CZM Rewind: The Case Against Generative AI (Part 2)
Better Offline
Cool Zone Media and iHeartPodcasts
4.6 • 688 Ratings
🗓️ 26 December 2025
⏱️ 31 minutes
🧾️ Download transcript
Summary
In part two of this week’s four-part case against generative AI, Ed Zitron walks you through how NVIDIA funds and pumps money into unprofitable, debt-ridden “neoclouds” all to create vehicles to buy more GPUs - all to cover up the lack of demand for generative AI compute.
Original Air Date: 10.1.25
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Transcript
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| 0:00.0 | This is an IHeart podcast. |
| 0:02.5 | Guaranteed human. |
| 0:07.0 | New Year's resolution. |
| 0:08.8 | Own how you show up online. |
| 0:10.7 | It's easy with a domain and matching email from GoDaddy. |
| 0:13.7 | Now just 99 cents per month for new customers their first year. |
| 0:18.2 | Ring in 2026 with a domain and matching email at goaddy.com slash new year. |
| 0:23.8 | That's go daddy.com slash new year to own how you show up online. |
| 0:33.3 | CallZone media. |
| 0:35.9 | Hello, I'm Ed Zittron and this of course is Better Offline |
| 0:39.4 | Welcome to the second part of our four-part series where I give you my most comprehensive, |
| 0:55.7 | most up-to-day explanation of why we're in a bubble and what that even means. |
| 1:00.1 | The reason why I'm taking my time to be descriptive and comprehensive is because I want this |
| 1:04.1 | to make sense to those who listen to it. |
| 1:06.3 | Having written hundreds of thousands of words this year about the AI bubble, so many of the |
| 1:10.7 | arguments I've made and the secrets I've exposed are contained in their own discreet little episode written hundreds of thousands of words this year about the AI bubble, so many of the arguments |
| 1:11.1 | I've made and the secrets I've exposed are contained in their own discreet little episodes or |
| 1:15.3 | newsletters. This is my series to consolidate all of the information I put out there in one place. |
| 1:21.2 | And I want to make it make sense to anyone who listens to him. I want anyone, even someone who |
| 1:26.2 | doesn't even know that much about AI, to listen |
| 1:28.1 | to the arguments I've been making for the past three years, to understand why things are dire and to feel the same alarm I'm feeling, or at least understand why I'm alarmed, because I don't like to tell you how you feel. Old school bit of feedback I got from a listener once, and I appreciate that to this day. Now today I'll make the case that generative AI's fundamental growth story is flawed and explain |
| 1:47.7 | why we're in the midst of an egregious bubble. |
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