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NewAI Bubble: This is the beginning of the end | Ed ZitronNovember 13, 2026 · 24 min
Episodes
135
Released
several times a week
Latest episode
Nov 13, 2026

About the podcast

Welcome to the Tech Report, where you can keep up to date with everything you need to know from the fast-changing world of technology. Every week we’ll bring you interviews with leading experts, journalists and commentators on everything from the future of AI to tech bro meltdowns.

Hosted on Acast. See acast.com/privacy for more information.

Episodes 135

  1. AI Bubble: This is the beginning of the end | Ed Zitron

    24 minSeason 1

    “There is no AI bubble without Jensen Huang.”Writer of Where’s Your Ed At and host of the Better Offline podcast Ed Zitron joins The Tech Report’s Isaac Pound to talk about how former Nvidia CEO Jensen Huang …

    Show notes

    “There is no AI bubble without Jensen Huang.”


    Writer of Where’s Your Ed At and host of the Better Offline podcast Ed Zitron joins The Tech Report’s Isaac Pound to talk about how former Nvidia CEO Jensen Huang might have just brought and end to the AI bubble.

    Hosted on Acast. See acast.com/privacy for more information.

  2. AI Bubble: 'Circular financing is over' | Ed Zitron

    21 minSeason 1

    Writer of Where's Your Ed At and host of the Better Offline podcast Ed Zitron joins The Tech Report's Isaac Pound to talk about how Jensen Huang might have accidentally just ended the circular financing …

    Show notes
    Writer of Where's Your Ed At and host of the Better Offline podcast Ed Zitron joins The Tech Report's Isaac Pound to talk about how Jensen Huang might have accidentally just ended the circular financing propping up the AI as the Nvidia CEO has resigned after news of a second affair broke overnight

    Hosted on Acast. See acast.com/privacy for more information.

  3. Nvidia spy scandal: ‘Everybody knew about this’ | David Gerard

    31 minSeason 1

    “Nvidia has no one who can step in and just keep things running.” Author and host of Pivot to AI David Gerard joins The Tech Report’s Isaac Pound to talk about the fallout from Jensen Huang’s affair with former …

    Show notes

    “Nvidia has no one who can step in and just keep things running.”


    Author and host of Pivot to AI David Gerard joins The Tech Report’s Isaac Pound to talk about the fallout from Jensen Huang’s affair with former Megaspeed executive Alice Huang (no relation), as Nvidia share tumble and the pressure mounts on the GPU companies CEO to step down.

    Hosted on Acast. See acast.com/privacy for more information.

  4. Frontier models are useless on their own Tech CEO explains | Thomas Shea

    26 minSeason 1

    “Generative models are never going to be able to handle facts in a certain way.” CEO of OneStream Thomas Shea joins The Tech Report’s Isaac Pound to talk about how generative AI is being used for too broad of a …

    Show notes

    “Generative models are never going to be able to handle facts in a certain way.”


    CEO of OneStream Thomas Shea joins The Tech Report’s Isaac Pound to talk about how generative AI is being used for too broad of a use case, and how downward pressure from open weight models threatens frontier AI developers.


    Instagram: https://www.instagram.com/the_tech_reprt/ Facebook: @TheTechReport

    Hosted on Acast. See acast.com/privacy for more information.

  5. AI Bubble: OpenAI won’t survive to 2028 | Ed Zitron

    44 minSeason 1

    “The assumption was these things would grow forever… and I think the big story here is we’ve hit the ceiling.”Writer of Where’s Your Ed At and host of the Better Offline podcast Ed Zitron talks to The Tech …

    Show notes

    “The assumption was these things would grow forever… and I think the big story here is we’ve hit the ceiling.”


    Writer of Where’s Your Ed At and host of the Better Offline podcast Ed Zitron talks to The Tech Report’s Isaac Pound about OpenAI’s struggle to find funding, Anthropic’s valuation falling ahead of its IPO and what the Midterm election results mean for the AI industry.

    Hosted on Acast. See acast.com/privacy for more information.

