Podcasts by Category
Better Offline is a weekly show exploring the tech industry’s influence and manipulation of society - and interrogating the growth-at-all-costs future that tech’s elite wants to build.
Combining narrative-form storytelling, one-on-one interviews and panel-based discussions, Better Offline cuts through the buzzwords and obfuscation of the tech industry, investigating and evaluating the schemes and scams of everyone from cryptocurrency scumbags to the greediest of the venture capital elite. Tech industry veteran Ed Zitron and a dynamic coterie of guests will help listeners understand the who, how and why of how tech’s most powerful players are changing the world - for better or for worse.
- 278 - 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 AI data center overbuild is magntiudes worse than the Dot Com era fiber buildout.
Where’re All The AI Chips? https://www.wheresyoured.at/wherere-all-the-ai-chips/
Dario quote: https://www.dwarkesh.com/p/dario-amodei-2#:~:text=Basically%20I%E2%80%99m%20saying,that%20much%20computeSave $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1
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Fri, 25 Sep 2026 - 277 - 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 data center economics don’t make sense, and the troubling signs he’s hearing out of Anthropic.
https://paulkedrosky.com/
The Nick, Dick and Paul Show: https://www.youtube.com/channel/UCFbDiETo29GTIjg6Lk4imigSave $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1
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Ed's Socials:
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Wed, 23 Sep 2026 - 276 - 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 training runs, halt his IPO, limit Claude to only the safest possible functions, or shut the fuck up.
Anthropic “80% gross margins” story https://www.ft.com/content/4564e6a5-69e9-40a6-bf0f-a888f2f4f002?syn-25a6b1a6=1Overcharging story:
theinformation.com/newsletters/applied-ai/anthropic-customers-find-errant-charges-auditing-startup-saysSave $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1
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Fri, 18 Sep 2026 - 275 - 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 by a religious cult of effective altruists and rationalists.
AI Is Already In Dangerous Hands newsletter: https://www.wheresyoured.at/ai-is-already-in-dangerous-hands/
Adam
https://bsky.app/profile/adambecker.bsky.social
https://www.youtube.com/@DreamingAgainstTheMachine
https://www.hachettebookgroup.com/titles/adam-becker/more-everything-forever/9781541619593/
Cal
Podcast & Videos: https://www.youtube.com/@CalNewportMedia/
Newsletter: https://calnewport.comSave $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1
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Wed, 16 Sep 2026 - 274 - 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, and how dangerous AI is already in the wrong hands - those of Anthropic and OpenAI.
WIRED interview with Coxon: https://archive.md/2026.09.10-091328/https://www.wired.com/story/anthropic-researcher-quits-jacob-coxon-ai-fears-humanity/
Thread on Hubinger and Coxon: https://bsky.app/profile/edzitron.com/post/3mv4suhyexc2gSave $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1
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Fri, 11 Sep 2026 - 273 - 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 with the complexity of the real world.
Last Week’s Newsletter: Hyperscale Normalization https://www.wheresyoured.at/hyperscale-normalization/
This week’s newsletter: Concentration Risk https://www.wheresyoured.at/concentration-risk/
Hypernormalization: https://www.youtube.com/watch?v=Gr7T07WfIhM
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Wed, 09 Sep 2026 - 272 - 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 different concentration risks supported by venture capital and debt.
Newsletter: https://www.wheresyoured.at/hyperscale-normalization/
Ramp Data: https://www.reddit.com/r/BetterOffline/comments/1w5i9t4/ramp_80_of_openai_and_anthropics_enterprise/
Terrible Groundbreaker piece: https://www.groundbrkr.com/p/the-teaser-period-why-the-ai-boom - please note that many of the numbers in this piece are wrong and it’s written by Claude, but the overall thesis is useful.
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Fri, 04 Sep 2026 - 271 - 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 truly make art.
Why Slop Matters: https://arxiv.org/pdf/2601.06060
Arif Hasan
wideleft.football
x.com/ArifHasanNFL
arif.bsky.social
Caleb Wilson
https://bsky.app/profile/birdrespecter.bsky.social
https://bsky.app/profile/killthecomputer.comPlease support me by subscribing to my premium newsletter - here’s $10 off your first year of annual: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/84rt762qen
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Wed, 02 Sep 2026 - 270 - 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 mostly dependent on a small handful of customers being able to raise more and more debt every year.
EDITOR’s NOTE: I incorrectly say at the beginning of this that NVIDIA’s earnings were this week. They’re next week. Sorry!
Newsletter: The AI Hater’s Manifesto: https://www.wheresyoured.at/the-ai-haters-manifesto/
Bloomberg Article: https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-plan-envelops-164209178.htmlPlease support me by subscribing to my premium newsletter - here’s $10 off your first year of annual: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1
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Fri, 28 Aug 2026 - 269 - 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 AI, and what the post-bubble world looks like for LLMs.
Podcast & Videos: https://www.youtube.com/@CalNewportMedia/
Newsletter: https://calnewport.com
New Yorker archive: https://www.newyorker.com/contributors/cal-newportPlease support me by subscribing to my premium newsletter - here’s $10 off your first year of annual: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/84rt762qen
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Wed, 26 Aug 2026 - 268 - 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 economics create the very real possibility it could collapse.
EDITOR’s NOTE: I incorrectly say at the beginning of this that NVIDIA’s earnings were this week. They’re next week. Sorry!
Newsletter: What If OpenAI Dies? https://www.wheresyoured.at/what-happens-if-openai-dies/Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1 - I’d be so grateful!
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Fri, 21 Aug 2026 - 267 - 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 everything is becoming more frantic and desperate as we reach the end.
GamersNexus - There Are No Non-Clowns In The Clown Car: https://www.youtube.com/watch?v=F33Ohjufi9k
Support GamersNexus’ AI Surveillance Dystopia Series: https://store.gamersnexus.net/ai-dystopia
https://www.youtube.com/gamersnexus
https://gamersnexus.net/
https://bsky.app/profile/gamersnexus.bsky.social
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Wed, 19 Aug 2026 - 266 - AI Creativity Doesn't Exist With Chloe Radcliffe and Ed Ongweso Jr.
In this week's Better Offline, Ed is joined by comedian Chloe Radcliffe and critic Ed Ongweso Jr. to talk about AI’s attempts to interfere with the creative arts, horrible little robots, Mark Zuckerberg’s terrible AI essay, and why we can’t respect people writing using AI.
Chloe’s Show Cheat - https://publictheater.org/performances-jp/2026/c/chloe-radcliffe-cheat/ - August 19th and 20th in NYC!
Chloe Radcliffe: https://www.instagram.com/chloebadcliffe/?hl=en
Ed Ongweso Jr.: https://bsky.app/profile/bigblackjacobin.bsky.social
Ed Ongweso’s newsletter https://www.thetechbubble.info/Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1 - I’d be so grateful!
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Fri, 14 Aug 2026 - 265 - Monologue: NVIDIA's No IT Loads Refused Cash Dump
In this week's Better Offline monologue, Ed Zitron runs through NVIDIA’s entirely-theoretical $500 billion AI infrastructure partnership with various asset managers, all to keep up with analyst expectations that it will make more than $1.6 trillion in the next three years.
Chloe’s Show Cheat - https://publictheater.org/performances-jp/2026/c/chloe-radcliffe-cheat/ - August 19th and 20th
News Story: https://www.cnbc.com/2026/08/10/nvidia-wall-street-asset-managers-500-billion-ai-push.html
Jensen Huang Tweet: https://x.com/JensenHuang/status/2086934705207959965?s=20
WSJ story on Anthropic IPO: https://www.wsj.com/tech/ai/anthropic-tries-to-shore-up-investor-confidence-ahead-of-blockbuster-ipo-0ff736adNumbers: Consensus analyst estimates for revenue for the next three years are utterly fucking insane. NVIDIA made about $216 billion dollars in fiscal year 2026 - which ended on January 25th 2026, frustratingly - and analyst expectations have it at $393.7 billion dollars in Fiscal Year 2027, or a little under doubling its revenue year-over-year. In Fiscal Year 2028, expectations are at $565.7 billion dollars, and in Fiscal Year 2029, NVIDIA is expected to make $694 billion dollars. Over 90% of its revenues come from selling GPUs and other data center hardware.
