In this episode, Ed Zitron explains how DeepSeek, a relatively-unknown Chinese model AI developer incubated in a hedge fund, has punctured the generative AI bubble, throwing the US startup scene (and markets) into disarray.

---

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

In this episode, Ed Zitron explains how DeepSeek, a relatively-unknown Chinese model AI developer incubated in a hedge fund, has punctured the generative AI bubble, throwing the US startup scene (and markets) into disarray.
---
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>
<a href="https://www.instagram.com/edzitron">https://www.instagram.com/edzitron</a>
<a href="https://bsky.app/profile/edzitron.com">https://bsky.app/profile/edzitron.com</a>
<a href="https://www.threads.net/@edzitron">https://www.threads.net/@edzitron</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.

What The Hell Is DeepSeek?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8c62bfe9-9340-4c1c-bdf1-b275016ce25d/transcript

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

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

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!

---

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 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!
---
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>
<a href="https://www.instagram.com/edzitron">https://www.instagram.com/edzitron</a>
<a href="https://bsky.app/profile/edzitron.com">https://bsky.app/profile/edzitron.com</a>
<a href="https://www.threads.net/@edzitron">https://www.threads.net/@edzitron</a>
Email Me: <a href="mailto:ez@betteroffline.com">ez@betteroffline.com</a>

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 breaks down why AI isn’t too big to fail, why no bailout is coming, and how people need to learn more about history before using it to justify burning billions of dollars.

This week’s free newsletter: https://www.wheresyoured.at/the-subprime-ai-crisis-is-here/ 
Premium newsletter tie-in out later today - 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. Buy our new “FUCK DATA CENTERS” shirts today!

---

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 breaks down why AI isn&rsquo;t too big to fail, why no bailout is coming, and how people need to learn more about history before using it to justify burning billions of dollars.
This week&rsquo;s free newsletter: <a href="https://www.wheresyoured.at/the-subprime-ai-crisis-is-here/">https://www.wheresyoured.at/the-subprime-ai-crisis-is-here/</a>&nbsp; Premium newsletter tie-in out later today - 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;
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!
---
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>
<a href="https://www.instagram.com/edzitron">https://www.instagram.com/edzitron</a>
<a href="https://bsky.app/profile/edzitron.com">https://bsky.app/profile/edzitron.com</a>
<a href="https://www.threads.net/@edzitron">https://www.threads.net/@edzitron</a>
Email Me: <a href="mailto:ez@betteroffline.com">ez@betteroffline.com</a>

Monologue: AI Isn't Too Big to Fail

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/51b14cfe-2ed2-4ab8-9c88-b420012f770e/transcript

In this week’s Better Offline, Ed Zitron discusses Anthropic’s aggressive new rate limits, the leak of Claude Code’s source code, and the dread consequences of having software written 100% by LLMs.

Free newsletter: The Subprime AI Crisis Is Here https://www.wheresyoured.at/the-subprime-ai-crisis-is-here/ 

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

Peak hours announcement: https://www.theregister.com/2026/03/26/anthropic_tweaks_usage_limits/?ref=wheresyoured.at 
https://www.theregister.com/2026/03/31/anthropic_claude_code_source_code/ 
Boris on 100% of his code: http://x.com/bcherny/status/2004897269674639461 
Lenny interview with Boris: https://x.com/lennysan/status/2024896611818897438 

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

Newsletter: wheresyoured.at

Reddit: http://www.reddit.com/r/betteroffline

Ed's Socials - http://www.twitter.com/edzitron instagram.com/edzitron  https://bsky.app/profile/edzitron.comhttps://www.threads.net/@edzitron

email me ez@betteroffline.com

In this week&rsquo;s Better Offline, Ed Zitron discusses Anthropic&rsquo;s aggressive new rate limits, the leak of Claude Code&rsquo;s source code, and the dread consequences of having software written 100% by LLMs. Free newsletter: The Subprime AI Crisis Is Here <a href="https://www.wheresyoured.at/the-subprime-ai-crisis-is-here/">https://www.wheresyoured.at/the-subprime-ai-crisis-is-here/</a>&nbsp; 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! Peak hours announcement: <a href="https://www.theregister.com/2026/03/26/anthropic_tweaks_usage_limits/?ref=wheresyoured.at">https://www.theregister.com/2026/03/26/anthropic_tweaks_usage_limits/?ref=wheresyoured.at</a>&nbsp; <a href="https://www.theregister.com/2026/03/31/anthropic_claude_code_source_code/">https://www.theregister.com/2026/03/31/anthropic_claude_code_source_code/</a>&nbsp; Boris on 100% of his code: <a href="http://x.com/bcherny/status/2004897269674639461">http://x.com/bcherny/status/2004897269674639461</a>&nbsp; Lenny interview with Boris: <a href="https://x.com/lennysan/status/2024896611818897438">https://x.com/lennysan/status/2024896611818897438</a>&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. Buy our new &ldquo;FUCK DATA CENTERS&rdquo; shirts today! Newsletter: wheresyoured.at
Reddit: <a href="http://www.reddit.com/r/betteroffline">http://www.reddit.com/r/betteroffline</a>
Ed's Socials - <a href="http://www.twitter.com/edzitron">http://www.twitter.com/edzitron</a> instagram.com/edzitron&nbsp; <a href="https://bsky.app/profile/edzitron.com">https://bsky.app/profile/edzitron.com</a> <a href="https://www.threads.net/@edzitron">https://www.threads.net/@edzitron</a>
email me ez@betteroffline.com

Monologue: What's Going On At Anthropic?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/64a71fe5-d415-4948-9105-b41e0167cd3c/transcript

What The Hell Is DeepSeek?

In 1 playlist(s)

Better Offline

Social links

Follow podcast

Recent clips