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Contrast that with hyperscalers no longer reporting AI revenue separately, making bold claims about long term growth with no evidence to back it up, and a tech media apparatus that has largely avoided asking founders hard questions.
I know just as well as you how this is all going to turn (which is to say, nobody really knows). But I'll take the person doing the math over the person trying to hide numbers all day long.
“I think AI is a bubble and it’s going to collapse”
“Ok, then there are ways to bet against it if you’re really sure”
“Oh I’m sure I’m right, it’s just that the market might take a long time to realize I’m right”
Come on… there was no subtlety in the article at all. He said it’s all a house of cards, it’s all going to collapse, it’s all a grift… surely someone that certain should be willing to put something in…
Whatever you think of this person, he did the thing he predicted. That's more than most people.
Calling him a grifter tells me more about you than about Sam.
“There's definitely some people working overtime to overhype AI on here. like 50% of the comments on this are from simianwords who only posts when people say negative AI sentiments.”
He will likely end up like Musk, another grifter who was floating on low hanging fruit in EV's and rocketry for a decade before being revealed.