I was thinking of this article where he compares OpenAI to Enron twice: https://www.wheresyoured.at/what-happens-if-openai-dies/

You're right that he doesn't explicitly say enron-scale fraud, that's just what I came away with from reading the article a while back.

I haven't read every word but I don't recall him saying AI is bad or useless ever either. His refrain is that they cannot keep up with their endless spending on training and they're not reaching new markets.

I look at the rapid rise and decline of OpenClaw and get the impression AI has not really found any foothold among average people.