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/

Better Offline listener deal: Get $15 Off Where's Your Ed At Premium! Deal goes until the end of August.
https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/better-offline-discount

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Episoder(225)

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

CZM Rewind: The Case Against Generative AI (Part 3)

CZM Rewind: The Case Against Generative AI (Part 3)

In part three of this week’s four-part case against generative AI, Ed Zitron walks you through how “AI replacing software engineers” is a myth spread by the media and investors - and how Microsoft onl...

31 Des 202527min

CZM Rewind: The Case Against Generative AI (Part 2)

CZM Rewind: The Case Against Generative AI (Part 2)

In part two of this week’s four-part case against generative AI, Ed Zitron walks you through how NVIDIA funds and pumps money into unprofitable, debt-ridden “neoclouds” all to create vehicles to buy m...

26 Des 202529min

CZM Rewind: The Case Against Generative AI (Part 1)

CZM Rewind: The Case Against Generative AI (Part 1)

In part one of this week’s four-part case against generative AI, Ed Zitron walks you through how generative AI is sold through a complete misunderstanding of the concept of labor - and myth-building b...

24 Des 202524min

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