Monologue: What The Hell Are The Hyperscalers Doing?

Monologue: What The Hell Are The Hyperscalers Doing?

In this week's Better Offline monologue, Ed Zitron runs through how hyperscalers have wasted $1.1 trillion in capex on AI in a desperate attempt to sustain hypergrowth, and report on how without OpenAI’s claud spend, Microsoft Azure would’ve only grown 8% year-over-year in 2025.

The Subprime Data Center Crisis: https://www.wheresyoured.at/the-subprime-data-center-crisis/
Nik Suresh: AI Is Eviscerating Global Decisionmaking https://ludic.mataroa.blog/blog/ai-mania-is-eviscerating-global-decision-making/

To celebrate the one year anniversary of the premium newsletter, I’m offering a sale on one-year subscriptions. Between now and midnight July 26, you can get a permanent annual rate of just $60— a $10 discount on the usual price of $70 - for life - https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/N9bqSLKBoS?ref=wheresyoured.at

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.

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Avsnitt(275)

Monologue: The AI Data Center Overbuild

Monologue: The AI Data Center Overbuild

In this week's Better Offline monologue, Ed Zitron talks about how $200bn to $300bn of AI GPUs are sitting in warehouses, how hyperscalers like Microsoft are overstating their AI capacity, and why the...

25 Sep 10min

The Hidden Recession Beneath The AI Bubble w/ Paul Kedrosky

The Hidden Recession Beneath The AI Bubble w/ Paul Kedrosky

In this week’s Better Offline, Ed Zitron is joined by economist Paul Kedrosky to talk about how AI is distorting the bond markets to the point that it’s changing the price on US Treasuries, how AI dat...

23 Sep 54min

Monologue: Shut The F*ck Up, Dario!

Monologue: Shut The F*ck Up, Dario!

In this week's Better Offline monologue, Ed Zitron delivers a simple message: if Dario Amodei truly believes that Anthropic is building dangerous AI, he should stop any and all cybersecurity model tra...

18 Sep 8min

Stopping The AI Safety Cult ft. Adam Becker & Cal Newport

Stopping The AI Safety Cult ft. Adam Becker & Cal Newport

Ed Zitron is joined by computer science professor and writer Cal Newport and journalist and astrophysicist Adam Becker to get the word out that the narrative about existential risk from AI is driven b...

16 Sep 1h 5min

Monologue: Jacob Coxon and the AI Safety Grift

Monologue: Jacob Coxon and the AI Safety Grift

In this week's Better Offline monologue, Ed Zitron runs through the nonsensical, pro-AI lab scare campaign driven by former researcher Jacob Coxon, how the media keeps falling for AI safety grifts, an...

11 Sep 16min

Managing The Situation

Managing The Situation

In this week’s Better Offline, Ed Zitron walks you through how society continues to manage rather than deal with crises, and how the AI bubble is yet another crisis resulting from a failure to deal wi...

9 Sep 17min

Monologue: Concentration Risk

Monologue: Concentration Risk

In this week's Better Offline monologue, Ed Zitron runs through how 80% of Anthropic and OpenAI’s enterprise revenues come from the top 1% of its customers, and how the entire AI bubble is a series of...

4 Sep 10min

LLMs Will Never Make Art With Caleb Wilson and Arif Hasan

LLMs Will Never Make Art With Caleb Wilson and Arif Hasan

In this week’s Better Offline, Ed Zitron is joined by Arif Hasan of Wide Left and Caleb Wilson of Kill The Computer to talk about an academic paper on AI slop, and the many reasons why LLMS can never ...

2 Sep 42min

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