AI Is Worse Than The Dot Com Bubble: Part Four

AI Is Worse Than The Dot Com Bubble: Part Four

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 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 - it features an in-depth version of my dot com bubble analysis here: https://www.wheresyoured.at/dot-com-bubble/

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The Enshittifinancial Crisis: Part One

The Enshittifinancial Crisis: Part One

In part one of this week’s four-part Better Offline Enshittifinancial Crisis special, Ed Zitron walks you through the enshittification of the stock market, where toxic companies appreciate in value de...

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Monologue: The Year Ahead

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In this week's Better Offline monologue, Ed Zitron walks you through the seeming collapse of Mira Murati’s Thinking Machines, and why the AI bubble can’t survive the death of OpenAI. Save $10 off a ye...

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The Anti-Consumer Electronics Show with Steve Burke

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In this episode, Ed Zitron is joined by Steve Burke of GamersNexus to talk about AMD, Lenovo, NVIDIA and Intel’s CES keynotes - and how the tech industry has turned its back on consumers in favor of g...

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CES 2026: Part Ten (Epilogue)

CES 2026: Part Ten (Epilogue)

Welcome to Better Offline’s coverage of the 2026 Consumer Electronics Show - a standup radio station in the Palazzo Hotel with an attached open bar where reporters, experts and various other character...

10 Tammi 56min

CES 2026: Part Nine (Friday)

CES 2026: Part Nine (Friday)

Welcome to Better Offline’s coverage of the 2026 Consumer Electronics Show - a standup radio station in the Palazzo Hotel with an attached open bar where reporters, experts and various other character...

10 Tammi 2h

CES 2026: Part Eight (Friday)

CES 2026: Part Eight (Friday)

Welcome to Better Offline’s coverage of the 2026 Consumer Electronics Show - a standup radio station in the Palazzo Hotel with an attached open bar where reporters, experts and various other character...

10 Tammi 2h 4min

CES 2026: Part Seven (Thursday)

CES 2026: Part Seven (Thursday)

Welcome to Better Offline’s coverage of the 2026 Consumer Electronics Show - a standup radio station in the Palazzo Hotel with an attached open bar where reporters, experts and various other character...

9 Tammi 2h 12min

CES 2026: Part Six (Thursday)

CES 2026: Part Six (Thursday)

Welcome to Better Offline’s coverage of the 2026 Consumer Electronics Show - a standup radio station in the Palazzo Hotel with an attached open bar where reporters, experts and various other character...

8 Tammi 2h 1min