  6. Big Tech’s Maga alliance is over | Martha Muir

    22 minSeason 1

    “A bad night for anyone who wants to develop a data center. And a horrible night for anyone who wants to develop a data center in Texas.”Financial Times US Energy Reporter Martha Muir joins The Tech Report’s …

    Show notes

    “A bad night for anyone who wants to develop a data center. And a horrible night for anyone who wants to develop a data center in Texas.”


    Financial Times US Energy Reporter Martha Muir joins The Tech Report’s Isaac Pound to talk about how data center opposition became a crucial voting factor in the US Midterm and how the mainstreaming of the anti-AI and data center sentiment will shape the tech industry.

    Hosted on Acast. See acast.com/privacy for more information.

  7. 20% of AI layoffs have failed | Brian Merchant

    42 minSeason 1

    “We’re only going to see more burnout as employers either adopt more AI tools or they just keep pushing employees for more so they can hit targets.”Author of book and newsletter Blood in the Machine Brian …

    Show notes

    “We’re only going to see more burnout as employers either adopt more AI tools or they just keep pushing employees for more so they can hit targets.”


    Author of book and newsletter Blood in the Machine Brian Merchant joins The Tech Report’s Isaac Pound to talk about the strain being placed on workers under AI adoption mandates as a new survey reveals 20% of AI layoffs have been reversed.

    Hosted on Acast. See acast.com/privacy for more information.

  8. Anthropic got hacked | Eli the Computer Guy

    32 minSeason 1

    “To call this horrifying just doesn’t do it justice.”Eli the Computer Guy joins The Tech Report’s Isaac Pound to talk about Anthropic getting hacked and the future of AI agents as banks and now Amazon have …

    Show notes

    “To call this horrifying just doesn’t do it justice.”


    Eli the Computer Guy joins The Tech Report’s Isaac Pound to talk about Anthropic getting hacked and the future of AI agents as banks and now Amazon have started blocking them from their platforms.

    Hosted on Acast. See acast.com/privacy for more information.

  9. China’s AI crash is warning sign for the AI bubble | Dean Baker

    26 minSeason 1

    “I’m going to take money from my left pocket, put it in the right pocket and get very rich that way. That doesn’t work.”Senior Distinguished Fellow for the Center for Economic and Policy Research Dean Baker …

    Show notes

    “I’m going to take money from my left pocket, put it in the right pocket and get very rich that way. That doesn’t work.”


    Senior Distinguished Fellow for the Center for Economic and Policy Research Dean Baker joins The Tech Report’s Isaac Pound to talk about the warnings signs of an AI bubble and the future of US tech as China’s AI market crashes after investors lose patience waiting for return on investment.

    Hosted on Acast. See acast.com/privacy for more information.

  10. Anthropic’s credit rating might be junk says Blackstone | Ed Zitron

    39 minSeason 1

    “I don’t know what anthropic does now because you’re going to the junk bond market that’s already strained.”Writer of Where’s You Ed At and host of the Better Offline podcast Ed Zitron joins The Tech Report’s …

    Show notes

    “I don’t know what anthropic does now because you’re going to the junk bond market that’s already strained.”


    Writer of Where’s You Ed At and host of the Better Offline podcast Ed Zitron joins The Tech Report’s Isaac Pound to talk about Anthropic’s IPO as the story breaks that Blackstone does not expect the maker of Claude to reach investment grade debt.

    Hosted on Acast. See acast.com/privacy for more information.

  11. AI is increasing workloads not shrinking them | Paris Marx

    35 minSeason 1

    “If there’s a real threat from AI on the existential scale, it’s from the emissions.”Tech journalist and author of Hyperscale Paris Marx joins The Tech Report’s Isaac Pound to talk about the physical impact …

    Show notes

    “If there’s a real threat from AI on the existential scale, it’s from the emissions.”


    Tech journalist and author of Hyperscale Paris Marx joins The Tech Report’s Isaac Pound to talk about the physical impact data centers are having on the world and how the biggest threat from AI is not killer robots or Skynet.

    Hosted on Acast. See acast.com/privacy for more information.

  12. Vibe coding will bankrupt businesses | David Gerard

    32 minSeason 1

    “Vibe code will be a security disaster and we’re just building and bigger and bigger pile of technical debt.”Author and host of Pivot to AI David Gerard joins The Tech Report’s Isaac Pound to talk about the …

    Show notes

    “Vibe code will be a security disaster and we’re just building and bigger and bigger pile of technical debt.”


