Zitron sells anti-hype and AI-hate. AI is not good for a lot of people and he's telling them what they want to hear. He's great at talking and making entertaining facial expressions. That's actually a real skill I admire but it has nothing to do with predicting markets correctly. He's in the business of selling entertainment views not predicting markets. He even admits he doesn't short AI.

Zitron sells AI is in a huge bubble. Which basically everyone agrees with who isn't directly incentivized to say it looks perfectly normal.

Personally, I don't bet in rigged games, which is what all the circular financing is.