Monologue: OpenAI and NVIDIA's Deal Is BS
Better Offline26 Sep 2025

Monologue: OpenAI and NVIDIA's Deal Is BS

In this week’s Better Offline monologue, Ed Zitron walks you through NVIDIA and OpenAI’s nonsense deal, and how OpenAI now needs $600 billion in the next four years to survive.

OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatts of NVIDIA Systems
https://nvidianews.nvidia.com/news/openai-and-nvidia-announce-strategic-partnership-to-deploy-10gw-of-nvidia-systems

New York Times - OpenAI to Join Tech Giants in Building 5 New Data Centers in U.S.
https://archive.is/vUf0t

The Information - In OpenAI Megadeal, Nvidia Discusses a New Business Model: Chip Leasing
https://www.theinformation.com/articles/openai-megadeal-nvidia-discusses-new-business-model-chip-leasing?rc=kz8jh3

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Episoder(215)

Hater Season: Caleb Wilson, Juniper and Arif Hasan

Hater Season: Caleb Wilson, Juniper and Arif Hasan

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Monologue: No, Something Big Isn't Coming

Monologue: No, Something Big Isn't Coming

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13 Feb 6min

Hater Season: Cal Newport on AI Reporting

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Monologue: Is Oracle Screwed?

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AI Is Worse Than The Dot Com Bubble: Part Four

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30 Jan 11min

AI Is Worse Than The Dot Com Bubble: Part Three

AI Is Worse Than The Dot Com Bubble: Part Three

In part three of this week’s Dot Com Bubble series, Ed Zitron explains how the economics of the AI bubble are much, much worse than the dot com bubble, with far fewer customers, way more debt, and a s...

29 Jan 13min

AI Is Worse Than The Dot Com Bubble: Part Two

AI Is Worse Than The Dot Com Bubble: Part Two

In part two of this week’s Dot Com Bubble series, Ed Zitron explains the flimsy mythology used to convince the world to run millions of miles of fiber optic cable - and how completely different that i...

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