    Author and host of Pivot to AI David Gerard joins The Tech Report’s Isaac Pound to talk about the real impact of the recently discovered PHP vulnerabilities and the impact of LLMs on cybersecurity.

    Hosted on Acast. See acast.com/privacy for more information.

  13. AI Bubble: ‘The bond market is freaking out | Ed Zitron

    33 minSeason 1

    “It really is a question of just when the market loses faith. It’s a religious cult on some level, but with stocks.”Writer of Where’s Your Ed At and the host of the Better Offline podcast Ed Zitron joins The …

    Show notes

    “It really is a question of just when the market loses faith. It’s a religious cult on some level, but with stocks.”


    Writer of Where’s Your Ed At and the host of the Better Offline podcast Ed Zitron joins The Tech Report’s Isaac Pound to talk about the IMF’s AI bubble warning and how banks are already reaching a limit on the amount of AI related debt they can hold.

    Hosted on Acast. See acast.com/privacy for more information.

  14. Leaked Amazon document reveal they have too many GPUs | Ed Zitron

    34 minSeason 1

    “This is the worst possible scenario… because it means that Nvidia does not have crazy demand for GPUs”Writer of Where’s Your Ed At and the host of the Better Offline podcast Ed Zitron joins The Tech Report’s …

    Show notes

    “This is the worst possible scenario… because it means that Nvidia does not have crazy demand for GPUs”


    Writer of Where’s Your Ed At and the host of the Better Offline podcast Ed Zitron joins The Tech Report’s Isaac Pound to talk about internal Amazon documents and email revealing the company is warehousing GPUs it cannot install.

    Hosted on Acast. See acast.com/privacy for more information.

  15. AI adoption is slowing: ‘There’s no use case for frontier AI’ | Dean Baker

    28 minSeason 1

    “It’s impossible to see what they envision happening… there’s literally nothing on the horizon.”Senior Distinguished Fellow at the Center for Economic and Policy Research Dean Baker talks to The Tech Report’s …

    Show notes

    “It’s impossible to see what they envision happening… there’s literally nothing on the horizon.”


    Senior Distinguished Fellow at the Center for Economic and Policy Research Dean Baker talks to The Tech Report’s Isaac Pound about new research from Gartner that predicts the AI industry will fall $5bn short of its minimum target and how long OpenAI and Anthropic can survive without making a profit.

    Hosted on Acast. See acast.com/privacy for more information.

  16. OpenAI is spending millions to commit felonies | Eli the Computer Guy

    33 minSeason 1

    “The problems they are running into, to call them rank amateur is to insult amateurs.”Eli the Computer Guy join The Tech Report’s Isaac Pound to talk about the incompetence behind the so-called rouge AI cyber …

    Show notes

    “The problems they are running into, to call them rank amateur is to insult amateurs.”


    Eli the Computer Guy join The Tech Report’s Isaac Pound to talk about the incompetence behind the so-called rouge AI cyber security issues faced by OpenAI and Anthropic and how automated AI grading might be reinforcing unaligned behaviour.

    Hosted on Acast. See acast.com/privacy for more information.

  17. ‘CoreWeave is a disease ridden company’ | Ed Zitron

    47 minSeason 1

    “The usual ability of the AI industry has to put the toothpaste back in the tube is not working anymore.”Writer of Where’s Your Ed At and the host of the Better Offline podcast joins The Tech Report’s Isaac …

    Show notes

    “The usual ability of the AI industry has to put the toothpaste back in the tube is not working anymore.”


    Writer of Where’s Your Ed At and the host of the Better Offline podcast joins The Tech Report’s Isaac Pound to talk about the latest tech stock sell off as the confidence in the AI market shows signs of running out.

    Hosted on Acast. See acast.com/privacy for more information.

  18. ‘Creating a bubble is their whole business model’ | David Gerard

    34 minSeason 1

    “The business model is to make a bubble.”Author and host of Pivot to AI David Gerard joins The Tech Report’s Isaac Pound to talk about the US Court of Appeals rejecting an AI companies claim that using …

    Show notes

    “The business model is to make a bubble.”


