
Sign up to read the full summary
Free AI-powered recaps of every episode, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.
Books, people, and resources mentioned in this episode.

Monologue: OpenAI Could Kill SoftBank and Oracle

The Enshittifinancial Crisis: Part Four

The Enshittifinancial Crisis: Part Two

Why AI Has No ROI with Paul Kedrosky

Monologue: What The Hell Are The Hyperscalers Doing?

CZM Rewind: The Case Against Generative AI (Part 4)
From other shows on similar topics.

Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One
Odd Lots

Is There an A.I. Bubble? And What if It Pops?
The Daily

Data Centers: Can't Live With Em, Can't Live Without Em
Stuff You Should Know

AI corporate bonds are booming
Marketplace

A Field Guide to AI Market Freakouts
The AI Daily Brief: Artificial Intelligence News and Analysis

Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
All-In with Chamath, Jason, Sacks & Friedberg
Free AI-powered recaps of Better Offline and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.