Better Offline

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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Email Me: [email protected]

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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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Newsletter: https://www.wheresyoured.at/

Reddit: https://www.reddit.com/r/BetterOffline/ 

Discord: chat.wheresyoured.at

Ed's Socials:

https://twitter.com/edzitron

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https://www.threads.net/@edzitron

Email Me: [email protected]

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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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Ed's Socials:

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https://bsky.app/profile/edzitron.com

https://www.threads.net/@edzitron

Email Me: [email protected]

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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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Discord: chat.wheresyoured.at

Ed's Socials:

https://twitter.com/edzitron

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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 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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Ed's Socials:

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Email Me: [email protected]

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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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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

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Email Me: [email protected]

See omnystudio.com/listener for privacy information.

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.

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

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Ed's Socials:

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Email Me: [email protected]

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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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Newsletter: https://www.wheresyoured.at/

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Ed's Socials:

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Email Me: [email protected]

See omnystudio.com/listener for privacy information.

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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LINKS: https://www.tinyurl.com/betterofflinelinks

Newsletter: https://www.wheresyoured.at/

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Ed's Socials:

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Email Me: [email protected]

See omnystudio.com/listener for privacy information.