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Ed Zirtron

Mentioned in 1 analyzed podcast episode across 1 show

Appears On

Episode Appearances

Better Offline · Feb 6, 2026

Monologue: Is Oracle Screwed?

“Host of Better Offline; delivers analysis of Oracle's financial crisis and AI infrastructure economics”

Oracle's financial viability and debt sustainabilityOpenAI's ability to generate revenue matching $300 billion compute commitmentsGenerative AI infrastructure economics and profitability