> There's zero evidence that LLMs have produced a measurable productivity boom

I’m not so sure on this one. AlphaFold2, while not quite an LLM, was based on Transformer architecture - and its implementation wasn’t a million miles away from a language model - and it massively improved the rate of protein structure prediction.

I think in general you’re correct, that we’re in a bubble, but I think it’s too extreme to say the technology is valueless.