[dazamarquez]

The piece isn't an independent analysis as the author has an obvious interest in Zitron being wrong. In fact, the piece closes off with a nice marketing self-plug. But that aside, the author doesn't actually refute Zitron's points. One of the main argument is "the comparison with Netflix is wrong", which doesn't prove anything in itself; and then tries to show that inference is profitable. Though just as in their baker analogy, you must factor in all other costs, including training new models. Worthless marketing plug.

[tudorizer]

Well ... what is independent analysis? The author is not a reporter, but someone who understands business principles.

I think you got the causality the other way around here.