Confirming Ed Zitron's careful analysis of the situation with SoftBank, Microsoft, and OpenAI: https://www.wheresyoured.at/optimistic-cowardice/. "Outside of NVIDIA, nobody is making any profit off of generative AI, and once that narrative fully takes hold, I fear a cascade of events that gores a hole in the side of the stock market and leads to tens of thousands of people losing their jobs."

You'll note that the prospect story mentions Zitron multiple times.