Revenge of The Business Idiot

A scathing critique of what the author calls 'Business Idiots' — executives and managers disconnected from actual work who have embraced generative AI as a tool that validates their laziness and enables grifting. LLMs are described as perfectly suited to impress people who don't do real work because they produce convincing-looking outputs without delivering genuine value. The piece argues the AI industry is financially unsustainable: OpenAI had a negative 122% operating margin in Q1 2026, Anthropic's profitability claims rely on accounting tricks, Uber burned its entire AI budget in four months with no measurable ROI, and Salesforce marketed AI products that don't exist. NVIDIA is accused of circular financing by investing in its own customers. The author contends the entire AI boom is the largest misallocation of capital in history, propped up by a compliant media, credulous executives, and venture capitalists who don't scrutinize fundamentals.