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://www.youtube.com/watch?v=jVzeHTlWIDY

HBM to increase 90% Year over Year - https://x.com/pequityresearch/status/2075035164833382909?s=46

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---

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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 <a href="https://www.youtube.com/watch?v=jVzeHTlWIDY">https://www.youtube.com/watch?v=jVzeHTlWIDY</a>
HBM to increase 90% Year over Year - <a href="https://x.com/pequityresearch/status/2075035164833382909?s=46">https://x.com/pequityresearch/status/2075035164833382909?s=46</a>
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---
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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.

Monologue: Blame AI For Making Everything More Expensive

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ed2535e1-e7a0-4793-b0ff-b48201536941/transcript

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 breakdown you’ve all been waiting for. It’s nothing other than the goose, and whether or not the goose was valued, and what kind of factory does a goose use to make golden eggs.

Shareholder deck for following along:
https://group.softbank/media/Project/sbg/sbg/pdf/ir/investors/shareholders/2026/shareholders-meeting_46_05_en.pdf

https://trashfuture.co.uk/

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---

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Email Me: ez@betteroffline.com

This week&rsquo;s Better Offline is the first joint episode with Riley, November, Hussein from TrashFuture, covering SoftBank&rsquo;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 breakdown you&rsquo;ve all been waiting for. It&rsquo;s nothing other than the goose, and whether or not the goose was valued, and what kind of factory does a goose use to make golden eggs. Shareholder deck for following along: <a href="https://group.softbank/media/Project/sbg/sbg/pdf/ir/investors/shareholders/2026/shareholders-meeting_46_05_en.pdf">https://group.softbank/media/Project/sbg/sbg/pdf/ir/investors/shareholders/2026/shareholders-meeting_46_05_en.pdf</a>
<a href="https://trashfuture.co.uk/">https://trashfuture.co.uk/</a>
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>
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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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Email Me: <a href="mailto:ez@betteroffline.com">ez@betteroffline.com</a>

Trashfuture x Better Offline: Goosed In The Shell

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6a193161-bbaa-490b-a09b-b4810120cd2e/transcript

In this week's Better Offline monologue, Ed Zitron runs you through Meta’s plans to sell its AI compute, and how this is an admission to the grim fact that there isn’t really a reason for anyone to be building all these AI data centers.

Ed Zitron on CNBC: Generative AI's Business Model Does Not Work, And Tech Is Out Of Hypergrowth Ideas
https://www.reddit.com/r/BetterOffline/comments/1ulm3a6/ed_zitron_on_cnbc_generative_ais_business_model/

Bloomberg - Meta Is Planning a Cloud Business to Sell AI Computing Power 
https://www.bloomberg.com/news/articles/2026-07-01/meta-is-building-a-cloud-business-to-sell-excess-ai-compute

The Information - Nvidia Says It Will Take a Cut of Some Customers’ Cloud Revenues
https://www.theinformation.com/articles/nvidia-says-will-take-cut-customers-cloud-revenues?rc=kz8jh3

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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.

---

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Email Me: ez@betteroffline.com

In this week's Better Offline monologue, Ed Zitron runs you through Meta&rsquo;s plans to sell its AI compute, and how this is an admission to the grim fact that there isn&rsquo;t really a reason for anyone to be building all these AI data centers. Ed Zitron on CNBC: Generative AI's Business Model Does Not Work, And Tech Is Out Of Hypergrowth Ideas <a href="https://www.reddit.com/r/BetterOffline/comments/1ulm3a6/ed_zitron_on_cnbc_generative_ais_business_model/">https://www.reddit.com/r/BetterOffline/comments/1ulm3a6/ed_zitron_on_cnbc_generative_ais_business_model/</a>
Bloomberg - Meta Is Planning a Cloud Business to Sell AI Computing Power&nbsp; <a href="https://www.bloomberg.com/news/articles/2026-07-01/meta-is-building-a-cloud-business-to-sell-excess-ai-compute">https://www.bloomberg.com/news/articles/2026-07-01/meta-is-building-a-cloud-business-to-sell-excess-ai-compute</a>
The Information - Nvidia Says It Will Take a Cut of Some Customers&rsquo; Cloud Revenues <a href="https://www.theinformation.com/articles/nvidia-says-will-take-cut-customers-cloud-revenues?rc=kz8jh3">https://www.theinformation.com/articles/nvidia-says-will-take-cut-customers-cloud-revenues?rc=kz8jh3</a> 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>
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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Monologue: Meta Admits It Bought Too Many GPUs

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5a805c3b-9749-452c-ad58-b47b01175412/transcript

In this week’s Better Offline, Ed talks with the Wall Street Journal’s Caitlin Ostroff and Katherine Long about how Polymarket is working with influencers to show videos of fake bets cashing out - and how the prediction markets have grown into a large, barely-regulated operation.

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 

They Looked Like They Were Getting Rich on Polymarket—but None of It Was Real - https://www.wsj.com/business/media/polymarket-social-media-bets-prediction-market-441cdeb5?st=57dR12&reflink=desktopwebshare_permalink 

Caitlin Ostroff 
https://x.com/ceostroff

https://bsky.app/profile/ceostroff.bsky.social

https://www.wsj.com/news/author/caitlin-ostroff

Katherine Long
https://bsky.app/profile/klong.bsky.social

https://x.com/ByKLong

https://www.wsj.com/news/author/katherine-long

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. Buy our new “FUCK DATA CENTERS” shirts today!

---

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In this week&rsquo;s Better Offline, Ed talks with the Wall Street Journal&rsquo;s Caitlin Ostroff and Katherine Long about how Polymarket is working with influencers to show videos of fake bets cashing out - and how the prediction markets have grown into a large, barely-regulated operation. 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>&nbsp; They Looked Like They Were Getting Rich on Polymarket&mdash;but None of It Was Real - <a href="https://www.wsj.com/business/media/polymarket-social-media-bets-prediction-market-441cdeb5?st=57dR12&amp;reflink=desktopwebshare_permalink">https://www.wsj.com/business/media/polymarket-social-media-bets-prediction-market-441cdeb5?st=57dR12&amp;reflink=desktopwebshare_permalink</a>&nbsp; Caitlin Ostroff&nbsp; <a href="https://x.com/ceostroff">https://x.com/ceostroff</a>
<a href="https://bsky.app/profile/ceostroff.bsky.social">https://bsky.app/profile/ceostroff.bsky.social</a>
<a href="https://www.wsj.com/news/author/caitlin-ostroff">https://www.wsj.com/news/author/caitlin-ostroff</a>
Katherine Long <a href="https://bsky.app/profile/klong.bsky.social">https://bsky.app/profile/klong.bsky.social</a>
<a href="https://x.com/ByKLong">https://x.com/ByKLong</a>
<a href="https://www.wsj.com/news/author/katherine-long">https://www.wsj.com/news/author/katherine-long</a>
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. Buy our new &ldquo;FUCK DATA CENTERS&rdquo; shirts today!
---
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The WSJ On Polymarket's Questionable Ads

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d5b7ca53-54df-4d08-8206-b47a001ef2e0/transcript

Monologue: Blame AI For Making Everything More Expensive

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