AI Is Worse Than The Dot Com Bubble: Part Four
January 30, 2026
11 min
Full
210 of 247
January 30, 2026
AI Is Worse Than The Dot Com Bubble: Part Four
0:00 / 11:42
Search the Record
Moment search isn’t open for this episode yet
When it opens, you’ll be able to type any phrase and jump straight to the second it was said.
Better Offline Episodes Around January 30, 2026
Episode 210 of 247 — walk the feed in the order it was published.
11:42This episodeAI Is Worse Than The Dot Com Bubble: Part Four
Summary
<p>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.</p> <p>Please support me by subscribing to my premium newsletter - here’s $10 off your first year of annual <a href="https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/84rt762qen">https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/84rt762qen</a> - it features an in-depth version of my dot com bubble analysis here: <a href="https://www.wheresyoured.at/dot-com-bubble/">https://www.wheresyoured.at/dot-com-bubble/</a></p> <p>YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to <a href="https://cottonbureau.com/people/better-offline">https://cottonbureau.com/people/better-offline</a> and use code <strong>FREE99</strong> for free shipping on orders of $99 or more.</p> <p>---</p> <p>LINKS: <a href="https://www.tinyurl.com/betterofflinelinks">https://www.tinyurl.com/betterofflinelinks</a></p> <p>Newsletter: <a href="https://www.wheresyoured.at/">https://www.wheresyoured.at/</a></p> <p>Reddit: <a href="https://www.reddit.com/r/BetterOffline/">https://www.reddit.com/r/BetterOffline/</a> </p> <p>Discord: <a href="https://discord.com/invite/QUUQUP9szv">chat.wheresyoured.at</a></p> <p>Ed's Socials:</p> <p><a href="https://twitter.com/edzitron">https://twitter.com/edzitron</a></p> <p><a href="https://www.instagram.com/edzitron">https://www.instagram.com/edzitron</a></p> <p><a href="https://bsky.app/profile/edzitron.com">https://bsky.app/profile/edzitron.com</a></p> <p><a href="https://www.threads.net/@edzitron">https://www.threads.net/@edzitron</a></p> <p>Email Me: <a href="mailto:ez@betteroffline.com">ez@betteroffline.com</a></p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>
Episode details and artwork are published by the show’s own feed. Sentinel plays short cited excerpts and links every episode back to its publisher.