Monologue: The Questions I'm Asking

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Speaker 1 She'd throw things, wander, and started hoarding.

Speaker 1 Mom's Alzheimer's was already so hard, but then we found out she had something called agitation that may happen with dementia due to Alzheimer's disease. And that was a different kind of difficulty.

Speaker 1 So we asked her doctor for more help.

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Speaker 1 I'm glad her doctor recommended Rick Sulte.

Speaker 2 Talk to your loved ones, doctor. Moments matter.

Speaker 2 Cool zone media.

Speaker 3 You know what time it is. It's your better offline monologue for the week, and I'm Ed Zitron.

Speaker 3 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 behind this show.

Speaker 3 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 at eZitron.76.

Speaker 3 That's EZ ITRON or EZIT R-O-N if you're Canadian or British.76 on Signal. Also, before I go any further, I've had a lot of emails and Reddits and the such.

Speaker 3 If you're wondering about my thoughts on the OpenAI Disney deal, they are as follows. Wow, Disney invested a billion dollars in OpenAI.
That's about a month's worth of inference.

Speaker 3 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.

Speaker 3 A bunch of money will get lost.

Speaker 3 Similarly, if you've heard about Time naming AI executives as its person of the year, remember that Mark Benioff of Salesforce, a huge AI booster, owns the publication and literally ran advertorial for Salesforce's agent force wank.

Speaker 3 It's nothing. Nothing's happening.
It's just more money being passed around so it can all get blown on nothing. But back to the rest of the monologue.

Speaker 3 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.

Speaker 3 If you have first-hand knowledge of GPUs being warehoused, this is NVIDIA AI GPUs. Please, God, if you reach out with this about gaming GPUs, I'll be genuinely pissed off of you.

Speaker 3 But I need to know about this. I want pictures if you can get them.
I want numbers.

Speaker 3 I want to know whose GPUs they are and ideally what models. A100s, H100s, probably not going to be that.
It's going to be those Blackwell GPUs if you see them.

Speaker 3 Similarly, if you've heard anything about NVIDIA's AI GPUs that might not be well known, reach out, especially if it pertains to how much they cost to run.

Speaker 3 Similarly, if you know anything about NVIDIA's Blackwell 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.

Speaker 3 Similarly, costs. I cannot ask for costs enough.
Help me, please. If you have any information pertaining to the revenues behind OpenAI, Anthropic, or any major AI company, please get in touch.

Speaker 3 Similarly, 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 Azure.

Speaker 3 And yeah, if you have anything from OpenAI or Anthropic about what they might be paying for Azure, Google Cloud, or Amazon Web Services, please, please, please reach out to me.

Speaker 3 Similarly, if you have anything of the same from Coreweave or Lambda or Nebius or any of those, please reach out.

Speaker 3 Also, if you work at an AI startup, one that pays OpenAI or Anthropic to use their services or models, please tell me about those costs. We don't know very much about them at all.

Speaker 3 And your thoughts and your help, well, it'd be very much respected 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.

Speaker 3 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 ai gpu and that includes the a100 uh the h100 h200 b100 b200 b300 and so on black well obviously my biggest priority 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 insane we don't know now my grail data the things that 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 and 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 grail data is the underlying cost of running ChatGPT, Google Gemini, or any other major popular LLM service such as Cursor or Replim.

Speaker 3 The same goes to Microsoft, Meta, Amazon, Google, Oracle, or really any other major cloud provider.

Speaker 3 Look, together I believe we can make the world better by providing the public with the truth.

Speaker 3 And this era is one steeped in outright lies and subtle selfishness that deprives good companies of funding and shoves dysfunctional software on millions of people that just wish it would go the fuck away.

Speaker 3 Now, so many of you have already been so helpful, and I hope I can hear from more of you as the show continues to grow. It's been a crazy year.
I'm insanely grateful to have all of you.

Speaker 3 And next week, we have a three-part NVIDIA podcast that tells you all about the largest, weirdest weirdest. I'm not fixing it.
I'm not fixing that. You want the raw stuff.

Speaker 3 Anyway, NVIDIA is the weirdest company in stock market history. Oh, God.
I'm going to hear from you all about that one. I really do love hearing from you, though.
It's been really crazy.

Speaker 3 2025 has been crazy and bad and good in many different ways.

Speaker 3 And I'm sure I'm going to hear fun stories from you all because a bunch of you reach out no matter what I say to reach out about or not reach out about. And I kind of love it.

Speaker 3 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.

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