GPU Access and Competitive Advantage

In this week's Better Offline monologue, Ed Zitron talks about OpenAI hinting they’d want a federal backstop for data center loans, NVIDIA’s weird, desperate post about China, and his deep suspicion about OpenAI’s leaked numbers.

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WSJ: OpenAI Made a $12 Billion Loss Last Quarter, Microsoft Results Indicate
https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-10-31-2025/card/openai-made-a-12-billion-loss-last-quarter-microsoft-results-indicate-e71BLjJA0e2XBthQZA5X

The Register: Microsoft seemingly just revealed that OpenAI lost $11.5B last quarter
https://www.theregister.com/2025/10/29/microsoft_earnings_q1_26_openai_loss/

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