

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. Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public…

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 i…

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, th…

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. Please support me by subscribing …

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. Please support me by subscribing to my…

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 …

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/…

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’…

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 to…

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 ri…