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 monologue, Ed Zitron runs you through how the &ldquo;does AI have ROI?&rdquo; debate is coming at the worst possible time for two companies that can&rsquo;t afford to slow down thanks to their $1.1 trillion in compute commitments. Newsletter: AI Doesn&rsquo;t Have ROI <a href="https://www.wheresyoured.at/ai-doesnt-have-roi/">https://www.wheresyoured.at/ai-doesnt-have-roi/</a>&nbsp; Ed on Bloomberg: <a href="https://www.youtube.com/watch?v=zbKDmkJPVvI">https://www.youtube.com/watch?v=zbKDmkJPVvI</a>&nbsp; The AI industry's profit problem is getting bigger, says Goldman Sachs' equity research chief <a href="https://www.businessinsider.com/goldman-sachs-ai-boom-profit-problem-semiconductor-chip-companies-investment-2026-6">https://www.businessinsider.com/goldman-sachs-ai-boom-profit-problem-semiconductor-chip-companies-investment-2026-6</a>&nbsp; Bloomberg: AI&rsquo;s Bills Are Bigger Than Ever, And Coming Due <a href="https://www.bloomberg.com/opinion/articles/2026-06-04/the-ai-boom-s-next-test-is-the-roi-worth-the-cost">https://www.bloomberg.com/opinion/articles/2026-06-04/the-ai-boom-s-next-test-is-the-roi-worth-the-cost</a>&nbsp; Axios: AI sticker shock hits corporate America <a href="https://www.axios.com/2026/05/28/ai-spending-roi-enterprise-costs">https://www.axios.com/2026/05/28/ai-spending-roi-enterprise-costs</a>&nbsp; Uber COO story: <a href="https://www.businessinsider.com/uber-coo-andrew-macdonald-ai-token-spending-harder-justify-2026-5">https://www.businessinsider.com/uber-coo-andrew-macdonald-ai-token-spending-harder-justify-2026-5</a>&nbsp; Please subscribe to my premium newsletter - 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;
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.
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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>
<a href="https://www.instagram.com/edzitron">https://www.instagram.com/edzitron</a>
<a href="https://bsky.app/profile/edzitron.com">https://bsky.app/profile/edzitron.com</a>
<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>

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.

Monologue: AI Can't Afford To Slow Down

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d5bae158-912a-4a0a-a770-b45f01234803/transcript