Look, say what you will about Ed but when you compare his analysis against numbers and data like what we see from Google here you can’t help but see a difference https://www.wheresyoured.at/the-openai-bubble/

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Xalutiono 6 hours ago | parent | next [-]

It was a lot to read and I do not understand the direct relation to the numbers in the google blog at all.

You wanna elaborate?

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ACCount37 6 hours ago | parent | prev [-]

Look, I will say what I want: I'd trust Sam Altman to provide accurate, unbiased information about the present and the future of AI tech before I would trust Ed Zitron to do the same.

And no, I wouldn't actually trust Sam "King of the Cannibals" Altman. But I would still expect him to start with far, far more accurate data, and distort it a lot less to suit his narrative than Zitron would. That's how low the bar is.

The man made saying "the AI industry is failing" his entire personality. He'll keep saying that regardless of what the AI industry is doing, forever. You can write "tech companies often overpromise and underdeliver" on a post-it note, stick it to a whiteboard, and that will provide about as much perspective as everything Zitron has ever written, or will ever write.

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ofjcihen 6 hours ago | parent [-]

That’s fair, but let me ask, how do you answer the numbers that Ed provides?

Sure, Ed’s making some kind of money off of subscriptions. Yeah, he’s a personality. But to ignore the deep comparisons, numbers and data that he gathers and provides to back up his analysis feels like sticking your head in the sand.

There are other banks and financial entities that are echoing his concerns as well.

	▲	ACCount37 6 hours ago \| parent \| next [-]
		The "numbers and data" are cooked to the limits of available sources, and then twisted further by conjecture and interpretation to lend support to the conclusions they still wouldn't readily support. As a ready-made example: the "AI models are unprofitable, API inference is subsidized, OpenAI is naked" line he keeps stressing. That doesn't seem to be likely even on the basic napkin math estimates. And is also repeatedly refuted by both AI company officials and various AI industry insiders - of varying trustworthiness, and with different incentives. Having "the numbers" isn't the same as having objectivity, and again: I'd trust Altman to have a semblance of objectivity before I would trust Zitron.
	▲	Xalutiono 6 hours ago \| parent \| prev [-]
		If you only focus on ai bubble, look at google / Alphabets, Microsoft, Amazon and Metas revenue numbers. They literaly can just afford it