[iyn]

Solid post, thanks for sharing. Zitron occupies his own echo chamber. I've seen some people share links to his articles with a smirk as a "proof" of how "bullshit LLMs are" — and I know for a fact that they have no understanding of LLMs or how to evaluate limitations, saying nothing about unit economics. Sadly, I don't think it's possible to reason with them.

To be clear, I do expect that the bubble will burst at some point (my bet is 2028/2029) — but that's due to dynamics between markets and new tech. The tech itself is solid, even in the current form — but when there's a lot of money to make you tend to observe repeatable social patterns that often lead to overvaluing of the stuff in question.