Better Offline

Ed Zitron interviews consultant Nick Suresh, who argues that AI mania is destroying corporate decision-making with near-zero success rates.

Host Ed Zitron critiques the massive capital expenditures of hyperscalers like Google and Microsoft, arguing they are artificially inflating growth by funding AI labs like Anthropic and OpenAI.

Host Ed Zitron and guest Ed Elson of Prof G Markets critique SpaceX’s IPO, arguing its valuation ignores massive losses and relies on unrealistic promises like orbital AI data centers.

Host Ed Zitron argues that OpenAI is the core of an unsustainable AI bubble, creating severe financial risks for investors like SoftBank and partners like Oracle.

Host Ed Zitron interviews Steve Burke from Gamers Nexus to analyze the skyrocketing cost of RAM and SSDs.

Host Ed Zitrom argues that the AI boom is a speculative bubble driving up costs through a memory supply shortage.

Hosts Ed Zitron and Nova Spivack analyze Masayoshi Son’s bizarre SoftBank investor presentation, focusing on its surreal "goose" metaphor for value creation.

Ed Zitron critiques Meta’s plan to sell AI compute as an admission of overbuilt GPU capacity and corporate desperation.

Host Ed Zitron interviews Wall Street Journal reporters Catherine Long and Caitlin Ostroff about Polymarket’s deceptive influencer marketing campaign.

Host Ed Zitron critiques the AI bubble, arguing that enterprises are facing soaring costs as they pay for actual token usage rather than subsidized subscriptions.

Host Ed Zitron critiques OpenAI’s financials, arguing that OpenAI hides inference costs in sales and marketing to mask massive losses and sustain a "cargo cult" of AI hype.

Host Ed Zitron interviews Cal Newport to discuss "doom trolling" by AI companies like Anthropic and OpenAI, who use fear of existential risk to mask stagnant product progress.

Ed Zitron reveals OpenAI’s audited financials, reporting a staggering $38.

Host Ed Zitron argues that the tech industry is experiencing a "Rotcom Bubble," where major companies have exhausted hyper-growth opportunities and…

Ed Zitron argues that the AI bubble is bursting as companies face a crisis in return on investment after OpenAI and Anthropic switched to token-based billing.

Host Ed Zitron and economist Paul Kudrosky critique the AI industry’s lack of ROI, highlighting GitHub Copilot’s shift to token-based pricing that exposed previously hidden costs.

Ed Zitron critiques the AI industry’s inability to measure return on investment, citing massive, uncontrolled token spending by companies like Uber and Zillow.

Host Ed Zitron argues that AI’s economic model is collapsing, citing Uber’s COO’s admission that AI costs outweigh benefits.

Host Ed Zitron critiques a Wall Street Journal report claiming Anthropic’s first profitable quarter, arguing the figures are artificially inflated.

Ed Zitron and Steve Burke analyze NVIDIA CEO Jensen Huang’s erratic public outbursts, linking his defensiveness regarding China’s GPU smuggling, and the shifting landscape of AI infrastructure.

Host Ed Zitron critiques the AI industry’s financial opacity, arguing that major data centers remain unfinished and companies like OpenAI and Anthropic obscure their true profitability.

Host Zitron interviews Ben and Emil from the Ben and Emil Show to discuss the irrationality of modern finance Twitter and its influence on market sentiment.

Host Ed Zitron and guest Corey Doctorow discuss the "rot economy," where tech giants like Google deliberately degrade services to boost ad revenue.

Host Ed Zitrom critiques the AI industry’s financials, arguing that massive capital expenditures yield negligible returns.