I realize that’s a lot of numbers, so I’ll put it simply: NVIDIA is expected to sell over $1.6 trillion dollars’ worth of GPUs by January 2029, and the vast majority of its customers - including hyperscalers - are having to take out hundreds of billions of dollars’ worth of debt to pay for it.
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Wed, 12 Aug 2026 - 264 - Monologue: The Pale Horsemen Arrive
In this week's Better Offline monologue, Ed Zitron runs through how 70% of Microsoft, Google and Amazon’s AI revenues are from Anthropic and OpenAI, with 7% of Microsoft’s FY26 revenue coming from OpenAI alone, and how this is cast-iron proof that demand for AI doesn’t exist at a scale that warrants any of the trillion dollars in capex they’ve spent.
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Fri, 07 Aug 2026 - 263 - The AI Demand Bubble with Ed Elson
In this week's Better Offline, Ed is joined by Prof G Markets’ Ed Elson to talk about the recent slew of tech earnings, how analyst estimates show that 70% of Microsoft, Google and Amazon’s AI revenues come from OpenAI and Anthropic, and the logical endpoint of his AI bubble thesis.
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Ed Elson’s Newsletter: simplyput.profgmedia.com
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Wed, 05 Aug 2026 - 262 - Monologue: We Live Inside A Dream, But Who Is The Dreamer?
In this week's Better Offline monologue, Ed Zitron runs through how the media deliberately ignores reality to hide how Microsoft, Google and Amazon’s cloud growth is near-entirely driven by Anthropic and OpenAI, and how doing so threatens the livelihoods of hundreds of millions of people.
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
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Fri, 31 Jul 2026 - 261 - AI Mania Is Eviscerating Global Decision-Making w/ Nik Suresh
In this week’s Better Offline, Ed is joined by writer and software engineer Nik Suresh to talk about how AI mania is eviscerating global decision-making, weakening businesses and creating a culture of fear that demands workers lie about the benefits of AI to kiss up to Business Idiots.
Nik’s blog: https://ludic.mataroa.blog/blog/ai-mania-is-eviscerating-global-decision-making/
https://hermit-tech.com/
Brainwash An Executive Today! https://ludic.mataroa.blog/blog/brainwash-an-executive-today/To celebrate the one year anniversary of the premium newsletter, I’m offering a sale on one-year subscriptions. I extended it exclusively for Better Offline listeners through this Sunday (the last time, for real this time), 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
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Wed, 29 Jul 2026 - 260 - 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
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Fri, 24 Jul 2026 - 259 - The Cult of the Ultra-Wealthy with Ed Elson
In this week's Better Offline, Ed is joined by Prof G Markets’ Ed Elson to talk about the broken state of the stock market, the collapse of financial regulation, SpaceX’s post-IPO horror show, and how our culture conflates wealth with intelligence.
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Ed Elson’s Newsletter: simplyput.profgmedia.com
Ed Elson’s Twitter: x.com/edels0n
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Wed, 22 Jul 2026 - 258 - Monologue: OpenAI Could Kill SoftBank and Oracle
In this week's Better Offline monologue, Ed Zitron runs you through how OpenAI’s collapse could mortally wound SoftBank, throw the Paramount/Warner Brothers deal into chaos, kill Oracle, and destroy Larry Ellison’s empire.
To celebrate the one year anniversary of the premium newsletter, I’m offering a sale on one-year subscriptions. Between now and midnight July 22, 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.atYOU 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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Fri, 17 Jul 2026 - 257 - AI Made Everything Expensive (ft. GamersNexus)
In this episode, Ed Zitron is joined by Steve Burke of GamersNexus to talk about how demand for AI GPUs helped the RAM cartel make every single consumer electronic more expensive, and how bad it’ll be when things unwind.
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GamersNexus on the RAM cartel: https://www.youtube.com/watch?v=jVzeHTlWIDYSupport GamersNexus’ AI Surveillance Dystopia Series: https://store.gamersnexus.net/ai-dystopia
https://www.youtube.com/gamersnexus
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Wed, 15 Jul 2026 - 256 - Monologue: Blame AI For Making Everything More Expensive
In this week's Better Offline monologue, Ed Zitron runs you through how AI is inflating the price of memory across the board by diverting fab capacity to building high bandwidth memory for GPUs, and how this situation may end in disaster for everyone involved.
GamersNexus: The DRAM Cartel https://www.youtube.com/watch?v=jVzeHTlWIDYHBM to increase 90% Year over Year - https://x.com/pequityresearch/status/2075035164833382909?s=46
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Fri, 10 Jul 2026 - 255 - Trashfuture x Better Offline: Goosed In The Shell
This week’s Better Offline is the first joint episode with Riley, November, Hussein from TrashFuture, covering SoftBank’s crazy annual shareholder meeting and the general collapse of the AI bubble.
Ed Zitron and the TF Crew are on both your feeds this week to discuss the Softbank slide deck breakdown you’ve all been waiting for. It’s nothing other than the goose, and whether or not the goose was valued, and what kind of factory does a goose use to make golden eggs.
Shareholder deck for following along:
https://group.softbank/media/Project/sbg/sbg/pdf/ir/investors/shareholders/2026/shareholders-meeting_46_05_en.pdfPlease subscribe to my premium newsletter - save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1
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Wed, 08 Jul 2026 - 254 - Monologue: Meta Admits It Bought Too Many GPUs
In this week's Better Offline monologue, Ed Zitron runs you through Meta’s plans to sell its AI compute, and how this is an admission to the grim fact that there isn’t really a reason for anyone to be building all these AI data centers.
Ed Zitron on CNBC: Generative AI's Business Model Does Not Work, And Tech Is Out Of Hypergrowth Ideas
https://www.reddit.com/r/BetterOffline/comments/1ulm3a6/ed_zitron_on_cnbc_generative_ais_business_model/Bloomberg - Meta Is Planning a Cloud Business to Sell AI Computing Power
https://www.bloomberg.com/news/articles/2026-07-01/meta-is-building-a-cloud-business-to-sell-excess-ai-computeThe Information - Nvidia Says It Will Take a Cut of Some Customers’ Cloud Revenues
https://www.theinformation.com/articles/nvidia-says-will-take-cut-customers-cloud-revenues?rc=kz8jh3
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Fri, 03 Jul 2026 - 253 - The WSJ On Polymarket's Questionable Ads
In this week’s Better Offline, Ed talks with the Wall Street Journal’s Caitlin Ostroff and Katherine Long about how Polymarket is working with influencers to show videos of fake bets cashing out - and how the prediction markets have grown into a large, barely-regulated operation.
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They Looked Like They Were Getting Rich on Polymarket—but None of It Was Real - https://www.wsj.com/business/media/polymarket-social-media-bets-prediction-market-441cdeb5?st=57dR12&reflink=desktopwebshare_permalink
Caitlin Ostroff
https://x.com/ceostroffhttps://bsky.app/profile/ceostroff.bsky.social
https://www.wsj.com/news/author/caitlin-ostroff
Katherine Long
https://bsky.app/profile/klong.bsky.socialhttps://www.wsj.com/news/author/katherine-long
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Wed, 01 Jul 2026 - 252 - Monologue: Tokenpocalypse Now
In this week's Better Offline monologue, Ed Zitron runs you through how organizations are freaking out after having to pay the real cost of AI tokens, and how the surge of competitive open weight models could lead to the post-bubble locally-run future of LLMs.
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Fri, 26 Jun 2026 - 251 - 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 celebrates mediocrity and has run out of ideas.
Newsletter: Cargo Culture: https://www.wheresyoured.at/cargo-culture/
OpenAI Exclusive: https://www.wheresyoured.at/exclusive-openai-financials/
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Wed, 24 Jun 2026 - 250 - 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 need to make fun of the scare-mongering and ridicule the executives peddling in it.
