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I don't fully agree with Zitron on all his points but it's very hard to disprove the larger points will somehow resolve themselves. One point that I think will determine the future, moreso with data centers, is politics. Laws are not unchangeable and making decisions that determine the next 5-10 years of action based on the current law is a recipe for disaster. "Buying" a politician still has to account for the fact they can be voted out.
Even if we don't consider economics, the reason "AI" has not increased white collar productivity is because it's not necessary for knowledge work beyond aggregating information for research. Knowledge work has always been a lot more arguing than "doing".

Google was already the default option for this, and Google Gemini is a genuine improvement for Google Search. Google (and Apple) have sidestepped all the drama by just improving their existing products. Sometimes that's the right call in the shorter term, and this is one of those times.

So right towards the end Zitron says it isn't clear what Google, MS and Amazons plan is. But he just finished explaining that Anthropic and Open AI are paying for them to build data centers, and implied that on face value, this was to rent the data centers back to Anthropic and Open AI.

Seems to me they are just bleeding them dry so that when the money runs out for Anthropic and Open AI, they will be left with data centers that the can run their own (or open) models.

I don't think Zitron has been right about anything in the last 5 years. But he talks a good talk.
I cannot understand why people listen to him? I feel like I must be living in an alternate universe to a substantial amount of people? It's bananas...
Every post about Zitron here seems to have a comment like yours at the top.

Another thing those comments have in common is that they offer no logical or rational explanation of why he is supposedly wrong.

The chimp brain cant handle unpredictability for too long. Just keep pushing people into unpredictable situations or specifically try getting someone to say I dont know constantly. Beyond a point story generation starts, to feel sane within an "I dont know" reality.

Truth is things are unpredictable. Predictability of anything hasnt increased.

Stories/Lies exist for cope. Cause of chimp brain dynamics responding to unpredictability.