Ed Zitron runs you through how AI is inflating the price of memory across the board by diverting fab capacity to building high bandwidth memory for GPUs, and how this situation may end in disaster for everyone involved.GamersNexus: The DRAM Cartel https://www.youtube.com/watch?v=jVzeHTlWIDY HBM to increase 90% Year over Year - https://x.com/pequityresearch/
Trashfuture x Better Offline: Goosed In The Shell
This week’s Better Offline is the first joint episode with Riley, November, Hussein from TrashFuture, covering SoftBank’s crazy annual shareholder meeting and the general collapse of the AI bubble.Ed Zitron and the TF Crew are on both your feeds this week to discuss the Softbank slide deck breakdown you’ve all been waiting for. It’s nothing other than the goose, and whether
Monologue: Meta Admits It Bought Too Many GPUs
In this week's Better Offline monologue, Ed Zitron runs you through Meta’s plans to sell its AI compute, and how this is an admission to the grim fact that there isn’t really a reason for anyone to be building all these AI data centers.Ed Zitron on CNBC: Generative AI's Business Model Does Not Work, And Tech Is Out Of Hypergrowth Ideashttps://www.reddit.com/r/BetterOffline/comments/1ul
The WSJ On Polymarket's Questionable Ads
In this week’s Better Offline, Ed talks with the Wall Street Journal’s Caitlin Ostroff and Katherine Long about how Polymarket is working with influencers to show videos of fake bets cashing out - and how the prediction markets have grown into a large, barely-regulated operation.Please support me by subscribing to my premium newsletter - here’s $10 off your first year of annual h
Monologue: Tokenpocalypse Now
In this week's Better Offline monologue, Ed Zitron runs you through how organizations are freaking out after having to pay the real cost of AI tokens, and how the surge of competitive open weight models could lead to the post-bubble locally-run future of LLMs. Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1
Monologue: Silicon Valley is A Cargo Cult
In this week's Better Offline monologue, Ed Zitron runs you through how AI is the pinnacle of Silicon Valley monoculture, and a monument to the cargo cult desperation of a tech industry that celebrates mediocrity and has run out of ideas. Newsletter: Cargo Culture: https://www.wheresyoured.at/cargo-culture/ OpenAI Exclusive: https://www.wheresyoured.at/exclusive-openai-financials/ Save $10 off a y
The AI Industry Must Stop Doom Trolling w/ Cal Newport
In this week’s Better Offline, Ed talks with computer science professor and writer Cal Newport about AI companies “doom trolling” consumers using scary stories about conscious computers, and how we need to make fun of the scare-mongering and ridicule the executives peddling in it.Please support me by subscribing to my premium newsletter - here’s $10 off your first year of a
Exclusive: OpenAI Spent $34 Billion In 2025, With Losses Up 8X
In a special exclusive episode of Better Offline, Ed Zitron digs into the audited financials of OpenAI from 2024 and 2025.Companion newsletter: www.wheresyoured.at/exclusive-openai-financials/ Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1 - I’d be so grateful! YOU CAN NOW BUY BETTER OFFLINE MERC
CZM Rewind: The Rot-Com Bubble
Tech's hyper-growth era is ending, with online 100 million new people getting online between 2022 and 2023, and almost every major web platform seeing a decline in growth since 2021. In this episode, Ed Zitron walks you through how tech's decline is driving the tech industry to try and sell you useless products like the metaverse, cryptocurrency and generative AI. Original Air Date: 6.5.24 Save $1
Monologue: AI Can't Afford To Slow Down
In this week's Better Offline monologue, Ed Zitron runs you through how the “does AI have ROI?” debate is coming at the worst possible time for two companies that can’t afford to slow down thanks to their $1.1 trillion in compute commitments.Newsletter: AI Doesn’t Have ROI https://www.wheresyoured.at/ai-doesnt-have-roi/ Ed on Bloomberg: https://www.youtube.com/watch?v=
Why AI Has No ROI with Paul Kedrosky
