Better Offline

Afleveringen

1. Monologue: Amazon Is Warehousing Billions In GPUs

   23 oktober 2026 · 11 min

   Afspelen
   In this week's Better Offline monologue, Ed Zitron walks you through how Amazon is warehousing billions of dollars of GPUs, and how NVIDIA created an artificial supply chain crisis by forcing hyperscalers to take early delivery of its AI chips. Lees meer

   Business Insider: Amazon is buying billions in Nvidia AI systems it can't yet turn on
   https://www.businessinsider.com/amazon-nvidia-ai-gpu-data-centers-power-shortages-2026-10?utm_campaign=business-link-post&utm_medium=social&utm_source=twitter
   Newsletter: AI Had Better Work Out
   https://www.wheresyoured.at/ai-had-better-work-out/

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   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

   See omnystudio.com/listener for privacy information.

2. The Mind of Larry Ellison w/ Tom Dotan

   21 oktober 2026 · 1 uur 1 min

   Afspelen
   In this week's Better Offline, Ed Zitron is joined by writer Tom Dotan to talk about the life of Larry Ellison, his children, his companies, his decades of existential crises, and how all he really cares about is his own individual legacy. Lees meer

   Tom’s story on Vanity Fair: https://www.vanityfair.com/story/larry-ellison-profile?srsltid=AU7gw4U1qN-QypB2hyj-E4wJoas1nKH1KI3dlXxSJrUS4_O1QWVtz8WO
   https://archive.ph/MCSfk (archive link)

   https://x.com/cityofthetown

   https://substack.com/@tdotan

   Tom’s latest story on Lightspeed Capital: https://www.newcomer.co/p/after-missing-ais-early-days-lightspeed

   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/

   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

   See omnystudio.com/listener for privacy information.

3. Introducing: Knowledge Fight Country

   19 oktober 2026 · 3 min

   Afspelen
   Knowledge Fight Country is a platform where Dan Friesen and his guests can chew over the biggest and best ideas being disseminated in right wing media. Through a focus on Alex Jones and figures similar to him, this show will provide a humorous and fun layer on top of discussing the context on why liars lie and how they do it. Lees meer

   Listen here and subscribe to Knowledge Fight Country on the iHeartRadio app or wherever you get your podcasts!

   See omnystudio.com/listener for privacy information.

4. Monologue: Anthropic Slows Down

   16 oktober 2026 · 14 min

   Afspelen
   In this week's Better Offline monologue, Ed Zitron talks about how Anthropic’s big Q3 revenues underwhelmed an already-nervous market, and how the more of the real numbers we learn about AI, the worse things seem to get. Lees meer

   Newsletter: Annualized Enron Rate
   https://www.wheresyoured.at/annualized-enron-rate/
   Gartner Analysis: https://x.com/edzitron/status/2110442012281651488?s=20
   Q3 numbers from CNBC: https://www.cnbc.com/2026/10/15/anthropics-third-quarter-revenue-hits-16point8-billion-ipo.html

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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.

   ---

   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

   See omnystudio.com/listener for privacy information.

5. The Hater's Guide To Bonds With Rob Wigglesworth

   14 oktober 2026 · 42 min

   Afspelen
   In this week's Better Offline, Ed Zitron is joined by Robin Wigglesworth of the Financial Times to explain how both corporate and sovereign bonds work, why you should care, and what you need to know about the tech industry’s growing debt. Lees meer

   Rob Wigglesworth: A Fabulous Debt: The Epic Story of How Bonds Built the Modern World
   https://www.amazon.com/Fabulous-Debt-Story-Bonds-Modern/dp/0593719182
   https://x.com/RobinWigg
   https://www.ft.com/robin-wigglesworth

   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/

   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

   See omnystudio.com/listener for privacy information.

6. Monologue: Australia's Dodgiest AI IPO Is A Pale Horse

   9 oktober 2026 · 10 min

   Afspelen
   In this week's Better Offline monologue, Ed Zitron talks about the brittle state of Australian AI data center company Firmus’ IPO, its dodgy underlying numbers, and how the Australian media has set an example of how you should actually cover an AI company. Lees meer

   NOTE: This IPO was officially postponed shortly before going to press. The content still rocks.

   Newsletter: Credit Crunch: https://www.wheresyoured.at/credit-crunch/https://www.afr.com/technology/firmus-blockbuster-ipo-finds-itself-in-a-36-hour-spiral-of-doom-20261008-p613ul
   https://www.afr.com/markets/equity-markets/hedge-fund-uncovers-30-red-flags-against-firmus-20261008-p613t7

   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/

   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

   See omnystudio.com/listener for privacy information.

7. "Cycular" Financing w/ GamersNexus

   7 oktober 2026 · 50 min

   Afspelen
   In this episode, Ed Zitron is joined by Steve Burke of GamersNexus to talk about NVIDIA’s “cycular” financing, Trump’s “superintelligence” accord, the growing bubble in the gaming industry, and the Steam Frame VR headset. Lees meer

   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/

   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

   See omnystudio.com/listener for privacy information.

8. Monologue: Anthropic's $413bn Burden

   2 oktober 2026 · 7 min

   Afspelen
   In this week's Better Offline monologue, Ed Zitron talks about Anthropic’s $413 billion in non-cancellable compute commitments, and how its future depends on the impossible task of borrowing $50 billion to $100 billion a year from a bond market that’s already strained by endless AI data center debt. Lees meer

   Link to details on contracts: https://bsky.app/profile/edzitron.com/post/3mwoc3p2b2s2m
   Newsletter: Dead Money: https://www.wheresyoured.at/dead-money/

   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/

   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

   See omnystudio.com/listener for privacy information.

9. Monologue: Anthropic Lost $8bn In 2025, Was A Worse Business Than OpenAI

   30 september 2026 · 8 min

   Afspelen
   In this week's Better Offline, Ed Zitron walks through Anthropic’s 2025 financials, covering how it spent $2.75 to make a dollar, and how it was, at least last year, a worse business than OpenAI. Lees meer

   Dead Money: https://www.wheresyoured.at/dead-money/
   Anthropic story from Reuters: https://www.reuters.com/business/finance/anthropics-ipo-prospectus-shows-sweeping-ai-vision-surging-costs-2026-09-28/

   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/

   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

   See omnystudio.com/listener for privacy information.

10. Monologue: The AI Data Center Overbuild

    25 september 2026 · 11 min

    Afspelen
    In this week's Better Offline monologue, Ed Zitron talks about how $200bn to $300bn of AI GPUs are sitting in warehouses, how hyperscalers like Microsoft are overstating their AI capacity, and why the AI data center overbuild is magntiudes worse than the Dot Com era fiber buildout. Lees meer

    Where’re All The AI Chips? https://www.wheresyoured.at/wherere-all-the-ai-chips/
    Dario quote: https://www.dwarkesh.com/p/dario-amodei-2#:~:text=Basically%20I%E2%80%99m%20saying,that%20much%20compute

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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.

    ---

    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

    See omnystudio.com/listener for privacy information.

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