Appears On
Episode Appearances
Better Offline · Apr 24, 2026
Monologue: How OpenAI Kills Oracle
“Provided data center construction cost estimates (~$44 million per megawatt) used in analysis”
AI data center infrastructure economicsOpenAI financial sustainability and burn rateOracle's Stargate project costs and timeline
View AnalysisBetter Offline · Mar 27, 2026
Monologue: The AI Industry Is Lying To You
“Cited for analysis that $90B in GPU capacity equals approximately 3 gigawatts of IT load”
Sora shutdown and OpenAI product failuresAI industry marketing versus reality gapData center construction and infrastructure delays
View AnalysisBetter Offline · Feb 6, 2026
Monologue: Is Oracle Screwed?
“TD Cohen analyst; estimated $42M per megawatt data center construction costs and Oracle's $189B shortfall”
Oracle's financial viability and debt sustainabilityOpenAI's ability to generate revenue matching $300 billion compute commitmentsGenerative AI infrastructure economics and profitability
View Analysis