His rhetoric is a bit obsessive and frankly biased against AI.

That said, I think his voice is useful as a counter to the mainstream opinion.

Given the amount of investments, approaching AI from the angle of economics seems correct.

We all have some level of personal experience using AI/LLMs, both chatbots and coding tools, and I personally enjoy using them, but I am sure this experience is relevant in this discussion.

I also enjoy luxury hotels, gourmet food, jet skis and helicopters, but this is not something I indulge in often because of the cost-utility ratio.

The real cost of AI may or may not be lower than its utility. The bet is that utility is increasing while cost is falling.