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Cal Newport’s “Dear A.I. Companies: The Doom Trolling Needs To Stop https://www.nytimes.com/2026/06/17/opinion/ai-dangerous-openai-anthropic.htmlPodcast & Videos: https://www.youtube.com/@CalNewportMedia/
Newsletter: https://calnewport.com
New Yorker archive: https://www.newyorker.com/contributors/cal-newport
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Fri, 19 Jun 2026 - 249 - 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/
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Tue, 16 Jun 2026 - 248 - 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, Ed Zitron walks you through how tech's decline is driving the tech industry to try and sell you useless products like the metaverse, cryptocurrency and generative AI.
Original Air Date: 6.5.24
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Wed, 10 Jun 2026 - 247 - 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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Fri, 05 Jun 2026 - 246 - 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, and how Google’s $80bn equity sale shows we’re at the top.
https://paulkedrosky.com/The Nick, Dick and Paul Show: https://www.youtube.com/channel/UCFbDiETo29GTIjg6Lk4imig
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Wed, 03 Jun 2026 - 245 - 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 costs might finally burst the bubble.
Companion newsletter:
https://www.wheresyoured.at/the-revenge-of-the-business-idiot/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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Fri, 29 May 2026 - 244 - 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 bluster, the AI industry’s grift is failing.
Free newsletter tie-in: https://www.wheresyoured.at/the-revenge-of-the-business-idiot/
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Wed, 27 May 2026 - 243 - Monologue: Anthropic Is Not Profitable Unless You Remove Its Costs
In this week's Better Offline monologue, Ed Zitron runs you through Anthropic’s claims it will be non-GAAP EBITDA profitable for Q2 2026 by having SpaceX discount its compute costs, and how said revenues don’t match up with its CFO’s sworn affidavit or previous reporting on its finances.
Companion newsletter:
https://www.wheresyoured.at/anthropics-profitability-swindle/https://www.flyingpenguin.com/wheres-ed-anthropic-told-court-5-billion-but-public-19-billion/
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Fri, 22 May 2026 - 242 - AI Versus The PC Industry With GamersNexus
In this episode, Ed Zitron is joined by Steve Burke of GamersNexus to talk about NVIDIA’s alleged GPU shipments to China, how AI is choking the PC gaming industry, and how mad Jensen Huang keeps getting on podcasts.
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GamersNexus:
Yes, This All Seems Very Legitimate - https://www.youtube.com/watch?v=xUbJDrL6ZfM
Support GamersNexus’ AI Surveillance Dystopia Series: https://store.gamersnexus.net/ai-dystopia
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Wed, 20 May 2026 - 241 - Monologue: AI Is Making The Tech Industry Weak
In this week's Better Offline monologue, Ed Zitron runs you through how LLMs and the obsession with AI is actively destroying the fabric of the tech industry.
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Fri, 15 May 2026 - 240 - The Insanity of the Markets with Ben & Emil
On this week’s Better Offline, Ed Zitron is joined by the hosts of the Ben & Emil show to talk about how the markets have been driven insane by semiconductor buzz and social media hysteria.
https://benandemilshow.com/https://www.youtube.com/@benandemilshow
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Wed, 13 May 2026 - 239 - CZM Rewind: Cory Doctorow and Ed Zitron on Enshittification and the Rot Economy
This week’s Better Offline is a recording of a panel held by Clarion West in Seattle earlier this year with Cory Doctorow and Ed Zitron, discussing enshittification, The Rot Economy, and the destruction of modern tech platforms, moderated by Whitney Beltrán.
Original Air Date: 11.12.25
Cory Doctorow: https://craphound.com/
Whitney Beltrán: https://brightwhitney.com/Get involved with Clarion West: https://www.clarionwest.org/get-involved/give/
Clarion West is a nonprofit literary organization that runs an acclaimed six-week residential workshop every summer, online classes and workshops, one-day and weekend workshops, a reading series every summer, and other events throughout the year. At Clarion West, you’ll be among award-winning and best-selling writers in science fiction, fantasy, games, horror, and more. Our workshops and classes are taught by world-class instructors from across the field of speculative fiction. Wherever you may be in your career, whether novice or sage, we offer a diverse listing of classes that is packed with valuable information to take your writing to the next level.Want to support me? Get $10 off a year’s subscription to my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/w08jbm4jwg it would mean a lot!
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Wed, 06 May 2026 - 238 - Monologue: AI's Compute Demand Story Is A Lie
In this week's Better Offline monologue, Ed Zitron runs through how 70-80% of Amazon and Microsoft’s AI revenue and capacity is taken up by OpenAI and Anthropic, and how capacity constraints across the industry are a result of hyperscalers sacrificing their infrastructure to the least-profitable startups of all time.
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Fri, 01 May 2026 - 237 - Palantir's Manifesto with June and Caleb from KTC
On this week’s Better Offline, Ed Zitron digs into Palantir’s 22-point manifesto with Caleb and June from Kill The Computer.
The Manifesto: https://x.com/PalantirTech/status/2045574398573453312
Caleb and June
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https://bsky.app/profile/junlper.beer
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Wed, 29 Apr 2026 - 236 - Monologue: How OpenAI Kills Oracle
In this week's Better Offline monologue, Ed Zitron runs through how OpenAI must grow its revenue by 1000% in the next three years and raise at least another $200 billion for it to be able to pay its compute deals with Oracle and other providers, and how Oracle dies if OpenAI fails to pay its bills.
This week’s free newsletter: https://www.wheresyoured.at/four-horsemen-of-the-aipocalypse/
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Fri, 24 Apr 2026 - 235 - Cal Newport on Mythos and Anthropomorphization
In this week’s Better Offline, Ed is joined by computer science professor and writer Cal Newport to talk about the Claude Mythos marketing scam, the lies around AI job loss, and why LLMs shouldn’t talk like they’re people.
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Podcast & Videos: https://www.youtube.com/@CalNewportMedia/Newsletter: https://calnewport.com
New Yorker archive: https://www.newyorker.com/contributors/cal-newport
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Wed, 22 Apr 2026 - 234 - Monologue: On Dangerous Rhetoric
In this week's Better Offline monologue, Ed Zitron discusses how AI labs’ dangerous rhetoric around AI capabilities and job loss are antagonizing and terrifying people that are already on edge, and that de-escalation starts with Altman and Amodei talking about LLMs as normal software.
This week’s free newsletter: https://www.wheresyoured.at/i-will-never-respect-a-website/Premium newsletter out later today - the Hater’s Guide to Private Credit - save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1
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Fri, 17 Apr 2026 - 233 - More, Everything, Forever With Adam Becker
In this week’s Better Offline, Ed Zitron is joined by journalist and astrophysicist Adam Becker to talk about introspection-free venture capital, the Pee-Wee’s Playhouse effect of LLMs, and trying to find a better future to focus on.
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Wed, 15 Apr 2026 - 232 - Investigating Altman With Ronan Farrow and Andrew Marantz
In a special episode of Better Offline, Ed Zitron is joined by writers Ronan Farrow and Andrew Marantz of the New Yorker to talk about their massive investigation into Sam Altman, his ouster from OpenAI, and the consequences of trusting Silicon Valley with the future.
https://www.newyorker.com/magazine/2026/04/13/sam-altman-may-control-our-future-can-he-be-trusted
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Thu, 09 Apr 2026 - 231 - The Reality of AI Economics With Paul Kedrosky
In this week’s Better Offline, Ed Zitron is joined by economist Paul Kedrosky to talk about the large amount of speculative data center land purchases, the brittle NVIDIA GPU economy, and the economic realities of AI.
The Nick, Dick and Paul Show: https://www.youtube.com/channel/UCFbDiETo29GTIjg6Lk4imig
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Tue, 07 Apr 2026 - 230 - Monologue: AI Isn't Too Big to Fail
In this week's Better Offline monologue, Ed Zitron breaks down why AI isn’t too big to fail, why no bailout is coming, and how people need to learn more about history before using it to justify burning billions of dollars.
