[LogicFailsMe]

So then what is the deadline for AI reaching into all these new industries (or are you asserting it will never happen)? And you're right, technical people latch onto him sounding like a horse's ass on technical subjects and why shouldn't they? IMO this isn't the same as Elon's endless empty FSD promises (which I called out the whole danged time from the beginning FWIW), but I get why people assume it is, I just don't agree.

I didn't have a lot sympathy for the guy who described the Internet as a series of tubes yet I believe Al Gore caught far more flack for that bit about inventing the Internet than he deserved given the inventor of the Internet defended that very claim.

https://en.wikipedia.org/wiki/Al_Gore_and_information_techno...

So if the bulk of what Zitron's talking about is valid, then what are the main points that aren't self-evident i.e. there's definitely either a buildout or a bubble in CapEx and only time will answer that question, not hot air and blatant market manipulation. What is he bringing to the conversation that we're all missing? Seriously, educate me.

[sodapopcan]

Sorry, you're taking this up way too many notches for me to want to continue this convo. But as I said, I have no interested in defending Zitron in general, I made no claims about him being groundbreaking, and I don't even take him too seriously. I was responding to your points around AI's usefulness and how the discussion is almost always localized around "AI as a software development tool" here on HN. For me he's just a soothing counter-voice to the awful and inescapable hype and doomerism coming straight from the American AI companies themselves (as well as people I've been forced to interact with in the programming community). He does show numbers about why he thinks some of them aren't aren't going to survive. This is all speculative (not sure why I feel I have to say this but I feel I do).

> So then what is the deadline for AI reaching into all these new industries?

Obviously the "deadline" would before the US companies go bust (again, IF they do). And I'm confused about your use of "new" here but I'm going to assume you mean "other existing industries that haven't adopted yet." The discussions around this are that several industries already jumped on AI then walked it back, so it's more that we're already past the "reaching in" stage. I don't have links for you but there have been several articles about companies firing people "because AI" then hiring them back. I suppose AI drive-thru order takers would work as another example. Again, I don't have the numbers on this myself. And again-again, none of this is "in defence of Ed Zitron" or "this is why Ed Zitron is great" or any such thing, but these are the things he talks about (and once again, no, it's nothing groundbreaking).

[LogicFailsMe]

So saying you like his vibes and feels is cool, thanks, genuinely. FWIW I avoid AI shills and doomers myself and focus on developing my skills working with the technology. The comp for that doesn't suck either.

[sodapopcan]

That, and he has numbers to back up the possible downfall. My issue with AI is how it's used in art and content generation. I resisted it for code for a while, but eventually came around.

> FWIW I avoid AI shills and doomers myself and focus on developing my skills working with the technology.

I did a bit of that but I'm no longer employed and have been taking a break from programming for a few months.

[LogicFailsMe]

>he has numbers to back up the possible downfall.

Those sorts of numbers apply to the common folk like you and me IMO.

They do not apply to the billionaire class. They just don't. The CapEx play either pays out when the buildout is justified or it soft lands for them with a bailout like we just saw NVDA do today with OpenAI. No matter what, in the end, we'll be holding any bar tab in our retirement accounts if they're being "managed." How many times must this game play out for the unchanging outcome to settle in?

What I do think is that datacenters will now end up in other less-regulated countries just like California's plastic "recycling" ends up getting burned as garbage in the third world. So there's that I guess.

https://www.thenewlede.org/2025/07/postcard-from-california-...

[sodapopcan]

> Those sorts of numbers apply to the common folk like you and me IMO.

Oh, I understand that. I'm not American, but I know I will still be affected if this all goes bust. I'm not in the best state of mind right now, though, and the thought of everything burning to the ground isn't really concerning me.

Also, interesting article. I was aware about plastics getting shipped to other countries but had no idea they were starting to refuse.

[LogicFailsMe]

So like I said, he's feeding you what you want to hear at this moment in your life. And I think a lot of people in the west feel similarly so it's viralAF. And even if it busts, your corrupt politicos can only let you suffer so much before the pitchforks and rope emerge so it will be contained. 2008 sucked and the failure to clean it up and punish the guilty is the road to 2026, but even now, AI is a well compensated skill in an age of agents that isn't that hard to pick up after you've processed whatever is going on with you.

I don't think the AGI is nigh, it may even be far, but there was an article today that demonstrated something close to the path I've long believed AI will take into industry and it scares the Bejesus out of Anthropic and OpenAI because it reduces them to glorified neoclouds in the long run if one can replicate this process with open weight models. And oh no, Dario Amodei and his ilk will have to settle for being centi-millionaires. Tragic.

https://fermisense.com/when-machines-take-the-wheel/