Respectably...what?? Ed at this point is one of the most well read people on Earth for this topic. Of course he knows the difference between the companies and the technology. He goes in depth both on why he think the companies are financially unviable AND why he's unimpressed by LLM's technologically alllll the time.
Even as someone who is generally inclined to agree with his thesis, I find Ed Zitron's discussions as to why AI does not and will never work deeply unconvincing.
I don't think he fundamentally gets what's going on with AI on the tech level and how the Moore's law type improvements in compute have driven this and will keep doing so. He just kind of sees that LLM chatbots are not much good and assumes things will stay like that. If that were so investing $1tn would make no sense. But it's not true.