In this week’s Better Offline, Ed Zitron is joined by economist Paul Kedrosky to talk about why nobody can find the ROI of AI, why there won’t be a Dot Com Bubble-style recovery for AI data centers, and how Google’s $80bn equity sale shows we’re at the top.https://paulkedrosky.com/ The Nick, Dick and Paul Show: https://www.youtube.com/channel/UCFbDiETo29GTIjg6Lk4imig S
Monologue: Everyone Suddenly Cares About AI ROI
In this week's Better Offline monologue, Ed Zitron runs you through how AI’s move to token-based billing has revealed that absolutely nobody has a way of measuring AI’s ROI - and how these massive costs might finally burst the bubble.Companion newsletter: https://www.wheresyoured.at/the-revenge-of-the-business-idiot/ Axios: AI sticker shock hits corporate America https://www.axios
The AI Industry Is Losing
In this week's Better Offline, Ed Zitron runs you through how Uber’s COO said the quiet part out loud - that AI’s outputs and efficacy do not match up with its ruinous costs - and how despite its bluster, the AI industry’s grift is failing.Free newsletter tie-in: https://www.wheresyoured.at/the-revenge-of-the-business-idiot/ Please subscribe to my premium newsletter - save $
Monologue: Anthropic Is Not Profitable Unless You Remove Its Costs
In this week's Better Offline monologue, Ed Zitron runs you through Anthropic’s claims it will be non-GAAP EBITDA profitable for Q2 2026 by having SpaceX discount its compute costs, and how said revenues don’t match up with its CFO’s sworn affidavit or previous reporting on its finances.Companion newsletter: https://www.wheresyoured.at/anthropics-profitability-swindle/ https://ww
AI Versus The PC Industry With GamersNexus
In this episode, Ed Zitron is joined by Steve Burke of GamersNexus to talk about NVIDIA’s alleged GPU shipments to China, how AI is choking the PC gaming industry, and how mad Jensen Huang keeps getting on podcasts.Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1 - I’d be so grateful! GamersNexus:
Monologue: AI Is Making The Tech Industry Weak
In this week's Better Offline monologue, Ed Zitron runs you through how LLMs and the obsession with AI is actively destroying the fabric of the tech industry.Please subscribe to my premium newsletter - save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1 YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to https://cottonbureau
The Insanity of the Markets with Ben & Emil
On this week’s Better Offline, Ed Zitron is joined by the hosts of the Ben & Emil show to talk about how the markets have been driven insane by semiconductor buzz and social media hysteria.https://benandemilshow.com/ https://www.youtube.com/@benandemilshow Please support me by subscribing to my premium newsletter - here’s $10 off your first year of annual https://edzitronswher
CZM Rewind: Cory Doctorow and Ed Zitron on Enshittification and the Rot Economy
This week’s Better Offline is a recording of a panel held by Clarion West in Seattle earlier this year with Cory Doctorow and Ed Zitron, discussing enshittification, The Rot Economy, and the destruction of modern tech platforms, moderated by Whitney Beltrán. Original Air Date: 11.12.25Cory Doctorow: https://craphound.com/Whitney Beltrán: https://brightwhitney.com/ Get involved
Monologue: AI's Compute Demand Story Is A Lie
In this week's Better Offline monologue, Ed Zitron runs through how 70-80% of Amazon and Microsoft’s AI revenue and capacity is taken up by OpenAI and Anthropic, and how capacity constraints across the industry are a result of hyperscalers sacrificing their infrastructure to the least-profitable startups of all time.Premium newsletter out later today - AI’s Demand Story Is A Lie - save
Palantir's Manifesto with June and Caleb from KTC
On this week’s Better Offline, Ed Zitron digs into Palantir’s 22-point manifesto with Caleb and June from Kill The Computer.The Manifesto: https://x.com/PalantirTech/status/2045574398573453312 Caleb and Junehttps://bsky.app/profile/birdrespecter.bsky.social https://bsky.app/profile/killthecomputer.com https://bsky.app/profile/junlper.beer https://x.com/canteverdie Please support m
Monologue: How OpenAI Kills Oracle
In this week's Better Offline monologue, Ed Zitron runs through how OpenAI must grow its revenue by 1000% in the next three years and raise at least another $200 billion for it to be able to pay its compute deals with Oracle and other providers, and how Oracle dies if OpenAI fails to pay its bills.This week’s free newsletter: https://www.wheresyoured.at/four-horsemen-of-the-aipocalypse/ 
