I thinking most people who follow and like Zitron are in it for the AI pessimism, and only some of them care about the financials. He has shifted his focus to the financials, and they are seeing his predictions of failures for these AI and data center companies failures as validation that AI is all hype.

To me the AI stuff is scarily good now, don't see many software jobs holding up for long and other fields will follow, and he might be right about the financials but it doesn't change anything to me the AI is here, getting better and better and is going to take our jobs.

He is arguing financials and companies failing, but his followers see it as AI sucks and is all hype and nothing to worry about.

Idgaf if model building is profitable, the genie is t going back in the bottle and hoping it back in is definitely not the solution