Better Offline

In this week's Better Offline monologue, Ed Zitron walks you through the world finally realizing that NVIDIA’s $100bn deal with OpenAI was BS, and the very real possibility of Oracle’s collapse.

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The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice https://www.wsj.com/tech/ai/the-100-billion-megadeal-between-openai-and-nvidia-is-on-ice-aa3025e3?st=H2AMjC&reflink=desktopwebshare_permalink
Oracle tweet about the deal: https://x.com/Oracle/status/2018368835363942668?s=20
Altman tweet about deal: https://x.com/sama/status/2018451015272694248?s=20
Jensen Huang on Jim Cramer: https://youtu.be/ZVTZc0j4hDY?si=8XdqTM1SGYH3fJwG&t=913 (15 minutes in)
Hater’s Guide To Oracle: https://www.wheresyoured.at/haters-guide-oracle/
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In the first episode of Better Offline’s “Hater Season” - an ongoing roundtable with tech’s greatest haters - Ed is joined by David Gerard of Pivot to AI to talk about Openclaw/Clawdbot/Moltbot, how seemingly smart people keep being “one-shotted” by AI, and why we’ve been headed toward a calamity in the markets since 2008.

https://pivot-to-ai.com/
https://www.youtube.com/@PivotToAI
https://podcasts.apple.com/us/podcast/pivot-to-ai/id1844698298
https://pivottoai.libsyn.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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See omnystudio.com/listener for privacy information.

In the final part of this week’s Dot Com Bubble series, Ed Zitron walks you through to the logical endpoints of his arguments about the AI bubble - a 40%-90% collapse of NVIDIA’s revenues, tens of billions of dollars of impairments for hyperscalers, an existential contraction in venture capital, the near-collapse of Oracle, and $200 billion or more in unpaid data center debt.
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/84rt762qen - it features an in-depth version of my dot com bubble analysis here: https://www.wheresyoured.at/dot-com-bubble/
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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In part three of this week’s Dot Com Bubble series, Ed Zitron explains how the economics of the AI bubble are much, much worse than the dot com bubble, with far fewer customers, way more debt, and a stock market with an unhealthy obsession with one stock - NVIDIA.
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/84rt762qen - it features an in-depth version of my dot com bubble analysis here: https://www.wheresyoured.at/dot-com-bubble/
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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In part two of this week’s Dot Com Bubble series, Ed Zitron explains the flimsy mythology used to convince the world to run millions of miles of fiber optic cable - and how completely different that is to building hundreds of billions of data centers of GPUs.
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/84rt762qen - it features an in-depth version of my dot com bubble analysis here: https://www.wheresyoured.at/dot-com-bubble/
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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Discord: chat.wheresyoured.at
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Email Me: [email protected]
See omnystudio.com/listener for privacy information.