All of this is fair, but it's also important to weigh your criticisms of Zitron's claims against the absolutely unsupported claims being made by Altman on a regular basis. They never show their working in even the way he does.

FWIW on capacity constraints, my gut instinct is that like every other startup these AI companies are are really only now beginning to do the serious efficiency work, because they had money and resources to throw at scaling without it; never optimise too early is pretty much a startup mantra.