uriahlight

Most Arc users have long since migrated to Zen. I personally have never liked either of them. It's hard to step away from Vivaldi. Although Vivaldi runs Chromium, it in 2026 is basically what Opera 12 was in 2016 (before they crippled the browser with the Chromium re-write). Vivaldi just has too many features. The only browser I've found that is comparable to Vivaldi's feature-set and customizability is Floorp.

I emphasize most, not all. Most companies using VMWare even 5 years ago could have achieved similar infrastructure using Proxmox. It's been a viable alternative for years. It's always intrigued me how easily big companies get pulled into licensing nightmares because their execs get bullshitted into believing a sales pitch at a seminar. Anyone who has worked with Oracle's product lineup instinctively knows what I'm talking about.

The sad part is that most companies using VMWare could have been using Proxmox all along without any of the licensing and fee nightmares.

I'm a SWE and use AI all day every day. I also acknowledged the very real rollout of AI in other facets of the economy besides SWE. But a market correction is inevitable.

We are in the wild west of AI. No one truly has agentic workflows "down pat" yet. We have no idea which AI workflows, pipelines, architectures, and platforms are going to stick around long term. For all we know a kid in high school can be the one who comes up with a SWE workflow that FAANGs and the rest of the tech sector ends up adopting.

Recent numbers from Google suggest that Ed Zitron might very well be wrong about the data center build-out, which is the single biggest crux of his argument. But even if he's wrong on that, he'll still get his 15 minutes of "see I told you so" (while still being wrong) because even if the data center rollout doesn't implode from assets depreciating too quickly, a correction will still need to happen on the dirt end of the shovels. Even if you don't have too many shovels (which Ed thinks we do), you still need to be digging in the correct patch of ground to strike a gold vein. There's going to be winners and losers in this thing, and the market correction will happen once the biggest investors and hedge funds have correctly identified who the losers are.

What I can't do is provide a timeline. I don't claim to be a prophet. However, if Ed is correct on the hardware buildout, the sheeit will hit the fan once amortization schedules hit critical mass. Otherwise it will be whenever the big money learns who the winners and losers are on the implementation rollout. That can happen at any time. It's perfectly normal and is not a doomsday clock. That's why it's called a market *correction*.

Ed Zitron is right about the need for a market correction, but he's fundamentally wrong on AI itself. He'll get his 15 minutes of "see I told you so" when the market corrects, but over the long term he'll be proven wrong.

Ed's primary gripe is that he thinks the business models aren't viable for profitability. But Google's AI infrastructure buildout is already spending less then the depreciation value of the hardware, meaning it's inevitably going to become profitable - at least for Google. Microsoft has since adopted the same approach that Google is using, focusing on faster and more efficient models in order to reduce costs.

Ed won't acknowledge that the paradigm shift for programming and SWE has already happened. He won't acknowledge that roughly 30% of radiology labs in the US and 40% of dental practices have adopted AI.

I personally think Ed is digging a hole he won't be easily able to climb out of.

If it needs a remote hooman operator at any point, it's an absolute no go for me. Dead on arrival.

It'll be a wonderful crow feast to anyone who agrees with Michael Burry on this.

The red flag for articles like this is the author's obsession with the failed ideals of democracy. It's as flawed as all other forms of horizontalism - including fascism and Marxism.

"The excessive increase of anything often causes a reaction in the opposite direction; and this is the case with freedom, which in a democracy often descends into anarchy... The excessive liberty of the individual in a democracy eventually leads to a desire for authoritarian rule, and out of that desire, the tyrant arises." - Plato's Republic

Let the enshittification commence!

Ahh yes. AI is polling worse than ICE. Doesn't mean much since ICE would be polling quite well with much of the country. Typical low-quality journalism.

> No unsolicited suggestions. Do exactly what was asked, nothing more.

> No safety disclaimers unless there is a genuine life-safety or legal risk.

> No "Note that...", "Keep in mind that...", "It's worth mentioning..." soft warnings.

> Do not create new files unless strictly necessary.

Nah bruh. Those are some terrible rules. You don't want to be doing that.