Better Offline

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...

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...

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://edzitronswheres...

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...

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 Gam...

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://edzitronswh...

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-ungar...

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://edzitronswheresyoureda...

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 - her...

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://edzitronswheresyouredatgho...

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-...

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...

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  htt...

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...

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/qw6k5c3m575c...

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://edzitronswheresyouredatghost...

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...

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://...

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...

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...

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...

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...

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...

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...

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 y...