I was first to call the death of tokenmaxxing (ahead of @zerohedge), among the first (in 2023) to warn that the economics of Generative AI was problematic, and first (also 2023) to warn that OpenAI could turn out to be the WeWork of OpenAI.

In my latest newsletter — drawing on a recent interview I did with @realsteveeisman — I explain how the whole thing might fall apart.