Monologue: AI Isn't Getting A Bailout
Better Offline
Cool Zone Media and iHeartPodcasts
4.6 • 687 Ratings
🗓️ 4 December 2025
⏱️ 10 minutes
🧾️ Download transcript
Summary
In this week's Better Offline monologue, Ed Zitron breaks down how economically irrelevant AI is, and how no bailout is coming to save the Large Language Model era.
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Transcript
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| 0:00.0 | This is an I-Heart podcast. Guaranteed human. |
| 0:06.7 | Quarzone Media |
| 0:09.9 | Hello and welcome to this week's Better Offline monologue. I'm your host at Zittron. |
| 0:18.9 | A lot of people have emailed, messaged and plucked me that the natural end of the AI bubble is some kind of government bailout, something resembling the TARP program, the bailed out financial institutions, over leveraged during the great financial crisis, and I want to be clear about something. This is different and a bailout is |
| 0:38.2 | very, very, very unlikely. As a reminder, Top stood for troubled asset relief program. It existed, |
| 0:44.2 | unsurprisingly, to buy the distressed assets that banks had invested in during the great |
| 0:48.1 | financial crisis, primarily the ridiculous bets made on the housing market made up of people |
| 0:52.7 | who had got mortgages they could not |
| 0:54.4 | pay for. Now, these bailouts existed to stabilize banks that were going out of business, along with |
| 1:00.0 | consumers' money being set on fire if they did so, as well as auto manufacturers like GM and |
| 1:05.0 | Chrysler that the contagion had spread to. And while I'm not going to go into massive amounts of detail |
| 1:09.3 | I haven't got all day, I can make it |
| 1:11.0 | pretty simple. These bailouts existed to stabilize systemically necessary companies that, had they died, |
| 1:16.6 | would have tanked the U.S. economy and markets at the same time, and also lost people's money. |
| 1:21.6 | Unlike the great financial crisis, very few of the major players in AI are either systemically |
| 1:26.6 | necessary or in danger of dying as a |
| 1:28.7 | result of the AI bubble bursting. Furthermore, there really isn't anything to bailout. So let's start |
| 1:35.0 | with Nvidia, the largest company on the stock market. While GPU sales make up upwards of 88% of its |
| 1:41.1 | revenue, Nvidia will not die if the AI bubble bursts, though it will see a |
| 1:45.0 | massive contraction as a result of its biggest business line collapsing. It's also important to know |
| 1:49.9 | that Nvidia's massive stock price is a direct result of its incredible growth. It isn't enough for |
| 1:55.3 | Nvidia to continue selling lots of GPUs. It must continue to increase revenues by at least 60% |
... |
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