Better Offline
- Folgen
- 284
- Erscheint
- mehrmals pro Woche
- Letzte Folge
- 23. Okt. 2026
Über den Podcast
Better Offline is a weekly show exploring the tech industry’s influence and manipulation of society - and 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, Better Offline cuts through the buzzwords and obfuscation of the tech industry, investigating and evaluating the schemes and scams of everyone from cryptocurrency scumbags to the greediest of the venture capital elite. Tech industry veteran Ed Zitron and a dynamic coterie of guests will help listeners understand the who, how and why of how tech’s most powerful players are changing the world - for better or for worse.
Folgen 284
Monologue: Amazon Is Warehousing Billions In GPUs
In this week's Better Offline monologue, Ed Zitron walks you through how Amazon is warehousing billions of dollars of GPUs, and how NVIDIA created an artificial supply chain crisis by forcing hyperscalers to …
Shownotes
In this week's Better Offline monologue, Ed Zitron walks you through how Amazon is warehousing billions of dollars of GPUs, and how NVIDIA created an artificial supply chain crisis by forcing hyperscalers to take early delivery of its AI chips.
Business Insider: Amazon is buying billions in Nvidia AI systems it can't yet turn on
https://www.businessinsider.com/amazon-nvidia-ai-gpu-data-centers-power-shortages-2026-10?utm_campaign=business-link-post&utm_medium=social&utm_source=twitter
Newsletter: AI Had Better Work Out
https://www.wheresyoured.at/ai-had-better-work-out/Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1
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Newsletter: https://www.wheresyoured.at/
Reddit: https://www.reddit.com/r/BetterOffline/
Discord: chat.wheresyoured.at
Ed's Socials:
https://www.instagram.com/edzitron
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Email Me: [email protected]
See omnystudio.com/listener for privacy information.
The Mind of Larry Ellison w/ Tom Dotan
In this week's Better Offline, Ed Zitron is joined by writer Tom Dotan to talk about the life of Larry Ellison, his children, his companies, his decades of existential crises, and how all he really cares about …
Shownotes
In this week's Better Offline, Ed Zitron is joined by writer Tom Dotan to talk about the life of Larry Ellison, his children, his companies, his decades of existential crises, and how all he really cares about is his own individual legacy.
Tom’s story on Vanity Fair: https://www.vanityfair.com/story/larry-ellison-profile?srsltid=AU7gw4U1qN-QypB2hyj-E4wJoas1nKH1KI3dlXxSJrUS4_O1QWVtz8WO
https://archive.ph/MCSfk (archive link)https://x.com/cityofthetown
https://substack.com/@tdotan
Tom’s latest story on Lightspeed Capital: https://www.newcomer.co/p/after-missing-ais-early-days-lightspeed
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Introducing: Knowledge Fight Country
Knowledge Fight Country is a platform where Dan Friesen and his guests can chew over the biggest and best ideas being disseminated in right wing media. Through a focus on Alex Jones and figures similar to him …
Shownotes
Knowledge Fight Country is a platform where Dan Friesen and his guests can chew over the biggest and best ideas being disseminated in right wing media. Through a focus on Alex Jones and figures similar to him, this show will provide a humorous and fun layer on top of discussing the context on why liars lie and how they do it.
Listen here and subscribe to Knowledge Fight Country on the iHeartRadio app or wherever you get your podcasts!
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Monologue: Anthropic Slows Down
In this week's Better Offline monologue, Ed Zitron talks about how Anthropic’s big Q3 revenues underwhelmed an already-nervous market, and how the more of the real numbers we learn about AI, the worse things …
Shownotes
In this week's Better Offline monologue, Ed Zitron talks about how Anthropic’s big Q3 revenues underwhelmed an already-nervous market, and how the more of the real numbers we learn about AI, the worse things seem to get.
Newsletter: Annualized Enron Rate
https://www.wheresyoured.at/annualized-enron-rate/
Gartner Analysis: https://x.com/edzitron/status/2110442012281651488?s=20
Q3 numbers from CNBC: https://www.cnbc.com/2026/10/15/anthropics-third-quarter-revenue-hits-16point8-billion-ipo.htmlSave $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.com/people/better-offline and use code FREE99 for free shipping on orders of $99 or more.
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Ed's Socials:
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Email Me: [email protected]
See omnystudio.com/listener for privacy information.