    Author and host of Pivot to AI David Gerard joins The Tech Report’s Isaac Pound to talk about the US Court of Appeals rejecting an AI companies claim that using copyrighted material as training data counts as fair use and how unreacted documents from The New York Times’s copyright lawsuit against Microsoft and OpenAI reveal the AI developers knew their technology would create ‘doom loops’.

    Hosted on Acast. See acast.com/privacy for more information.

  19. AI Safety: ‘Criminals don’t self regulate’ | Connor Leahy

    34 minSeason 1

    AI researcher and safety expert Connor Leahy joins Will Guyatt on The Tech Report to talk about the risk of lettings AI companies self regulate and how AI labs are more focused on developing their technology to …

    Show notes
    AI researcher and safety expert Connor Leahy joins Will Guyatt on The Tech Report to talk about the risk of lettings AI companies self regulate and how AI labs are more focused on developing their technology to secure power rather than money.

    Hosted on Acast. See acast.com/privacy for more information.

  20. The software industry just changed forever | Eli the Computer Guy

    31 minSeason 1

    Eli the Computer Guy talks to The Tech Report’s Isaac Pound about the future of the software industry after AI-assisted decompiling shook the industry with how quickly it could generate source code for popular …

    Show notes
    Eli the Computer Guy talks to The Tech Report’s Isaac Pound about the future of the software industry after AI-assisted decompiling shook the industry with how quickly it could generate source code for popular games and programmes like Adobe.

    Hosted on Acast. See acast.com/privacy for more information.

  21. “Banks Are Herd Animals” | Ed Zitron on the AI Debt Slow Boil

    45 min

    “It’s kind of like a student loan where your mum or your dad co-signs, except your mum is Sundar Pichai.” The Tech Report's Will Guyatt talks with Ed Zitron about his latest newsletter article 'Credit Crunch,' …

    Show notes

    “It’s kind of like a student loan where your mum or your dad co-signs, except your mum is Sundar Pichai.”


    The Tech Report's Will Guyatt talks with Ed Zitron about his latest newsletter article 'Credit Crunch,' and how raising debt is becoming more costly for many key players in the AI business.

    Hosted on Acast. See acast.com/privacy for more information.

  22. "Superintelligence Is 'Completely Stupid' – Eli the Computer Guy

    30 min

    "If Apple comes out with AI AirPods, you might call the police." Eli the Computer Guy joins the Tech Report's Will Guyatt to discuss the White House rebranding of AI as Superintelligence and grapples with …

    Show notes
    "If Apple comes out with AI AirPods, you might call the police." Eli the Computer Guy joins the Tech Report's Will Guyatt to discuss the White House rebranding of AI as Superintelligence and grapples with accusations that Google has been 'benchmaxxing' their latest AI model, Gemini Argon 4.

    Hosted on Acast. See acast.com/privacy for more information.

  23. “There’s no such thing as Rogue AI” David Gerard

    31 min

    Following Sam Altman’s suggestion that the world should accept “some bad things” in exchange for AI, The Tech Report’s Will Guyatt joins Pivot to AI’s David Gerard to discuss whether it's necessary to endure …

    Show notes
    Following Sam Altman’s suggestion that the world should accept “some bad things” in exchange for AI, The Tech Report’s Will Guyatt joins Pivot to AI’s David Gerard to discuss whether it's necessary to endure bad things - and whether anybody at OpenAI is still concerned about safety.

    Hosted on Acast. See acast.com/privacy for more information.

  24. "AI is a multipole Enron" | David Gerard

    30 min

    Will Guyatt from The Tech Report talks to David Gerard from Pivot-to-AI about Oracle referring to a gas-pipeline delay at a mega data centre as an act of God, and why the business of building AI infrastructure …

    Show notes
    Will Guyatt from The Tech Report talks to David Gerard from Pivot-to-AI about Oracle referring to a gas-pipeline delay at a mega data centre as an act of God, and why the business of building AI infrastructure increasingly looks like a house of cards. Instagram: https://www.instagram.com/the_tech_reprt/ Facebook: @TheTechReport

    Hosted on Acast. See acast.com/privacy for more information.

