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Ed Zitron @edzitron.com · 23/07/2025

Here's Part 1 of this week's Three-Part Episode of Better Offline - The Hater's Guide to the AI Bubble. I walk you through how the stock market rests on the back of GPU sales, and how a lack of any real returns spells doom for the AI trade. podcasts.apple.com/us/podcast/b... Linktr.ee/betteroffline

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The Hater's Guide To The AI Bubble, Pt. 1

Podcast Episode · Better Offline · 07/23/2025 · 35m

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Curtis J. Alexander @curtisjalexander.com · 24/07/2025

The scariest part of the stock market is that most valuations are built on the back of hedge fund speculation, rather than real returns. Look at some of the triple-digit P/E ratios (or nonexistent for that matter) in the S&P 500, and we should all be terrified. But I've been saying this for decades

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