In this week’s Better Offline, Ed Zitron is joined by economist Paul Kedrosky to talk about the large amount of speculative data center land purchases, the brittle NVIDIA GPU economy, and the economic realities of AI.

https://paulkedrosky.com/

The Nick, Dick and Paul Show: https://www.youtube.com/channel/UCFbDiETo29GTIjg6Lk4imig

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---

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Email Me: ez@betteroffline.com

In this week&rsquo;s Better Offline, Ed Zitron is joined by economist Paul Kedrosky to talk about the large amount of speculative data center land purchases, the brittle NVIDIA GPU economy, and the economic realities of AI.
<a href="https://paulkedrosky.com/">https://paulkedrosky.com/</a>
The Nick, Dick and Paul Show: <a href="https://www.youtube.com/channel/UCFbDiETo29GTIjg6Lk4imig">https://www.youtube.com/channel/UCFbDiETo29GTIjg6Lk4imig</a>
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> - I&rsquo;d be so grateful!
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.&nbsp;Buy our new &ldquo;FUCK DATA CENTERS&rdquo; shirts today!
---
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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 Reality of AI Economics With Paul Kedrosky

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0fad5c7c-0c1a-4970-b11d-b424016e0e5e/transcript

In this week's Better Offline monologue, Ed Zitron runs through how 80% of Anthropic and OpenAI’s enterprise revenues come from the top 1% of its customers, and how the entire AI bubble is a series of different concentration risks supported by venture capital and debt.

Newsletter: https://www.wheresyoured.at/hyperscale-normalization/
Ramp Data: https://www.reddit.com/r/BetterOffline/comments/1w5i9t4/ramp_80_of_openai_and_anthropics_enterprise/
Terrible Groundbreaker piece: https://www.groundbrkr.com/p/the-teaser-period-why-the-ai-boom - please note that many of the numbers in this piece are wrong and it’s written by Claude, but the overall thesis is useful.

Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1

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/

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Ed's Socials:

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https://www.instagram.com/edzitron

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

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Email Me: ez@betteroffline.com

In this week's Better Offline monologue, Ed Zitron runs through how 80% of Anthropic and OpenAI&rsquo;s enterprise revenues come from the top 1% of its customers, and how the entire AI bubble is a series of different concentration risks supported by venture capital and debt. Newsletter: https://www.wheresyoured.at/hyperscale-normalization/ Ramp Data: https://www.reddit.com/r/BetterOffline/comments/1w5i9t4/ramp_80_of_openai_and_anthropics_enterprise/ Terrible Groundbreaker piece: https://www.groundbrkr.com/p/the-teaser-period-why-the-ai-boom - please note that many of the numbers in this piece are wrong and it&rsquo;s written by Claude, but the overall thesis is useful. 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&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;
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Email Me: <a href="mailto:ez@betteroffline.com">ez@betteroffline.com</a>

Monologue: Concentration Risk

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/61e52234-e037-415b-a92b-b4ba0163f710/transcript

In this week’s Better Offline, Ed Zitron is joined by Arif Hasan of Wide Left and Caleb Wilson of Kill The Computer to talk about an academic paper on AI slop, and the many reasons why LLMS can never truly make art.

Why Slop Matters: https://arxiv.org/pdf/2601.06060

Arif Hasan
wideleft.football
x.com/ArifHasanNFL
arif.bsky.social

Caleb Wilson
https://bsky.app/profile/birdrespecter.bsky.social
https://bsky.app/profile/killthecomputer.com



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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&rsquo;s Better Offline, Ed Zitron is joined by Arif Hasan of Wide Left and Caleb Wilson of Kill The Computer to talk about an academic paper on AI slop, and the many reasons why LLMS can never truly make art. Why Slop Matters: https://arxiv.org/pdf/2601.06060 Arif Hasan wideleft.football x.com/ArifHasanNFL arif.bsky.social Caleb Wilson https://bsky.app/profile/birdrespecter.bsky.social https://bsky.app/profile/killthecomputer.com 
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>
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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Email Me: <a href="mailto:ez@betteroffline.com">ez@betteroffline.com</a>

LLMs Will Never Make Art With Caleb Wilson and Arif Hasan

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/dd47d692-1652-4ecf-bbc1-b4b90036fea9/transcript

In this week's Better Offline monologue, Ed Zitron runs through how the AI bubble has increasingly become Jensen Huang and NVIDIA feeding different companies money, and how NVIDIA’s revenue is mostly dependent on a small handful of customers being able to raise more and more debt every year. 

EDITOR’s NOTE: I incorrectly say at the beginning of this that NVIDIA’s earnings were this week. They’re next week. Sorry!

Newsletter: The AI Hater’s Manifesto: https://www.wheresyoured.at/the-ai-haters-manifesto/ 
Bloomberg Article: https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-plan-envelops-164209178.html 

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/gzqwkv54e1

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

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https://www.instagram.com/edzitron

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Email Me: ez@betteroffline.com

In this week's Better Offline monologue, Ed Zitron runs through how the AI bubble has increasingly become Jensen Huang and NVIDIA feeding different companies money, and how NVIDIA&rsquo;s revenue is mostly dependent on a small handful of customers being able to raise more and more debt every year. EDITOR&rsquo;s NOTE: I incorrectly say at the beginning of this that NVIDIA&rsquo;s earnings were this week. They&rsquo;re next week. Sorry! Newsletter: The AI Hater&rsquo;s Manifesto: https://www.wheresyoured.at/the-ai-haters-manifesto/ Bloomberg Article: https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-plan-envelops-164209178.html 
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/gzqwkv54e1">https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1</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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Monologue: Into The Jensenverse

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/98e3778c-cab7-4cac-80ac-b4b30151d81e/transcript

The Reality of AI Economics With Paul Kedrosky

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