Better Offline

In part three of this week’s four-part case against generative AI, Ed Zitron walks you through how “AI replacing software engineers” is a myth spread by the media and investors - and how Microsoft only has 8 to 12 million active paying customers for Microsoft 365’s AI Copilot out of 440 million users.

Original Air Date: 10.2.25

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In part two of this week’s four-part case against generative AI, Ed Zitron walks you through how NVIDIA funds and pumps money into unprofitable, debt-ridden “neoclouds” all to create vehicles to buy more GPUs - all to cover up the lack of demand for generative AI compute.

Original Air Date: 10.1.25

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In part one of this week’s four-part case against generative AI, Ed Zitron walks you through how generative AI is sold through a complete misunderstanding of the concept of labor - and myth-building by companies like NVIDIA and OpenAI.

Original Air Date: 9.30.25

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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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In part two of this week's three-part NVIDIA series, Ed Zitron walks you through the history of Enron, why it differs from NVIDIA, and why growth-desperation led big tech to waste hundreds of billions of dollars on GPUs.

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In part one of this week's three-part NVIDIA series, Ed Zitron walks you through why NVIDIA is specifically nothing like Enron, WorldCom or Lucent, and why investors might be thinking that’s the case anyway. Thank you to Ben Cahn of the Ben and Emil show for voicing "NVIDIA" - listen here - https://www.youtube.com/@benandemilshow

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In this week's Better Offline monologue, Ed Zitron lists the questions he’s asking - and the things he’s looking for - that he believes will actually burst the bubble. 

Reach out at ezitron.76 on Signal.

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Welcome to Radio Better Offline, a tech talk radio show recorded out of iHeartRadio's studio in New York City. Ed is joined in-studio by CNN Tech Editor Lisa Eadicicco to talk about the state of consumer electronics, Samsung’s Vision Pro competitor, and why every phone kind of looks the same.

https://www.cnn.com/profiles/lisa-eadicicco

https://x.com/LisaEadicicco

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In this episode, Ed Zitron is joined by Nathan Grayson of worker-owned games site Aftermath to talk about building an independent media outlet and the state of the game industry writ large.

Nathan Grayson: 
https://aftermath.site/author/nathan-grayson
https://bsky.app/profile/nathangrayson.bsky.social

Celebrate Aftermath’s anniversary by subscribing - just $1 for your first month! https://aftermath.site/11-06-2025-01-12-00-2ndbirthdayoffer 

Buy Aftermath’s “Destroy AI” Hoodie: https://aftermath.site/destroy-ai-aftermath-kim-hu-hoodie-shirt/

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In this week's Better Offline monologue, Ed Zitron breaks down how economically irrelevant AI is, and how no bailout is coming to save the Large Language Model era.

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In this episode, Ed Zitron is joined by Steve Burke of GamersNexus to talk about Valve’s new console-like Steam Machine and Vision Pro-like Steam Frame, and what this means for the future of gaming.

GamersNexus:  
Valve Steam Machine, Desktop SteamOS, Steam Frame VR, & Controller | ft. Engineering Discussion: https://www.youtube.com/watch?v=bWUxObt1efQ 
Valve Steam Frame Engineering Deep-Dive: Water Cooling, Thermals, Power, Acoustics: https://www.youtube.com/watch?v=3NSjvJDe6Ic
Support GamersNexus’ AI Surveillance Dystopia Series: https://store.gamersnexus.net/ai-dystopia 
https://www.youtube.com/gamersnexus
https://gamersnexus.net/
https://bsky.app/profile/gamersnexus.bsky.social
https://x.com/GamersNexus
Steam Machine: https://store.steampowered.com/sale/steammachine
Steam Frame: https://store.steampowered.com/sale/steamframe

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In this week's monologue, Ed Zitron thanks you for being such wonderful listeners. If you ever have a tip, reach out on ezitron.76.

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In this episode, Ed Zitron is joined by Carl Brown, a veteran software developer and host of The Internet of Bugs, to talk about the realities of software development, what coding LLMs can actually do, and how the media gets it wrong about software engineering at large.

