AI Bubble: Data center equity is getting dumped | Ed Zitron

AI Bubble: Data center equity is getting dumped | Ed Zitron

“The people that got harmed the most are those who trusted Sam Altman the most.”


Writer of Where Your Ed At and host of the Better Offline podcast Ed Zitron joins The Tech Report’s Isaac Pound to talk about Oracle’s credit rating being downgraded to one level above junk and majority stakes in data center companies being offered to private equity firms.

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Episoder(110)

Hyperscalers are hiding a massive secret about uninstalled GPUs | Ed Zitron

Hyperscalers are hiding a massive secret about uninstalled GPUs | Ed Zitron

“I estimate $200bn to $300bn worth of GPUs are either in warehouses or sitting in unpowered data centres.”Writers of Where’s Your Ed At and host of the Better Offline podcast Ed Zitron joins The Tech ...

25 Sep 48min

AI wasn’t made for you | Paris Marx

AI wasn’t made for you | Paris Marx

“The threat of AI is there to force down wages and essentially force down the leverage of workers.”Host of the Tech Won’t Save Us podcast and author of Hyperscalers Paris Marx joins The Tech Report’s ...

24 Sep 35min

Frontier AI is getting rejected by businesses | Dean Baker

Frontier AI is getting rejected by businesses | Dean Baker

“They need trillions of dollars in revenue. Who’s going to pay it?”Senior Distinguished Fellow at the Center for Economic and Policy Research Dean Baker joins The Tech Report’s Isaac Pound to talk abo...

23 Sep 30min

OpenAI is going to lose 90% of its revenue | Eli the Computer Guy

OpenAI is going to lose 90% of its revenue | Eli the Computer Guy

“Nobody cared about the model.”Eli the Computer Guy talks to The Tech Report’s Isaac Pound about the tech underpinning the AI hype and how the industry is moving away from reliance on frontier models....

21 Sep 38min

AI can’t afford to slow down | Ed Zitron

AI can’t afford to slow down | Ed Zitron

“They’re talking about super intelligence and AI that trains itself so you take your eye off of what’s happening today.”Writers of Where’s Your Ed At and host of the Better Offline podcast Ed Zitron j...

18 Sep 22min

AI Bubble: ‘This could humiliate the largest companies in the world’ | Ed Zitron

AI Bubble: ‘This could humiliate the largest companies in the world’ | Ed Zitron

“Half of Nvidia’s revenue could literally be sitting in warehouses.”Writers of Where’s Your Ed At and host of the Better Offline podcast Ed Zitron joins The Tech Report’s Isaac Pound to talk about why...

17 Sep 26min

AI Safety: ‘Sam Altman should face a grand jury’ | Eli the Computer Guy

AI Safety: ‘Sam Altman should face a grand jury’ | Eli the Computer Guy

“If you drag Dario Amodei and Sam Altman in front of a grand jury I think we’ll solve a lot of these problems incredibly quickly.”Eli the Computer Guy talks to The Tech Report’s Isaac Pound about the ...

14 Sep 34min

AI is about to his a cashflow wall | Ed Zitron

AI is about to his a cashflow wall | Ed Zitron

“The vast majority, including the richest of investors do not know what they’re investing in. They have no idea.”Writer of Where’s Your Ed At and the host of the Better Offline podcast Ed Zitron talks...

11 Sep 44min

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