Comment by JumpCrisscross

> his main thesis that AI companies are not going about this in any sustainable way

The point isn't that his thesis is fucked, just that his analysis tends to be free with details in a way that shouldn't inspire confidence, e.g. mixing up EBIT and EBITDA.

Someone elsewhere in this thread referenced this guy [1]. His takes properly summarise the lack of care Zitron appears to display for getting detailed arguments right.

If you're deeply familiar with financial jargon, I think he's fine. But if you're not, it's easy to get whisked into woo-woo nonsense that's falsely precise due to mis-using (and in some cases, very clearly mis-understanding) core financial and economic concepts.

[1] https://bsky.app/profile/peark.es/post/3mmhtcib3622i