This week’s free newsletter: https://www.wheresyoured.at/the-subprime-ai-crisis-is-here/
Premium newsletter tie-in out later today - save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1YOU 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. Buy our new “FUCK DATA CENTERS” shirts today!
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Fri, 03 Apr 2026 - 229 - Monologue: What's Going On At Anthropic?
In this week’s Better Offline, Ed Zitron discusses Anthropic’s aggressive new rate limits, the leak of Claude Code’s source code, and the dread consequences of having software written 100% by LLMs.
Free newsletter: The Subprime AI Crisis Is Here https://www.wheresyoured.at/the-subprime-ai-crisis-is-here/
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Peak hours announcement: https://www.theregister.com/2026/03/26/anthropic_tweaks_usage_limits/?ref=wheresyoured.at
https://www.theregister.com/2026/03/31/anthropic_claude_code_source_code/
Boris on 100% of his code: http://x.com/bcherny/status/2004897269674639461
Lenny interview with Boris: https://x.com/lennysan/status/2024896611818897438
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Wed, 01 Apr 2026 - 228 - Monologue: The AI Industry Is Lying To You
In this week's Better Offline monologue, Ed Zitron talks about OpenAI killing Sora, and how the majority of announced data centers are either barely getting built or vaporware, with only 3GW of IT load coming online in 2025 in America, and only 5GW of data centers under construction worldwide.
This week’s free newsletter: https://www.wheresyoured.at/the-ai-industry-is-lying-to-you/JustDario’s piece - The Data Center Frenzy Will Be Remembered As The Largest Waste Of Capital In History https://justdario.com/2025/10/the-data-centers-frenzy-will-be-remembered-as-the-largest-waste-of-capital-in-history/ (warning, my man has a lot of ads)
Sora burns $15m a day (Forbes) https://www.forbes.com/sites/phoebeliu/2025/11/10/openai-spending-ai-generated-sora-videos/
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Fri, 27 Mar 2026 - 227 - NVIDIAdrome with Steve Burke of GamersNexus
In this week’s Better Offline, Ed is joined by Steve Burke of GamersNexus to talk about NVIDIA’s strange and embarrassing GTC, DLSS5, and the increasingly-hysterical AI bubble.
Free newsletter that discusses data center timing and NVIDIA's China situation: https://www.wheresyoured.at/the-ai-industry-is-lying-to-you/https://www.youtube.com/user/gamersnexus
GamersNexus “Microslop” Shirt
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Wed, 25 Mar 2026 - 226 - Monologue: LLM Code Is Already Breaking Big Tech
In this week's Better Offline monologue, Ed Zitron talks about hyperscalers allowing non-technical workers to ship code, and how the over-reliance on LLMs and push to ship as much code as possible is setting big tech up for a calamity.
This week’s free newsletter: https://www.wheresyoured.at/why-are-we-still-doing-this/
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The Information piece: https://www.theinformation.com/articles/inside-meta-rogue-ai-agent-triggers-security-alert?rc=kz8jh3
Business Insider piece: https://www.businessinsider.com/amazon-tightens-code-controls-after-outages-including-one-ai-2026-3YOU 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. Buy our new “FUCK DATA CENTERS” shirts today!
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Fri, 20 Mar 2026 - 225 - Prediction Markets with Rebecca Ungarino and Nick Devor
In this week’s Better Offline, Ed is joined by Rebecca Ungarino and Nick Devor of Barron’s to talk about the legalities of prediction markets, their effect on society, and how everyone is operating on the bleeding edge of financial regulations.
Nick Devor:
https://www.barrons.com/authors/nick-devorRebecca Ungarino:
https://www.barrons.com/authors/rebecca-ungarinoStory (from both of them!): JPMorgan Is Considering New Prediction Market Guidance for Employees
https://www.barrons.com/articles/jpmorgan-kalshi-polymarket-prediction-markets-rules-9f871a65
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Wed, 18 Mar 2026 - 224 - Monologue: It's The Beginning Of History
In this week's Better Offline monologue, Ed Zitron talks about the end of tech’s hypergrowth era, generative AI’s failure as a business model, and why we need to stop looking to the past to prove that the future will work out.
Free newsletter tie-in: https://www.wheresyoured.at/the-beginning-of-history/
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Fri, 13 Mar 2026 - 223 - Hater Season: Henry Zebrowski
Better Offline’s “Hater Season” - an ongoing roundtable with tech’s greatest haters - continues as Ed is joined by Henry Zebrowski of Last Podcast on the Left to talk about Business Idiots, the metaverse, and the beauty of the human mind.
https://www.patreon.com/cw/lastpodcastontheleft
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Wed, 11 Mar 2026 - 222 - Hater Season: Corey Quinn
Better Offline’s “Hater Season” - an ongoing roundtable with tech’s greatest haters - continues as Ed talks with Corey Quinn, Chief Cloud Economist at Duckbill, about the realities of LLMs and the chaotic world of Amazon Web Services.
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Wed, 04 Mar 2026 - 221 - Monologue: Analyslop And The Death of Critical Thinking
In this week's Better Offline monologue, Ed Zitron walks you through the "analyslop" phenomenon of speculative, lie-ridden fan fiction that gets framed as meaningful research and promoted by the mainstream media.
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Fri, 27 Feb 2026 - 220 - Hater Season: Victoria Song & Alex Cranz
Better Offline’s “Hater Season” - an ongoing roundtable with tech’s greatest haters - continues as Ed talks with Victoria Song of The Verge about “wellness products,” bullshit workout metrics and black market peptides.
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Alex Cranz:
https://bsky.app/profile/cranz.bsky.socialVictoria Song:
https://bsky.app/profile/vicmsong.bsky.social
https://www.theverge.com/authors/victoria-songYOU 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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Wed, 25 Feb 2026 - 219 - Monologue: AI Isn't Replacing Software Companies, Calm Down About Claude Code
In this week's Better Offline monologue, Ed Zitron walks you through why AI isn’t replacing all software companies, and why the hype behind Claude Code is utterly specious.
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Fri, 20 Feb 2026 - 218 - Hater Season: Caleb Wilson, Juniper and Arif Hasan
Better Offline’s “Hater Season” - an ongoing roundtable with tech’s greatest haters - continues as Ed talks with Kill The Computer’s Juniper and Caleb and Arif Hasan of Wide Left about prediction markets, silicon valley’s billionaire whiners, and how Anthropic is trying to redefine “profitability.”
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Arif
wideleft.football
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arif.bsky.social
Caleb and June
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Wed, 18 Feb 2026 - 217 - Monologue: No, Something Big Isn't Coming
In this week's Better Offline monologue, Ed Zitron walks you through why Matt Shumer’s “Something Big Is Coming” is deceptive misinformation peddled by a guy who previously tried to defraud the AI community, and why everybody who boosted or republished it should be ashamed of themselves.
The Annotated version of Something Big Is Coming: https://www.dropbox.com/scl/fi/qw6k5c3m575cq21p7jjac/Something-Big-Is-Coming-Annotated.pdf?rlkey=qlr0mgnlpjifo5xkon2crhrhw&dl=0Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1 - I’d be so grateful!
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Fri, 13 Feb 2026 - 216 - Hater Season: Cal Newport on AI Reporting
Better Offline’s “Hater Season” - an ongoing roundtable with tech’s greatest haters - continues as Ed talks with computer science professor and writer Cal Newport about the ways in which the media fails to report the truth about AI.
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Cal Newport’s “Don’t Trust AI Reporting”: https://youtu.be/xUh3Gc-BAlo?si=XpVzYHh7_k_VXpU1Podcast & Videos: https://www.youtube.com/@CalNewportMedia/
Newsletter: https://calnewport.com
New Yorker archive: https://www.newyorker.com/contributors/cal-newport
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Wed, 11 Feb 2026 - 215 - Monologue: Is Oracle Screwed?
In this week's Better Offline monologue, Ed Zitron walks you through the world finally realizing that NVIDIA’s $100bn deal with OpenAI was BS, and the very real possibility of Oracle’s collapse.
