Monologue: Anthropic Slows Down
In this week's Better Offline monologue, Ed Zitron talks about how Anthropic’s big Q3 revenues underwhelmed an already-nervous market, and how the more of the real numbers we learn about AI, the worse...
16 Okt 14min
Monologue: Australia's Dodgiest AI IPO Is A Pale Horse
In this week's Better Offline monologue, Ed Zitron talks about the brittle state of Australian AI data center company Firmus’ IPO, its dodgy underlying numbers, and how the Australian media has set an...
9 Okt 10min
"Cycular" Financing w/ GamersNexus
In this episode, Ed Zitron is joined by Steve Burke of GamersNexus to talk about NVIDIA’s “cycular” financing, Trump’s “superintelligence” accord, the growing bubble in the gaming industry, and the St...
7 Okt 49min
Monologue: Anthropic's $413bn Burden
In this week's Better Offline monologue, Ed Zitron talks about Anthropic’s $413 billion in non-cancellable compute commitments, and how its future depends on the impossible task of borrowing $50 billi...
2 Okt 6min
Monologue: Anthropic Lost $8bn In 2025, Was A Worse Business Than OpenAI
In this week's Better Offline, Ed Zitron walks through Anthropic’s 2025 financials, covering how it spent $2.75 to make a dollar, and how it was, at least last year, a worse business than OpenAI.Dead ...
30 Sep 7min
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
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
