I think there's definitely something to that. It seems like it rhymes with my own interpretation, at least. I did 7 years of support for backend network infrastructure (load balancing, SSL optimization, etc) and one thing that I consistently found was that the way the applications and tech services at most of these companies were structured everything was treated like a complete black box by everyone who wasn't specifically working on that element. Like, I would find myself trying to trace a problem through the application flow and every other request was essentially being handled by a completely different team and the people I was talking to didn't even understand the questions I was asking. That level of siloed work is somewhat necessary given the sheer complexity of the systems and infrastructure that modern applications rely on, but also seems to cultivate a certain level of incuriousity. What's happening inside those black boxes doesn't even get considered because it doesn't matter; it's somebody else's problem right up until it suddenly isn't. The current crop of confabulation machines take this tendency to a kind of logical extreme where nobody can adequately look into the black box to understand what it's doing, and that will similarly be perfectly fine up until it very much isn't and there won't be anyone to call to figure out how to fix it.
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Link to the Zitron sneer
It's a pretty wild read. This isn't a rational doomer screed about the annihilation of life on earth, though it similarly bounces radically between being overly vague and overly specific to create the appearance of analyjsis and consideration and confuse when it's claiming a fact with when it's extrapolating a trend (hint: it's almost always the latter and the trend may or may not be real). Instead it's written firmly for the McKinsey set to convince them their bets on the AI future weren't dumb and actually it's the naysayers who will lose their jobs and homes. Also David might need to update his site because there's an offhanded reverse-pivot back into crypto.