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Ed Zitron

Host, Better Offline; Author, Where's Your Ed At; CEO, EZPR, EZPR

Search every verified Ed Zitron interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Ed Zitron, CEO of EZPR, host of the Better Offline podcast, and author of the Where's Your Ed At newsletter, has continued his public criticism of the artificial intelligence industry's financial sustainability. In recent appearances, he argued that AI labs such as OpenAI and Anthropic are "load bearing" for the broader stock market, claiming their reported financials do not justify investment-grade credit ratings and that their growth is heavily reliant on a small number of customers. He cited Anthropic's leaked financial documents, including an $80.7 billion net loss and roughly $450 billion in cloud commitments, as evidence that these companies are not economically viable. Zitron also discussed reported instances of major tech firms warehousing GPUs, suggesting that Nvidia's sales figures may not reflect true customer demand and that the broader market is vulnerable to a correction. He has stated that regular investors hold a larger share of the stock market than in past bubbles and that a downturn would affect the wider economy. Zitron also participated in debates and interviews addressing AI safety and regulation. He described industry-led safety initiatives as "safety theater" and called for existing laws to be applied to harmful AI products, echoing a point attributed to former FTC Chair Lina Khan. During an AI risk debate, he argued that more attention should be paid to current harms from AI, such as misinformation and user manipulation, rather than speculative extinction scenarios. In interviews about Oracle and its CEO Larry Ellison, he characterized the company's financial position as precarious, noting its reliance on large AI-related contracts. Zitron is scheduled to release a book titled The Hater's Guide To Silicon Valley in Q2 2027.

Recent appearances

  • Ed Zitron: Everything you know about AI investing is wrong

    October 23, 2026 · 📺 Yahoo Finance

    Ed Zitron, Founder and Chief Executive Officer of EZPR, argues that OpenAI and Anthropic are load bearing for the entire market, that no ratings agency can honestly put them above triple C, and that they should be allowed to fail anyway. Anthropic's draft IPO prospectus, as reviewed by The Wall Street Journal, shows $16.3 billion of first-half revenue against an $80.7 billion net loss, about $72 billion of it non-cash charges on convertible notes, plus roughly $450 billion of mostly non-cancelable cloud commitments. Julie Hyman and Jake Conley push back throughout, on the grounds that the mark…

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  • Leaked Amazon document reveal they have too many GPUs | Ed Zitron

    October 22, 2026 · 📺 The Tech Report

    “This is the worst possible scenario… because it means that Nvidia does not have crazy demand for GPUs” Writer of Where’s Your Ed At and the host of the Better Offline podcast Ed Zitron joins The Tech Report’s Isaac Pound to talk about internal Amazon documents and email revealing the company is warehousing GPUs it cannot install. 💰Discount link for Where's Your Ed At: https://edzitronswheresyouredatghosti... 📩 Read Ed’s newsletter: https://wheresyoured.at 🎧 Listen to Ed’s podcast: https://betteroffline.com For more from Ed: BlueSky: @edzitron.com Twitter: @EdZitron Instagram:   / the…

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  • The Mind of Larry Ellison w/ Tom Dotan | Better Offline

    October 21, 2026 · 📺 Better Offline

    🛎 If You're New Subscribe ►    / @betterofflinepod   The Mind of Larry Ellison w/ Tom Dotan | Better Offline In this week's Better Offline, Ed Zitron is joined by writer Tom Dotan to talk about the life of Larry Ellison, his children, his companies, his decades of existential crises, and how all he really cares about is his own individual legacy. Tom’s story on Vanity Fair: https://www.vanityfair.com/story/larr... https://archive.ph/MCSfk (archive link) https://x.com/cityofthetown https://substack.com/@tdotan Tom’s latest story on Lightspeed Capital: https://www.newcomer.co/p/after-miss…

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  • Billions Of Dollars In Chips May Be Sitting In Warehouses — Here’s Why

