That has only been a cornerstone of his thesis for the last 10 months or so, once Claude Code and Codex began making gobs of revenue. Before that the cornerstone of his thesis was "nobody will ever pay for AI" and then he silently pivoted, without acknowledging any error, once it was clear that was not true.
This is what bugs people about Zitron and why people aren't listening to him. He's has repeatedly been proven wrong, and every time it happens he just silently moves the goalposts and never admits any mistakes. It's fine-- actually, correct-- to write someone off once it's clear that every time they get disproven they'll just move to a new thesis instead of reflecting on what went wrong and what assumptions might be fundamentally incorrect about their thinking.