Monologue: What The Hell Are The Hyperscalers Doing?
7/24/202610 min
In this week's Better Offline monologue, Ed Zitron runs through how hyperscalers have wasted $1.1 trillion in capex on AI in a desperate attempt to sustain hypergrowth, and report on how without OpenAI’s claud spend, Microsoft Azure would’ve only grown 8% year-over-year in 2025.
The Subprime Data Center Crisis: https://www.wheresyoured.at/the-subprime-data-center-crisis/
Nik Suresh: AI Is Eviscerating Global Decisionmaking https://ludic.mataroa.blog/blog/ai-mania-is-eviscerating-global-decision-making/
To celebrate the one year anniversary of the premium newsletter, I’m offering a sale on one-year subscriptions. Between now and midnight July 26, you can get a permanent annual rate of just $60— a $10 discount on the usual price of $70 - for life - https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/N9bqSLKBoS?ref=wheresyoured.at
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.
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Transcript preview
First 90 secondsSpeaker 10:00
This is an iHeart podcast. [piano] Guaranteed human Amazon Health AI presents Painful Thoughts.
Speaker 20:08
[plucky music] Why did I search the internet for answers to my cold sore problem? Now I'm stuck down a rabbit hole filled with images of alarmingly graphic sores in various stages of ooze. Ugh, I can clear my search history, but I can never unsee that.
Speaker 10:26
Don't go down the rabbit hole. Amazon Health AI gets you the right care, fast. Healthcare just got less painful.
Speaker 30:34
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Speaker 40:49
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Cal Penn1:19
[upbeat music] Hey, everyone, it's Cal Penn. I'm inviting you to join the best sounding book club you've ever heard with my podcast, Ear Say, the Audible and iHeart audiobook