    October 21, 2026 · 📺 Prof G Markets

    Ed Elson is joined by Ed Zitron to break down why AI chips are sitting in warehouses and why it could be a huge problem for the AI industry. Then, Nicolas Owens joins to give his takeaways from SpaceX’s earnings. Later, Thierry Wizman joins to unpack the fiscal crisis unfolding in France and whether he thinks the U.S. could follow in its footsteps. Finally, Ed shares his gratitude to the audience for voting at the Signal Awards. Ed Zitron is the CEO of EZ Primary Research and author of the Where’s Your Ed At newsletter. Nicolas Owens is an equity analyst at Morningstar. Thierry Wizman is the…

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  • If the A.I. bubble bursts, will there be a recession? 'This is everyone's problem': Zitron

    October 21, 2026 · 📺 MS NOW

    There are growing concerns about the A.I. bubble bursting at a moment when the economy is more dependent upon the industry than ever. Ed Zitron, CEO at EZ Primary Research, joins Stephanie Ruhle to explain more on the risks and why the stock market doesn't seem to be worried. MS NOW: My Source for News, Opinion, and the World. » Subscribe to MS NOW:    / @msnow   Become an MS NOW Member! Join us here http://ms.now/membership MS NOW is the go-to destination for domestic and international breaking news, and best-in-class opinion journalism. For more context and news coverage of the most impo…

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  • The Man Who Calls BS On Al: They're LYING About AI, 2027 Is When It Breaks! | Ed Zitron

    October 17, 2026 · 📺 Granny Stunt

    Tech critic Ed Zitron exposes the AI bubble, why OpenAI and Anthropic are burning billions, the fake AI boom, and why the crash could wipe out the ENTIRE economy! Ed Zitron is a British AI critic and one of the most cited voices warning that the AI industry is one giant bubble. He hosts the 'Better Offline' podcast, reaching over a million monthly downloads, and writes the newsletter 'Where's Your Ed At'. He is the founder and CEO of the primary research firm EZPR, and is currently writing his upcoming book, 'The Hater's Guide To Silicon Valley’ (out Q2 2027). He explains: ■ Why he believes…

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  • AI Bubble: ‘Something profound has changed’ | Ed Zitron

    October 16, 2026 · 📺 The Tech Report

    “The usual ability of the AI industry has to put the toothpaste back in the tube is not working anymore.” Writer of Where’s Your Ed At and the host of the Better Offline podcast joins The Tech Report’s Isaac Pound to talk about the latest tech stock sell off as the confidence in the AI market shows signs of running out. 💰Discount link for Where's Your Ed At: https://edzitronswheresyouredatghosti... 📩 Read Ed’s newsletter: https://wheresyoured.at 🎧 Listen to Ed’s podcast: https://betteroffline.com For more from Ed: BlueSky: @edzitron.com Twitter: @EdZitron Instagram:   / the_tech_repr…

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  • Al Experts Debate: The Al Labs Are Lying To Everyone, Is There A 99% Chance Of Human Extinction?

    October 11, 2026 · 📺 Granny Stunt

    Ed Zitron, Roman Yampolskiy, Nate Soares and Andrew McAfee discuss the risk of AI. This debate brings together four distinct voices at the forefront of the artificial intelligence revolution: Ed Zitron - A prominent tech critic and CEO of EZPR, a national technology and business public relations and primary research agency Andrew McAfee - Principal research scientist at MIT and Cofounder and Codirector of the MIT Initiative on the Digital Economy Nate Soares - President of the Machine Intelligence Research Institute and author of If Anyone Builds It, Everyone Dies Roman Yampolskiy - Compute…

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  • “Banks Are Herd Animals” | Ed Zitron on the AI Debt Slow Boil

    October 09, 2026 · 📺 The Tech Report

    “It’s kind of like a student loan where your mum or your dad co-signs, except your mum is Sundar Pichai.” The Tech Report's Will Guyatt talks with Ed Zitron about his latest newsletter article 'Credit Crunch,' and how raising debt is becoming more costly for many key players in the AI business. 💰Discount link for Where's Your Ed At: https://edzitronswheresyouredatghosti... 📩 Read Ed’s newsletter: https://wheresyoured.at 🎧 Listen to Ed’s podcast: https://betteroffline.com For more from Ed: BlueSky: @edzitron.com Twitter: @EdZitron Instagram:   / the_tech_reprt   Facebook: @TheTechRepo…

