Monologue: What If I'm Right?
Better Offline29 Aug 2025

Monologue: What If I'm Right?

In this week’s Better Offline monologue, Ed considers what would happen if he’s right about the AI bubble bursting - and the consequences of three years of myth-peddling journalism and markets addicted to growth at all costs.

FT: Microsoft talks set to push OpenAI’s restructure into next year
https://www.ft.com/content/b81d5fb6-26e9-417a-a0cc-6b6689b70c98

Sherwood: Nvidia, the asset manager, had a massive Q2 thanks to CoreWeave’s rally
https://sherwood.news/markets/nvidia-the-asset-manager-had-a-massive-q2-thanks-to-coreweaves-rally/

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Episoder(215)

SoftBank and OpenAI's Dangerous Game

SoftBank and OpenAI's Dangerous Game

In the second of this week's two-part series, Ed Zitron walks you through how SoftBank is mortgaging its future to keep OpenAI alive - and the dangerous consequences of over-funding an unprofitable, u...

14 Mar 202534min

Monologue: How Does This End?

Monologue: How Does This End?

In this week's monologue, Ed Zitron walks through how reckless members of the media continue to inflate the AI bubble - and the detailed notes he's been taking along the way. --- LINKS: https://www.ti...

13 Mar 20256min

Microsoft Cuts The Power To AI

Microsoft Cuts The Power To AI

In the first of this week's two-part series, Ed Zitron walks you through how Microsoft pulling back from over a gigawatt of compute capacity is a dark omen for the so-called AI Revolution. --- LINKS:...

12 Mar 202525min

Monologue: OpenAI Is Getting Desperate

Monologue: OpenAI Is Getting Desperate

In this week's monologue, Ed Zitron goes through the underwhelming release of OpenAI's GPT-4.5 - and how OpenAI's rumored new pricing structure suggests this company is in trouble. Here's the article ...

7 Mar 20258min

How Growth Is Killing Video Games

How Growth Is Killing Video Games

In this episode, Ed Zitron is joined by Gita Jackson and Nathan Grayson of worker-owned games site Aftermath to talk about how the growth-at-all-costs mindset is destroying games, how fandom culture n...

5 Mar 20251h 13min

Generative AI Is Not A Real Industry

Generative AI Is Not A Real Industry

In the second of this week's two-part episode, Ed Zitron walks you through the dark truth of the generative AI industry - that consumer adoption of Claude, Gemini, Copilot and Perplexity is incredibly...

28 Feb 202543min

Monologue: What Bursts A Bubble?

Monologue: What Bursts A Bubble?

In this week's monologue, Ed Zitron walks you through what's making everybody worried about the bubble bursting - and what other signs might tell you that the party's over for AI. --- LINKS: https://...

27 Feb 202510min

OpenAI Is Not A Real Company

OpenAI Is Not A Real Company

In this episode (the first of a two-parter), Ed Zitron walks you through how OpenAI isn’t a real company, but a venture-backed welfare recipient that spent $9 billion to lose $5 billion in 2024 with l...

26 Feb 202536min

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