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 …
Shownotes
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 World
https://www.amazon.com/Fabulous-Debt-Story-Bonds-Modern/dp/0593719182
https://x.com/RobinWigg
https://www.ft.com/robin-wigglesworthSave $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1
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Ed's Socials:
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Email Me: [email protected]
See omnystudio.com/listener for privacy information.
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 …
Shownotes
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.wheresyoured.at/credit-crunch/https://www.afr.com/technology/firmus-blockbuster-ipo-finds-itself-in-a-36-hour-spiral-of-doom-20261008-p613ul
https://www.afr.com/markets/equity-markets/hedge-fund-uncovers-30-red-flags-against-firmus-20261008-p613t7Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1
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Ed's Socials:
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https://www.threads.net/@edzitron
Email Me: [email protected]
See omnystudio.com/listener for privacy information.
"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 …
Shownotes
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.
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Ed's Socials:
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Email Me: [email protected]
See omnystudio.com/listener for privacy information.
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 …
Shownotes
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/3mwoc3p2b2s2m
Newsletter: Dead Money: https://www.wheresyoured.at/dead-money/Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1
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Ed's Socials:
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Email Me: [email protected]
See omnystudio.com/listener for privacy information.
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 …
Shownotes
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/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.com/people/better-offline and use code FREE99 for free shipping on orders of $99 or more.
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Newsletter: https://www.wheresyoured.at/
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Ed's Socials:
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https://www.threads.net/@edzitron
Email Me: [email protected]
See omnystudio.com/listener for privacy information.
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 …
Shownotes
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.dwarkesh.com/p/dario-amodei-2#:~:text=Basically%20I%E2%80%99m%20saying,that%20much%20computeSave $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.com/people/better-offline and use code FREE99 for free shipping on orders of $99 or more.
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Newsletter: https://www.wheresyoured.at/
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Discord: chat.wheresyoured.at
Ed's Socials:
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https://bsky.app/profile/edzitron.com
https://www.threads.net/@edzitron
Email Me: [email protected]
See omnystudio.com/listener for privacy information.
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 …
Shownotes
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/channel/UCFbDiETo29GTIjg6Lk4imigSave $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1
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Ed's Socials:
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https://bsky.app/profile/edzitron.com
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Email Me: [email protected]
See omnystudio.com/listener for privacy information.
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 …
Shownotes
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-a888f2f4f002?syn-25a6b1a6=1Overcharging story:
theinformation.com/newsletters/applied-ai/anthropic-customers-find-errant-charges-auditing-startup-saysSave $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.com/people/better-offline and use code FREE99 for free shipping on orders of $99 or more.
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Newsletter: https://www.wheresyoured.at/
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Ed's Socials:
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Email Me: [email protected]
See omnystudio.com/listener for privacy information.
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 …
Shownotes
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/
Adam
https://bsky.app/profile/adambecker.bsky.social
https://www.youtube.com/@DreamingAgainstTheMachine
https://www.hachettebookgroup.com/titles/adam-becker/more-everything-forever/9781541619593/
Cal
Podcast & Videos: https://www.youtube.com/@CalNewportMedia/
Newsletter: https://calnewport.comSave $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1
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Ed's Socials:
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Email Me: [email protected]
See omnystudio.com/listener for privacy information.
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 …
Shownotes
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-jacob-coxon-ai-fears-humanity/
Thread on Hubinger and Coxon: https://bsky.app/profile/edzitron.com/post/3mv4suhyexc2gSave $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1
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Email Me: [email protected]
See omnystudio.com/listener for privacy information.
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 …
Shownotes
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: Concentration Risk https://www.wheresyoured.at/concentration-risk/
Hypernormalization: https://www.youtube.com/watch?v=Gr7T07WfIhM
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Email Me: [email protected]
See omnystudio.com/listener for privacy information.
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 …
Shownotes
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/1w5i9t4/ramp_80_of_openai_and_anthropics_enterprise/
Terrible Groundbreaker piece: https://www.groundbrkr.com/p/the-teaser-period-why-the-ai-boom - please note that many of the numbers in this piece are wrong and it’s written by Claude, but the overall thesis is useful.
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Email Me: [email protected]
See omnystudio.com/listener for privacy information.
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 …
Shownotes
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/2601.06060
Arif Hasan
wideleft.football
x.com/ArifHasanNFL
arif.bsky.social
Caleb Wilson
https://bsky.app/profile/birdrespecter.bsky.social
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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 …
Shownotes
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 this week. They’re next week. Sorry!