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  • Mostly Economics Podcast #55: Who pays when the AI bubble bursts with Ed Zitron

    October 08, 2026 · 📺 Center for Economic and Policy Research

    Today, Ed Zitron, renowned AI critic and writer of Where's Your Ed At, returns to Mostly Economics with Dean Baker to follow the money trail of today’s AI ‘revolution.’ They dig into Amazon's strange $8 billion chip deal, Oracle's mounting debt troubles, and the hundreds of billions in computing bills coming due for OpenAI and Anthropic. They warn that Wall Street made the bets and regular people will bear the losses. Why does it always seem to work out this way? -- www.mostlyeconomics.com -- Follow Ed Zitron: https://x.com/edzitron https://bsky.app/profile/edzitron.com Follow Dean Baker…

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  • Anthropic IPO: "This is a dog of a company" | Ed Zitron

    October 02, 2026 · 📺 The Tech Report

    Ed Zitron spoke with The Tech Report's Will Guyatt about Anthropic's leaked S-1 document as the company prepares for its IPO. Find out more about Ed's thoughts for those considering investing in the IPO. 💰Discount link for Where's Your Ed At: https://edzitronswheresyouredatghosti... 📩 Read Ed’s newsletter: https://wheresyoured.at 🎧 Listen to Ed’s podcast: https://betteroffline.com For more from Ed: BlueSky: @edzitron.com Twitter: @EdZitron Instagram:   / the_tech_reprt   Facebook: @TheTechReport

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  • Ed Zitron on ABC News talking about actually regulating AI and the truth behind its economics

    September 18, 2026 · 📺 Ed Zitron

    Ed Zitron's interview with ABC News about OpenAI, how AI regulation needs to come from outside the industry, how (per Lina Khan) we already have laws to deal with harmful products, and how hyperscalers' future growth is contingent on AI labs spending hundreds of billions.

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Verified interview transcripts

Notable quotes

“I think people also need to realize how important these companies are because they are 70 to 80% of all compute demand. They are 70 plus percent of all of Microsoft, Google and Amazon's revenues. Microsoft I think consensus estimates have 70% of their growth in the next few years coming from cloud and most of that growth is coming from OpenAI and Anthropic spend. Google Cloud. UBS's Steven Ju said 48% of Google Cloud”

“Anthropic is a peculiar company. I've been wondering what their credit rating is going to be because they're a negative EBITDA company no matter what monkey business they play with their valuation or with how they capitalize things and all that, which makes it I'm not sure how they rate anything above CCC. And if the ratings agencies allow them to go above that, they're basically corrupt and disgusting. But fundament”

“Because it means that Nvidia does not have crazy demand for GPUs. Nvidia has a crazy demand program where they force it on you whether or not you really want them at that time. And people will say, 'Oh, they're planning in advance.' But it's like, yeah, they are planning in advance and Nvidia is saying, 'Oh, I don't care about your planning. I care about my planning, which is growth every single quarter without fail.”

“That's the thing. That's a bloody good question because the piece is so strangely written and I understand because a lot of it is just quoting emails directly, but Amazon's been spending I think their last capex 40-50 billion in a quarter. It's strange that they're only taking delivery of 3 to 5 billion a month. It makes me wonder like the breakdown of capex is so strange because where is all this money going? But th”

“So, Larry, like most almost every billionaire out there, doesn't actually spend his own money. You know, he doesn't sell off his shares. In fact, and again, we can talk about this. There was a very very bizarre moment a couple of weeks back where it looked like Larry was potentially going to offload billions of dollars in Oracle shares, which he hasn't done in decades, uh, and ends up pulling it back a couple of days”

“Basically they've taken on a huge amount of debt to do that. They also own 15% of TikTok which is a transaction that is you know transverse three administrations or two presidents but Trump won, Biden and and Trump 2. Um so they are the cloud computing provider and holder of the algorithm uh for TikTok. There's all this stuff that's going on with his son David. And then there's his relationship um with with Trump and”

The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →