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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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.

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 you through Anthropic’s claims it will be non-GAAP EBITDA profitable for Q2 2026 by having SpaceX discount its compute costs, and how said revenues don’t match up with its CFO’s sworn affidavit or previous reporting on its finances.

Companion newsletter: 
https://www.wheresyoured.at/anthropics-profitability-swindle/

https://www.flyingpenguin.com/wheres-ed-anthropic-told-court-5-billion-but-public-19-billion/

Please subscribe to my premium newsletter - 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.

---

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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 you through Anthropic&rsquo;s claims it will be non-GAAP EBITDA profitable for Q2 2026 by having SpaceX discount its compute costs, and how said revenues don&rsquo;t match up with its CFO&rsquo;s sworn affidavit or previous reporting on its finances. Companion newsletter: <a href="https://www.wheresyoured.at/anthropics-profitability-swindle/">https://www.wheresyoured.at/anthropics-profitability-swindle/</a>
<a href="https://www.flyingpenguin.com/wheres-ed-anthropic-told-court-5-billion-but-public-19-billion/">https://www.flyingpenguin.com/wheres-ed-anthropic-told-court-5-billion-but-public-19-billion/</a>
Please subscribe to my premium newsletter - save $10 off a year of my premium newsletter:&nbsp;<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.
---
LINKS: <a href="https://www.tinyurl.com/betterofflinelinks">https://www.tinyurl.com/betterofflinelinks</a>
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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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Email Me: <a href="mailto:ez@betteroffline.com">ez@betteroffline.com</a>

Monologue: Anthropic Is Not Profitable Unless You Remove Its Costs

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ed9728c3-e667-4ed7-8b0a-b4510154e7d8/transcript

In this episode, Ed Zitron is joined by Steve Burke of GamersNexus to talk about NVIDIA’s alleged GPU shipments to China, how AI is choking the PC gaming industry, and how mad Jensen Huang keeps getting on podcasts.

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

GamersNexus: 
Yes, This All Seems Very Legitimate - https://www.youtube.com/watch?v=xUbJDrL6ZfM 
Support GamersNexus’ AI Surveillance Dystopia Series: https://store.gamersnexus.net/ai-dystopia 
https://www.youtube.com/gamersnexus

https://gamersnexus.net/

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

https://x.com/GamersNexus

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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https://www.instagram.com/edzitron

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

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Email Me: ez@betteroffline.com

In this episode, Ed Zitron is joined by Steve Burke of GamersNexus to talk about NVIDIA&rsquo;s alleged GPU shipments to China, how AI is choking the PC gaming industry, and how mad Jensen Huang keeps getting on podcasts. 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! GamersNexus: Yes, This All Seems Very Legitimate - <a href="https://www.youtube.com/watch?v=xUbJDrL6ZfM">https://www.youtube.com/watch?v=xUbJDrL6ZfM</a>&nbsp; Support GamersNexus&rsquo; AI Surveillance Dystopia Series: <a href="https://store.gamersnexus.net/ai-dystopia">https://store.gamersnexus.net/ai-dystopia</a>&nbsp; <a href="https://www.youtube.com/gamersnexus">https://www.youtube.com/gamersnexus</a>
<a href="https://gamersnexus.net/">https://gamersnexus.net/</a>
<a href="https://bsky.app/profile/gamersnexus.bsky.social">https://bsky.app/profile/gamersnexus.bsky.social</a>
<a href="https://x.com/GamersNexus">https://x.com/GamersNexus</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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Email Me: <a href="mailto:ez@betteroffline.com">ez@betteroffline.com</a>

AI Versus The PC Industry With GamersNexus

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e58beb51-37a4-4d61-9125-b44f01305782/transcript

In this week's Better Offline monologue, Ed Zitron runs you through how LLMs and the obsession with AI is actively destroying the fabric of the tech industry.

Please subscribe to my premium newsletter - 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.

---

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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 you through how LLMs and the obsession with AI is actively destroying the fabric of the tech industry. 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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Email Me: <a href="mailto:ez@betteroffline.com">ez@betteroffline.com</a>

Monologue: AI Is Making The Tech Industry Weak

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e72bfd95-bff2-44eb-ae38-b44b0004c4db/transcript

The Reality of AI Economics With Paul Kedrosky

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