Idk. Maybe I misunderstood his takes, but I hear him saying that AI buzz is a nothingburger which can't pay for itself. This shows rather opposite. I do agree with his point that most of the companies are just grasping for any piece of the buzz to quickly get some of the fiat jizz before it becomes apparent that they can't own it.

I get where you are coming from but I think the point that @Adam Curry was making is this TOOL (not really AI) is powerful but in no way monitizable but the entrenched tech oligarchs. And that's what this document shows, Google can't make any money when FOSS is already leapfrogging them.