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)

Radio Better Offline: David "Shingy" Shing

Radio Better Offline: David "Shingy" Shing

Welcome to Radio Better Offline, a tech talk radio show recorded out of iHeartRadio's studio in New York City.In this episode, Ed Zitron is joined by famed “digital prophet” David “Shingy” Shing, who ...

2 Huhti 20251h

Monologue: High Noon for CoreWeave & AI

Monologue: High Noon for CoreWeave & AI

In this week's monologue, Ed Zitron walks you through the wretched vibes surrounding CoreWeave's IPO and OpenAI's new funding, and the brittle state of the finances holding everything together. Semafo...

28 Maalis 202513min

Radio Better Offline: Andy Richter

Radio Better Offline: Andy Richter

Welcome to Radio Better Offline, a tech talk radio show recorded out of iHeartRadio's studio in Los Angeles. In this episode, Ed Zitron is joined by comedian Andy Richter to talk about how comedy and ...

26 Maalis 20251h 6min

Monologue: We Need To Talk About CoreWeave

Monologue: We Need To Talk About CoreWeave

In this week's monologue, Ed Zitron walks you through CoreWeave, the first IPO of the AI bubble, and how its terrible finances, burdensome loans and questionable partners are cause for concern. Newsle...

21 Maalis 20259min

Radio Better Offline: Cherlynn Low, Alex Cranz & Victoria Song

Radio Better Offline: Cherlynn Low, Alex Cranz & Victoria Song

Welcome to Radio Better Offline, a tech talk radio show recorded out of iHeartRadio's studio in New York city. In this episode, Ed Zitron is joined by tech reporters Alex Cranz, Cherlynn Low and Victo...

19 Maalis 20251h 26min

SoftBank and OpenAI's Dangerous Game

SoftBank and OpenAI's Dangerous Game

In the second of this week's two-part series, Ed Zitron walks you through how SoftBank is mortgaging its future to keep OpenAI alive - and the dangerous consequences of over-funding an unprofitable, u...

14 Maalis 202534min

Monologue: How Does This End?

Monologue: How Does This End?

In this week's monologue, Ed Zitron walks through how reckless members of the media continue to inflate the AI bubble - and the detailed notes he's been taking along the way. --- LINKS: https://www.ti...

13 Maalis 20256min

Microsoft Cuts The Power To AI

Microsoft Cuts The Power To AI

In the first of this week's two-part series, Ed Zitron walks you through how Microsoft pulling back from over a gigawatt of compute capacity is a dark omen for the so-called AI Revolution. --- LINKS:...

12 Maalis 202525min