Cal Newport on Mythos and Anthropomorphization
In this week’s Better Offline, Ed is joined by computer science professor and writer Cal Newport to talk about the Claude Mythos marketing scam, the lies around AI job loss, and why LLMs shouldn’t talk like they’re people.Please support me by subscribing to my premium newsletter - here’s $10 off your first year of annual https://edzitronswheresyouredatghostio.outpost.pub/pu
Monologue: On Dangerous Rhetoric
In this week's Better Offline monologue, Ed Zitron discusses how AI labs’ dangerous rhetoric around AI capabilities and job loss are antagonizing and terrifying people that are already on edge, and that de-escalation starts with Altman and Amodei talking about LLMs as normal software.This week’s free newsletter: https://www.wheresyoured.at/i-will-never-respect-a-website/ Premium newsle
More, Everything, Forever With Adam Becker
In this week’s Better Offline, Ed Zitron is joined by journalist and astrophysicist Adam Becker to talk about introspection-free venture capital, the Pee-Wee’s Playhouse effect of LLMs, and trying to find a better future to focus on.https://bsky.app/profile/adambecker.bsky.social https://www.youtube.com/@DreamingAgainstTheMachine https://www.hachettebookgroup.com/titles/adam-
Investigating Altman With Ronan Farrow and Andrew Marantz
In a special episode of Better Offline, Ed Zitron is joined by writers Ronan Farrow and Andrew Marantz of the New Yorker to talk about their massive investigation into Sam Altman, his ouster from OpenAI, and the consequences of trusting Silicon Valley with the future.https://www.newyorker.com/magazine/2026/04/13/sam-altman-may-control-our-future-can-he-be-trusted Save $10 off a year of my pre
The Reality of AI Economics With Paul Kedrosky
In this week’s Better Offline, Ed Zitron is joined by economist Paul Kedrosky to talk about the large amount of speculative data center land purchases, the brittle NVIDIA GPU economy, and the economic realities of AI. https://paulkedrosky.com/ The Nick, Dick and Paul Show: https://www.youtube.com/channel/UCFbDiETo29GTIjg6Lk4imig Save $10 off a year of my premium newsletter: https://edzitrons
Monologue: AI Isn't Too Big to Fail
In this week's Better Offline monologue, Ed Zitron breaks down why AI isn’t too big to fail, why no bailout is coming, and how people need to learn more about history before using it to justify burning billions of dollars. This week’s free newsletter: https://www.wheresyoured.at/the-subprime-ai-crisis-is-here/ Premium newsletter tie-in out later today - save $10 off a year of my p
Monologue: What's Going On At Anthropic?
In this week’s Better Offline, Ed Zitron discusses Anthropic’s aggressive new rate limits, the leak of Claude Code’s source code, and the dread consequences of having software written 100% by LLMs.Free newsletter: The Subprime AI Crisis Is Here https://www.wheresyoured.at/the-subprime-ai-crisis-is-here/ Save $10 off a year of my premium newsletter: https://edzitronswheresyou
Monologue: The AI Industry Is Lying To You
In this week's Better Offline monologue, Ed Zitron talks about OpenAI killing Sora, and how the majority of announced data centers are either barely getting built or vaporware, with only 3GW of IT load coming online in 2025 in America, and only 5GW of data centers under construction worldwide.This week’s free newsletter: https://www.wheresyoured.at/the-ai-industry-is-lying-to-you/ JustDario&
NVIDIAdrome with Steve Burke of GamersNexus
In this week’s Better Offline, Ed is joined by Steve Burke of GamersNexus to talk about NVIDIA’s strange and embarrassing GTC, DLSS5, and the increasingly-hysterical AI bubble.Free newsletter that discusses data center timing and NVIDIA's China situation: https://www.wheresyoured.at/the-ai-industry-is-lying-to-you/ https://www.youtube.com/user/gamersnexus https://x.com/GamersNexus Game
Monologue: LLM Code Is Already Breaking Big Tech
In this week's Better Offline monologue, Ed Zitron talks about hyperscalers allowing non-technical workers to ship code, and how the over-reliance on LLMs and push to ship as much code as possible is setting big tech up for a calamity.This week’s free newsletter: https://www.wheresyoured.at/why-are-we-still-doing-this/ Save $10 off a year of my premium newsletter: https://edzitronswhere
