In this episode, Ed Zitron walks you through all the signs that the bubble is bursting, and how hysterical boosters continue to desperately keep it from doing so.

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---

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In this episode, Ed Zitron walks you through all the signs that the bubble is bursting, and how hysterical boosters continue to desperately keep it from doing so.
YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to <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. You can also order a limited-edition Better Offline hat until 5/22/25! <a href="https://cottonbureau.com/p/CAGDW8/hat/better-offline-hat#/28510205/hat-unisex-dad-hat-black-100percent-cotton-adjustable">https://cottonbureau.com/p/CAGDW8/hat/better-offline-hat#/28510205/hat-unisex-dad-hat-black-100percent-cotton-adjustable</a>
---
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Ed's Socials:
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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.

I'm Mad As Hell, And I'm Not Gonna Take It Anymore

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/db1800e3-b3e3-4a45-8c80-b2d0012e6941/transcript

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/promo-subscription/gzqwkv54e1 - I’d be so grateful! 

The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice https://www.wsj.com/tech/ai/the-100-billion-megadeal-between-openai-and-nvidia-is-on-ice-aa3025e3?st=H2AMjC&reflink=desktopwebshare_permalink

Oracle tweet about the deal: https://x.com/Oracle/status/2018368835363942668?s=20

Altman tweet about deal: https://x.com/sama/status/2018451015272694248?s=20

Jensen Huang on Jim Cramer: https://youtu.be/ZVTZc0j4hDY?si=8XdqTM1SGYH3fJwG&t=913 (15 minutes in)

Hater’s Guide To Oracle: https://www.wheresyoured.at/haters-guide-oracle/ 

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

Newsletter: https://www.wheresyoured.at/

Reddit: https://www.reddit.com/r/BetterOffline/ 

Discord: chat.wheresyoured.at

Ed's Socials:

https://twitter.com/edzitron

https://www.instagram.com/edzitron

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

https://www.threads.net/@edzitron

Email Me: ez@betteroffline.com

In this week's Better Offline monologue, Ed Zitron walks you through the world finally realizing that NVIDIA&rsquo;s $100bn deal with OpenAI was BS, and the very real possibility of Oracle&rsquo;s collapse. 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>&nbsp;- I&rsquo;d be so grateful! The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice <a href="https://www.wsj.com/tech/ai/the-100-billion-megadeal-between-openai-and-nvidia-is-on-ice-aa3025e3?st=H2AMjC&amp;reflink=desktopwebshare_permalink">https://www.wsj.com/tech/ai/the-100-billion-megadeal-between-openai-and-nvidia-is-on-ice-aa3025e3?st=H2AMjC&amp;reflink=desktopwebshare_permalink</a>
Oracle tweet about the deal: <a href="https://x.com/Oracle/status/2018368835363942668?s=20">https://x.com/Oracle/status/2018368835363942668?s=20</a>
Altman tweet about deal: <a href="https://x.com/sama/status/2018451015272694248?s=20">https://x.com/sama/status/2018451015272694248?s=20</a>
Jensen Huang on Jim Cramer: <a href="https://youtu.be/ZVTZc0j4hDY?si=8XdqTM1SGYH3fJwG&amp;t=913">https://youtu.be/ZVTZc0j4hDY?si=8XdqTM1SGYH3fJwG&amp;t=913</a>&nbsp;(15 minutes in)
Hater&rsquo;s Guide To Oracle:&nbsp;<a href="https://www.wheresyoured.at/haters-guide-oracle/">https://www.wheresyoured.at/haters-guide-oracle/</a>&nbsp;
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.
---
LINKS: <a href="https://www.tinyurl.com/betterofflinelinks">https://www.tinyurl.com/betterofflinelinks</a>
Newsletter: <a href="https://www.wheresyoured.at/">https://www.wheresyoured.at/</a>
Reddit: <a href="https://www.reddit.com/r/BetterOffline/">https://www.reddit.com/r/BetterOffline/</a>&nbsp;
Discord: <a href="https://discord.com/invite/QUUQUP9szv">chat.wheresyoured.at</a>
Ed's Socials:
<a href="https://twitter.com/edzitron">https://twitter.com/edzitron</a>
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<a href="https://www.threads.net/@edzitron">https://www.threads.net/@edzitron</a>
Email Me: <a href="mailto:ez@betteroffline.com">ez@betteroffline.com</a>

Monologue: Is Oracle Screwed?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9168d8c8-b99c-4feb-a320-b3e80138e256/transcript

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 in the markets since 2008.

https://pivot-to-ai.com/

https://www.youtube.com/@PivotToAI

https://podcasts.apple.com/us/podcast/pivot-to-ai/id1844698298

https://pivottoai.libsyn.com/

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/

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

Newsletter: https://www.wheresyoured.at/

Reddit: https://www.reddit.com/r/BetterOffline/ 

Discord: chat.wheresyoured.at

Ed's Socials:

https://twitter.com/edzitron

https://www.instagram.com/edzitron

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

https://www.threads.net/@edzitron

Email Me: ez@betteroffline.com

In the first episode of Better Offline&rsquo;s &ldquo;Hater Season&rdquo; - an ongoing roundtable with tech&rsquo;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 &ldquo;one-shotted&rdquo; by AI, and why we&rsquo;ve been headed toward a calamity in the markets since 2008. <a href="https://pivot-to-ai.com/">https://pivot-to-ai.com/</a>
<a href="https://www.youtube.com/@PivotToAI">https://www.youtube.com/@PivotToAI</a>
<a href="https://podcasts.apple.com/us/podcast/pivot-to-ai/id1844698298">https://podcasts.apple.com/us/podcast/pivot-to-ai/id1844698298</a>
<a href="https://pivottoai.libsyn.com/">https://pivottoai.libsyn.com/</a>
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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Reddit: <a href="https://www.reddit.com/r/BetterOffline/">https://www.reddit.com/r/BetterOffline/</a>&nbsp;
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<a href="https://www.threads.net/@edzitron">https://www.threads.net/@edzitron</a>
Email Me: <a href="mailto:ez@betteroffline.com">ez@betteroffline.com</a>

Hater Season: Openclaw with David Gerard

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5ebeff0b-7b44-4a6e-8c29-b3e601528dd2/transcript

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.

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/

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

Newsletter: https://www.wheresyoured.at/

Reddit: https://www.reddit.com/r/BetterOffline/ 

Discord: chat.wheresyoured.at

Ed's Socials:

https://twitter.com/edzitron

https://www.instagram.com/edzitron

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

https://www.threads.net/@edzitron

Email Me: ez@betteroffline.com

In the final part of this week&rsquo;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&rsquo;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.
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.
---
LINKS: <a href="https://www.tinyurl.com/betterofflinelinks">https://www.tinyurl.com/betterofflinelinks</a>
Newsletter: <a href="https://www.wheresyoured.at/">https://www.wheresyoured.at/</a>
Reddit: <a href="https://www.reddit.com/r/BetterOffline/">https://www.reddit.com/r/BetterOffline/</a>&nbsp;
Discord: <a href="https://discord.com/invite/QUUQUP9szv">chat.wheresyoured.at</a>
Ed's Socials:
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Email Me: <a href="mailto:ez@betteroffline.com">ez@betteroffline.com</a>

AI Is Worse Than The Dot Com Bubble: Part Four

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9f846eb4-a00f-43ee-b6b0-b3de0037690c/transcript

I'm Mad As Hell, And I'm Not Gonna Take It Anymore

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