Original Air Date: 6.4.25

https://www.youtube.com/@InternetOfBugs

New GitHub Copilot Research Finds 'Downward Pressure on Code Quality' - https://visualstudiomagazine.com/articles/2024/01/25/copilot-research.aspx
Report: AI coding assistants aren’t a panacea - https://techcrunch.com/2025/02/21/report-ai-coding-assistants-arent-a-panacea/

Internet of Bugs Videos to watch:
Debunking Devin: "First AI Software Engineer" Upwork lie exposed!
https://www.youtube.com/watch?v=tNmgmwEtoWE&t=3s
AI Has Us Between a Rock and a Hard Place
https://www.youtube.com/watch?v=fJGNqnq-aCA
Software Engineers REAL problem with "AI" and Jobs
https://www.youtube.com/watch?v=NQmN6xSorus&list=PLv0sYKRNTN6QhoxJdyTZTV6NauoZlDp99
AGILE & Scrum Failures stuck us with "AI" hype like Devin
https://www.youtube.com/watch?v=9C1Rxa9DMfI&t=1s

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In this episode, Ed Zitron is joined by Gerrit De Vynck of The Washington Post to discuss what an analysis of 47,000 ChatGPT conversations can tell us about how people use the service - and how willing it is to fuel basically any conversation.

We analyzed 47,000 ChatGPT conversations. Here’s what people really use it for - https://www.washingtonpost.com/technology/2025/11/12/how-people-use-chatgpt-data/

https://www.washingtonpost.com/people/gerrit-de-vynck/ 
https://x.com/GerritD 
https://bsky.app/profile/gerritd.bsky.social

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In a Better Offline exclusive, Ed Zitron reveals how much OpenAI spent on inference in 2024 and 2025, as well as how much it paid Microsoft as part of its 20% revenue share. Inference costs are much higher - and implied revenues much lower - than previously reported.

(Free) Newsletter: https://www.wheresyoured.at/oai_docs/

The Information - OpenAI’s First Half Results: $4.3 Billion in Sales, $2.5 Billion Cash Burn - https://www.theinformation.com/articles/openais-first-half-results-4-3-billion-sales-2-5-billion-cash-burn?rc=kz8jh3 

The Information (reference to $6bn inference spend) - http://theinformation.com/articles/openai-forecasts-revenue-topping-125-billion-2029-agents-new-products-gain?rc=kz8jh3

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This week’s Better Offline is a recording of a panel held by Clarion West in Seattle earlier this year with Cory Doctorow and Ed Zitron, discussing enshittification, The Rot Economy, and the destruction of modern tech platforms, moderated by Whitney Beltrán.

Cory Doctorow: https://craphound.com/
Whitney Beltrán: https://brightwhitney.com/

Get involved with Clarion West: https://www.clarionwest.org/get-involved/give/

Clarion West is a nonprofit literary organization that runs an acclaimed six-week residential workshop every summer, online classes and workshops, one-day and weekend workshops, a reading series every summer, and other events throughout the year. At Clarion West, you’ll be among award-winning and best-selling writers in science fiction, fantasy, games, horror, and more. Our workshops and classes are taught by world-class instructors from across the field of speculative fiction. Wherever you may be in your career, whether novice or sage, we offer a diverse listing of classes that is packed with valuable information to take your writing to the next level.

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In this week's Better Offline monologue, Ed Zitron talks about OpenAI hinting they’d want a federal backstop for data center loans, NVIDIA’s weird, desperate post about China, and his deep suspicion about OpenAI’s leaked numbers.

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WSJ: OpenAI Made a $12 Billion Loss Last Quarter, Microsoft Results Indicate
https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-10-31-2025/card/openai-made-a-12-billion-loss-last-quarter-microsoft-results-indicate-e71BLjJA0e2XBthQZA5X

The Register: Microsoft seemingly just revealed that OpenAI lost $11.5B last quarter
https://www.theregister.com/2025/10/29/microsoft_earnings_q1_26_openai_loss/

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Welcome to Radio Better Offline, a tech talk radio show recorded out of iHeartRadio's studio in New York City. Ed is joined in-studio by founder and writer Charlie Meyer to talk about the BS of vibe coding, why the valley went so crazy about scaling laws, and the realities of AI coding.

https://blog.charliemeyer.co/
https://csmeyer.substack.com/

Code Doesn’t Happen To You - https://csmeyer.substack.com/p/code-doesnt-happen-to-you
The Trillion Dollar Chart (scaling laws piece) - https://blog.charliemeyer.co/the-trillion-dollar-chart/
Replit’s Existential Problem - https://blog.charliemeyer.co/replits-existential-problem/

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In this week's Better Offline monologue, Ed Zitron takes a moment to discuss the current state of the bubble, and the way we’re all feeling at this time in history.

