The Phony Comforts of AI Optimism

His articles are very long, but I find the narratives they present to be compelling. This one is a bit different than the prior two, in that it's summarizing them and putting them into context, while also doing a lot of explaining (maybe too much) about why he is a skeptic and why he thinks it's important, compared to being cautiously optimistic (which he excoriates with justifies his reasoning for doing so).

"OpenAI and Anthropic are abominations of capitalism, bleeding wounds that burn billions of dollars with no end in sight for measly returns on selling software that lacks any real mass market use case."

Nobody wants this "AI". It sucks up money and souls and none of the AI companies are making a profit. Nvidia is, currently, profitable, but what happens when the bubble bursts? The 5090 launch was bad, and with Deepseek proving skilled programmers matter more than having hundreds of H100s burning through gigawatts of electricity and oceans of cooling water.