I really don't understand your comment.

Zitron has become the poster boy for the "AI bubble". His hyperbolic claims make for good content, which I presume is why he gets such a large platform, but they pollute the dialog and make it harder for people to have meaningful conversations about what's going on.

Many discussions of the AI market largely mirror what he says. People who don't understanding basic accounting and who haven't taken the time to educate themselves making bombastic claims about 2008-style bubbles, fraud, etc.

So we end up with discussions like this: simple basic consolidation accounting is misread as fraud. Malinvestment using little to no leverage is predicted to produce financial crises that were caused by 10x and higher leverage. And so on.

So to answer your question ("why should we think he will be the one conquering the narrative here"): his claims already have.