my main qualm with Ed is his analysis on the financials is decent, but he absolutely refuses to admit that the technology is useful (especially in the hands of competent users), and that all the labs are extremely compute starved due to overwhelming demand.

> my main qualm with Ed is his analysis on the financials is decent, but he absolutely refuses to admit that the technology is useful

Yeah, I find that sort of critics to cause more harm than good. The economic case for closed source AI isn't there - in macroeconomic sense, and accounting for all costs, it's more expensive than the value it provides. There's data to back that up, so focus on economics.

On the other hand, hallucinating about what AI can or cannot do is useless, only research can provide the answer.

I used to enjoy his writing a lot pre-AI around the time he was spending a lot of words on Musk, crypto, etc. More because it was an entertaining form of hate-reading about those topics than really informative, per se. Then he started doing this schtick with AI and I felt like I got hit hard with Gell-Man Amnesia because he so blatantly makes claims that anybody with a free ChatGPT account can dismiss handily, and it calls everything else he says into serious question.