Ed Zitron
speaker
114 appearances
1 recordings
1 series
first heard Jul 2026
last heard 22 Jul
Ed Zitron’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
We're not early at all.
More than a trillion dollars has been invested just by four companies into an industry that is yet to prove its worth.
There is no magical fixing this.
Maybe two years ago they could have had some hope.
But now we're at the point where they've taken up so much money and so many people have signed their names on their bums and said, okay, well, mess me up.
We're going to the moon together.
Except there's not really a reconciliation point here.
I mean, we can and we will.
It's not going to destroy Microsoft, Google, Meta and Amazon.
But the AI bubble really ends when one of those or all of those companies agree to stop investing in data centers.
When that stops happening, NVIDIA's revenue drops and Micron's revenue drops and SK Hynix and all the RAM companies drop.
drops, all of the Taiwanese server manufacturers stop making AI servers as much, and so on and so forth.
You can't bail that out.
You can't bail out companies choosing not to spend money.
Similarly, if OpenAI runs out of money, even if the government plugged that gap once or twice,
isn't going to save the fact that it can't afford to pay its bills long term.
This means that you can't really bail it out.
There's no bailoutable section.
People misunderstand too big to fail as a situation where they stopped companies collapsing.
Yeah, they stopped AIG from going under so that AIG didn't crash the commercial paper loan market.
Showing 61–80 of 114 · page 4 of 6
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