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=jVzeHTlWIDY

HBM to increase 90% Year over Year - https://x.com/pequityresearch/status/2075035164833382909?s=46

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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.pdf

https://trashfuture.co.uk/

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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-compute

The 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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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/ceostroff

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https://www.wsj.com/news/author/caitlin-ostroff

Katherine Long
https://bsky.app/profile/klong.bsky.social

https://x.com/ByKLong

https://www.wsj.com/news/author/katherine-long

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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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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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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.html 

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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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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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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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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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