PREVIEW: I Feel Like Margin Call ft. Ed Zitron
Nov 14, 2025•10 min•Ep. 948
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Episode description
FULL EPISODE ON https://www.patreon.com/posts/i-feel-like-call-143560320
Ed Zitron returns to discuss all things AI bubble - specifically OpenAI's uncertain balance sheet, the potential government backstop of data centre construction, and the very real and material constraints (such as gas turbine production) on building god via Nvidia Blackwell chips. Also we get sidetracked and stunlocked by the new tranche of Epstein revelations at the very outset.
Ed's writing can be found here: https://www.wheresyoured.at
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