They're not arguing that AI sucks. Only that OpenAI has no hope of meeting it's financial obligations which seems pretty reasonable. And very on brand for Sam Altman. It seems pretty obvious at this point that model training is extremely expensive and affords very little moat. LLMs will continue to improve and gain adoption, but one or more companies will fall by the wayside regardless of their userbase. Google seems pretty clearly to be in pole position at this point as they have massive revenue, data, expertise and their own chips.