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 to my premium newsletter - here’s $10 off your first year of annual https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/84rt762qen - it features an in-depth version of my dot com bubble analysis here: https://www.wheresyoured.at/dot-com-bubble/

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Email Me: ez@betteroffline.com

In part three of this week&rsquo;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 to my premium newsletter - here&rsquo;s $10 off your first year of annual <a href="https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/84rt762qen">https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/84rt762qen</a> - it features an in-depth version of my dot com bubble analysis here: <a href="https://www.wheresyoured.at/dot-com-bubble/">https://www.wheresyoured.at/dot-com-bubble/</a>
YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to&nbsp;<a href="https://cottonbureau.com/people/better-offline">https://cottonbureau.com/people/better-offline</a> and use code&nbsp;FREE99 for free shipping on orders of $99 or more.
---
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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. 

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.

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. 
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.

Better Offline

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.



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.

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.
 
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.

AI Is Worse Than The Dot Com Bubble: Part Three

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/44266934-98dd-43ab-9d21-b3de003712cd/transcript

In this week's Better Offline monologue, Ed Zitron walks you through how Amazon is warehousing billions of dollars of GPUs, and how NVIDIA created an artificial supply chain crisis by forcing hyperscalers to take early delivery of its AI chips.

Business Insider: Amazon is buying billions in Nvidia AI systems it can't yet turn on
https://www.businessinsider.com/amazon-nvidia-ai-gpu-data-centers-power-shortages-2026-10?utm_campaign=business-link-post&utm_medium=social&utm_source=twitter
Newsletter: AI Had Better Work Out
https://www.wheresyoured.at/ai-had-better-work-out/



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YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to https://cottonbureau.com/people/better-offline and use code FREE99 for free shipping on orders of $99 or more.

---

LINKS: https://www.tinyurl.com/betterofflinelinks

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https://www.instagram.com/edzitron

https://bsky.app/profile/edzitron.com

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Email Me: ez@betteroffline.com

In this week's Better Offline monologue, Ed Zitron walks you through how Amazon is warehousing billions of dollars of GPUs, and how NVIDIA created an artificial supply chain crisis by forcing hyperscalers to take early delivery of its AI chips. Business Insider: Amazon is buying billions in Nvidia AI systems it can't yet turn on https://www.businessinsider.com/amazon-nvidia-ai-gpu-data-centers-power-shortages-2026-10?utm_campaign=business-link-post&amp;utm_medium=social&amp;utm_source=twitter Newsletter: AI Had Better Work Out https://www.wheresyoured.at/ai-had-better-work-out/ 
Save $10 off a year of my premium newsletter: <a href="https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1">https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1</a>
YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to&nbsp;<a href="https://cottonbureau.com/people/better-offline">https://cottonbureau.com/people/better-offline</a> and use code&nbsp;FREE99 for free shipping on orders of $99 or more.
---
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Email Me: <a href="mailto:ez@betteroffline.com">ez@betteroffline.com</a>

Monologue: Amazon Is Warehousing Billions In GPUs

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6a7ff024-5a33-4735-8bc8-b4eb01693d94/transcript

In this week's Better Offline, Ed Zitron is joined by writer Tom Dotan to talk about the life of Larry Ellison, his children, his companies, his decades of existential crises, and how all he really cares about is his own individual legacy.

Tom’s story on Vanity Fair: https://www.vanityfair.com/story/larry-ellison-profile?srsltid=AU7gw4U1qN-QypB2hyj-E4wJoas1nKH1KI3dlXxSJrUS4_O1QWVtz8WO 
https://archive.ph/MCSfk (archive link)

https://x.com/cityofthetown

https://substack.com/@tdotan

Tom’s latest story on Lightspeed Capital: https://www.newcomer.co/p/after-missing-ais-early-days-lightspeed 



Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1

YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to https://cottonbureau.com/people/better-offline and use code FREE99 for free shipping on orders of $99 or more.

---

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Email Me: ez@betteroffline.com

In this week's Better Offline, Ed Zitron is joined by writer Tom Dotan to talk about the life of Larry Ellison, his children, his companies, his decades of existential crises, and how all he really cares about is his own individual legacy. Tom&rsquo;s story on Vanity Fair: https://www.vanityfair.com/story/larry-ellison-profile?srsltid=AU7gw4U1qN-QypB2hyj-E4wJoas1nKH1KI3dlXxSJrUS4_O1QWVtz8WO https://archive.ph/MCSfk (archive link)
https://x.com/cityofthetown
https://substack.com/@tdotan
Tom&rsquo;s latest story on Lightspeed Capital: https://www.newcomer.co/p/after-missing-ais-early-days-lightspeed&nbsp; 
Save $10 off a year of my premium newsletter: <a href="https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1">https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1</a>
YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to&nbsp;<a href="https://cottonbureau.com/people/better-offline">https://cottonbureau.com/people/better-offline</a> and use code&nbsp;FREE99 for free shipping on orders of $99 or more.
---
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Email Me: <a href="mailto:ez@betteroffline.com">ez@betteroffline.com</a>

The Mind of Larry Ellison w/ Tom Dotan

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1583fd62-0b44-4af5-a284-b4e901570f81/transcript

In this week's Better Offline monologue, Ed Zitron talks about how Anthropic’s big Q3 revenues underwhelmed an already-nervous market, and how the more of the real numbers we learn about AI, the worse things seem to get.

Newsletter: Annualized Enron Rate
https://www.wheresyoured.at/annualized-enron-rate/
Gartner Analysis: https://x.com/edzitron/status/2110442012281651488?s=20
Q3 numbers from CNBC: https://www.cnbc.com/2026/10/15/anthropics-third-quarter-revenue-hits-16point8-billion-ipo.html

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---

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https://www.instagram.com/edzitron

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Email Me: ez@betteroffline.com

In this week's Better Offline monologue, Ed Zitron talks about how Anthropic&rsquo;s big Q3 revenues underwhelmed an already-nervous market, and how the more of the real numbers we learn about AI, the worse things seem to get.
Newsletter: Annualized Enron Rate https://www.wheresyoured.at/annualized-enron-rate/ Gartner Analysis: https://x.com/edzitron/status/2110442012281651488?s=20 Q3 numbers from CNBC: https://www.cnbc.com/2026/10/15/anthropics-third-quarter-revenue-hits-16point8-billion-ipo.html
Save $10 off a year of my premium newsletter: <a href="https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1">https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1</a>
YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to&nbsp;<a href="https://cottonbureau.com/people/better-offline">https://cottonbureau.com/people/better-offline</a> and use code&nbsp;FREE99 for free shipping on orders of $99 or more.
---
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Monologue: Anthropic Slows Down

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3e911bdd-be07-482d-997c-b4e4014dfbfc/transcript

AI Is Worse Than The Dot Com Bubble: Part Three

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