Better Offline

In this week's Better Offline monologue, Ed Zitron talks about OpenAI killing Sora, and how the majority of announced data centers are either barely getting built or vaporware, with only 3GW of IT load coming online in 2025 in America, and only 5GW of data centers under construction worldwide.

This week’s free newsletter: https://www.wheresyoured.at/the-ai-industry-is-lying-to-you/
JustDario’s piece - The Data Center Frenzy Will Be Remembered As The Largest Waste Of Capital In History https://justdario.com/2025/10/the-data-centers-frenzy-will-be-remembered-as-the-largest-waste-of-capital-in-history/ (warning, my man has a lot of ads)
Sora burns $15m a day (Forbes) https://www.forbes.com/sites/phoebeliu/2025/11/10/openai-spending-ai-generated-sora-videos/
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https://www.threads.net/@edzitron
Email Me: [email protected]
See omnystudio.com/listener for privacy information.

In this week’s Better Offline, Ed is joined by Steve Burke of GamersNexus to talk about NVIDIA’s strange and embarrassing GTC, DLSS5, and the increasingly-hysterical AI bubble.
Free newsletter that discusses data center timing and NVIDIA's China situation: https://www.wheresyoured.at/the-ai-industry-is-lying-to-you/
https://www.youtube.com/user/gamersnexus
https://x.com/GamersNexus
GamersNexus “Microslop” Shirt
https://store.gamersnexus.net/products/microslop-parody-t-shirt
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: [email protected]
See omnystudio.com/listener for privacy information.

In this week's Better Offline monologue, Ed Zitron talks about hyperscalers allowing non-technical workers to ship code, and how the over-reliance on LLMs and push to ship as much code as possible is setting big tech up for a calamity.

This week’s free newsletter: https://www.wheresyoured.at/why-are-we-still-doing-this/

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

The Information piece: https://www.theinformation.com/articles/inside-meta-rogue-ai-agent-triggers-security-alert?rc=kz8jh3
Business Insider piece: https://www.businessinsider.com/amazon-tightens-code-controls-after-outages-including-one-ai-2026-3
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: [email protected]
See omnystudio.com/listener for privacy information.

In this week’s Better Offline, Ed is joined by Rebecca Ungarino and Nick Devor of Barron’s to talk about the legalities of prediction markets, their effect on society, and how everyone is operating on the bleeding edge of financial regulations.

Nick Devor:
https://www.barrons.com/authors/nick-devor
https://x.com/nickdevor_
Rebecca Ungarino:
https://www.barrons.com/authors/rebecca-ungarino
Story (from both of them!): JPMorgan Is Considering New Prediction Market Guidance for Employees
https://www.barrons.com/articles/jpmorgan-kalshi-polymarket-prediction-markets-rules-9f871a65

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: [email protected]
See omnystudio.com/listener for privacy information.

In this week's Better Offline monologue, Ed Zitron talks about the end of tech’s hypergrowth era, generative AI’s failure as a business model, and why we need to stop looking to the past to prove that the future will work out.
Free newsletter tie-in: https://www.wheresyoured.at/the-beginning-of-history/

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.
---
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: [email protected]
See omnystudio.com/listener for privacy information.