That's just his own personal belief about the technology, the only relevant part of this is that he doesn't believe there will be enough demand to match the level of expanses. It doesn't matter if AI is useful or not for his arguments. Does the demand exist or is it manufactured by hyperscalers or other actors? Who cares about his take on the future of software

I have both read his blog and listened to his podcasts. Not all of it (the articles are basically books), but enough to understand his positions. The "ai is mostly useless" is very much his position, he will say it again and again and again.

This part:

> I don’t think that’s Ed’s position. As I understand it, Ed’s position is that it has no real economic value.

Is not true. I can agree with one of his positions and disagree with the other, but it really is fair to say he repeatedly and confidently states that ai is useless.