Part Three: NVIDIA Isn't Enron - So What Is It?

Better Offline

In part three of this week's three-part NVIDIA series, Ed Zitron walks you through why there are millions of Blackwell GPUs sitting in warehouses, and why AI’s lack of any profits makes NVIDIA’s future entirely dependent on endless debt and venture capital.

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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.

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Ed's Socials:

https://twitter.com/edzitron

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Email Me: ez@betteroffline.com

See omnystudio.com/listener for privacy information.

2025-12-19 33 min Transcript

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