Are AI's Economics Unsustainable? — With Ed Zitron
Big Technology Podcast
07/23/25
•95m
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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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Previous Episode
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Can Zuck and Elon buy their way into the AI race? 2) Will scaling laws turn AI progress over to the biggest tech 3) Grok's new AI avatars - Rudy and Ani 4) Grok's Ani AI bot gets steamy quickly 5) Why AI companies are counting on companion/love bots 6) The backlash to Aqui-Hire-Sitions after Windsurf, Scale, etc. 7) Did Big Tech antitrust backfire? 8) OpenAI announces ChatGPT Agent 9) Is Perplexity's Comet browser a player 10) Kimi K2 wows with coding availability 11) Can AI industry apply lessons from coding elsewhere? 12) One last word from Ani
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Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
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Questions? Feedback? Write to: bigtechnologypodcast@gmail.com
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Next Episode
Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars
July 25, 2025
•64m
Financial Times San Francisco Bureau Chief Stephen Morris joins for our weekly discussion of the latest tech news. We cover: 1) Is GPT-5 really on its way? 2) GPT-5's reported capabilities 3) Is Sam Altman going to call GPT-5 AGI? 4) If GPT-5 codes well, where does that leave Anthropic? 5) Stargate hasn't made a single data center deal yet 6) Scaling Laws back in vogue? 7) AI math olympiad faceoff 8) AI data centers energy costs 9) Google's impressive earnings 10) Tesla's dark outlook 11) Satya Nadella addresses Microsoft's morale after layoffs
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Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b
Questions? Feedback? Write to: bigtechnologypodcast@gmail.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
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