Part Three: NVIDIA Isn't Enron - So What Is It?
Better Offline19 Joulu 2025

Part Three: NVIDIA Isn't Enron - So What Is It?

In part three of this week's three-part NVIDIA series, Ed Zitron walks you through why there are millions of Blackwell GPUs sitting in warehouses, and why AI’s lack of any profits makes NVIDIA’s future entirely dependent on endless debt and venture capital.

This series took a lot of work, so if you want to support me, why not subscribe to my premium newsletter? Get $10 off a year’s subscription today: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/p94my1c5ya

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.

---

LINKS: https://www.tinyurl.com/betterofflinelinks

Newsletter: https://www.wheresyoured.at/

Reddit: https://www.reddit.com/r/BetterOffline/

Discord: chat.wheresyoured.at

Ed's Socials:

https://twitter.com/edzitron

https://www.instagram.com/edzitron

https://bsky.app/profile/edzitron.com

https://www.threads.net/@edzitron

Email Me: ez@betteroffline.com

See omnystudio.com/listener for privacy information.

Jaksot(212)

Monologue: Is Anthropic Killing Cursor?

Monologue: Is Anthropic Killing Cursor?

In this week’s monologue, Ed Zitron walks you through how Anthropic jacked up prices on its largest customer Cursor - and how it’s a sign that the Subprime AI Crisis has begun. Premium Newsletter cove...

10 Heinä 202510min

Make Fun Of Them, Pt. 1

Make Fun Of Them, Pt. 1

In part one of this week's two-part Better Offline, Ed Zitron walks you through a radical new idea: make fun of CEOs, tear down their legacies and push back on their empty promises. YOU CAN NOW BUY BE...

9 Heinä 202529min

Monologue: You Should Get Into Vinyl

Monologue: You Should Get Into Vinyl

In this week’s monologue, Ed Zitron talks about why you should get into vinyl, and why analog music is so much fun in the digital age. U-Turn Audio: https://uturnaudio.com/pages/turntablesDiscogs: Dis...

4 Heinä 202511min

Radio Better Offline: Gare Davis, Victoria Song, Allison Morrow

Radio Better Offline: Gare Davis, Victoria Song, Allison Morrow

Welcome to Radio Better Offline, a tech talk radio show recorded out of iHeartRadio's studio in New York city.Ed Zitron is joined in studio by Allison Morrow of CNN, Victoria Song of The Verge and Gar...

2 Heinä 20251h 14min

Monologue: Did OpenAI Steal Another Startup's Idea?

Monologue: Did OpenAI Steal Another Startup's Idea?

In this week’s monologue, Ed Zitron walks you through the murky lawsuit between OpenAI’s soon-to-be-acquired hardware wing and Iyo, a company they met with multiple times that makes a similar-sounding...

27 Kesä 202510min

NVIDIA Vs. The Media ft. GamersNexus

NVIDIA Vs. The Media ft. GamersNexus

In this episode, Ed Zitron is joined by Steve Burke of GamersNexus to talk about NVIDIA’s approach to the media, AI pushing out real tech at Computex, and the weird world of consumer graphics. Follow ...

25 Kesä 202547min

Monologue: OpenAI Vs. Microsoft

Monologue: OpenAI Vs. Microsoft

In this week’s monologue, Ed Zitron walks you through OpenAI’s desperate attempts to lean on Microsoft to change the terms of their agreement, and how the entire AI bubble may rest on this negotiation...

20 Kesä 20259min

Radio Better Offline: Pablo Torre and David Roth

Radio Better Offline: Pablo Torre and David Roth

Welcome to Radio Better Offline, a tech talk radio show recorded out of iHeartRadio's studio in New York city.Ed Zitron is joined in studio by Pablo Torre of Pablo Torre Finds Out and David Roth of De...

18 Kesä 20251h 25min