Monologue: The AI Data Center Overbuild
2026-09-25 · 11 min · 19 entities
Asserted relationships
-
0.40
evidence rules-v5
Feed author/publisher: iHeartPodcasts
-
0.40
evidence rules-v5
Feed category: Technology
-
0.40
evidence rules-v5
Feed author/publisher: Cool Zone Media and iHeartPodcasts
-
0.38
evidence rules-v5
Link in episode "Monologue: The AI Data Center Overbuild": https://reddit.com/r/BetterOffline
-
0.38
evidence rules-v5
Link in episode "Monologue: The AI Data Center Overbuild": https://threads.net/@edzitron
-
0.38
evidence rules-v5
Link in episode "Monologue: The AI Data Center Overbuild": https://wheresyoured.at/
-
0.38
evidence rules-v5
Link in episode "Monologue: The AI Data Center Overbuild": https://bsky.app/profile/edzitron.com
-
0.38
evidence rules-v5
Link in episode "Monologue: The AI Data Center Overbuild": https://wheresyoured.at/wherere-all-the-ai-chips
-
0.38
evidence rules-v5
Link in episode "Monologue: The AI Data Center Overbuild": https://dwarkesh.com/p/dario-amodei-2
Entities found in this episode
websites 10
-
0.45
evidence rules-v5
Link in episode "Monologue: The AI Data Center Overbuild": https://reddit.com/r/BetterOffline
-
0.45
evidence rules-v5
Link in episode "Monologue: The AI Data Center Overbuild": https://threads.net/@edzitron
-
0.45
evidence rules-v5
Link in episode "Monologue: The AI Data Center Overbuild": https://wheresyoured.at/
-
0.45
evidence rules-v5
Link in episode "Monologue: The AI Data Center Overbuild": https://bsky.app/profile/edzitron.com
-
0.45
evidence rules-v5
Link in episode "Monologue: The AI Data Center Overbuild": https://dwarkesh.com/p/dario-amodei-2
-
0.38
evidence rules-v5
Link in episode "Monologue: The AI Data Center Overbuild": https://reddit.com/r/BetterOffline
-
0.38
evidence rules-v5
Link in episode "Monologue: The AI Data Center Overbuild": https://threads.net/@edzitron
-
0.38
evidence rules-v5
Link in episode "Monologue: The AI Data Center Overbuild": https://wheresyoured.at/
-
0.38
evidence rules-v5
Link in episode "Monologue: The AI Data Center Overbuild": https://bsky.app/profile/edzitron.com
-
0.38
evidence rules-v5
Link in episode "Monologue: The AI Data Center Overbuild": https://dwarkesh.com/p/dario-amodei-2
companys 6
-
0.70
evidence rules-v5
Feed author/publisher: iHeartPodcasts
-
0.70
evidence rules-v5
Feed author/publisher: Cool Zone Media and iHeartPodcasts
-
0.50
evidence rules-v5
Feed category: Technology
-
0.40
evidence rules-v5
Feed author/publisher: iHeartPodcasts
-
0.40
evidence rules-v5
Feed category: Technology
-
0.40
evidence rules-v5
Feed author/publisher: Cool Zone Media and iHeartPodcasts
persons 2
-
0.45
evidence rules-v5
Link in episode "Monologue: The AI Data Center Overbuild": https://wheresyoured.at/wherere-all-the-ai-chips
-
0.38
evidence rules-v5
Link in episode "Monologue: The AI Data Center Overbuild": https://wheresyoured.at/wherere-all-the-ai-chips
concepts 1
-
0.42
evidence rules-v5
Monologue: The AI Data Center Overbuild
Episode description as stored
In this week's Better Offline monologue, Ed Zitron talks about how $200bn to $300bn of AI GPUs are sitting in warehouses, how hyperscalers like Microsoft are overstating their AI capacity, and why the AI data center overbuild is magntiudes worse than the Dot Com era fiber buildout.
Where’re All The AI Chips? https://www.wheresyoured.at/wherere-all-the-ai-chips/
Dario quote: https://www.dwarkesh.com/p/dario-amodei-2#:~:text=Basically%20I%E2%80%99m%20saying,that%20much%20compute
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.
---
LINKS: https://www.tinyurl.com/betterofflinelinks
Newsletter: https://www.wheresyoured.at/
Reddit: https://www.reddit.com/r/BetterOffline/
Discord: chat.wheresyoured.at
Ed's Socials:
https://twitter.com/edzitron
https://www.instagram.com/edzitron
https://bsky.app/profile/edzitron.com
https://www.threads.net/@edzitron
Email Me: ez@betteroffline.com
See omnystudio.com/listener for privacy information.