In this week’s Better Offline, Ed Zitron is joined by economist Paul Kedrosky to talk about the large amount of speculative data center land purchases, the brittle NVIDIA GPU economy, and the economic realities of AI.

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 breaks down why AI isn’t too big to fail, why no bailout is coming, and how people need to learn more about history before using it to justify burning billions of dollars.

This week’s free newsletter: https://www.wheresyoured.at/the-subprime-ai-crisis-is-here/
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In this week’s Better Offline, Ed Zitron discusses Anthropic’s aggressive new rate limits, the leak of Claude Code’s source code, and the dread consequences of having software written 100% by LLMs.

Free newsletter: The Subprime AI Crisis Is Here https://www.wheresyoured.at/the-subprime-ai-crisis-is-here/

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Peak hours announcement: https://www.theregister.com/2026/03/26/anthropic_tweaks_usage_limits/?ref=wheresyoured.at
https://www.theregister.com/2026/03/31/anthropic_claude_code_source_code/
Boris on 100% of his code: http://x.com/bcherny/status/2004897269674639461
Lenny interview with Boris: https://x.com/lennysan/status/2024896611818897438

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In this week's Better Offline monologue, Ed Zitron talks about OpenAI killing Sora, and how the majority of announced data centers are either barely getting built or vaporware, with only 3GW of IT load coming online in 2025 in America, and only 5GW of data centers under construction worldwide.

This week’s free newsletter: https://www.wheresyoured.at/the-ai-industry-is-lying-to-you/

JustDario’s piece - The Data Center Frenzy Will Be Remembered As The Largest Waste Of Capital In History https://justdario.com/2025/10/the-data-centers-frenzy-will-be-remembered-as-the-largest-waste-of-capital-in-history/ (warning, my man has a lot of ads)

Sora burns $15m a day (Forbes) https://www.forbes.com/sites/phoebeliu/2025/11/10/openai-spending-ai-generated-sora-videos/

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In this week’s Better Offline, Ed is joined by Steve Burke of GamersNexus to talk about NVIDIA’s strange and embarrassing GTC, DLSS5, and the increasingly-hysterical AI bubble.
Free newsletter that discusses data center timing and NVIDIA's China situation: https://www.wheresyoured.at/the-ai-industry-is-lying-to-you/

https://www.youtube.com/user/gamersnexus

https://x.com/GamersNexus

GamersNexus “Microslop” Shirt
https://store.gamersnexus.net/products/microslop-parody-t-shirt

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In this week's Better Offline monologue, Ed Zitron talks about hyperscalers allowing non-technical workers to ship code, and how the over-reliance on LLMs and push to ship as much code as possible is setting big tech up for a calamity.

This week’s free newsletter: https://www.wheresyoured.at/why-are-we-still-doing-this/

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The Information piece: https://www.theinformation.com/articles/inside-meta-rogue-ai-agent-triggers-security-alert?rc=kz8jh3
Business Insider piece: https://www.businessinsider.com/amazon-tightens-code-controls-after-outages-including-one-ai-2026-3

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In this week’s Better Offline, Ed is joined by Rebecca Ungarino and Nick Devor of Barron’s to talk about the legalities of prediction markets, their effect on society, and how everyone is operating on the bleeding edge of financial regulations.

Nick Devor:
https://www.barrons.com/authors/nick-devor

https://x.com/nickdevor_

Rebecca Ungarino:
https://www.barrons.com/authors/rebecca-ungarino

Story (from both of them!): JPMorgan Is Considering New Prediction Market Guidance for Employees
https://www.barrons.com/articles/jpmorgan-kalshi-polymarket-prediction-markets-rules-9f871a65

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In this week's Better Offline monologue, Ed Zitron talks about the end of tech’s hypergrowth era, generative AI’s failure as a business model, and why we need to stop looking to the past to prove that the future will work out.

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