Better Offline

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
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Email Me: ez@betteroffline.com
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In this week’s Better Offline, Ed Zitron is joined by economist Paul Kedrosky to talk about how AI is distorting the bond markets to the point that it’s changing the price on US Treasuries, how AI data center economics don’t make sense, and the troubling signs he’s hearing out of Anthropic.
https://paulkedrosky.com/
The Nick, Dick and Paul Show: https://www.youtube.com/channel/UCFbDiETo29GTIjg6Lk4imig
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Newsletter: https://www.wheresyoured.at/
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Discord: chat.wheresyoured.at
Ed's Socials:
https://twitter.com/edzitron
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Email Me: ez@betteroffline.com
See omnystudio.com/listener for privacy information.

In this week's Better Offline monologue, Ed Zitron delivers a simple message: if Dario Amodei truly believes that Anthropic is building dangerous AI, he should stop any and all cybersecurity model training runs, halt his IPO, limit Claude to only the safest possible functions, or shut the fuck up.

Anthropic “80% gross margins” story https://www.ft.com/content/4564e6a5-69e9-40a6-bf0f-a888f2f4f002?syn-25a6b1a6=1
Overcharging story:
theinformation.com/newsletters/applied-ai/anthropic-customers-find-errant-charges-auditing-startup-says
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Ed's Socials:
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Email Me: ez@betteroffline.com
See omnystudio.com/listener for privacy information.

Ed Zitron is joined by computer science professor and writer Cal Newport and journalist and astrophysicist Adam Becker to get the word out that the narrative about existential risk from AI is driven by a religious cult of effective altruists and rationalists.
AI Is Already In Dangerous Hands newsletter: https://www.wheresyoured.at/ai-is-already-in-dangerous-hands/
Adam
https://bsky.app/profile/adambecker.bsky.social
https://www.youtube.com/@DreamingAgainstTheMachine
https://www.hachettebookgroup.com/titles/adam-becker/more-everything-forever/9781541619593/

Cal
Podcast & Videos: https://www.youtube.com/@CalNewportMedia/
Newsletter: https://calnewport.com
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Email Me: ez@betteroffline.com
See omnystudio.com/listener for privacy information.

In this week's Better Offline monologue, Ed Zitron runs through the nonsensical, pro-AI lab scare campaign driven by former researcher Jacob Coxon, how the media keeps falling for AI safety grifts, and how dangerous AI is already in the wrong hands - those of Anthropic and OpenAI.

WIRED interview with Coxon: https://archive.md/2026.09.10-091328/https://www.wired.com/story/anthropic-researcher-quits-jacob-coxon-ai-fears-humanity/
Thread on Hubinger and Coxon: https://bsky.app/profile/edzitron.com/post/3mv4suhyexc2g
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LINKS: https://www.tinyurl.com/betterofflinelinks
Newsletter: https://www.wheresyoured.at/
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Ed's Socials:
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Email Me: ez@betteroffline.com
See omnystudio.com/listener for privacy information.