Better Offline

In this episode, Ed is joined by Paris Marx, author of the new data center book “Hyperscale,” to talk about the AI buildout, the community groundswell against data centers, and how both politicians and the media fail to hold the powerful accountable.

Tech Won't Save Us: https://techwontsave.us/episodes
Hyperscale Book: https://hyperscalebook.com/
Disconnect Blog: https://disconnect.blog/

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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.

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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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.

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

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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.

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

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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.

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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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.

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

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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.

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

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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.

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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.

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Newsletter: Dead Money: https://www.wheresyoured.at/dead-money/

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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.

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/

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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.

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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In this week’s Better Offline, Ed Zitron is joined by economist Paul Kedrosky to talk about how AI is distorting the bond markets to the point that it’s changing the price on US Treasuries, how AI data center economics don’t make sense, and the troubling signs he’s hearing out of Anthropic.

https://paulkedrosky.com/
The Nick, Dick and Paul Show: https://www.youtube.com/channel/UCFbDiETo29GTIjg6Lk4imig

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In this week's Better Offline monologue, Ed Zitron delivers a simple message: if Dario Amodei truly believes that Anthropic is building dangerous AI, he should stop any and all cybersecurity model training runs, halt his IPO, limit Claude to only the safest possible functions, or shut the fuck up.

Anthropic “80% gross margins” story https://www.ft.com/content/4564e6a5-69e9-40a6-bf0f-a888f2f4f002?syn-25a6b1a6=1

Overcharging story:
theinformation.com/newsletters/applied-ai/anthropic-customers-find-errant-charges-auditing-startup-says

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Ed Zitron is joined by computer science professor and writer Cal Newport and journalist and astrophysicist Adam Becker to get the word out that the narrative about existential risk from AI is driven by a religious cult of effective altruists and rationalists.

AI Is Already In Dangerous Hands newsletter: https://www.wheresyoured.at/ai-is-already-in-dangerous-hands/

Adam
https://bsky.app/profile/adambecker.bsky.social
https://www.youtube.com/@DreamingAgainstTheMachine
https://www.hachettebookgroup.com/titles/adam-becker/more-everything-forever/9781541619593/

Cal
Podcast & Videos: https://www.youtube.com/@CalNewportMedia/
Newsletter: https://calnewport.com

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In this week's Better Offline monologue, Ed Zitron runs through the nonsensical, pro-AI lab scare campaign driven by former researcher Jacob Coxon, how the media keeps falling for AI safety grifts, and how dangerous AI is already in the wrong hands - those of Anthropic and OpenAI.

WIRED interview with Coxon: https://archive.md/2026.09.10-091328/https://www.wired.com/story/anthropic-researcher-quits-jacob-coxon-ai-fears-humanity/
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In this week’s Better Offline, Ed Zitron walks you through how society continues to manage rather than deal with crises, and how the AI bubble is yet another crisis resulting from a failure to deal with the complexity of the real world.

Last Week’s Newsletter: Hyperscale Normalization https://www.wheresyoured.at/hyperscale-normalization/
This week’s newsletter: Concentration Risk https://www.wheresyoured.at/concentration-risk/
Hypernormalization: https://www.youtube.com/watch?v=Gr7T07WfIhM

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In this week's Better Offline monologue, Ed Zitron runs through how 80% of Anthropic and OpenAI’s enterprise revenues come from the top 1% of its customers, and how the entire AI bubble is a series of different concentration risks supported by venture capital and debt.

Newsletter: https://www.wheresyoured.at/hyperscale-normalization/
Ramp Data: https://www.reddit.com/r/BetterOffline/comments/1w5i9t4/ramp_80_of_openai_and_anthropics_enterprise/
Terrible Groundbreaker piece: https://www.groundbrkr.com/p/the-teaser-period-why-the-ai-boom - please note that many of the numbers in this piece are wrong and it’s written by Claude, but the overall thesis is useful.

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In this week’s Better Offline, Ed Zitron is joined by Arif Hasan of Wide Left and Caleb Wilson of Kill The Computer to talk about an academic paper on AI slop, and the many reasons why LLMS can never truly make art.

Why Slop Matters: https://arxiv.org/pdf/2601.06060

Arif Hasan
wideleft.football
x.com/ArifHasanNFL
arif.bsky.social

Caleb Wilson
https://bsky.app/profile/birdrespecter.bsky.social
https://bsky.app/profile/killthecomputer.com

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In this week's Better Offline monologue, Ed Zitron runs through how the AI bubble has increasingly become Jensen Huang and NVIDIA feeding different companies money, and how NVIDIA’s revenue is mostly dependent on a small handful of customers being able to raise more and more debt every year.

EDITOR’s NOTE: I incorrectly say at the beginning of this that NVIDIA’s earnings were this week. They’re next week. Sorry!

Newsletter: The AI Hater’s Manifesto: https://www.wheresyoured.at/the-ai-haters-manifesto/
Bloomberg Article: https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-plan-envelops-164209178.html

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In this week’s Better Offline, Ed talks with computer science professor and writer Cal Newport about what the recent AI hacking incidents actually mean, why we should stop referring to LLMs as AI, and what the post-bubble world looks like for LLMs.

Podcast & Videos: https://www.youtube.com/@CalNewportMedia/
Newsletter: https://calnewport.com
New Yorker archive: https://www.newyorker.com/contributors/cal-newport

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