Part One: NVIDIA Isn't Enron - So What Is It?
Better Offline17 Dec 2025

Part One: NVIDIA Isn't Enron - So What Is It?

In part one of this week's three-part NVIDIA series, Ed Zitron walks you through why NVIDIA is specifically nothing like Enron, WorldCom or Lucent, and why investors might be thinking that’s the case anyway. Thank you to Ben Cahn of the Ben and Emil show for voicing "NVIDIA" - listen here - https://www.youtube.com/@benandemilshow

This series took a lot of work, so if you want to support me, why not subscribe to my premium newsletter? Get $10 off a year’s subscription today: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/p94my1c5ya

YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to https://cottonbureau.com/people/better-offline and use code FREE99 for free shipping on orders of $99 or more.

---

LINKS: https://www.tinyurl.com/betterofflinelinks

Newsletter: https://www.wheresyoured.at/

Reddit: https://www.reddit.com/r/BetterOffline/

Discord: chat.wheresyoured.at

Ed's Socials:

https://twitter.com/edzitron

https://www.instagram.com/edzitron

https://bsky.app/profile/edzitron.com

https://www.threads.net/@edzitron

Email Me: ez@betteroffline.com

See omnystudio.com/listener for privacy information.

Avsnitt(224)

Monologue: AI Isn't Replacing Software Companies, Calm Down About Claude Code

Monologue: AI Isn't Replacing Software Companies, Calm Down About Claude Code

In this week's Better Offline monologue, Ed Zitron walks you through why AI isn’t replacing all software companies, and why the hype behind Claude Code is utterly specious.Save $10 off a year of my pr...

20 Feb 8min

Hater Season: Caleb Wilson, Juniper and Arif Hasan

Hater Season: Caleb Wilson, Juniper and Arif Hasan

Better Offline’s “Hater Season” - an ongoing roundtable with tech’s greatest haters - continues as Ed talks with Kill The Computer’s Juniper and Caleb and Arif Hasan of Wide Left about prediction mark...

18 Feb 59min

Monologue: No, Something Big Isn't Coming

Monologue: No, Something Big Isn't Coming

In this week's Better Offline monologue, Ed Zitron walks you through why Matt Shumer’s “Something Big Is Coming” is deceptive misinformation peddled by a guy who previously tried to defraud the AI com...

13 Feb 6min

Hater Season: Cal Newport on AI Reporting

Hater Season: Cal Newport on AI Reporting

Better Offline’s “Hater Season” - an ongoing roundtable with tech’s greatest haters - continues as Ed talks with computer science professor and writer Cal Newport about the ways in which the media fai...

11 Feb 1h 6min

Monologue: Is Oracle Screwed?

Monologue: Is Oracle Screwed?

In this week's Better Offline monologue, Ed Zitron walks you through the world finally realizing that NVIDIA’s $100bn deal with OpenAI was BS, and the very real possibility of Oracle’s collapse.Save $...

6 Feb 8min

Hater Season: Openclaw with David Gerard

Hater Season: Openclaw with David Gerard

In the first episode of Better Offline’s “Hater Season” - an ongoing roundtable with tech’s greatest haters - Ed is joined by David Gerard of Pivot to AI to talk about Openclaw/Clawdbot/Moltbot, how s...

4 Feb 38min

AI Is Worse Than The Dot Com Bubble: Part Four

AI Is Worse Than The Dot Com Bubble: Part Four

In the final part of this week’s Dot Com Bubble series, Ed Zitron walks you through to the logical endpoints of his arguments about the AI bubble - a 40%-90% collapse of NVIDIA’s revenues, tens of bil...

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

Populärt inom Teknik

uppgang-och-fall
elbilsveckan
market-makers
rss-laddstationen-med-elbilen-i-sverige
rss-elektrikerpodden
rss-technokratin
har-vi-akt-till-mars-an
skogsforum-podcast
natets-morka-sida
bilar-med-sladd
rss-uppgang-och-fall
rss-veckans-ai
developers-mer-an-bara-kod
rss-it-sakerhetspodden
rss-milpodden
ai-sweden-podcast
bli-saker-podden
rss-ai-med-katarina-gospic-och-viggo-cavling
rss-en-ai-till-kaffet
rss-snacka-om-ai