<description>&lt;p&gt;In the final part of this week&amp;rsquo;s Dot Com Bubble series, Ed Zitron walks you through to the logical endpoints of his arguments about the AI bubble - a 40%-90% collapse of NVIDIA&amp;rsquo;s revenues, tens of billions of dollars of impairments for hyperscalers, an existential contraction in venture capital, the near-collapse of Oracle, and $200 billion or more in unpaid data center debt.&lt;/p&gt; &lt;p&gt;Please support me by subscribing to my premium newsletter - here&amp;rsquo;s $10 off your first year of annual &lt;a href="https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/84rt762qen"&gt;https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/84rt762qen&lt;/a&gt; - it features an in-depth version of my dot com bubble analysis here: &lt;a href="https://www.wheresyoured.at/dot-com-bubble/"&gt;https://www.wheresyoured.at/dot-com-bubble/&lt;/a&gt;&lt;/p&gt; &lt;p&gt;YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to&amp;nbsp;&lt;a href="https://cottonbureau.com/people/better-offline"&gt;https://cottonbureau.com/people/better-offline&lt;/a&gt; and use code&amp;nbsp;&lt;strong&gt;FREE99&lt;/strong&gt; for free shipping on orders of $99 or more.&lt;/p&gt; &lt;p&gt;---&lt;/p&gt; &lt;p&gt;LINKS: &lt;a href="https://www.tinyurl.com/betterofflinelinks"&gt;https://www.tinyurl.com/betterofflinelinks&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Newsletter: &lt;a href="https://www.wheresyoured.at/"&gt;https://www.wheresyoured.at/&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Reddit: &lt;a href="https://www.reddit.com/r/BetterOffline/"&gt;https://www.reddit.com/r/BetterOffline/&lt;/a&gt;&amp;nbsp;&lt;/p&gt; &lt;p&gt;Discord: &lt;a href="https://discord.com/invite/QUUQUP9szv"&gt;chat.wheresyoured.at&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Ed's Socials:&lt;/p&gt; &lt;p&gt;&lt;a href="https://twitter.com/edzitron"&gt;https://twitter.com/edzitron&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href="https://www.instagram.com/edzitron"&gt;https://www.instagram.com/edzitron&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href="https://bsky.app/profile/edzitron.com"&gt;https://bsky.app/profile/edzitron.com&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href="https://www.threads.net/@edzitron"&gt;https://www.threads.net/@edzitron&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Email Me: &lt;a href="mailto:ez@betteroffline.com"&gt;ez@betteroffline.com&lt;/a&gt;&lt;/p&gt;&lt;p&gt;See &lt;a href="https://omnystudio.com/listener"&gt;omnystudio.com/listener&lt;/a&gt; for privacy information.&lt;/p&gt;</description>

Better Offline

Cool Zone Media and iHeartPodcasts

AI Is Worse Than The Dot Com Bubble: Part Four

JAN 30, 202611 MIN
Better Offline

AI Is Worse Than The Dot Com Bubble: Part Four

JAN 30, 202611 MIN

Description

In the final part of this week’s Dot Com Bubble series, Ed Zitron walks you through to the logical endpoints of his arguments about the AI bubble - a 40%-90% collapse of NVIDIA’s revenues, tens of billions of dollars of impairments for hyperscalers, an existential contraction in venture capital, the near-collapse of Oracle, and $200 billion or more in unpaid data center debt. 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 - it features an in-depth version of my dot com bubble analysis here: https://www.wheresyoured.at/dot-com-bubble/ 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: [email protected] omnystudio.com/listener for privacy information.