Just a caution, this guy is a Gary Marcus-like perennial chicken little, this isn’t some discovery or realization, it’s just an ongoing part of someone’s identity as an AI bear.
https://www.wheresyoured.at/the-men-who-killed-google/
You can see how HN ate up that article back in the day - https://news.ycombinator.com/item?id=40133976
Off the top of my head I think that he might’ve gotten inference costs wrong in an article and then corrected it, but usually I don’t see many people poking holes in his numbers.
>By the end of the year, Microsoft, Amazon, Google and Meta will have spent over $400bn in capital expenditures, much of it focused on building AI infrastructure, on top of $228.4bn in capital expenditures in 2024
but doesn't mention those companies made over $320bn profit in 2024 so they are not really going bust over this stuff.