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The Register: Microsoft seemingly just revealed that OpenAI lost $11.5B last quarter
https://www.theregister.com/2025/10/29/microsoft_earnings_q1_26_openai_loss/

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Welcome to Radio Better Offline, a tech talk radio show recorded out of iHeartRadio's studio in New York City.

Ed is joined in-studio by Paris Martineau of Consumer Reports and freelance writer Ashwin Rodrigues to talk about the amount of lead in protein shakes, why people turn to the internet for medical advice, and how supplements are the wild west of e-commerce. 

Paris Martineau
https://www.consumerreports.org/about-us/our-people/our-experts/paris-martineau/

https://bsky.app/profile/paris.nyc

Protein Powders story: https://www.consumerreports.org/lead/protein-powders-and-shakes-contain-high-levels-of-lead-a4206364640/

Ashwin Rodrigues
https://bsky.app/profile/ashwinrodrigues.com

Supplements Story: https://archive.ph/L6OZz/again?url=https://www.nytimes.com/2025/10/07/well/doctors-supplements.html

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In this week's Better Offline monologue, Ed Zitron walks you through why nobody should be afraid of generative video, and how it’s impossible, impractical and expensive to make movies with Sora.

https://www.npr.org/2025/10/20/nx-s1-5567119/sora-2-openai-hollywood

https://platform.openai.com/docs/guides/video-generation

https://mediashower.com/blog/first-ai-viral-ad/

https://x.com/PJaccetturo/status/1932893269228466270

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In a Better Offline exclusive, Ed Zitron reveals how much Anthropic spent on Amazon Web Services in 2024 and 2025, and how the costs of running their services are increasing linearly with their revenue, suggesting there may be no path to profitability for LLMs.

(Free) Newsletter: www.wheresyoured.at/costs/

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In this week’s Better Offline monologue, Ed Zitron walks you through data from Deutsche Bank that shows ChatGPT’s growth is flatlining in Europe, and how advertising isn’t going to save OpenAI.

OpenAI’s ‘flatlining’ subs in Europe: The AI boom’s poster child may be struggling to recruit new subscribers, Deutsche Bank warns
https://finance.yahoo.com/news/openai-flatlining-subs-europe-ai-145343677.html

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In this week’s episode of Better Offline, Ed flies out to North Carolina for a deep interview with Steve Burke of Gamersnexus about the state of PC hardware, AI, Linux gaming, their extremely scientific hardware testing, and building a channel watched by 2.5 million people.

https://www.youtube.com/gamersnexus 

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In this episode, Ed Zitron is joined by writer Brian Merchant to talk about US AI regulation, and how governments never seem to make the effort to understand technology.

https://www.bloodinthemachine.com/
https://www.bloodinthemachine.com/p/were-about-to-find-out-if-silicon

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Welcome to Radio Better Offline, a tech talk radio show recorded out of iHeartRadio's studio in New York City. Ed Zitron is joined in studio by The Verge’s Victoria Song and Defector’s David Roth to talk about Sora 2, Meta’s AR glasses, the “friend” pendant, and why none of these products can ever truly deliver meaningful friendship.

Victoria Song: https://www.theverge.com/authors/victoria-song
https://bsky.app/profile/vicmsong.bsky.social

David Roth, Defector: https://bsky.app/profile/davidjroth.bsky.social
Defector: Defector.com
It’s Christmastown Podcast: https://podcasts.apple.com/us/podcast/its-christmastown/id1407429849

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In part four of this week’s four-part case against generative AI, Ed Zitron walks you through how there’s literally not enough money in the world to pay for OpenAI’s estimated $1 trillion four-year burn, and why the media tell the truth about AI to save retail investors.

Latest Premium Newsletter: OpenAI Needs A Trillion Dollars In The Next Four Years: https://www.wheresyoured.at/openai-onetrillion/

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In part three of this week’s four-part case against generative AI, Ed Zitron walks you through how “AI replacing software engineers” is a myth spread by the media and investors - and how Microsoft only has 8 to 12 million active paying customers for Microsoft 365’s AI Copilot out of 440 million users.

