OpenAI's Troubles Mount as the AI Trade Gets More Concentrated OpenAI had what Scott Galloway calls "one of its worst weeks ever" — and the headlines kept piling up. Apple sued the company,…
Ed Zitron — Podcast Appearances & AI Summaries
Ed Zitron has appeared on 14 podcast episodes in our AI-summarized catalog, including Prof G Markets, Better Offline, The John Johnston Lounge. Every appearance below has a free 5-minute AI summary.
What Ed said
“I think it's a sign that Meta is walking away from its AI play... There's no other way to read this other than Meta has told they built too much compute capacity and now they're selling it.”
— Ed Zitron
Episode appearances
14 OpenAI’s survival is the single point of failure for the entire AI infrastructure bubble, and two of the most prominent companies betting on it—SoftBank and Oracle—are in far more precarious…
The AI boom is making everything more expensive, and the mechanism is not the one you usually hear about. It is not about energy costs or chip scarcity in the usual sense. The real driver,…
The AI Industry Is a Bubble That Can't Be Bailed Out OpenAI burned $20.9 billion in 2025. That is the number Ed Zitron leads with when he appears on CNBC to argue that the generative AI industry…
OpenAI is proposing to give the U.S. government a 5% stake in the company, worth roughly $43 billion. Sam Altman has argued that a government stake would be the best way to share the upside of AI…
Meta’s GPU Glut: A Confession Disguised as a Pivot Earlier this week, Bloomberg reported that Meta is developing plans for a cloud infrastructure business that would sell access to its AI…
Meta’s decision to sell off excess AI compute capacity is not a clever monetization strategy — it is a sign that the company has no viable AI product to run on all those chips, and that the…
Tokenpocalypse Now In the middle of Q1 2026, both Anthropic and OpenAI began charging enterprise customers—companies with over 150 users—the actual cost of their AI token spend. Until then, a $200…
Silicon Valley’s Cargo Cult In this monologue, Ed Zitron argues that Silicon Valley—especially the AI industry—has abandoned its founding myths of rationality and meritocracy and instead become a…
Ed Zitron, author of the Where's Your Ed at newsletter and host of the Better Offline podcast, joined Monetary Matters to lay out the case that the artificial intelligence industry is not a…
The Week: SpaceX, Iran, and the World's First Trillionaire SpaceX went public this week at $150 a share, jumping 11% on opening day and briefly surpassing Amazon in market value. Elon Musk became…
OpenAI Burned $21 Billion Last Year — and the Costs Are Still Climbing OpenAI spent $34 billion to generate $13.07 billion in revenue last year, producing a net loss from operations of roughly $21…
OpenAI Lost $38.5 Billion in 2025, Exclusive Financial Documents Reveal Ed Zitron, host of Better Offline, obtained audited financial documents for OpenAI covering 2024 and 2025—verified…
The AI IPO Pipeline as a Retail Investor Trap Ed Zitron, a tech journalist and critic who writes the Where's Your Ed At newsletter and hosts the Better Offline podcast, has been warning that the…
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