How The AI Bubble Bursts

In this episode, Ed Zitron is joined by Steve Burke of GamersNexus to talk about NVIDIA’s “cycular” financing, Trump’s “superintelligence” accord, the growing bubble in the gaming industry, and the Steam Frame VR headset. Save $10 off a year of my premium newsletter: https://edzi ...  Show more

In this week's Better Offline monologue, Ed Zitron talks about Anthropic’s $413 billion in non-cancellable compute commitments, and how its future depends on the impossible task of borrowing $50 billion to $100 billion a year from a bond market that’s already strained by endless ...  Show more

Episode SummaryThe recent downturn in semiconductor and AI-related stocks has sparked concerns about a bubble. The volatility in these stocks can be attributed to the unpredictability of retail investors and traders. The market is experiencing a correction, but it does not indica ...  Show more

(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech (49:37) Goog ...  Show more

A few days after a lawyer used ChatGPT to write a brief filled with made-up cases, a group of A.I. experts released a letter warning of the “risk of extinction” from the technology. But will A.I. ever be good enough to pose such a threat?

Then, FAANG is now MAAAN, with t ...

Like all technologies, Artificial Intelligence (AI) is not immune to the waves of obscurity, hyped promotion, plateauing of interest, and decline. In fact, the AI industry has been through two such major waves of interest, hype, plateau, and decline, commonly referred to as the “ ...  Show more