Cal Newport has been interesting on the topic. But it’s also possible to read Zitron and skip his personal opinions and just follow the discussion of financing, that’s what I personally do. I don’t understand why anyone would take the commentary of an internet pundit as a set of predictions to evaluate as gospel
I enjoy Newport myself, he's probably the most level-headed take I've come across. Everyone else has some agenda (or product) they're trying to get at and very much ruins the messaging (ex the agent 'civilization' piece is extremely overblown especially since..that's how multi agent systems coordinate already. Nothing happened that is unprecedented and isn't how the system is designed to work.
Newport does tend to be more level-headed, but honestly, the people that have gotten AI 'right' so far (in the true technical sense of how scaling laws held, etc) had their strong convictions set back in the mid-2010s, when Newport would've been far more skeptical. At least Newport's shown that he's capable of updating, but in general, he hasn't been someone I'd value for their predictive power.