Specific Collapse Scenarios and Winners

In the final part of this week’s Dot Com Bubble series, Ed Zitron walks you through to the logical endpoints of his arguments about the AI bubble - a 40%-90% collapse of NVIDIA’s revenues, tens of billions of dollars of impairments for hyperscalers, an existential contraction in venture capital, the near-collapse of Oracle, and $200 billion or more in unpaid data center debt.

Please support me by subscribing to my premium newsletter - here’s $10 off your first year of annual https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/84rt762qen - it features an in-depth version of my dot com bubble analysis here: https://www.wheresyoured.at/dot-com-bubble/

YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to https://cottonbureau.com/people/better-offline and use code FREE99 for free shipping on orders of $99 or more.

---

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

Email Me: ez@betteroffline.com

See omnystudio.com/listener for privacy information.