Monologue: What Bursts A Bubble?

独白:什么会吹破泡沫?

Better Offline

科技

2025-02-27

10 分钟
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In this week's monologue, Ed Zitron walks you through what's making everybody worried about the bubble bursting - and what other signs might tell you that the party's over for AI. --- LINKS: https://www.tinyurl.com/betterofflinelinks Newsletter: https://www.wheresyoured.at/ Reddit: https://www.reddit.com/r/BetterOffline/  Discord: chat.wheresyoured.at Ed's Socials: https://twitter.com/edzitron https://www.instagram.com/edzitron https://bsky.app/profile/edzitron.com https://www.threads.net/@edzitron See omnystudio.com/listener for privacy information.
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  • I'm Kristen Davis, host of the podcast Are youe a Charlotte?

  • The incredible Cynthia Nixon joins me this week for a conversation filled with memories and stories.

  • I didn't even know Cynthia could have been Carrie.

  • When I first read the script they asked me to read for Carrie,

  • as I think they asked you to read for Carrie.

  • And then I did and they were like, yeah, not so much.

  • You can't miss this.

  • Listen to Are youe a Charlotte?

  • On the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts.

  • Call Zone Media.

  • Okay, Dystopia, these are right for containment.

  • This is your better offline monologue for the week and I'm your host, Ed Zitron.

  • Now today I'm going to go over a question I get asked a lot.

  • What actually bursts a bubble as I'm writing and recording this,

  • I'm watching Nvidia's stock wobble up and down after analyst TD Cohen revealed

  • that Microsoft has cancelled agreements for multiple data centers.

  • Cohen also mentioned that Microsoft had, and I quote,

  • Bloomberg pulled back on converting so called statements of qualifications,

  • which are the precursor to agreements that include things like financing deals

  • and payment structures.