Monologue: What If I'm Right?
Better Offline29 Aug 2025

Monologue: What If I'm Right?

In this week’s Better Offline monologue, Ed considers what would happen if he’s right about the AI bubble bursting - and the consequences of three years of myth-peddling journalism and markets addicted to growth at all costs.

FT: Microsoft talks set to push OpenAI’s restructure into next year
https://www.ft.com/content/b81d5fb6-26e9-417a-a0cc-6b6689b70c98

Sherwood: Nvidia, the asset manager, had a massive Q2 thanks to CoreWeave’s rally
https://sherwood.news/markets/nvidia-the-asset-manager-had-a-massive-q2-thanks-to-coreweaves-rally/

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Monologue: We Need To Talk About CoreWeave

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Radio Better Offline: Cherlynn Low, Alex Cranz & Victoria Song

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Monologue: How Does This End?

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In this week's monologue, Ed Zitron walks through how reckless members of the media continue to inflate the AI bubble - and the detailed notes he's been taking along the way. --- LINKS: https://www.ti...

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Microsoft Cuts The Power To AI

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Monologue: OpenAI Is Getting Desperate

Monologue: OpenAI Is Getting Desperate

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How Growth Is Killing Video Games

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Generative AI Is Not A Real Industry

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In the second of this week's two-part episode, Ed Zitron walks you through the dark truth of the generative AI industry - that consumer adoption of Claude, Gemini, Copilot and Perplexity is incredibly...

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