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The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice https://www.wsj.com/tech/ai/the-100-billion-megadeal-between-openai-and-nvidia-is-on-ice-aa3025e3?st=H2AMjC&reflink=desktopwebshare_permalinkOracle tweet about the deal: https://x.com/Oracle/status/2018368835363942668?s=20
Altman tweet about deal: https://x.com/sama/status/2018451015272694248?s=20
Jensen Huang on Jim Cramer: https://youtu.be/ZVTZc0j4hDY?si=8XdqTM1SGYH3fJwG&t=913 (15 minutes in)
Hater’s Guide To Oracle: https://www.wheresyoured.at/haters-guide-oracle/
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Fri, 06 Feb 2026 - 214 - Hater Season: Openclaw with David Gerard
In the first episode of Better Offline’s “Hater Season” - an ongoing roundtable with tech’s greatest haters - Ed is joined by David Gerard of Pivot to AI to talk about Openclaw/Clawdbot/Moltbot, how seemingly smart people keep being “one-shotted” by AI, and why we’ve been headed toward a calamity in the markets since 2008.
https://pivot-to-ai.com/https://www.youtube.com/@PivotToAI
https://podcasts.apple.com/us/podcast/pivot-to-ai/id1844698298
Please support me by subscribing to my premium newsletter - here’s $10 off your first year of annual https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/84rt762qen - it features an in-depth version of my dot com bubble analysis here: https://www.wheresyoured.at/dot-com-bubble/
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Wed, 04 Feb 2026 - 213 - AI Is Worse Than The Dot Com Bubble: Part Four
In the final part of this week’s Dot Com Bubble series, Ed Zitron walks you through to the logical endpoints of his arguments about the AI bubble - a 40%-90% collapse of NVIDIA’s revenues, tens of billions of dollars of impairments for hyperscalers, an existential contraction in venture capital, the near-collapse of Oracle, and $200 billion or more in unpaid data center debt.
Please support me by subscribing to my premium newsletter - here’s $10 off your first year of annual https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/84rt762qen - it features an in-depth version of my dot com bubble analysis here: https://www.wheresyoured.at/dot-com-bubble/
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Fri, 30 Jan 2026 - 212 - AI Is Worse Than The Dot Com Bubble: Part Three
In part three of this week’s Dot Com Bubble series, Ed Zitron explains how the economics of the AI bubble are much, much worse than the dot com bubble, with far fewer customers, way more debt, and a stock market with an unhealthy obsession with one stock - NVIDIA.
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Thu, 29 Jan 2026 - 211 - AI Is Worse Than The Dot Com Bubble: Part Two
In part two of this week’s Dot Com Bubble series, Ed Zitron explains the flimsy mythology used to convince the world to run millions of miles of fiber optic cable - and how completely different that is to building hundreds of billions of data centers of GPUs.
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Wed, 28 Jan 2026 - 210 - AI Is Worse Than The Dot Com Bubble: Part One
In part one of this week’s series, Ed Zitron explains how the AI bubble could be so much worse than the dot com bubble - and how people are too flippant about the carnage caused by the 2000s telecommunications bubble bursting.
Please support me by subscribing to my premium newsletter - here’s $10 off your first year of annual https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/84rt762qen - it features an in-depth version of my dot com bubble analysis here: https://www.wheresyoured.at/dot-com-bubble/
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Tue, 27 Jan 2026 - 209 - Working In The Dot Com Bubble ft. Matt Rosoff
To kick off this week’s Better Offline Dot Com Special, Ed Zitron is joined by The Register’s Matt Rosoff to talk about what it was like to be in the tech industry during the last time the markets got drunk on a major digital hype cycle.
Matt Rosoff: https://www.theregister.com/Author/Matt-Rosoff/
https://bsky.app/profile/did:plc:agrmux4phzmfvgyblvhxrbnh
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Mon, 26 Jan 2026 - 208 - The Enshittifinancial Crisis: Part Four
In the final part of this week’s four-part Better Offline Enshittifinancial Crisis special, Ed Zitron walks you through how ignoring the horrifying margins and destructive practices of the AI industry is setting up venture capital and the global markets for a catastrophe, and how all of this could’ve been avoided.
This series was a ton of work, so please support me by subscribing to my premium newsletter - here’s $10 off your first year of annual https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/84rt762qenRead along with the newsletter version for links! https://www.wheresyoured.at/the-enshittifinancial-crisis/
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Fri, 23 Jan 2026 - 207 - The Enshittifinancial Crisis: Part Three
In part three of this week’s four-part Better Offline Enshittifinancial Crisis special, Ed Zitron walks you through how the imaginary demand for AI compute is setting up every single data center developer for disaster - and how many major banks will be caught in the contagion.
This series was a ton of work, so please support me by subscribing to my premium newsletter - here’s $10 off your first year of annual https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/84rt762qenRead along with the newsletter version for links! https://www.wheresyoured.at/the-enshittifinancial-crisis/
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Thu, 22 Jan 2026 - 206 - The Enshittifinancial Crisis: Part Two
In part two of this week’s four-part Better Offline Enshittifinancial Crisis special, Ed Zitron walks you through how companies like AMD, Broadcom and NVIDIA are swindling stockholders with the help of analysts and the media, and how decades of easy returns for venture capital are an existential risk to the future of startup fundraising.
This series was a ton of work, so please support me by subscribing to my premium newsletter - here’s $10 off your first year of annual https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/84rt762qenRead along with the newsletter version for links! https://www.wheresyoured.at/the-enshittifinancial-crisis/
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Wed, 21 Jan 2026 - 205 - The Enshittifinancial Crisis: Part One
In part one of this week’s four-part Better Offline Enshittifinancial Crisis special, Ed Zitron walks you through the enshittification of the stock market, where toxic companies appreciate in value despite their toxicity, recklessness and waste, aided and abetted by analysts who not only ignore the toxicity but actively celebrate it.
This series was a ton of work, so please support me by subscribing to my premium newsletter - here’s $10 off your first year of annual https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/84rt762qenRead along with the newsletter version for links! https://www.wheresyoured.at/the-enshittifinancial-crisis/
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Tue, 20 Jan 2026 - 204 - Monologue: The Year Ahead
In this week's Better Offline monologue, Ed Zitron walks you through the seeming collapse of Mira Murati’s Thinking Machines, and why the AI bubble can’t survive the death of OpenAI.
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Kylie Robison’s scoop about Thinking Machines: https://x.com/kyliebytes/status/2011572331798548899
Max Zeff of WIRED’s follow-on story: https://www.wired.com/story/thinking-machines-lab-cofounders-leave-for-openai/
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Fri, 16 Jan 2026 - 203 - The Anti-Consumer Electronics Show with Steve Burke
In this episode, Ed Zitron is joined by Steve Burke of GamersNexus to talk about AMD, Lenovo, NVIDIA and Intel’s CES keynotes - and how the tech industry has turned its back on consumers in favor of growth.
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GamersNexus:
NVIDIA's AI Bubble: https://www.youtube.com/watch?v=mFG3Ah-zf18
AMD Failed Us: https://www.youtube.com/watch?v=WsCrKGY9F1o
Intel Pulls An NVIDIA: https://www.youtube.com/watch?v=8wNnLtsxNkY
"AMD & NVIDIA Abandoned This Segment" | Intel Arc GPU Factory Tour with Sparkle: https://www.youtube.com/watch?v=YwrUxG26ulk
Support GamersNexus’ AI Surveillance Dystopia Series: https://store.gamersnexus.net/ai-dystopia
https://www.youtube.com/gamersnexushttps://bsky.app/profile/gamersnexus.bsky.social
CES Videos:
Lenovo: https://youtu.be/vAa8ITmv54I?si=vfYqWhkbqGPa1avV&t=288NVIDIA: https://www.youtube.com/watch?v=0NBILspM4c4
AMD: https://www.youtube.com/watch?v=TvBNWbFK2lY
Intel: https://www.intel.com/content/www/us/en/events/ces.html
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Wed, 14 Jan 2026 - 202 - CES 2026: Part Ten (Epilogue)
Welcome to Better Offline’s coverage of the 2026 Consumer Electronics Show - a standup radio station in the Palazzo Hotel with an attached open bar where reporters, experts and various other characters bring you the stories from the floor.
