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

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Episoder(215)

I'm Mad As Hell, And I'm Not Gonna Take It Anymore

I'm Mad As Hell, And I'm Not Gonna Take It Anymore

In this episode, Ed Zitron walks you through all the signs that the bubble is bursting, and how hysterical boosters continue to desperately keep it from doing so. YOU CAN NOW BUY BETTER OFFLINE MERCH!...

2 Mai 202527min

Monologue: Why We Need Tech Criticism More Than Ever

Monologue: Why We Need Tech Criticism More Than Ever

In this week’s monologue, Ed Zitron walks you through why better tech criticism will lead to a better tech industry - and a better society at large. YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to https:/...

1 Mai 20256min

The BS Bubble

The BS Bubble

In this episode, Ed Zitron walks you through why it’s so harmful that the media keeps taking OpenAI at its word - and responds to the most common critiques from AI boosters.YOU CAN NOW BUY BETTER OFFL...

30 Apr 202530min

Monologue: The Tech I Actually Like

Monologue: The Tech I Actually Like

In this week’s monologue, Ed Zitron walks you through the tech he actually likes, and how digital connections give him hope in the darkest times. YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to https://co...

25 Apr 202512min

How Big Tech Is Losing Their Antitrust Trials feat. Jason Kint

How Big Tech Is Losing Their Antitrust Trials feat. Jason Kint

Ed Zitron is joined by Jason Kint, CEO of DCN, to talk about Google's recent antitrust trial losses, Meta's FTC case, and why it should give you hope for the future. YOU CAN NOW BUY BETTER OFFLINE MER...

23 Apr 202533min

OpenAI Is A Systemic Risk To The Tech Industry

OpenAI Is A Systemic Risk To The Tech Industry

In the second part of this week’s two-part episode, Ed Zitron walks you through how OpenAI has become a systemic risk, one that may destroy CoreWeave, cost NVIDIA and Oracle billions, and break the ba...

18 Apr 202542min

Monologue: How The Media Keeps Inflating Bubbles

Monologue: How The Media Keeps Inflating Bubbles

In this week's monologue, Ed Zitron walks you through how the media's lackluster approach to critiquing the powerful led to the needless, unsustainable AI bubble - and how things could change for the ...

17 Apr 202510min

OpenAI Cannot Survive

OpenAI Cannot Survive

In the first part of this week's two-part episode, Ed Zitron walks you through how impossible it will be for OpenAI to stay alive - and how SoftBank’s attempts to help are materially harming the compa...

16 Apr 202540min

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