Monologue: Australia's Dodgiest AI IPO Is A Pale Horse

In this week's Better Offline monologue, Ed Zitron talks about the brittle state of Australian AI data center company Firmus’ IPO, its dodgy underlying numbers, and how the Australian media has set an example of how you should actually cover an AI company. NOTE: This IPO was officially postponed …

"Cycular" Financing w/ GamersNexus

In this episode, Ed Zitron is joined by Steve Burke of GamersNexus to talk about NVIDIA’s “cycular” financing, Trump’s “superintelligence” accord, the growing bubble in the gaming industry, and the Steam Frame VR headset. Save $10 off a year of my premium newsletter: https://edzitronswheresyoureda…

Monologue: Anthropic's $413bn Burden

In this week's Better Offline monologue, Ed Zitron talks about Anthropic’s $413 billion in non-cancellable compute commitments, and how its future depends on the impossible task of borrowing $50 billion to $100 billion a year from a bond market that’s already strained by endless AI data center debt…

Monologue: Anthropic Lost $8bn In 2025, Was A Worse Business Than OpenAI

In this week's Better Offline, Ed Zitron walks through Anthropic’s 2025 financials, covering how it spent $2.75 to make a dollar, and how it was, at least last year, a worse business than OpenAI. Dead Money: https://www.wheresyoured.at/dead-money/ Anthropic story from Reuters: https://www.reuters.…

Monologue: The AI Data Center Overbuild

In this week's Better Offline monologue, Ed Zitron talks about how $200bn to $300bn of AI GPUs are sitting in warehouses, how hyperscalers like Microsoft are overstating their AI capacity, and why the AI data center overbuild is magntiudes worse than the Dot Com era fiber buildout.  Where’re All T…

The Hidden Recession Beneath The AI Bubble w/ Paul Kedrosky

In this week’s Better Offline, Ed Zitron is joined by economist Paul Kedrosky to talk about how AI is distorting the bond markets to the point that it’s changing the price on US Treasuries, how AI data center economics don’t make sense, and the troubling signs he’s hearing out of Anthropic. https:…

Monologue: Shut The F*ck Up, Dario!

In this week's Better Offline monologue, Ed Zitron delivers a simple message: if Dario Amodei truly believes that Anthropic is building dangerous AI, he should stop any and all cybersecurity model training runs, halt his IPO, limit Claude to only the safest possible functions, or shut the fuck up. …

Stopping The AI Safety Cult ft. Adam Becker & Cal Newport

Ed Zitron is joined by computer science professor and writer Cal Newport and journalist and astrophysicist Adam Becker to get the word out that the narrative about existential risk from AI is driven by a religious cult of effective altruists and rationalists. AI Is Already In Dangerous Hands newsl…

Monologue: Jacob Coxon and the AI Safety Grift

In this week's Better Offline monologue, Ed Zitron runs through the nonsensical, pro-AI lab scare campaign driven by former researcher Jacob Coxon, how the media keeps falling for AI safety grifts, and how dangerous AI is already in the wrong hands - those of Anthropic and OpenAI. WIRED interview …

Managing The Situation

In this week’s Better Offline, Ed Zitron walks you through how society continues to manage rather than deal with crises, and how the AI bubble is yet another crisis resulting from a failure to deal with the complexity of the real world.  Last Week’s Newsletter: Hyperscale Normalization https://www…