Monologue: Into The Jensenverse

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 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.html

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No, AI Is Not "Autonomously Hacking" with Cal Newport

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...

26 Elo 1h 5min

Monologue: AI Hits A Wall

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 t...

21 Elo 9min

The AI Clown Car W/ Gamersnexus

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 everythin...

19 Elo 44min

AI Creativity Doesn't Exist With Chloe Radcliffe and Ed Ongweso Jr.

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 Zuckerbe...

14 Elo 45min

Monologue: NVIDIA's No IT Loads Refused Cash Dump

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 expect...

12 Elo 11min

Monologue: The Pale Horsemen Arrive

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 Ope...

7 Elo 16min

The AI Demand Bubble with Ed Elson

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 revenue...

5 Elo 54min