I take Zitron's takes with a massive grain of salt, but I think the fundamental difference between him and rats is that for him, AI is just another technology. He's looking at the figures, seeing the adoption, and not premising his arguments with the supposition that Anthropic's Claude is literally gonna escape and kill us all.

Piper says she's fine with paying $100/month for Claude. OK, but how large is the total addressable market for that kind of monthly expenditure - especially in a world where costs are rising? I've seen people stating that because they personally spend $200 on streaming services, increasing that load by 50% monthly is no big deal for them. But streaming services are much more mainstream than AI agents, and crucially, adding another subscriber to them is basically zero-cost for the provider on the margin. Not so with AI! The more people use them, the more they cost for the provider!

We're seeing "pricing adjustments" from both Anthropic and Microsoft, which sure doesn't align with the idea that they have a huge inference pricing margin cushion. Everything is gonna get more expensive - fuel, chips, employees (who are gonna be expected to be compensated for their own rising costs). Just based on what I'm reading in the news titls the analysis over in Ed's favor.