Better Offline

Monologue: Blame AI For Making Everything More Expensive

In this week's Better Offline monologue, Ed Zitron runs you through how AI is inflating the price of memory across the board by diverting fab capacity to building high bandwidth memory for GPUs, and how this situation may end in disaster for everyone involved.GamersNexus: The DRAM Cartel https://www.youtube.com/watch?v=jVzeHTlWIDY HBM to increase 90% Year over Year - https://x.com/pequityresearch/status/2075035164833382909?s=46 Please subscribe to my premium newsletter - 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.comSee omnystudio.com/listener for privacy information.

Trashfuture x Better Offline: Goosed In The Shell

This week’s Better Offline is the first joint episode with Riley, November, Hussein from TrashFuture, covering SoftBank’s crazy annual shareholder meeting and the general collapse of the AI bubble.Ed Zitron and the TF Crew are on both your feeds this week to discuss the Softbank slide deck breakdown you’ve all been waiting for. It’s nothing other than the goose, and whether or not the goose was valued, and what kind of factory does a goose use to make golden eggs.Shareholder deck for following along:https://group.softbank/media/Project/sbg/sbg/pdf/ir/investors/shareholders/2026/shareholders-meeting_46_05_en.pdf https://trashfuture.co.uk/ Please subscribe to my premium newsletter - save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1 Please subscribe to my premium newsletter - 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.comSee omnystudio.com/listener for privacy information.

Monologue: Meta Admits It Bought Too Many GPUs

In this week's Better Offline monologue, Ed Zitron runs you through Meta’s plans to sell its AI compute, and how this is an admission to the grim fact that there isn’t really a reason for anyone to be building all these AI data centers.Ed Zitron on CNBC: Generative AI's Business Model Does Not Work, And Tech Is Out Of Hypergrowth Ideashttps://www.reddit.com/r/BetterOffline/comments/1ulm3a6/ed_zitron_on_cnbc_generative_ais_business_model/ Bloomberg - Meta Is Planning a Cloud Business to Sell AI Computing Power https://www.bloomberg.com/news/articles/2026-07-01/meta-is-building-a-cloud-business-to-sell-excess-ai-compute The Information - Nvidia Says It Will Take a Cut of Some Customers’ Cloud Revenueshttps://www.theinformation.com/articles/nvidia-says-will-take-cut-customers-cloud-revenues?rc=kz8jh3Please subscribe to my premium newsletter - 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.comSee omnystudio.com/listener for privacy information.

The WSJ On Polymarket's Questionable Ads

In this week’s Better Offline, Ed talks with the Wall Street Journal’s Caitlin Ostroff and Katherine Long about how Polymarket is working with influencers to show videos of fake bets cashing out - and how the prediction markets have grown into a large, barely-regulated operation.Please support me by subscribing to my premium newsletter - here’s $10 off your first year of annual https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/84rt762qen They Looked Like They Were Getting Rich on Polymarket—but None of It Was Real - https://www.wsj.com/business/media/polymarket-social-media-bets-prediction-market-441cdeb5?st=57dR12&reflink=desktopwebshare_permalink Caitlin Ostroff https://x.com/ceostroff https://bsky.app/profile/ceostroff.bsky.social https://www.wsj.com/news/author/caitlin-ostroff Katherine Longhttps://bsky.app/profile/klong.bsky.social https://x.com/ByKLong https://www.wsj.com/news/author/katherine-long 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: ez@betteroffline.comSee omnystudio.com/listener for privacy information.

Monologue: Tokenpocalypse Now

In this week's Better Offline monologue, Ed Zitron runs you through how organizations are freaking out after having to pay the real cost of AI tokens, and how the surge of competitive open weight models could lead to the post-bubble locally-run future of LLMs. 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: ez@betteroffline.comSee omnystudio.com/listener for privacy information.