Part Three: NVIDIA Isn't Enron - So What Is It?
Better Offline19 Dec 2025

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

In part three of this week's three-part NVIDIA series, Ed Zitron walks you through why there are millions of Blackwell GPUs sitting in warehouses, and why AI’s lack of any profits makes NVIDIA’s future entirely dependent on endless debt and venture capital.

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(212)

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 Dec 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 Dec 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 Dec 202524min

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

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

In part two of this week's three-part NVIDIA series, Ed Zitron walks you through the history of Enron, why it differs from NVIDIA, and why growth-desperation led big tech to waste hundreds of billions...

18 Dec 202529min

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

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 ...

17 Dec 202531min

Monologue: The Questions I'm Asking

Monologue: The Questions I'm Asking

In this week's Better Offline monologue, Ed Zitron lists the questions he’s asking - and the things he’s looking for - that he believes will actually burst the bubble. Reach out at ezitron.76 on Sign...

12 Dec 20255min

The State of Consumer Tech with Lisa Eadicicco

The State of Consumer Tech with Lisa Eadicicco

Welcome to Radio Better Offline, a tech talk radio show recorded out of iHeartRadio's studio in New York City. Ed is joined in-studio by CNN Tech Editor Lisa Eadicicco to talk about the state of consu...

10 Dec 202532min

Populärt inom Teknik

uppgang-och-fall
elbilsveckan
market-makers
rss-elektrikerpodden
rss-laddstationen-med-elbilen-i-sverige
skogsforum-podcast
bilar-med-sladd
rss-uppgang-och-fall
natets-morka-sida
gubbar-som-tjotar-om-bilar
bosse-bildoktorn-och-hasse-p
rss-technokratin
developers-mer-an-bara-kod
rss-veckans-ai
bli-saker-podden
hej-bruksbil
rss-it-sakerhetspodden
algoritmen
vi-bilagares-podcast
rss-milpodden