Scroll back not too far and he was publishing criticisms that no one wants to spend actual money AI. Anthropic has shattered all notions of that since then.

Then there was the idea that even if people want it, we have way too much GPU capacity to ever be saturated. Now almost all providers are hitting limits.

Now, its the next iteration that even if people want to spend money and GPU's are at capacity, its just never going to be profitable. This may or may not be true, especially with more capable open source models that can be served at cost. But at this point, he mostly just brings up anything possible to downplay AI