<p>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. </p> <p>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.</p>
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.
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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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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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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.
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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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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.
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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.
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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.
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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.
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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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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
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CES Videos:
Lenovo: https://youtu.be/vAa8ITmv54I?si=vfYqWhkbqGPa1avV&t=288
NVIDIA: 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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