Ed Zitron
speaker
12,703 appearances
63 recordings
10 series
first heard Dec 2024
last heard 5d ago
Ed Zitron’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 56 in all, peaking in Jul 2026 with 11.
Appearances
Yeah, yeah, yeah.
It's
When you say and sorry, I hate to do this.
When you say energy in this case, what are we measuring?
And what does a balance sheet recession look like?
Because this is actually something I've been thinking about a lot, where okay, you bump up interest rates, but when a lot of the reason the interest rate like the inf when inflation is happening in one specific area, specifically to companies that are not interest rate sensitive, let's be very clear about this.
Like Softbank, SB Energy is trying to raise it ten percent.
Yeah.
Like just what what do you do in here?
Like core weave raises at nine, ten percent and the hyperscalers will s yeah, six or seven percent.
They are going to keep raising no matter what.
How like what does what does that lead to?
What is this balance sheet recession?
How does that manifest regular people?
It's not
So it's just so there'll be I I feel like there's one thing with your your idea here that I'm pushing back on, which is we haven't seen the AI side actually in productivity.
So it just kind of feels like everything will get more expensive, more people will get laid off, and then yeah, nothing will hap.
Like it's not like there's
AI.
So what finally stops hyperscalers borrowing?
Showing 61–80 of 12,703 · page 4 of 636
← Previous
Next →