The lack of robotics mention somewhat undermines this article.
I don't think it's intrinsically wrong, we are in a late stage of a transformation. Software is eating the world and AI is (so far) most profitably an automation of software.
There is plenty of money to be made along the way. I don't really buy the article's seeming confusion about where the money is going to come from. Anthropic is making billions and signing up prodigious amounts of recurring revenue every month.
I don't think it's intrinsically wrong, we are in a late stage of a transformation. Software is eating the world and AI is (so far) most profitably an automation of software.
There is plenty of money to be made along the way. I don't really buy the article's seeming confusion about where the money is going to come from. Anthropic is making billions and signing up prodigious amounts of recurring revenue every month.