That's Ed Zitron, and his calls on AI matters routinely get outperformed by that of a broken clock.

The man saw the market demand for saying "AI bubble is going to pop and AI tech is going to wither away and die", and went to meet it on the supply side - truth be damned.

So far, AI companies still keep getting bottlenecked on compute, AI utilization increases - driven by, among other things, increased price-performance of AI making it viable in more and more roles. And the demand for both AI inference and AI hardware in general shows no signs of stopping.