In our CES epilogue, Ed is joined by author, activist and journalist Cory Doctorow, tech bubble newsletter writer Ed Ongweso Jr. and CES bartender Phil Broughton to talk about this year’s coverage, the upcoming venture apocalypse, and what we expect from 2026.
EXCLUSIVE CES SALE! Get a *permanent* $10 off an annual subscription to my newsletter through January 13 2025:
https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/cue848p5scEd Ongweso Jr.: https://bsky.app/profile/bigblackjacobin.bsky.social
Cory Doctorow: http://pluralistic.net/
https://www.eff.org/
Phil Broughton: https://bsky.app/profile/funranium.bsky.social/The Tech Bubble Newsletter: https://thetechbubble.substack.com/
Matt Osowski: https://www.mattosowski.com/
Donate in Sean-Paul’s honor: https://www.perc-epilepsy.org/---
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Ed's Socials:
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Sat, 10 Jan 2026 - 201 - CES 2026: Part Nine (Friday)
Welcome to Better Offline’s coverage of the 2026 Consumer Electronics Show - a standup radio station in the Palazzo Hotel with an attached open bar where reporters, experts and various other characters bring you the stories from the floor.
In Friday’s second episode, Ed is joined by author, activist and journalist Cory Doctorow, the Las Vegas Sun’s Kyle Chouinard, Ed Ongweso Jr. of the Tech Bubble Newsletter, Garrison Davis of It Could Happen Here, and Robert Evans of Behind The Bastards to talk about Vegas’ reaction to CES, the useful stuff getting pushed to the fringes, the hollow nature of this year’s CES, and an acoustic version of the Better Offline theme.
EXCLUSIVE CES SALE! Get a *permanent* $10 off an annual subscription to my newsletter through January 13 2025:
https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/cue848p5sc
Ed Ongweso Jr.: https://bsky.app/profile/bigblackjacobin.bsky.social
Cory Doctorow: http://pluralistic.net/ https://www.eff.org/
Garrison Davis: https://bsky.app/profile/bishonentype.bsky.social
The Tech Bubble Newsletter: https://thetechbubble.substack.com/
Robert Evans: https://bsky.app/profile/iwriteok.bsky.socialKyle Chouinard: https://lasvegassun.com/staff/kyle-chouinard/
Donate in Sean-Paul’s honor: https://www.perc-epilepsy.org/
---
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Ed's Socials:
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Sat, 10 Jan 2026 - 200 - CES 2026: Part Eight (Friday)
Welcome to Better Offline’s coverage of the 2026 Consumer Electronics Show - a standup radio station in the Palazzo Hotel with an attached open bar where reporters, experts and various other characters bring you the stories from the floor.
In Friday’s first episode, Ed is joined by author, activist and journalist Cory Doctorow, YouTuber and CEO of Clicks Michael Fisher, Cherlynn Low of Engadget, Edward Ongweso of the Tech Bubble Newsletter and Garrison Davis of It Could Happen Here to talk about the Clicks Communicator, Amazon’s surveillance tech, the advances in tech in eyeglasses, engadget’s best tech of CES and why we’re worried about the future.
EXCLUSIVE CES SALE! Get a *permanent* $10 off an annual subscription to my newsletter through January 13 2025:
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Ed Ongweso Jr.: https://bsky.app/profile/bigblackjacobin.bsky.social
Cory Doctorow http://pluralistic.net/ https://www.eff.org/
Michael Fisher - https://www.clicks.tech/Cherlynn Low - https://www.engadget.com/about/editors/cherlynn-low/
https://bsky.app/profile/cherlynn.bsky.socialGarrison Davis: https://bsky.app/profile/bishonentype.bsky.social
The Tech Bubble Newsletter: https://thetechbubble.substack.com/
Donate in Sean-Paul’s honor: https://www.perc-epilepsy.org/
https://pluralistic.net/2026/01/09/quantity-break/#so-many-chips
Cyber Fidget: https://youtube.com/shorts/JEEmhcTscP8?si=7_1O-GARnnBeSGuK
https://petewarden.com/2025/11/29/i-know-were-in-an-ai-bubble-because-nobody-wants-me-%f0%9f%98%ad/
---
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https://www.threads.net/@edzitron
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Sat, 10 Jan 2026 - 199 - CES 2026: Part Seven (Thursday)
Welcome to Better Offline’s coverage of the 2026 Consumer Electronics Show - a standup radio station in the Palazzo Hotel with an attached open bar where reporters, experts and various other characters bring you the stories from the floor.
In Thursday’s second episode, Ed is joined by actress and standup comedian Chloe Radlciffe, Garrison Davis of It Could Happen Here, writer Westin Lee, Robert Evans of Behind The Bastards, Ed Ongweso of the Tech Bubble Newsletter, and tech writer Rob Pegoraro to talk about how this CES feels like something is missing, building things for actual people, how everybody is talking about “incremental” improvements in AI, OpenAI’s similarities to Theranos, and the problematic nature of mass-automation.
EXCLUSIVE CES SALE! Get a *permanent* $10 off an annual subscription to my newsletter through January 13 2025:
https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/cue848p5scEd Ongweso Jr.: https://bsky.app/profile/bigblackjacobin.bsky.social
Rob Pegoraro: https://bsky.app/profile/robpegoraro.com
Westin Lee: https://bsky.app/profile/westinlee.bsky.social
The Tech Bubble Newsletter: https://thetechbubble.substack.com/
Chloe Radcliffe: https://www.instagram.com/chloebadcliffe/?hl=en
https://punchup.live/chloeradcliffe
Donate in Sean-Paul’s honor: https://www.perc-epilepsy.org/
Here’s the robot we talked about: https://bsky.app/profile/iwriteok.bsky.social/post/3mbwvlat7dc23
---
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Fri, 09 Jan 2026 - 198 - CES 2026: Part Six (Thursday)
Welcome to Better Offline’s coverage of the 2026 Consumer Electronics Show - a standup radio station in the Palazzo Hotel with an attached open bar where reporters, experts and various other characters bring you the stories from the floor.
In Thursday’s first episode, Ed is joined by Devindra Hardawar of Engadget, actress and standup comedian Chloe Radlciffe, Edward Ongweso of the Tech Bubble Newsletter and Matt Binder of Mashable to talk about the anti-consumer electronics show, how AI buying up all the RAM is going to make computing unaffordable, Dell’s quasi-reversal on AI, why you should be buying all your tech used, and why it’s time to use tech to tell people you love their stuff.
EXCLUSIVE CES SALE! Get a *permanent* $10 off an annual subscription to my newsletter through January 13 2025:
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Ed Ongweso Jr.: https://bsky.app/profile/bigblackjacobin.bsky.social
The Tech Bubble Newsletter: https://thetechbubble.substack.com/
Devindra Hardawar:
https://www.engadget.com/about/editors/devindra-hardawar/
http://thefilmcast.com/Matt Binder: https://mashable.com/author/matt-binder
Chloe Radcliffe:
https://www.instagram.com/chloebadcliffe/?hl=en
https://punchup.live/chloeradcliffe
Donate in Sean-Paul’s honor: https://www.perc-epilepsy.org/
---
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Ed's Socials:
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Thu, 08 Jan 2026 - 197 - CES 2026: Part Five (Wednesday)
Welcome to Better Offline’s coverage of the 2026 Consumer Electronics Show - a standup radio station in the Palazzo Hotel with an attached open bar where reporters, experts and various other characters bring you the stories from the floor.
In Wednesday’s second episode, Ed Zitron is joined by Karissa Bell of Engadget, Jared Newman of the Advisorator newsletter, standup comedian and host of the Factually Podcast Adam Conover, Ed Ongweso Jr. of the Tech Bubble Newsletter, Robert Evans of Behind The Bastards and standup comedian and actor Chloe Radcliffe to talk about very slow laundry robots, the return of the pebble watch (and their new ring), robotic assistive technology products, the sloppification of CES, and asking “who cares?” to every single booth.
