In this week's Better Offline monologue, Ed Zitron walks you through why Matt Shumer’s “Something Big Is Coming” is deceptive misinformation peddled by a guy who previously tried to defraud the AI community, and why everybody who boosted or republished it should be ashamed of themselves.

The Annotated version of Something Big Is Coming: https://www.dropbox.com/scl/fi/qw6k5c3m575cq21p7jjac/Something-Big-Is-Coming-Annotated.pdf?rlkey=qlr0mgnlpjifo5xkon2crhrhw&dl=0

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Better Offline’s “Hater Season” - an ongoing roundtable with tech’s greatest haters - continues as Ed talks with computer science professor and writer Cal Newport about the ways in which the media fails to report the truth about AI.

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Cal Newport’s “Don’t Trust AI Reporting”: https://youtu.be/xUh3Gc-BAlo?si=XpVzYHh7_k_VXpU1 

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

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New Yorker archive: https://www.newyorker.com/contributors/cal-newport

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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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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.

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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.

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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.

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In part one of this week’s series, Ed Zitron explains how the AI bubble could be so much worse than the dot com bubble - and how people are too flippant about the carnage caused by the 2000s telecommunications bubble bursting.

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To kick off this week’s Better Offline Dot Com Special, Ed Zitron is joined by The Register’s Matt Rosoff to talk about what it was like to be in the tech industry during the last time the markets got drunk on a major digital hype cycle.

Matt Rosoff: https://www.theregister.com/Author/Matt-Rosoff/

https://bsky.app/profile/did:plc:agrmux4phzmfvgyblvhxrbnh

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In the final part of this week’s four-part Better Offline Enshittifinancial Crisis special, Ed Zitron walks you through how ignoring the horrifying margins and destructive practices of the AI industry is setting up venture capital and the global markets for a catastrophe, and how all of this could’ve been avoided.

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Read along with the newsletter version for links! https://www.wheresyoured.at/the-enshittifinancial-crisis/

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