Zitron is a blogger whose content/internet personality is centered around being anti-Big Tech, and very much falls in the "AI is dumb/useless and will die any day now".

He's a good writer, but his content is written through an extreme anti-AI lens, so take it with a pretty big grain of salt.

From scrolling though his articles he is a guy who likes to write polemic articles declaring companies dead

It would have been easier to Google him, or ask Claude/Mistral to write you a summary of his article.

I hadn't heard of the author before that article, but all the math and logic in it is sound. There is some guesswork on exact numbers (because OpenAI don't publish that sort of information) you can disagree with, but IMO it's fairly generous in their favour. And it still looks pretty bad for their financial prospects.

Ed Zitron has written many newsletters chronicling the business economics of OpenAI/other AI companies and their incentives.

They're the most comprehensive writeups in that aspect, although not as technically-oriented as most content on HN.