Ed's writing style is often off-putting, repetitive and sometimes gives almost "desperate" vibes. But he does raises questions no one in the industry is seriously entertaining and exploring. What if those monsters are indeed unprofitable, now what? So while I stopped reading him regularly, I visit once a quarter just to read something not about our inevitable benevolent apocalyptic LLM gods and their Prophet St. Sam, prophesying a complete job loss and despair.

This reminds me of a Bitfinexed blog situation. That guy researched and proved Tether token scam for years and he was right. But he didn't account for a tiny nuance - Tethers are useful for financial crime and are propped by that public regardless of the financial viability or rejection by every decent financial institution. Turns out you can have a hundred billion of unbacked tokens, if they are "alternatively backed" instead. I suspect LLM monsters may turn out the same way (or not).

Serious question - are there any LLM bubble critics with more sane and to the point style of writing and not just posting unsubstantiated hype for views like most on YT?