In this week's Better Offline, Ed is joined by Prof G Markets’ Ed Elson to talk about the recent slew of tech earnings, how analyst estimates show that 70% of Microsoft, Google and Amazon’s AI revenues come from OpenAI and Anthropic, and the logical endpoint of his AI bubble thesis.

Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1 - I’d be so grateful! 

Ed Elson’s Newsletter: simplyput.profgmedia.com 
Ed Elson’s Twitter: x.com/edels0n 
Ed Elson’s Show: youtube.com/@ProfGMarkets

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---

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Email Me: ez@betteroffline.com

In this week's Better Offline, Ed is joined by Prof G Markets&rsquo; Ed Elson to talk about the recent slew of tech earnings, how analyst estimates show that 70% of Microsoft, Google and Amazon&rsquo;s AI revenues come from OpenAI and Anthropic, and the logical endpoint of his AI bubble thesis.
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!&nbsp;
Ed Elson&rsquo;s Newsletter: <a href="simplyput.profgmedia.com">simplyput.profgmedia.com</a>&nbsp; Ed Elson&rsquo;s Twitter: <a href="x.com/edels0n">x.com/edels0n&nbsp;</a> Ed Elson&rsquo;s Show: <a href="youtube.com/@ProfGMarkets">youtube.com/@ProfGMarkets</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> use FREE99 for free shipping on orders of $99 or more.&nbsp;
---
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;
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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.

The AI Demand Bubble with Ed Elson

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/91abdbe5-d7b1-4080-8fff-b49c01444f08/transcript

In this week's Better Offline monologue, Ed Zitron runs through how the media deliberately ignores reality to hide how Microsoft, Google and Amazon’s cloud growth is near-entirely driven by Anthropic and OpenAI, and how doing so threatens the livelihoods of hundreds of millions of people.

To celebrate the one year anniversary of the premium newsletter, I’m offering a sale on one-year subscriptions. Between now and midnight July 26, you can get a permanent annual rate of just $60— a $10 discount on the usual price of $70 - for life - https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/N9bqSLKBoS?ref=wheresyoured.at  

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 runs through how the media deliberately ignores reality to hide how Microsoft, Google and Amazon&rsquo;s cloud growth is near-entirely driven by Anthropic and OpenAI, and how doing so threatens the livelihoods of hundreds of millions of people.
To celebrate the one year anniversary of the premium newsletter, I&rsquo;m offering a sale on one-year subscriptions. Between now and midnight July 26, you can get a permanent annual rate of just $60&mdash; a $10 discount on the usual price of $70 - for life - <a href="https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/N9bqSLKBoS?ref=wheresyoured.at">https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/N9bqSLKBoS?ref=wheresyoured.at</a>&nbsp;&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.
---
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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Email Me: <a href="mailto:ez@betteroffline.com">ez@betteroffline.com</a>

 Monologue: We Live Inside A Dream, But Who Is The Dreamer?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4c1165bf-bfe8-4054-ab05-b49800f8d8b6/transcript

In this week’s Better Offline, Ed is joined by writer and software engineer Nik Suresh to talk about how AI mania is eviscerating global decision-making, weakening businesses and creating a culture of fear that demands workers lie about the benefits of AI to kiss up to Business Idiots.

Nik’s blog: https://ludic.mataroa.blog/blog/ai-mania-is-eviscerating-global-decision-making/ 
https://hermit-tech.com/ 
Brainwash An Executive Today! https://ludic.mataroa.blog/blog/brainwash-an-executive-today/  

To celebrate the one year anniversary of the premium newsletter, I’m offering a sale on one-year subscriptions. I extended it exclusively for Better Offline listeners through this Sunday (the last time, for real this time), you can get a permanent annual rate of just $60— a $10 discount on the usual price of $70 - for life - https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/N9bqSLKBoS?ref=wheresyoured.at   

