His analogy is that most people don’t generate their own electricity. They connect to a grid and pay for what they use. AI is heading the same way. The problem is that building that grid — the data centers, power lines, cooling systems and chips needed to make AI a utility — is proving harder, pricier and slower than almost anyone expected.

Really? The AI boom not being as easy as the tech bros promised is a surprise to "almost anyone"? Is almost everyone going to be surprised when "next quarter's" AGI is punted out another quarter for the 12th quarter in a row?

It's going to come as a big shocker to "almost anyone" now that this article has taken the bold step to publish on such a controversial view