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In part two of this week’s four-part case against generative AI, Ed Zitron walks you through how NVIDIA funds and pumps money into unprofitable, debt-ridden “neoclouds” all to create vehicles to buy more GPUs - all to cover up the lack of demand for generative AI compute.

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In part one of this week’s four-part case against generative AI, Ed Zitron walks you through how generative AI is sold through a complete misunderstanding of the concept of labor - and myth-building by companies like NVIDIA and OpenAI.

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In this week’s Better Offline monologue, Ed Zitron walks you through NVIDIA and OpenAI’s nonsense deal, and how OpenAI now needs $600 billion in the next four years to survive.

OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatts of NVIDIA Systems
https://nvidianews.nvidia.com/news/openai-and-nvidia-announce-strategic-partnership-to-deploy-10gw-of-nvidia-systems 

New York Times - OpenAI to Join Tech Giants in Building 5 New Data Centers in U.S.
https://archive.is/vUf0t 

The Information - In OpenAI Megadeal, Nvidia Discusses a New Business Model: Chip Leasing
https://www.theinformation.com/articles/openai-megadeal-nvidia-discusses-new-business-model-chip-leasing?rc=kz8jh3 

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Welcome to Radio Better Offline, a tech talk radio show recorded out of iHeartRadio's studio in New York city.

Ed Zitron is joined in studio by astrophysicist Adam Becker to talk about his new book More Everything Forever, the BS AGI story, why Eliezer Yudkowsky should never be taken seriously, and why billionaires love LLMs.

https://bsky.app/profile/adambecker.bsky.social 
https://www.hachettebookgroup.com/titles/adam-becker/more-everything-forever/9781541619593/ 

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In this episode, Ed Zitron is joined by software engineer Colt Voege to talk about how AI isn’t 10xing the productivity of software engineering, the truth about coding LLMs, and what we can actually expect AI to do for software in the future.

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Welcome to Radio Better Offline, a tech talk radio show recorded out of iHeartRadio's studio in New York City. Ed Zitron is joined in studio by Allison Morrow of CNN, Ed Ongweso Jr. of the Tech Bubble newsletter to talk about the AI vibe shift, OpenAI’s burn rate, what will finally burst the bubble, and something called “Critterz.”

Allison Morrow
https://www.cnn.com/profiles/allison-morrow
https://bsky.app/profile/amorrow.bsky.social

Ed Ongweso Jr.
https://thetechbubble.substack.com/
https://bsky.app/profile/edwardongwesojr.com

OpenAI Hopes Animated 'Critterz' Will Prove AI Is Ready for the Big Screen - https://www.cnet.com/tech/services-and-software/openai-hopes-animated-critterz-will-prove-ai-is-ready-for-the-big-screen/

The AI vibe shift is upon us - https://www.cnn.com/2025/08/22/business/ai-vibe-shift-nightcap

The Silicon Valley Consensus & the "AI Economy" - https://thetechbubble.substack.com/p/the-silicon-valley-consensus-and-614

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In the final part of this week's three-part Better Offline Guide To Arguing With AI Boosters, Ed Zitron walks you through why generative AI is nothing like Amazon Web Services, how the media misled the public about ChatGPT, and why ChatGPT’s popularity does not mean it’s a mass-market product.

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In part two of this week's three-part Better Offline Guide To Arguing With AI Boosters, Ed Zitron walks you through why the AI bubble is nothing like the dot-com bubble, how the cost of inference is actually going up, and why OpenAI’s massive burnrate is nothing like Uber’s.

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In part one of this week's three-part Better Offline Guide To Arguing With AI Boosters, Ed Zitron walks you through why AI is nothing like the early days of the internet, why it isn’t the early days of the AI industry, and why every booster argues in the future tense.

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In this week’s Better Offline monologue, Ed walks you through how tech and business skepticism has begun to go mainstream, and how it can be the force to push back against the Rot Economy.

Ed On CNN: https://www.youtube.com/watch?v=ZGVKZQQSJkg&t=2s
Ed On BBC (July): https://www.youtube.com/watch?v=8AxrpXF7MWw&t=1s
Ed On BBC (August): https://www.youtube.com/watch?v=CI9cjWDpmSY
Ed On Bloomberg’s Everybody’s Business Podcast: https://www.youtube.com/watch?v=O2F4heaeJIE
Ed On Newcomer Podcast: https://www.youtube.com/watch?v=hxyNHv3cQvY&t=14s
Ed On Last Week In AI: https://www.youtube.com/watch?v=Rma3FzaWi3Y

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In this episode, Ed Zitron is joined by Steve Burke of GamersNexus to talk about the black market for AI GPUs in China - and how Bloomberg suspiciously forced YouTube to take his video down.

