Better Offline

Monologue: Amazon Is Warehousing Billions In GPUs

In this week's Better Offline monologue, Ed Zitron walks you through how Amazon is warehousing billions of dollars of GPUs, and how NVIDIA created an artificial supply chain crisis by forcing hypersca...

2026-10-23

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The Mind of Larry Ellison w/ Tom Dotan

In this week's Better Offline, Ed Zitron is joined by writer Tom Dotan to talk about the life of Larry Ellison, his children, his companies, his decades of existential crises, and how all he really ca...

2026-10-21

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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...

2026-10-16

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The Hater's Guide To Bonds With Rob Wigglesworth

In this week's Better Offline, Ed Zitron is joined by Robin Wigglesworth of the Financial Times to explain how both corporate and sovereign bonds work, why you should care, and what you need to know a...

2026-10-14

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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 ...

2026-10-09

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"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 bubbl...

2026-10-07

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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...

2026-10-02

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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...

2026-09-30

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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...

2026-09-25

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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...

2026-09-23

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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...

2026-09-18

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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...

2026-09-16

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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...

2026-09-11

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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 d...

2026-09-09

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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 ser...

2026-09-04

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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 ...

2026-09-02

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Monologue: Into The Jensenverse

In this week's Better Offline monologue, Ed Zitron runs through how the AI bubble has increasingly become Jensen Huang and NVIDIA feeding different companies money, and how NVIDIA’s revenue is m...

2026-08-28

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No, AI Is Not "Autonomously Hacking" with Cal Newport

In this week’s Better Offline, Ed talks with computer science professor and writer Cal Newport about what the recent AI hacking incidents actually mean, why we should stop referring to LLMs as A...

2026-08-26

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Monologue: AI Hits A Wall

In this week's Better Offline monologue, Ed Zitron runs through how Anthropic and OpenAI’s revenue growth is decelerating, and how OpenAI’s pause on model development and collapsing econom...

2026-08-21

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The AI Clown Car W/ Gamersnexus

In this episode, Ed Zitron is joined by Steve Burke of GamersNexus to talk about the increasingly-delusional promises of the AI semiconductors industry, the rotten economics of LLMs, and how everythin...

2026-08-19

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Better Offline

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