  25. “I’m really starting to see these companies as criminal enterprises” | Eli the Computer Guy

    29 min

    “Rogue AI agent is going to become the word of 2026.” Eli the Computer Guy talks to The Tech Report’s Will Guyatt about a new MIT Technology Review article which says almost every claimed AI advance this summer …

    Show notes

    “Rogue AI agent is going to become the word of 2026.” Eli the Computer Guy talks to The Tech Report’s Will Guyatt about a new MIT Technology Review article which says almost every claimed AI advance this summer was overhyped.


    Instagram: https://www.instagram.com/the_tech_reprt/ Facebook: @TheTechReport

    Hosted on Acast. See acast.com/privacy for more information.

  26. Hyperscalers are hiding a massive secret about uninstalled GPUs | Ed Zitron

    48 minSeason 1

    “I estimate $200bn to $300bn worth of GPUs are either in warehouses or sitting in unpowered data centres.”Writers of Where’s Your Ed At and host of the Better Offline podcast Ed Zitron joins The Tech Report’s …

    Show notes

    “I estimate $200bn to $300bn worth of GPUs are either in warehouses or sitting in unpowered data centres.”


    Writers of Where’s Your Ed At and host of the Better Offline podcast Ed Zitron joins The Tech Report’s Isaac Pound to talk about the data center overbuild and Oracle issuing a force majeure notice over expected delays to it’s data center project in New Mexico.

    Hosted on Acast. See acast.com/privacy for more information.

  27. AI wasn’t made for you | Paris Marx

    35 minSeason 1

    “The threat of AI is there to force down wages and essentially force down the leverage of workers.”Host of the Tech Won’t Save Us podcast and author of Hyperscalers Paris Marx joins The Tech Report’s Isaac …

    Show notes

    “The threat of AI is there to force down wages and essentially force down the leverage of workers.”


    Host of the Tech Won’t Save Us podcast and author of Hyperscalers Paris Marx joins The Tech Report’s Isaac Pound to talk about the intersection between AI and labor movements as the AI backlash grows and new figures reveal support for unions are at a record high.

    Hosted on Acast. See acast.com/privacy for more information.

  28. Frontier AI is getting rejected by businesses | Dean Baker

    30 minSeason 1

    “They need trillions of dollars in revenue. Who’s going to pay it?”Senior Distinguished Fellow at the Center for Economic and Policy Research Dean Baker joins The Tech Report’s Isaac Pound to talk about how …

    Show notes

    “They need trillions of dollars in revenue. Who’s going to pay it?”


    Senior Distinguished Fellow at the Center for Economic and Policy Research Dean Baker joins The Tech Report’s Isaac Pound to talk about how some of the founding principles of the AI industry are now in question after business leaders admit they’re not using frontier models.

    Hosted on Acast. See acast.com/privacy for more information.

  29. OpenAI is going to lose 90% of its revenue | Eli the Computer Guy

    39 minSeason 1

    “Nobody cared about the model.”Eli the Computer Guy talks to The Tech Report’s Isaac Pound about the tech underpinning the AI hype and how the industry is moving away from reliance on frontier models. Hosted on …

    Show notes

    “Nobody cared about the model.”


    Eli the Computer Guy talks to The Tech Report’s Isaac Pound about the tech underpinning the AI hype and how the industry is moving away from reliance on frontier models.

    Hosted on Acast. See acast.com/privacy for more information.

  30. AI can’t afford to slow down | Ed Zitron

    22 minSeason 1

    “They’re talking about super intelligence and AI that trains itself so you take your eye off of what’s happening today.”Writers of Where’s Your Ed At and host of the Better Offline podcast Ed Zitron joins The …

    Show notes

    “They’re talking about super intelligence and AI that trains itself so you take your eye off of what’s happening today.”


    Writers of Where’s Your Ed At and host of the Better Offline podcast Ed Zitron joins The Tech Report’s Isaac Pound to talk about if the AI industry can afford to slow down and why industry leaders are calling for a pacing of development in the first place.

    Hosted on Acast. See acast.com/privacy for more information.

These are the latest 40 of 135 episodes. You’ll find older episodes in the podcast’s feed.

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