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.
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Episode Transcript
All zo media. You know what time it is. It's
your better offline monologue for the week, and I'm ed
z Tron. Now. Today's monologue is an attempt to bring
you further into my work, which I've kind of already
been doing with multiple listeners materially contributing to the reporting
(00:25):
behind this show. So many of you are eager to help,
and if you want to help, well, reach out to
me with information and do so on signal ez itron
dot seventy six. That's ez it r o N or
e z it r o N if you're Canadian or
British dot seventy six on signal. Also, before I go
any further, I've had a lot of emails and reddits
(00:46):
and as such, if you're wondering about my thoughts on
the Open Ai Disney deal, they are as followers. Wow,
Disney invested a billion dollars in open Ai. That's about
month's worth of inference. This only delays the inevitable. No
one cares. They're threatening Google with legal action. Google will
settle and they'll do exactly the same crap with VO.
Nothing will happen, a bunch of money will get lost. Similarly,
(01:09):
if you've heard about time naming AI executives as its
Person of the Year. Remember that Mark Bennioff of Salesforce
Huji Booster owns the publication and literally ran advertorial for
Salesforce's agent Force. Wank. It's nothing, nothing's happening. It's just
more money being passed around, so we can all get
blown on nothing. But back to the rest of the monologue.
(01:31):
I'm going to tell you about the things I need
to do a better job. Not don't literally mean the research.
I mean, if you know this stuff, I need your help.
Let's start with a big one. If you have first
hand knowledge of GPUs being warehouse, this is Nvidia AI GPUs.
Please God, if you reach out with this about gaming GPUs,
I'll be genuinely pissed off of you. But I need
(01:52):
to know about this. I want pictures if you can
get them. I want numbers. No, I want to know
whose GPUs they are and ideally what models A one
hundreds eight one hundred's probably not going to be that,
it's going to be those blackweld GPUs if you see them. Similarly,
if you've heard anything about Nvidia's aigpus that might not
be well known, reach out especially if it pertains to
how much they cost to run. Similarly, if you know
(02:14):
anything about Nvidia's blackweld GPUs that you suspect I don't,
please do reach out. I had somebody recently tell me
about remarkable failure rates and I want to know more. Similarly, costs.
I cannot ask for costs enough. Help me. Please, if
you have any information pretending to the revenues behind open Ai,
Anthropic or any major AI company, please get in touch. Similarly,
(02:35):
I want to hear from you if you work at
any of the large cloud companies and know anything about
the AI revenues or indeed the associated costs of running
AI on Google Cloud, Amazon Web Services and Microsoft Asure.
And yeah, if you have anything from open ai or
Anthropic about what they might be paying show as your
Google Cloud or Amazon Web services, please please please reach
(02:56):
out to me. Similarly, if you have anything of the
same from Corweave or Lambda or Nebius or any of those,
please reach out. Also, if you work at an AI startup,
one that pays open ai or Anthropic to use their
services or models, please tell me about those costs. We
don't know very much about them at all, and your
thoughts and your help, well, it'd be very much respected
(03:17):
and loved, and you'll be the better offline legend of
the week if you can help me out here, maybe
even the legend of the year. I'm also looking at
any and all information related to data center costs. I
want to know the total cost of ownership of any AIGP,
and that includes the A one hundred, the H one hundred,
h two hundred, B one hundred, B two hundred, B
three hundred and so on. Blackwell obviously my biggest priority.
(03:42):
I want to know how many GPUs hyperscalers have too,
So if you work at Amazon, Microsoft or Google and
you know how many of the goddamn GPUs they've got,
please reach out. And I want to know the hourly
cost of running these GPUs, ideally on a per GPU basis.
I'm trying to work out how much it actually costs
to run these goddamn things, and it's in the same
we don't know now my Grail data. The things that
(04:03):
would materially change my reporting other than everything I just
mentioned would be the underlying cost of running large language models,
which means understanding both how many GPUs are used for
inference in training and the actual costs of running said GPUs.
The costs of running GPUs are at the center of
the bubble, and I believe that truth will be what
bursts in. Though I'm repeating myself a little. My other
(04:25):
grail data is the underlying cost of running CHET, GPT, Google,
Gemini or any other major popular LLLM service such as
Cursor or rep them the same gohoest for Microsoft, Meta, Amazon, Google, Oracle,
or really any other major cloud provider. Look together, I
believe we can make the world better by providing the
public with the truth. And this era is one steeped
in outright lines and stal selfishness that deprives good companies
(04:48):
of funding and shoves dysfunctional software on millions of people
that just wish it would go the fuck away. Now,
so many of you have already been so helpful, and
I hope I can I can hear from more of you.
The show continues to grow. It's been a crazy year.
I'm insanely grateful to have all of you. And next
week we have a three part in video podcast that
tells you all about the largest we'd just weirdest. I'm
(05:10):
not fixing it. I'm not fixing that you want the
raw stuff anyway. In video, it's the weirdest company in
stock market history. Oh God, I'm gonna hear from you
all about that one. I really do love hearing from
you though it's been really crazy. Twenty twenty five has
been crazy and bad and good in many different ways.
And I'm sure I'm gonna I'm gonna hear fun stories
(05:32):
from you all because a bunch of you reach out
and no matter what I say, to reach out about or
not reach out about, and I kind of love it.
I love how chatty you all are. So yeah, look
forward to hearing from you, and I hope you enjoy
the podcast about the Weirdest company on the stock market.
Host
Ed Zitron
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