Monologue: What Bursts A Bubble?
Better Offline
Cool Zone Media and iHeartPodcasts
4.6 • 687 Ratings
🗓️ 27 February 2025
⏱️ 12 minutes
🧾️ Download transcript
Summary
In this week's monologue, Ed Zitron walks you through what's making everybody worried about the bubble bursting - and what other signs might tell you that the party's over for AI.
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Transcript
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| 0:00.0 | This is an IHeart podcast. |
| 0:02.5 | Guaranteed Human. |
| 0:07.2 | This new year swaps someday with today. |
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| 0:36.1 | CallZone Media. |
| 0:42.6 | Okay, dystopia, these fuckers are right for containment. This is your better offline monologue for the week and I'm your host Ed Zedron. |
| 0:53.2 | Now today I'm going to go over a question I Let's all see. |
| 0:56.1 | Now today I'm going to go over a question I get asked a lot. |
| 0:59.2 | What actually bursts a bubble? |
| 1:01.2 | As I'm writing and recording this, I'm watching Nvidia's stock wobble up and down |
| 1:04.5 | after analyst T.D. Cohen revealed that Microsoft has cancelled agreements for multiple data centers. |
| 1:10.0 | Cohen also mentioned that Microsoft had, and I quote Bloomberg, pulled back on converting |
| 1:13.6 | so-called statements of qualifications, which are the precursor to agreements that include |
| 1:18.6 | things like financing deals and payment structures, meaning that Microsoft does not just cancel |
| 1:22.6 | agreements, but made it clear they don't intend to carry on building more. |
| 1:26.6 | Microsoft responded to this by saying that they were still sticking to their egregious, stupid |
| 1:30.8 | plan to spend more than $80 billion on capital expenditures in 2025, |
| 1:35.1 | with one note that they, and I quote, may strategically pace or adjust their infrastructure in some areas. |
... |
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