Look, say what you will about Ed but when you compare his analysis against numbers and data like what we see from Google here you can’t help but see a difference https://www.wheresyoured.at/the-openai-bubble/
You wanna elaborate?
And no, I wouldn't actually trust Sam "King of the Cannibals" Altman. But I would still expect him to start with far, far more accurate data, and distort it a lot less to suit his narrative than Zitron would. That's how low the bar is.
The man made saying "the AI industry is failing" his entire personality. He'll keep saying that regardless of what the AI industry is doing, forever. You can write "tech companies often overpromise and underdeliver" on a post-it note, stick it to a whiteboard, and that will provide about as much perspective as everything Zitron has ever written, or will ever write.
Sure, Ed’s making some kind of money off of subscriptions. Yeah, he’s a personality. But to ignore the deep comparisons, numbers and data that he gathers and provides to back up his analysis feels like sticking your head in the sand.
There are other banks and financial entities that are echoing his concerns as well.
As a ready-made example: the "AI models are unprofitable, API inference is subsidized, OpenAI is naked" line he keeps stressing. That doesn't seem to be likely even on the basic napkin math estimates. And is also repeatedly refuted by both AI company officials and various AI industry insiders - of varying trustworthiness, and with different incentives.
Having "the numbers" isn't the same as having objectivity, and again: I'd trust Altman to have a semblance of objectivity before I would trust Zitron.