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.

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

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Episoder(212)

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 Jan 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 Jan 2h 1min

CES 2026: Part Five (Wednesday)

CES 2026: Part Five (Wednesday)

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 Jan 2h 12min

CES 2026: Part Four (Wednesday)

CES 2026: Part Four (Wednesday)

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 Jan 2h 10min

CES 2026: Part Three (Tuesday)

CES 2026: Part Three (Tuesday)

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...

7 Jan 2h 8min

CES 2026: Part Two (Tuesday)

CES 2026: Part Two (Tuesday)

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...

7 Jan 2h 1min

CES 2026: Part One (Monday)

CES 2026: Part One (Monday)

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...

6 Jan 2h 39min

CZM Rewind: The Case Against Generative AI (Part 4)

CZM Rewind: The Case Against Generative AI (Part 4)

In part four of this week’s four-part case against generative AI, Ed Zitron walks you through how there’s literally not enough money in the world to pay for OpenAI’s estimated $1 trillion four-year bu...

2 Jan 28min

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