Comment by Analemma_

My disagreement is that every time he turns out to be completely wrong he silently moves the goalposts instead of acknowledging it.

For years he was all-in on "AI is useless, it has no business value at all" claims, and then when that was decisively disproven by Claude Code, he didn't spend one second on self-reflection on why he was wrong and whether this might mean he is wrong about other things. He just smoothly pivoted to "AI companies will never be profitable, tokens are hugely subsidized". And now that that's about to be disproven (word on the street is that Anthropic will soon report profitability, and both Anthropic and OAI have repeatedly said inference is profitable), he's pivoting again to "tokens are too expensive and the ROI isn't there for business". No correction, no reflection, just "we're at war with Eurasia, we've always been at war with Eurasia".

Even if he’s sometimes right, there are better analysts out there who are also right and have the honesty, humility and integrity that Zitron lacks.