The author quite literally says that the last few years were a "detour" that has wasted a trillion dollars. He explicitly lists building new LLMs, building larger LLMs and scaling LLMs as the problem and source of the waste. So I don't think I am strawmanning his position at all.

It is one thing to say that OpenAI has overpromised on revenues in the short term and another to say that the entire experiment was a waste of time because it hasn't led to AGI, which is quite literally the stance that Marcus has taken in this article.

> The author, for whatever reason, views it as a foregone conclusion that every dollar spent in this way is a waste of time and resources

This is a strawman, the author at no point says that “every dollar is a waste.”