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Better Offline

Monologue: How Does This End?

Better Offline

Cool Zone Media and iHeartPodcasts

Technology

4.6687 Ratings

🗓️ 13 March 2025

⏱️ 8 minutes

🧾️ Download transcript

Summary

In this week's monologue, Ed Zitron walks through how reckless members of the media continue to inflate the AI bubble - and the detailed notes he's been taking along the way.

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Transcript

Click on a timestamp to play from that location

0:00.0

This is an IHeart podcast.

0:02.5

Guaranteed Human.

0:05.2

That business idea you've been sitting on this new year.

0:08.9

Stop waiting for the perfect time.

0:11.3

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0:18.0

No tech skills.

0:19.4

No excuses.

0:26.6

Just your idea made real. Get started at godaddy.com with GoDaddy Arrow.

0:33.6

QuarZo Media Hello and welcome to your weekly better offline monologueologue at I, of course, I'm Ed Zittron.

0:44.0

So as you'll find out in tomorrow's episode, the future of generative AI hinges heavily on

0:51.4

open AI raising tens of billions of dollars, the majority of it from

0:55.1

SoftBank, a huge Japanese investment firm that has to take out billions of dollars of loans to fund them,

1:01.3

along with their contribution to the Stargate Data Center project. And as I went into in

1:06.0

yesterday's episode, Microsoft is pulling back from over a gigawatt of data center capacity,

1:11.6

and it certainly looks like these moves are an intentional move to distance themselves from OpenAI, cutting back on

1:16.1

data center expansion just as America's worst company needs more of it. Meanwhile, Mark Benioff, CEO

1:21.8

of Salesforce, he's sounding the alarm, saying at a recent CNBC conference that he believed

1:26.6

hypers were under hypnosis in their aggressive pursuit of data center expansion and training larger

1:32.1

and larger language models.

1:34.1

Benioff believes that, and I quote-ish, it referring to data center expansions and larger language

1:39.8

models, has to be rethought.

1:42.0

Exactly what are you doing?

...

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