Better Offline

In this week's Better Offline, Ed is joined by Prof G Markets’ Ed Elson to talk about the broken state of the stock market, the collapse of financial regulation, SpaceX’s post-IPO horror show, and how our culture conflates wealth with intelligence.

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Ed Elson’s Newsletter: simplyput.profgmedia.com
Ed Elson’s Twitter: x.com/edels0n
Ed Elson’s Show: youtube.com/@ProfGMarkets

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In this week's Better Offline monologue, Ed Zitron runs you through how OpenAI’s collapse could mortally wound SoftBank, throw the Paramount/Warner Brothers deal into chaos, kill Oracle, and destroy Larry Ellison’s empire.

To celebrate the one year anniversary of the premium newsletter, I’m offering a sale on one-year subscriptions. Between now and midnight July 22, you can get a permanent annual rate of just $60— a $10 discount on the usual price of $70 - for life - https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/N9bqSLKBoS?ref=wheresyoured.at
YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to https://cottonbureau.com/people/better-offline and use code FREE99 for free shipping on orders of $99 or more.
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In this episode, Ed Zitron is joined by Steve Burke of GamersNexus to talk about how demand for AI GPUs helped the RAM cartel make every single consumer electronic more expensive, and how bad it’ll be when things unwind.

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GamersNexus on the RAM cartel: https://www.youtube.com/watch?v=jVzeHTlWIDY
Support GamersNexus’ AI Surveillance Dystopia Series: https://store.gamersnexus.net/ai-dystopia
https://www.youtube.com/gamersnexus
https://gamersnexus.net/
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https://x.com/GamersNexus
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See omnystudio.com/listener for privacy information.

In this week's Better Offline monologue, Ed Zitron runs you through how AI is inflating the price of memory across the board by diverting fab capacity to building high bandwidth memory for GPUs, and how this situation may end in disaster for everyone involved.

GamersNexus: The DRAM Cartel https://www.youtube.com/watch?v=jVzeHTlWIDY
HBM to increase 90% Year over Year - https://x.com/pequityresearch/status/2075035164833382909?s=46
Please subscribe to my premium newsletter - save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1
YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to https://cottonbureau.com/people/better-offline and use code FREE99 for free shipping on orders of $99 or more.
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Email Me: ez@betteroffline.com
See omnystudio.com/listener for privacy information.

This week’s Better Offline is the first joint episode with Riley, November, Hussein from TrashFuture, covering SoftBank’s crazy annual shareholder meeting and the general collapse of the AI bubble.

Ed Zitron and the TF Crew are on both your feeds this week to discuss the Softbank slide deck breakdown you’ve all been waiting for. It’s nothing other than the goose, and whether or not the goose was valued, and what kind of factory does a goose use to make golden eggs.

Shareholder deck for following along:
https://group.softbank/media/Project/sbg/sbg/pdf/ir/investors/shareholders/2026/shareholders-meeting_46_05_en.pdf
https://trashfuture.co.uk/
Please subscribe to my premium newsletter - save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1
YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to https://cottonbureau.com/people/better-offline and use code FREE99 for free shipping on orders of $99 or more.
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LINKS: https://www.tinyurl.com/betterofflinelinks
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Email Me: ez@betteroffline.com
See omnystudio.com/listener for privacy information.