EXCLUSIVE CES SALE! Get a *permanent* $10 off an annual subscription to my newsletter through January 13 2025:
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Ed Ongweso Jr.: https://bsky.app/profile/bigblackjacobin.bsky.social
The Tech Bubble Newsletter: https://thetechbubble.substack.com/
Karissa Bell
https://www.engadget.com/about/editors/karissa-bell/Jared Newman:
https://advisorator.com/members/signup/https://cordcutterweekly.com/
Chloe Radcliffe:https://www.instagram.com/chloebadcliffe/?hl=en
https://punchup.live/chloeradcliffe
Robert Evans:
https://bsky.app/profile/iwriteok.bsky.social
https://podcasts.apple.com/de/podcast/behind-the-bastards/id1373812661?l=en-GB
Adam Conover:
https://www.instagram.com/adamconover/?hl=en
www.adamconover.net/tourdatesDonate in Sean-Paul’s honor: https://www.perc-epilepsy.org/
---
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Ed's Socials:
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https://www.threads.net/@edzitron
Email Me: ez@betteroffline.com
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Thu, 08 Jan 2026 - 196 - CES 2026: Part Four (Wednesday)
Welcome to Better Offline’s coverage of the 2026 Consumer Electronics Show - a standup radio station in the Palazzo Hotel with an attached open bar where reporters, experts and various other characters bring you the stories from the floor.
In Wednesday's first episode, Ed is joined by Garrison Davis of It Could Happen Here, Matt Binder of Mashable, Ben Rudolph of Cartographiq, standup comedian and host of the Factually Podcast Adam Conover, Ed Ongweso Jr. of the Tech Bubble Newsletter, and standup comedian and actor Chloe Radcliffe to talk about an “agent-powered” BBQ, showstoppers, the multiple wife cubes being shown on the floor, how solving male loneliness comes from male introspection, empathy and kindness, and how CES perpetuates a culture of trying to make women the solution instead.
EXCLUSIVE CES SALE! Get a *permanent* $10 off an annual subscription to my newsletter through January 13 2025:
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Ed Ongweso Jr.: https://bsky.app/profile/bigblackjacobin.bsky.social
The Tech Bubble Newsletter: https://thetechbubble.substack.com/
Matt Binder: https://mashable.com/author/matt-binderGare Davis: https://bsky.app/profile/did:plc:jm6ufvsw3hg5zgdpnd3zb4tv
Chloe Radcliffe:
https://www.instagram.com/chloebadcliffe/?hl=en
https://punchup.live/chloeradcliffe
Adam Conover:
https://www.instagram.com/adamconover/?hl=en
Ben Rudolph:
https://www.cartografiq.com/Donate in Sean-Paul’s honor: https://www.perc-epilepsy.org/
---
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Ed's Socials:
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https://www.threads.net/@edzitron
Email Me: ez@betteroffline.com
See omnystudio.com/listener for privacy information.
Thu, 08 Jan 2026 - 195 - CES 2026: Part Three (Tuesday)
Welcome to Better Offline’s coverage of the 2026 Consumer Electronics Show - a standup radio station in the Palazzo Hotel with an attached open bar where reporters, experts and various other characters bring you the stories from the floor.
In Tuesday’s second episode, Ed is joined by Victoria Song of The Verge, writer Rory Cellan-Jones,
Robert Evans of Behind The Bastards, standup comedian and host of the Factually Podcast Adam Conover, and standup comedian and actor Chloe Radcliffe to talk about the useless numbers generated by wearables, Chinese peptides, how absolutely nobody at CES is Steve Jobs, LLMs getting read-write access to your taxes, and a bunch of stuff about sex toys that I recommend you do not listen to if you have children around.EXCLUSIVE CES SALE! Get a *permanent* $10 off an annual subscription to my newsletter through January 13 2025:
https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/cue848p5scRory Cellan-Jones: https://rorycellanjones.substack.com/
https://www.moversandshakerspodcast.com/
Robert Evans: https://bsky.app/profile/iwriteok.bsky.social
https://podcasts.apple.com/de/podcast/behind-the-bastards/id1373812661?l=en-GBChloe Radcliffe: https://www.instagram.com/chloebadcliffe/?hl=en
Adam Conover: https://www.instagram.com/adamconover/?hl=en
Donate in Sean-Paul’s honor: https://www.perc-epilepsy.org/
---
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Ed's Socials:
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https://www.threads.net/@edzitron
Email Me: ez@betteroffline.com
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Wed, 07 Jan 2026 - 194 - CES 2026: Part Two (Tuesday)
Welcome to Better Offline’s coverage of the 2026 Consumer Electronics Show - a standup radio station in the Palazzo Hotel with an attached open bar where reporters, experts and various other characters bring you the stories from the floor.
In Tuesday’s first episode, Ed is joined by Ed Niedermeyer of the Autonocast, Henry Casey of CNN Underscored, Gare Davis of It Could Happen Here and Ed Ongweso Jr. of The Tech Bubble newsletter to talk about smart glasses, wireless TVs, and the big lie of consumer robotics.
EXCLUSIVE CES SALE! Get a *permanent* $10 off an annual subscription to my newsletter through January 13 2025:
https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/cue848p5scEd Ongweso Jr.: https://bsky.app/profile/bigblackjacobin.bsky.social
The Tech Bubble Newsletter: https://thetechbubble.substack.com/
Gare Davis: https://bsky.app/profile/did:plc:jm6ufvsw3hg5zgdpnd3zb4tv
Henry Casey - https://www.cnn.com/cnn-underscored/about/henry-t-casey
https://bsky.app/profile/henrytcasey.netEd Niedermeyer of The Autonocast: https://www.autonocast.com/https://bsky.app/profile/niedermeyer.online
Donate in Sean-Paul’s honor: https://www.perc-epilepsy.org/
The Aura TV with a soundbar built in: https://global.dreametech.com/products/dreametv-s100
Displace Wireless TV: https://displace.tv/
---
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Ed's Socials:
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https://www.threads.net/@edzitron
Email Me: ez@betteroffline.com
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Wed, 07 Jan 2026 - 193 - CES 2026: Part One (Monday)
Welcome to Better Offline’s coverage of the 2026 Consumer Electronics Show - a standup radio station in the Palazzo Hotel with an attached open bar where reporters, experts and various other characters bring you the stories from the floor.
In the first episode, Ed introduces you to Better Offline’s CES coverage, we talk about NVIDIA’s tepid press conference, smart glasses, LLMs on TV and Robert’s new exoskeleton. Featuring Ed Ongweso Jr. (The Tech Bubble Newsletter), David Roth (Defector), Scott Stein (CNET), Lisa Eadicicco (CNN) and Robert Evans (Behind The Bastards).
We’ll be here all week - one episode from Monday, then two from Tuesday, Wednesday, Thursday and Friday, and an epilogue from Saturday.
David Roth, Defector: https://bsky.app/profile/davidjroth.bsky.social
Defector: Defector.com
It’s Christmastown Podcast: https://podcasts.apple.com/us/podcast/its-christmastown/id1407429849Ed Ongweso Jr.: https://bsky.app/profile/bigblackjacobin.bsky.social
The Tech Bubble Newsletter: https://thetechbubble.substack.com/
Matt Binder: https://bsky.app/profile/mattbinder.bsky.social
https://mashable.com/author/matt-binder
Scott Stein https://www.cnet.com/profiles/scottstein8/
Lisa Eadicicco https://www.cnn.com/profiles/lisa-eadicicco
Robert Evans: https://bsky.app/profile/iwriteok.bsky.social
Donate in Sean-Paul’s honor: https://www.perc-epilepsy.org/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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Ed's Socials:
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https://www.threads.net/@edzitron
Email Me: ez@betteroffline.com
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Tue, 06 Jan 2026 - 192 - CZM Rewind: The Case Against Generative AI (Part 4)
In part four of this week’s four-part case against generative AI, Ed Zitron walks you through how there’s literally not enough money in the world to pay for OpenAI’s estimated $1 trillion four-year burn, and why the media tell the truth about AI to save retail investors.
