Meanwhile, he's done deeper analysis than anyone else I've seen on financial statements and actual costs from AI for the large players and I absolutely don't think he's wrong.
Unfortunately, this seems to strike a chord for you.
Unfortunately, this seems to strike a chord for you.
Not unlike his blog posts and podcasts. Spiteful insult-laden rants (he even admits to this on occasion). If you're looking for a financial analysis on AI, I'd literally look anywhere else.
Super weird to say that someone is hand waving when what they are doing is pointing out that an argument is hand wavy.