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    Technology

    Better Offline

    Better Offline is a weekly show exploring the tech industry’s influence and manipulation of society – and interrogating the growth-at-all-costs future that tech’s elite wants to build. 

    Combining narrative-form storytelling, one-on-one interviews and panel-based discussions, Better Offline cuts through the buzzwords and obfuscation of the tech industry, investigating and evaluating the schemes and scams of everyone from cryptocurrency scumbags to the greediest of the venture capital elite. Tech industry veteran Ed Zitron and a dynamic coterie of guests will help listeners understand the who, how and why of how tech’s most powerful players are changing the world – for better or for worse.

    Advertise

    Copyright: 2025 iHeartMedia, Inc. © Any use of this intellectual property for text and data mining or computational analysis including as training material for artificial intelligence systems is strictly prohibited without express written consent from iHeartMedia

    • Apple Podcasts
    • Google Play
    • Spotify
    Latest Episodes:
    Monologue: Amazon Is Warehousing Billions In GPUs Oct 23, 2026
    Show notes

    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/

    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.com

    See omnystudio.com/listener for privacy information.

    The Mind of Larry Ellison w/ Tom Dotan Oct 21, 2026
    Show notes

    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

    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.com

    See omnystudio.com/listener for privacy information.

    Introducing: Knowledge Fight Country Oct 19, 2026
    Show notes

    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!

    See omnystudio.com/listener for privacy information.

    Monologue: Anthropic Slows Down Oct 16, 2026
    Show notes

    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

    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.com

    See omnystudio.com/listener for privacy information.

    The Hater's Guide To Bonds With Rob Wigglesworth Oct 14, 2026
    Show notes

    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

    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.com

    See omnystudio.com/listener for privacy information.

    Monologue: Australia's Dodgiest AI IPO Is A Pale Horse Oct 09, 2026
    Show notes

    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

    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.com

    See omnystudio.com/listener for privacy information.

    "Cycular" Financing w/ GamersNexus Oct 07, 2026
    Show notes

    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.

    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.com

    See omnystudio.com/listener for privacy information.

    Monologue: Anthropic's $413bn Burden Oct 02, 2026
    Show notes

    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/

    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.com

    See omnystudio.com/listener for privacy information.

    Monologue: Anthropic Lost $8bn In 2025, Was A Worse Business Than OpenAI Sep 30, 2026
    Show notes

    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/

    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.com

    See omnystudio.com/listener for privacy information.

    Monologue: The AI Data Center Overbuild Sep 25, 2026
    Show notes

    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

    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.com

    See omnystudio.com/listener for privacy information.

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