Thanks for putting this together, his writing really aggravates me and it was nice to see all of his predictions put together in one spot.
It's interesting how he has pivoted from denying that LLMs are useful to accusing frontier labs of Enron-scale fraud.
I suppose it's the natural pivot you have to make when your whole business is an anti-AI newsletter that costs $7 per month.
He LITERALLY said it is not like Enron. And repeated it.
The fraud is there. Whether it surpasses Enron or not will be revealed in the future.