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 revenues come from OpenAI and Anthropic, and the logical endpoint of his AI bubble thesis.

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Episoder(260)

 Monologue: We Live Inside A Dream, But Who Is The Dreamer?

Monologue: We Live Inside A Dream, But Who Is The Dreamer?

In this week's Better Offline monologue, Ed Zitron runs through how the media deliberately ignores reality to hide how Microsoft, Google and Amazon’s cloud growth is near-entirely driven by Anthropic ...

31 Jul 13min

AI Mania Is Eviscerating Global Decision-Making w/ Nik Suresh

AI Mania Is Eviscerating Global Decision-Making w/ Nik Suresh

In this week’s Better Offline, Ed is joined by writer and software engineer Nik Suresh to talk about how AI mania is eviscerating global decision-making, weakening businesses and creating a culture of...

29 Jul 58min

Monologue: What The Hell Are The Hyperscalers Doing?

Monologue: What The Hell Are The Hyperscalers Doing?

In this week's Better Offline monologue, Ed Zitron runs through how hyperscalers have wasted $1.1 trillion in capex on AI in a desperate attempt to sustain hypergrowth, and report on how without OpenA...

24 Jul 10min

The Cult of the Ultra-Wealthy with Ed Elson

The Cult of the Ultra-Wealthy with Ed Elson

In this week's Better Offline, Ed is joined by Prof G Markets’ Ed Elson to talk about the broken state of the stock market, the collapse of financial regulation, SpaceX’s post-IPO horror show, and how...

22 Jul 58min

Monologue: OpenAI Could Kill SoftBank and Oracle

Monologue: OpenAI Could Kill SoftBank and Oracle

In this week's Better Offline monologue, Ed Zitron runs you through how OpenAI’s collapse could mortally wound SoftBank, throw the Paramount/Warner Brothers deal into chaos, kill Oracle, and destroy L...

17 Jul 15min

AI Made Everything Expensive (ft. GamersNexus)

AI Made Everything Expensive (ft. GamersNexus)

In this episode, Ed Zitron is joined by Steve Burke of GamersNexus to talk about how demand for AI GPUs helped the RAM cartel make every single consumer electronic more expensive, and how bad it’ll be...

15 Jul 1h 3min

Monologue: Blame AI For Making Everything More Expensive

Monologue: Blame AI For Making Everything More Expensive

In this week's Better Offline monologue, Ed Zitron runs you through how AI is inflating the price of memory across the board by diverting fab capacity to building high bandwidth memory for GPUs, and h...

10 Jul 8min

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