It would have been easier to Google him, or ask Claude/Mistral to write you a summary of his article. I hadn't heard of the author before that article, but all

It would have been easier to Google him, or ask Claude/Mistral to write you a summary of his article. I hadn't heard of the author before that article, but all the math and logic in it is sound. There is some guesswork on exact numbers (because OpenAI don't publish that sort of information) you can disagree with, but IMO it's fairly generous in their favour. And it still looks pretty bad for their financial prospects.