Premium Newsletter: AI Bubble 2027 - https://www.wheresyoured.at/ai-bubble-2027 

GamersNexus:  
Our Channel Could Be Deleted (GamersNexus) https://youtu.be/tUnRWh4xOCY?si=AD2hyE6z5-ZiyInW  
Mirror of NVIDIA AI GPU Black Market Story - https://www.youtube.com/watch?v=ZyWelvEP_CQ 
https://www.youtube.com/gamersnexus
https://gamersnexus.net/
https://bsky.app/profile/gamersnexus.bsky.social 
https://x.com/GamersNexus

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In this week’s Better Offline monologue, Ed considers what would happen if he’s right about the AI bubble bursting - and the consequences of three years of myth-peddling journalism and markets addicted to growth at all costs.

FT: Microsoft talks set to push OpenAI’s restructure into next year
https://www.ft.com/content/b81d5fb6-26e9-417a-a0cc-6b6689b70c98

Sherwood: Nvidia, the asset manager, had a massive Q2 thanks to CoreWeave’s rally
https://sherwood.news/markets/nvidia-the-asset-manager-had-a-massive-q2-thanks-to-coreweaves-rally/

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Welcome to Radio Better Offline, a tech talk radio show recorded out of one of iHeartRadio's satellite studios in New York city. Ed is joined by Kyle Barr of Gizmodo, freelance writer Alex Cranz and content creator Michael Fisher (AKA Mr. Mobile) to talk about the weird and fun gadgets that are still getting made, both in the US and abroad.

Latest newsletter: How To Argue With An AI Booster - https://www.wheresyoured.at/how-to-argue-with-an-ai-booster/ 
Latest premium newsletter: How Does GPT-5 Work? - https://www.wheresyoured.at/how-does-gpt-5-work/ 

Meshtastic Explainer: https://www.reddit.com/r/meshtastic/comments/1bpa7hu/explain_meshtastic_to_me_like_i_have_a_learning/ 
CyberDecks: https://www.reddit.com/r/cyberDeck/ 

Alex Cranz:
https://bsky.app/profile/cranz.bsky.social
https://x.com/alexhcranz

Kyle Barr: 
https://x.com/KyleBarr5 
https://gizmodo.com/author/kylebarr 
Screw Foldables: Lenovo’s Rollable Laptop Proves There Are Better Uses for Flexible Screens
https://gizmodo.com/lenovo-thinkbook-plus-gen-6-rollable-review-2000637995 
Framework Laptop 13 Review: Wait, Did I Actually Have Fun With a PC? https://gizmodo.com/framework-laptop-13-review-wait-did-i-actually-have-fun-with-a-pc-2000590685
This Gaming Handheld’s External Battery Isn’t as Dumb as You Think https://gizmodo.com/this-gaming-handhelds-external-battery-isnt-as-dumb-as-you-think-2000639520 
I Flew Insta360’s First Drone With a 360-Degree Camera, and It’s DJI’s Worst Nightmare
https://gizmodo.com/after-using-this-360-drone-ill-never-look-at-flying-cameras-the-same-way-again-2000641466 

Michael Fisher:
http://threads.com/captain2phones
Channel: https://www.youtube.com/channel/UCSOpcUkE-is7u7c4AkLgqTw 
Motorola Razr https://www.youtube.com/watch?v=YGTkjchlVJk 
Light Phone https://youtu.be/fRRNSEb1DAQ?si=uTZ6lOw1925K2y05 
The Minimal Phone https://youtu.be/atYcpCoghnc?si=uxybVX3iyyCVn1Tu  
TRMNL https://youtu.be/Ax792f2RbIY?si=bRCEmDh_Bd362Wwg
Galaxy Z Flip 7 https://youtu.be/1WLIY7oObvU?si=4KIgxuROrMHCJCEx

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In a bonus third episode, Ed Zitron reports exclusively on how OpenAI’s new "router-based" ChatGPT-5 makes it impossible for the company to cache the static prompt for any model or tool it uses every single prompt, doubling token burn for mediocre gains.

