

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 warrant…

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. Save $10 off a…

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 celeb…

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:…

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 …

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. To celebrate the one year anniversary of the prem…

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 offeri…

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. Save $10 off a year of my premium newsletter: https://edzitronswheresyouredat…

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://…

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 breakd…