He (and I) might have been wrong on how useful the LLMs could get, but time isn't proving him wrong on his claims that the usefulness doesn't justify the investments around LLMs
It is the fundamental question of is there enough willing buyers. And I am doubting that very much. Next step is to question if there is enough willing buyers and they are replacing white collar workers. Do these customers then have enough willing buyers? Is building data centres and infra to service them a viable way to replace most of the economy?
My answer is burn it all down...