Monologue: AI Can't Afford To Slow Down

Monologue: AI Can't Afford To Slow Down

In this week's Better Offline monologue, Ed Zitron runs you through how the “does AI have ROI?” debate is coming at the worst possible time for two companies that can’t afford to slow down thanks to their $1.1 trillion in compute commitments.

Newsletter: AI Doesn’t Have ROI https://www.wheresyoured.at/ai-doesnt-have-roi/
Ed on Bloomberg: https://www.youtube.com/watch?v=zbKDmkJPVvI
The AI industry's profit problem is getting bigger, says Goldman Sachs' equity research chief
https://www.businessinsider.com/goldman-sachs-ai-boom-profit-problem-semiconductor-chip-companies-investment-2026-6
Bloomberg: AI’s Bills Are Bigger Than Ever, And Coming Due https://www.bloomberg.com/opinion/articles/2026-06-04/the-ai-boom-s-next-test-is-the-roi-worth-the-cost
Axios: AI sticker shock hits corporate America https://www.axios.com/2026/05/28/ai-spending-roi-enterprise-costs
Uber COO story: https://www.businessinsider.com/uber-coo-andrew-macdonald-ai-token-spending-harder-justify-2026-5

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Avsnitt(248)

Monologue: Silicon Valley is A Cargo Cult

Monologue: Silicon Valley is A Cargo Cult

In this week's Better Offline monologue, Ed Zitron runs you through how AI is the pinnacle of Silicon Valley monoculture, and a monument to the cargo cult desperation of a tech industry that celebrate...

24 Juni 8min

The AI Industry Must Stop Doom Trolling w/ Cal Newport

The AI Industry Must Stop Doom Trolling w/ Cal Newport

In this week’s Better Offline, Ed talks with computer science professor and writer Cal Newport about AI companies “doom trolling” consumers using scary stories about conscious computers, and how we ne...

19 Juni 1h 2min

Exclusive: OpenAI Spent $34 Billion In 2025, With Losses Up 8X

Exclusive: OpenAI Spent $34 Billion In 2025, With Losses Up 8X

In a special exclusive episode of Better Offline, Ed Zitron digs into the audited financials of OpenAI from 2024 and 2025.Companion newsletter: www.wheresyoured.at/exclusive-openai-financials/ Save $1...

16 Juni 4min

CZM Rewind: The Rot-Com Bubble

CZM Rewind: The Rot-Com Bubble

Tech's hyper-growth era is ending, with online 100 million new people getting online between 2022 and 2023, and almost every major web platform seeing a decline in growth since 2021. In this episode, ...

10 Juni 30min

Why AI Has No ROI with Paul Kedrosky

Why AI Has No ROI with Paul Kedrosky

In this week’s Better Offline, Ed Zitron is joined by economist Paul Kedrosky to talk about why nobody can find the ROI of AI, why there won’t be a Dot Com Bubble-style recovery for AI data centers, a...

3 Juni 47min

Monologue: Everyone Suddenly Cares About AI ROI

Monologue: Everyone Suddenly Cares About AI ROI

In this week's Better Offline monologue, Ed Zitron runs you through how AI’s move to token-based billing has revealed that absolutely nobody has a way of measuring AI’s ROI - and how these massive cos...

29 Maj 11min

The AI Industry Is Losing

The AI Industry Is Losing

In this week's Better Offline, Ed Zitron runs you through how Uber’s COO said the quiet part out loud - that AI’s outputs and efficacy do not match up with its ruinous costs - and how despite its blus...

27 Maj 19min

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