Ed Zitron is right about the need for a market correction, but he's fundamentally wrong on AI itself. He'll get his 15 minutes of "see I told you so" when the market corrects, but over the long term he'll be proven wrong.

Ed's primary gripe is that he thinks the business models aren't viable for profitability. But Google's AI infrastructure buildout is already spending less then the depreciation value of the hardware, meaning it's inevitably going to become profitable - at least for Google. Microsoft has since adopted the same approach that Google is using, focusing on faster and more efficient models in order to reduce costs.

Ed won't acknowledge that the paradigm shift for programming and SWE has already happened. He won't acknowledge that roughly 30% of radiology labs in the US and 40% of dental practices have adopted AI.

I personally think Ed is digging a hole he won't be easily able to climb out of.