What Next: TBD | Tech, power, and the future Is the A.I. Bubble Bursting?
30 snips
Sep 5, 2025 
Ed Zitron, author of the newsletter Where’s Your Ed At and host of Better Offline, dives into the bubbling concerns surrounding artificial intelligence investments. He critiques the inflated valuations in the AI sector, drawing eerie parallels to the burst of the dot-com bubble. Zitron discusses the financial sustainability challenges faced by companies like OpenAI and examines the skepticism growing around their profitability. He also questions whether the current excitement in AI is truly transformative or merely an overhyped trend in technology.
AI Snips
Chapters
Transcript
Episode notes
Contrarian Tone Set With Humor
- Ed Zitron opens with a comedic-styled ad read that frames him as blunt and skeptical.
- He uses humor to signal a contrarian stance toward mainstream AI enthusiasm.
LLMs Fuel A Speculative Bubble
- Generative large language models are economically infeasible and contribute to a speculative bubble.
- They consume huge capital and lack clear, revenue-generating use cases despite intense hype.
Backlash From Early Warnings
- Zitron recounts the negative reactions he received after warning about the AI bubble.
- He describes being called a crank and accused of lacking an open mind by defenders of AI.