Better Offline

Monologue: AI Can't Afford To Slow Down

June 5, 2026·6 min·4-min readsolotechnology
Podzilla Summary (4 min)
TLDR
Ed Zitron’s AI bubble thesis has come true: companies are now reeling from the real cost of AI token-based billing, exposing a lack of return on investment after years of subsidized spending. With OpenAI and Anthropic burning billions and growth stalling, the industry can’t slow down — bu

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Guest

E

Ed Zitron

solo on Better Offline

Mentions

Books, people, and resources mentioned in this episode.

People

Ed ZitronSam AltmanJim Cavello

Companies

OpenAIAnthropicGoldman Sachs

Topics

Artificial IntelligenceBusiness ModelsLarge Language ModelsMachine LearningSoftware EngineeringStartupsTech IndustryVenture Capital

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