I think the author is mostly right about the current state of AI, but his future predictions (or worries) are based on a false premise: that the massive LLMs will keep improving in the future.
As far as I have seen the improvements have clearly slowed down, while the energy consumption is rising linearly (or worse). It’s like the energy (money) vs. performance graph is logarithmic, and the companies are expending double the energy to get a 10% improvement. Something like that is not sustainable, and the money seems to indicate so.
I really think that LLMs are a dead-end for AI. A really useful dead-end, once the bubble pops and with time, we get a useful working model for them, probably based mostly on local LLMs, maybe using specialized training data.
But Windows is doing the enshittification thing since the nineties, generally every other release:
8.1 is the outlier, but otherwise this thing works like a clock. You could argue that 11 is enshittifying more than the rest, but that’s probably because LLMs are enshittifying everything, I think.