Are AI's Economics Unsustainable? — With Ed Zitron

Big Technology Podcast

Jul 23, 2025•1 hr 36 min

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Episode description

Ed Zitron is the owner of EZPR, host of Better Offline, and author of the Where’s Your Ed At newsletter. Zitron joins Big Technology Podcast to discuss whether the generative-AI boom is an unsustainable bubble ready to pop. Tune in to hear him debate OpenAI’s multi-billion-dollar burn rate, Microsoft’s leverage, and the economics behind ChatGPT. We also cover Nvidia’s GPU market, SoftBank’s colossal bets, advertiser drift from Google Search, and the hype around “AI companions." Hit play for a sharp, no-fluff conversation about the economics of AI.

You can find Ed's newsletter at: https://www.wheresyoured.at

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