YOU CAN NOW BUY BETTER OFFLINE MERCH! go to https://cottonbureau.com/people/better-offline use 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&rsquo;s Better Offline, Ed is joined by writer and software engineer Nik Suresh to talk about how AI mania is eviscerating global decision-making, weakening businesses and creating a culture of fear that demands workers lie about the benefits of AI to kiss up to Business Idiots.
Nik&rsquo;s blog: <a href="https://ludic.mataroa.blog/blog/ai-mania-is-eviscerating-global-decision-making/">https://ludic.mataroa.blog/blog/ai-mania-is-eviscerating-global-decision-making/</a>&nbsp; <a href="https://hermit-tech.com/">https://hermit-tech.com/</a>&nbsp; Brainwash An Executive Today! <a href="https://ludic.mataroa.blog/blog/brainwash-an-executive-today/">https://ludic.mataroa.blog/blog/brainwash-an-executive-today/</a>&nbsp;&nbsp;
To celebrate the one year anniversary of the premium newsletter, I&rsquo;m offering a sale on one-year subscriptions. I extended it exclusively for Better Offline listeners through this Sunday (the last time, for real this time), you can get a permanent annual rate of just $60&mdash; a $10 discount on the usual price of $70 - for life - <a href="https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/N9bqSLKBoS?ref=wheresyoured.at">https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/N9bqSLKBoS?ref=wheresyoured.at</a>&nbsp; &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> use FREE99 for free shipping on orders of $99 or more.&nbsp;
---
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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>
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Email Me: <a href="mailto:ez@betteroffline.com">ez@betteroffline.com</a>

AI Mania Is Eviscerating Global Decision-Making w/ Nik Suresh

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b56dc69e-53b9-48e4-b986-b496000f7c3a/transcript

In this week's Better Offline monologue, Ed Zitron runs through how hyperscalers have wasted $1.1 trillion in capex on AI in a desperate attempt to sustain hypergrowth, and report on how without OpenAI’s claud spend, Microsoft Azure would’ve only grown 8% year-over-year in 2025.

The Subprime Data Center Crisis: https://www.wheresyoured.at/the-subprime-data-center-crisis/
Nik Suresh: AI Is Eviscerating Global Decisionmaking https://ludic.mataroa.blog/blog/ai-mania-is-eviscerating-global-decision-making/

To celebrate the one year anniversary of the premium newsletter, I’m offering a sale on one-year subscriptions. Between now and midnight July 26, you can get a permanent annual rate of just $60— a $10 discount on the usual price of $70 - for life - https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/N9bqSLKBoS?ref=wheresyoured.at

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 runs through how hyperscalers have wasted $1.1 trillion in capex on AI in a desperate attempt to sustain hypergrowth, and report on how without OpenAI&rsquo;s claud spend, Microsoft Azure would&rsquo;ve only grown 8% year-over-year in 2025. The Subprime Data Center Crisis: https://www.wheresyoured.at/the-subprime-data-center-crisis/ Nik Suresh: AI Is Eviscerating Global Decisionmaking <a href="https://ludic.mataroa.blog/blog/ai-mania-is-eviscerating-global-decision-making/">https://ludic.mataroa.blog/blog/ai-mania-is-eviscerating-global-decision-making/</a>
To celebrate the one year anniversary of the premium newsletter, I&rsquo;m offering a sale on one-year subscriptions. Between now and midnight July 26, you can get a permanent annual rate of just $60&mdash; a $10 discount on the usual price of $70 - for life - <a href="https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/N9bqSLKBoS?ref=wheresyoured.at">https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/N9bqSLKBoS?ref=wheresyoured.at</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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Reddit: <a href="https://www.reddit.com/r/BetterOffline/">https://www.reddit.com/r/BetterOffline/</a>&nbsp;
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Ed's Socials:
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Email Me: <a href="mailto:ez@betteroffline.com">ez@betteroffline.com</a>

Monologue: What The Hell Are The Hyperscalers Doing?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1e3376d1-64c4-45d6-9fc6-b4900135c1ba/transcript

The AI Demand Bubble with Ed Elson

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