Typical “centrist” playbook. This guy is an AI booster pretending to be on the fence with no vested interest.

I have no particular financial interest in AI companies. I own whatever the standard share of them is via boring index funds. I have some seed stage investments, but just due to the timing and what’s gotten big, that part of my portfolio is underweight on AI.

Oh just a few seed stage investments, I’m barely even a venture capitalist, bro. My portfolio is light on AI, bro. These people live in a world where they think we’re all seed-stage investors.

And I’m not even going to address the flaws in his arguments because as soon as he pulls up revenue numbers and completely fails to mention the circular investments that are goosing the numbers you know that this is a disingenuous piece.

But it’s often pretty hard to address that, because every article he writes is a 10k word gish gallop.

Yeah, that sounds familiar.