Prediction Markets with Rebecca Ungarino and Nick Devor
In this week’s Better Offline, Ed is joined by Rebecca Ungarino and Nick Devor of Barron’s to talk about the legalities of prediction markets, their effect on society, and how everyone is operating on the bleeding edge of financial regulations.Nick Devor: https://www.barrons.com/authors/nick-devor https://x.com/nickdevor_ Rebecca Ungarino:https://www.barrons.com/authors/rebecca-ungarin
Monologue: It's The Beginning Of History
In this week's Better Offline monologue, Ed Zitron talks about the end of tech’s hypergrowth era, generative AI’s failure as a business model, and why we need to stop looking to the past to prove that the future will work out. Free newsletter tie-in: https://www.wheresyoured.at/the-beginning-of-history/ Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatg
Hater Season: Henry Zebrowski
Better Offline’s “Hater Season” - an ongoing roundtable with tech’s greatest haters - continues as Ed is joined by Henry Zebrowski of Last Podcast on the Left to talk about Business Idiots, the metaverse, and the beauty of the human mind.https://www.patreon.com/cw/lastpodcastontheleft youtube.com/@lpntv Please support me by subscribing to my premium newsletter - here&r
Hater Season: Corey Quinn
Better Offline’s “Hater Season” - an ongoing roundtable with tech’s greatest haters - continues as Ed talks with Corey Quinn, Chief Cloud Economist at Duckbill, about the realities of LLMs and the chaotic world of Amazon Web Services.Please support me by subscribing to my premium newsletter - here’s $10 off your first year of annual https://edzitronswheresyouredatghos
Monologue: Analyslop And The Death of Critical Thinking
In this week's Better Offline monologue, Ed Zitron walks you through the "analyslop" phenomenon of speculative, lie-ridden fan fiction that gets framed as meaningful research and promoted by the mainstream media. Free newsletter tie-in: https://www.wheresyoured.at/on-nvidia-and-analyslop/ Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-
Hater Season: Victoria Song & Alex Cranz
Better Offline’s “Hater Season” - an ongoing roundtable with tech’s greatest haters - continues as Ed talks with Victoria Song of The Verge about “wellness products,” bullshit workout metrics and black market peptides.Please support me by subscribing to my premium newsletter - here’s $10 off your first year of annual https://edzitronswheresyouredatghostio.
Monologue: AI Isn't Replacing Software Companies, Calm Down About Claude Code
In this week's Better Offline monologue, Ed Zitron walks you through why AI isn’t replacing all software companies, and why the hype behind Claude Code is utterly specious.Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1 - I’d be so grateful! YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to https:
Hater Season: Caleb Wilson, Juniper and Arif Hasan
Better Offline’s “Hater Season” - an ongoing roundtable with tech’s greatest haters - continues as Ed talks with Kill The Computer’s Juniper and Caleb and Arif Hasan of Wide Left about prediction markets, silicon valley’s billionaire whiners, and how Anthropic is trying to redefine “profitability.” Please support me by subscribing to my premium newsl
Monologue: No, Something Big Isn't Coming
In this week's Better Offline monologue, Ed Zitron walks you through why Matt Shumer’s “Something Big Is Coming” is deceptive misinformation peddled by a guy who previously tried to defraud the AI community, and why everybody who boosted or republished it should be ashamed of themselves.The Annotated version of Something Big Is Coming: https://www.dropbox.com/scl/fi/qw6k5c3m575cq
Hater Season: Cal Newport on AI Reporting
Better Offline’s “Hater Season” - an ongoing roundtable with tech’s greatest haters - continues as Ed talks with computer science professor and writer Cal Newport about the ways in which the media fails to report the truth about AI.Please support me by subscribing to my premium newsletter - here’s $10 off your first year of annual https://edzitronswheresyouredatghosti
Monologue: Is Oracle Screwed?
