> The rapid growth of revenue of AI model companies, OpenAI, Anthropic, etc.

You can't use growth of AI companies as evidence to refute the article. The premise is that it's a bubble. The growth IS the bubble, according to the claim.

> I don't know why the author of TFA claims that he can't make a bunch of one-off apps

I agree... One-off apps seem like a place where AI can do OK. Not that I care about it. I want AI that can build and maintain my enterprise B2B app just as well as I can in a fraction of the time, and that's not what has been delivered.