Unfortunately, his argument very often happens to be that AI is not useful, that there are no customers for it, that AI coding agents do not work...

I happen to agree with the overall sentiment (that AI buildout is overextending the tech sector and the financial markets), but he is utterly fixated on the evils of AI and unable to admit either the current usefulness or the future potential of the technology. This does not make him look like an honest broker.

The rambling nature of his posts also makes it harder to properly argue against them as he keeps repeating the same points over and over; some of them are decent but there is certainly a gish gallop feeling to the whole thing.