Original Air Date: 10.3.25
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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Ed's Socials:
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https://www.threads.net/@edzitron
Email Me: ez@betteroffline.com
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Fri, 02 Jan 2026 - 191 - CZM Rewind: The Case Against Generative AI (Part 3)
In part three of this week’s four-part case against generative AI, Ed Zitron walks you through how “AI replacing software engineers” is a myth spread by the media and investors - and how Microsoft only has 8 to 12 million active paying customers for Microsoft 365’s AI Copilot out of 440 million users.
Original Air Date: 10.2.25
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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Newsletter: https://www.wheresyoured.at/
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Ed's Socials:
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https://www.threads.net/@edzitron
Email Me: ez@betteroffline.com
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Wed, 31 Dec 2025 - 190 - CZM Rewind: The Case Against Generative AI (Part 2)
In part two of this week’s four-part case against generative AI, Ed Zitron walks you through how NVIDIA funds and pumps money into unprofitable, debt-ridden “neoclouds” all to create vehicles to buy more GPUs - all to cover up the lack of demand for generative AI compute.
Original Air Date: 10.1.25
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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Newsletter: https://www.wheresyoured.at/
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Ed's Socials:
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https://www.threads.net/@edzitron
Email Me: ez@betteroffline.com
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Fri, 26 Dec 2025 - 189 - CZM Rewind: The Case Against Generative AI (Part 1)
In part one of this week’s four-part case against generative AI, Ed Zitron walks you through how generative AI is sold through a complete misunderstanding of the concept of labor - and myth-building by companies like NVIDIA and OpenAI.
Original Air Date: 9.30.25
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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Newsletter: https://www.wheresyoured.at/
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Ed's Socials:
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https://www.threads.net/@edzitron
Email Me: ez@betteroffline.com
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Wed, 24 Dec 2025 - 188 - Part Three: NVIDIA Isn't Enron - So What Is It?
In part three of this week's three-part NVIDIA series, Ed Zitron walks you through why there are millions of Blackwell GPUs sitting in warehouses, and why AI’s lack of any profits makes NVIDIA’s future entirely dependent on endless debt and venture capital.
This series took a lot of work, so if you want to support me, why not subscribe to my premium newsletter? Get $10 off a year’s subscription today: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/p94my1c5ya
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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Ed's Socials:
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https://www.threads.net/@edzitron
Email Me: ez@betteroffline.com
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Fri, 19 Dec 2025 - 187 - Part Two: NVIDIA Isn't Enron - So What Is It?
In part two of this week's three-part NVIDIA series, Ed Zitron walks you through the history of Enron, why it differs from NVIDIA, and why growth-desperation led big tech to waste hundreds of billions of dollars on GPUs.
This series took a lot of work, so if you want to support me, why not subscribe to my premium newsletter? Get $10 off a year’s subscription today: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/p94my1c5ya
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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Thu, 18 Dec 2025 - 186 - Part One: NVIDIA Isn't Enron - So What Is It?
In part one of this week's three-part NVIDIA series, Ed Zitron walks you through why NVIDIA is specifically nothing like Enron, WorldCom or Lucent, and why investors might be thinking that’s the case anyway. Thank you to Ben Cahn of the Ben and Emil show for voicing "NVIDIA" - listen here - https://www.youtube.com/@benandemilshow
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Wed, 17 Dec 2025 - 185 - Monologue: The Questions I'm Asking
In this week's Better Offline monologue, Ed Zitron lists the questions he’s asking - and the things he’s looking for - that he believes will actually burst the bubble.
Reach out at ezitron.76 on Signal.
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Fri, 12 Dec 2025 - 184 - The State of Consumer Tech with Lisa Eadicicco
Welcome to Radio Better Offline, a tech talk radio show recorded out of iHeartRadio's studio in New York City. Ed is joined in-studio by CNN Tech Editor Lisa Eadicicco to talk about the state of consumer electronics, Samsung’s Vision Pro competitor, and why every phone kind of looks the same.
https://www.cnn.com/profiles/lisa-eadicicco
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Wed, 10 Dec 2025 - 183 - The State of the Games Industry with Nathan Grayson
In this episode, Ed Zitron is joined by Nathan Grayson of worker-owned games site Aftermath to talk about building an independent media outlet and the state of the game industry writ large.
Nathan Grayson:
https://aftermath.site/author/nathan-grayson
https://bsky.app/profile/nathangrayson.bsky.socialCelebrate Aftermath’s anniversary by subscribing - just $1 for your first month! https://aftermath.site/11-06-2025-01-12-00-2ndbirthdayoffer
Buy Aftermath’s “Destroy AI” Hoodie: https://aftermath.site/destroy-ai-aftermath-kim-hu-hoodie-shirt/
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Fri, 05 Dec 2025 - 182 - Monologue: AI Isn't Getting A Bailout
In this week's Better Offline monologue, Ed Zitron breaks down how economically irrelevant AI is, and how no bailout is coming to save the Large Language Model era.
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Thu, 04 Dec 2025 - 181 - Is Valve Taking On Microsoft? with Steve Burke
In this episode, Ed Zitron is joined by Steve Burke of GamersNexus to talk about Valve’s new console-like Steam Machine and Vision Pro-like Steam Frame, and what this means for the future of gaming.
GamersNexus:
Valve Steam Machine, Desktop SteamOS, Steam Frame VR, & Controller | ft. Engineering Discussion: https://www.youtube.com/watch?v=bWUxObt1efQ
Valve Steam Frame Engineering Deep-Dive: Water Cooling, Thermals, Power, Acoustics: https://www.youtube.com/watch?v=3NSjvJDe6Ic
Support GamersNexus’ AI Surveillance Dystopia Series: https://store.gamersnexus.net/ai-dystopia
https://www.youtube.com/gamersnexus
https://gamersnexus.net/
https://bsky.app/profile/gamersnexus.bsky.social
https://x.com/GamersNexus
Steam Machine: https://store.steampowered.com/sale/steammachine
Steam Frame: https://store.steampowered.com/sale/steamframeYOU 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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Ed's Socials:
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Wed, 03 Dec 2025 - 180 - A Thanksgiving Monologue
In this week's monologue, Ed Zitron thanks you for being such wonderful listeners. If you ever have a tip, reach out on ezitron.76.
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Thu, 27 Nov 2025 - 179 - CZM Rewind: The Truth About Software Development with Carl Brown
In this episode, Ed Zitron is joined by Carl Brown, a veteran software developer and host of The Internet of Bugs, to talk about the realities of software development, what coding LLMs can actually do, and how the media gets it wrong about software engineering at large.
Original Air Date: 6.4.25
https://www.youtube.com/@InternetOfBugs
New GitHub Copilot Research Finds 'Downward Pressure on Code Quality' - https://visualstudiomagazine.com/articles/2024/01/25/copilot-research.aspx
Report: AI coding assistants aren’t a panacea - https://techcrunch.com/2025/02/21/report-ai-coding-assistants-arent-a-panacea/
Internet of Bugs Videos to watch:
Debunking Devin: "First AI Software Engineer" Upwork lie exposed!
https://www.youtube.com/watch?v=tNmgmwEtoWE&t=3s
AI Has Us Between a Rock and a Hard Place
https://www.youtube.com/watch?v=fJGNqnq-aCA
Software Engineers REAL problem with "AI" and Jobs
https://www.youtube.com/watch?v=NQmN6xSorus&list=PLv0sYKRNTN6QhoxJdyTZTV6NauoZlDp99
AGILE & Scrum Failures stuck us with "AI" hype like Devin
https://www.youtube.com/watch?v=9C1Rxa9DMfI&t=1sYOU 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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Ed's Socials:
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Email Me: ez@betteroffline.com
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Wed, 26 Nov 2025
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