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In part two of this week's two-part Better Offline, Ed Zitron walks you through how America’s economic growth has become dependent on Amazon, Google, Microsoft and Meta’s AI capital expenditures - and how this inevitably harms both the economy and our markets.

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In part one of this week's two-part Better Offline, Ed Zitron walks you through how AI startups’ overstuffed valuations make them impossible targets for acquisition or IPO - and how this may cause lasting harm to Silicon Valley when the bubble bursts.

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In this week’s monologue, Ed Zitron walks through the rough launch of GPT-5, and how ChatGPT’s fandom-like following has become a huge problem for OpenAI.

The Enshittification of Generative AI: https://www.wheresyoured.at/the-enshittification-of-generative-ai/

The Wall Street Journal - The Next Great Leap in AI Is Behind Schedule and Crazy Expensive:
https://www.wsj.com/tech/ai/openai-gpt5-orion-delays-639e7693?ref=wheresyoured.at 

Live service game post: https://bsky.app/profile/catharsis23.bsky.social/post/3lw5jvotgfk2

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In a paper released earlier this year, three academics from the University of Glasgow classified ChatGPT's outputs not as "lies," but as "BS" - as defined by philosopher Harry G. Frankfurt in "on BS" (and yes I'm censoring that) - and created one of the most enjoyable and prescient papers ever written. In this episode, Ed Zitron is joined by academics Michael Townsen Hicks, James Humphries and Joe Slater in a free-wheeling conversation about ChatGPT's mediocrity - and how it's not built to represent the world at all.

Paper: https://link.springer.com/article/10.1007/s10676-024-09775-5
Michael Townsen Hicks: https://www.townsenhicks.com/
Joe Slater: https://www.gla.ac.uk/schools/humanities/staff/joeslater/

Original Air Date: 7.18.24

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In this week’s Better Offline monologue, Ed talks about Anker’s Nebula X1, an expensive, excellent-looking and adaptable projector that can work just about anywhere.

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Nebula X1 Projector: https://amzn.to/45645dR
Nebula Wireless Satellite Speakers: https://amzn.to/45E2EmZ
Nebula gimbal stand for projectors: https://amzn.to/47qi8wa
Epson Duet 80” Projector Screen: https://amzn.to/45o5Odr

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In this episode, Ed is joined by writer and critic Molly White to talk about how RSS can purify your news experience, the challenge of the newsletter economy, and what gives her optimism for the future.

Citation Needed Newsletter: https://www.citationneeded.news
Molly on Bluesky: https://bsky.app/profile/molly.wiki

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In this week’s monologue, Ed Zitron walks you through how and why OpenAI and Anthropic use “annualized revenues” to hide that they’re nowhere near their yearly revenue projections.

https://www.theinformation.com/articles/anthropic-revenue-hits-4-billion-annual-pace-competition-cursor-intensifies?rc=kz8jh3 
www.theinformation.com/articles/openai-hits-12-billion-annualized-revenue-breaks-700-million-chatgpt-weekly-active-users?rc=kz8jh3

Episode note: I say “$5.5 billion” for OpenAI’s potential revenue in 2025. Calculations I’ve run since suggest it could be lower - around $5.25 billion. Both of these numbers are reasonable.

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Welcome to Radio Better Offline, a tech talk radio show recorded out of iHeartRadio's studio in New York City.

Ed Zitron is joined in studio by Mia Sato of The Verge and Dave Lee of Bloomberg to talk how companies like TikTok and Google change the web with their incentives, the nihilism of Pop Mart's viral Labubus, and why people are more game to pay independent writers.

Mia Sato, The Verge
https://www.theverge.com/authors/mia-sato
https://bsky.app/profile/miasato.bsky.social
https://www.instagram.com/miasato.2/

Story around “dupes”
https://www.theverge.com/cs/features/709635/knock-it-off

Story around “Labubus”
https://www.theverge.com/analysis/710047/labubu-pop-mart-blind-boxes-scarcity-marketing

Dave Lee, Bloomberg
https://www.bloomberg.com/authors/AWQ3soOJK0Y/dave-lee
https://x.com/DaveLeeBBG
https://bsky.app/profile/davelee.me

Story around Google and AI
https://www.bloomberg.com/opinion/articles/2025-07-28/google-is-reaping-the-rewards-of-its-unfair-ai-advantage?srnd=undefined

Google “Web Guide”
https://blog.google/products/search/web-guide-labs/

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