Newsletter: The AI Hater’s Manifesto: https://www.wheresyoured.at/the-ai-haters-manifesto/
Bloomberg Article: https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-plan-envelops-164209178.htmlPlease support me by subscribing to my premium newsletter - here’s $10 off your first year of annual: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1
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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 …
Shownotes
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.com
New Yorker archive: https://www.newyorker.com/contributors/cal-newportPlease support me by subscribing to my premium newsletter - here’s $10 off your first year of annual: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/84rt762qen
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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 …
Shownotes
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!
Newsletter: What If OpenAI Dies? https://www.wheresyoured.at/what-happens-if-openai-dies/Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1 - I’d be so grateful!
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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 …
Shownotes
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=F33Ohjufi9k
Support GamersNexus’ AI Surveillance Dystopia Series: https://store.gamersnexus.net/ai-dystopia
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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 …
Shownotes
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 19th and 20th in NYC!
Chloe Radcliffe: https://www.instagram.com/chloebadcliffe/?hl=en
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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 …
Shownotes
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 20th
News Story: https://www.cnbc.com/2026/08/10/nvidia-wall-street-asset-managers-500-billion-ai-push.html
Jensen Huang Tweet: https://x.com/JensenHuang/status/2086934705207959965?s=20
WSJ story on Anthropic IPO: https://www.wsj.com/tech/ai/anthropic-tries-to-shore-up-investor-confidence-ahead-of-blockbuster-ipo-0ff736adNumbers: Consensus analyst estimates for revenue for the next three years are utterly fucking insane. NVIDIA made about $216 billion dollars in fiscal year 2026 - which ended on January 25th 2026, frustratingly - and analyst expectations have it at $393.7 billion dollars in Fiscal Year 2027, or a little under doubling its revenue year-over-year. In Fiscal Year 2028, expectations are at $565.7 billion dollars, and in Fiscal Year 2029, NVIDIA is expected to make $694 billion dollars. Over 90% of its revenues come from selling GPUs and other data center hardware.
I realize that’s a lot of numbers, so I’ll put it simply: NVIDIA is expected to sell over $1.6 trillion dollars’ worth of GPUs by January 2029, and the vast majority of its customers - including hyperscalers - are having to take out hundreds of billions of dollars’ worth of debt to pay for it.
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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 …
Shownotes
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.
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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 …
Shownotes
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/promo-subscription/gzqwkv54e1 - I’d be so grateful!
Ed Elson’s Newsletter: simplyput.profgmedia.com
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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 …
Shownotes
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 subscriptions. Between now and midnight July 26, you can get a permanent annual rate of just $60— a $10 discount on the usual price of $70 - for life - https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/N9bqSLKBoS?ref=wheresyoured.at
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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 …
Shownotes
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/
https://hermit-tech.com/
Brainwash An Executive Today! https://ludic.mataroa.blog/blog/brainwash-an-executive-today/To celebrate the one year anniversary of the premium newsletter, I’m offering a sale on one-year subscriptions. I extended it exclusively for Better Offline listeners through this Sunday (the last time, for real this time), you can get a permanent annual rate of just $60— a $10 discount on the usual price of $70 - for life - https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/N9bqSLKBoS?ref=wheresyoured.at
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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 …
Shownotes
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 Is Eviscerating Global Decisionmaking https://ludic.mataroa.blog/blog/ai-mania-is-eviscerating-global-decision-making/To celebrate the one year anniversary of the premium newsletter, I’m offering a sale on one-year subscriptions. Between now and midnight July 26, you can get a permanent annual rate of just $60— a $10 discount on the usual price of $70 - for life - https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/N9bqSLKBoS?ref=wheresyoured.at
YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to https://cottonbureau.com/people/better-offline and use code FREE99 for free shipping on orders of $99 or more.
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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 …
Shownotes
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 midnight July 26, you can get a permanent annual rate of just $60— a $10 discount on the usual price of $70 - for life - https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/N9bqSLKBoS?ref=wheresyoured.at
Ed Elson’s Newsletter: simplyput.profgmedia.com
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Ed Elson’s Show: youtube.com/@ProfGMarketsYOU CAN NOW BUY BETTER OFFLINE MERCH! Go to https://cottonbureau.com/people/better-offline and use code FREE99 for free shipping on orders of $99 or more.
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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 …
Shownotes
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 permanent annual rate of just $60— a $10 discount on the usual price of $70 - for life - https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/N9bqSLKBoS?ref=wheresyoured.atYOU CAN NOW BUY BETTER OFFLINE MERCH! Go to https://cottonbureau.com/people/better-offline and use code FREE99 for free shipping on orders of $99 or more.
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