While I want both to be true, he’s betting against governments wanting actionable intelligence on each and every citizen

Not at all… governments can keep that even if ALL commercial AI disappears today. The gov wanting this would keep the tech alive but not commercially viable at all; if anything, the gov would prefer to have it all to themselves and keep whatever advantage it’s supposed to provide.

AI, in and of itself, if not more privacy intrusive than: cellphones, facebook, google suite, etc