In this week's Better Offline monologue, Ed Zitron walks you through the world finally realizing that NVIDIA’s $100bn deal with OpenAI was BS, and the very real possibility of Oracle’s collapse.Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1 - I’d be so grateful! The $100 Billion Megadeal B
Hater Season: Openclaw with David Gerard
In the first episode of Better Offline’s “Hater Season” - an ongoing roundtable with tech’s greatest haters - Ed is joined by David Gerard of Pivot to AI to talk about Openclaw/Clawdbot/Moltbot, how seemingly smart people keep being “one-shotted” by AI, and why we’ve been headed toward a calamity in the markets since 2008.https://pivot-to-ai.com/ https://w
AI Is Worse Than The Dot Com Bubble: Part Four
In the final part of this week’s Dot Com Bubble series, Ed Zitron walks you through to the logical endpoints of his arguments about the AI bubble - a 40%-90% collapse of NVIDIA’s revenues, tens of billions of dollars of impairments for hyperscalers, an existential contraction in venture capital, the near-collapse of Oracle, and $200 billion or more in unpaid data center debt. Please su
AI Is Worse Than The Dot Com Bubble: Part Three
In part three of this week’s Dot Com Bubble series, Ed Zitron explains how the economics of the AI bubble are much, much worse than the dot com bubble, with far fewer customers, way more debt, and a stock market with an unhealthy obsession with one stock - NVIDIA. Please support me by subscribing to my premium newsletter - here’s $10 off your first year of annual https://edzitronswhere
AI Is Worse Than The Dot Com Bubble: Part Two
In part two of this week’s Dot Com Bubble series, Ed Zitron explains the flimsy mythology used to convince the world to run millions of miles of fiber optic cable - and how completely different that is to building hundreds of billions of data centers of GPUs. Please support me by subscribing to my premium newsletter - here’s $10 off your first year of annual https://edzitronswheresyour
AI Is Worse Than The Dot Com Bubble: Part One
In part one of this week’s series, Ed Zitron explains how the AI bubble could be so much worse than the dot com bubble - and how people are too flippant about the carnage caused by the 2000s telecommunications bubble bursting. Please support me by subscribing to my premium newsletter - here’s $10 off your first year of annual https://edzitronswheresyouredatghostio.outpost.pub/public/pr
Working In The Dot Com Bubble ft. Matt Rosoff
To kick off this week’s Better Offline Dot Com Special, Ed Zitron is joined by The Register’s Matt Rosoff to talk about what it was like to be in the tech industry during the last time the markets got drunk on a major digital hype cycle. Matt Rosoff: https://www.theregister.com/Author/Matt-Rosoff/ https://bsky.app/profile/did:plc:agrmux4phzmfvgyblvhxrbnh Please support me by subscribin
The Enshittifinancial Crisis: Part Four
In the final part of this week’s four-part Better Offline Enshittifinancial Crisis special, Ed Zitron walks you through how ignoring the horrifying margins and destructive practices of the AI industry is setting up venture capital and the global markets for a catastrophe, and how all of this could’ve been avoided.This series was a ton of work, so please support me by subscribing to my
The Enshittifinancial Crisis: Part Three
In part three of this week’s four-part Better Offline Enshittifinancial Crisis special, Ed Zitron walks you through how the imaginary demand for AI compute is setting up every single data center developer for disaster - and how many major banks will be caught in the contagion.This series was a ton of work, so please support me by subscribing to my premium newsletter - here’s $10 off yo
The Enshittifinancial Crisis: Part Two
In part two of this week’s four-part Better Offline Enshittifinancial Crisis special, Ed Zitron walks you through how companies like AMD, Broadcom and NVIDIA are swindling stockholders with the help of analysts and the media, and how decades of easy returns for venture capital are an existential risk to the future of startup fundraising.This series was a ton of work, so please support me by
The Enshittifinancial Crisis: Part One
In part one of this week’s four-part Better Offline Enshittifinancial Crisis special, Ed Zitron walks you through the enshittification of the stock market, where toxic companies appreciate in value despite their toxicity, recklessness and waste, aided and abetted by analysts who not only ignore the toxicity but actively celebrate it. This series was a ton of work, so please support me b
Monologue: The Year Ahead
In this week's Better Offline monologue, Ed Zitron walks you through the seeming collapse of Mira Murati’s Thinking Machines, and why the AI bubble can’t survive the death of OpenAI. Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1 - I’d be so grateful! Kylie Robison’s scoop about Thi
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