Pundit ClaimsAI claims by Gary Marcus and Ed Zitron, with the evidence

Changes, page 2 of 37

Every substantive change to the register, newest first. Speaker events record what the people covered said or changed. Site events record what this site published, corrected, flagged, or withdrew. The two never share a label.

Substantive changes (7383)

Page 2 of 37: changes 201 to 400 of 7383, newest first. Dates are when the change was recorded.

  1. Assessment publishedBy this siteEd Zitron

    Products like Sora and SearchGPT are unlikely to fill OpenAI's balance-sheet shortfall and would likely add to its operating costs.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-to-serve-altman-2d192a-a1.

  2. Assessment publishedBy this siteEd Zitron

    It is extremely unlikely OpenAI can keep raising record sums and showing growth to investors for more than a few years.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-to-serve-altman-2b309b-a1.

  3. Assessment publishedBy this siteEd Zitron

    It is very unlikely that OpenAI will raise huge rounds multiple times or keep growing revenue by hundreds of percent each year.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-to-serve-altman-1a89dc-a1.

  4. Assessment publishedBy this siteEd Zitron

    The media should not take on the job of convincing the world that OpenAI is a stable company; that is OpenAI's job.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-to-serve-altman-19d482-a1.

  5. Assessment publishedBy this siteEd Zitron

    For OpenAI to scale, the US power grid would likely need an expansion unseen in decades.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-to-serve-altman-17e0b0-a1.

  6. Assessment publishedBy this siteEd Zitron

    Acquiring training data for generative models is likely to lead to perpetual legal action.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-to-serve-altman-14c34e-a1.

  7. Assessment publishedBy this siteEd Zitron

    It is very unlikely that OpenAI succeeds in building Strawberry with advanced reasoning capabilities.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-to-serve-altman-0f7794-a1.

  8. Assessment publishedBy this siteEd Zitron

    Any growth in OpenAI's revenue will likely come from cutting prices rather than cutting its own operating costs.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-to-serve-altman-0e4ffd-a1.

  9. Assessment publishedBy this siteEd Zitron

    Zitron fears OpenAI will compete on price, sending its costs upward, or else charge what it needs to approach break-even, which he does not think it is willing to do.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-to-serve-altman-0c412c-a1.

  10. Assessment publishedBy this siteEd Zitron

    It is very unlikely that OpenAI comes up with something new or makes generative AI much cheaper.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-to-serve-altman-086ee0-a1.

  11. HeldBy this siteEd Zitron

    Held record wyea-to-serve-altman-03b20a

    The anthropic screen reads the claim differently.

  12. Assessment publishedBy this siteEd Zitron

    Generative AI shows some promise but also has the potential to cause genuine harm.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-uncanny-valley-966931-a1.

  13. Assessment publishedBy this siteEd Zitron

    Outstanding AI data center debt is likely much higher than Bloomberg's $500 billion estimate.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-subprime-data-center-crisis-c57a3b-a1.

  14. Assessment publishedBy this siteEd Zitron

    AI compute demand will likely never reach the scale needed to justify the data center buildout.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-subprime-data-center-crisis-bb24ae-a1.

  15. HeldBy this siteEd Zitron

    Held record wyea-the-subprime-data-center-crisis-b65375

    The anthropic screen finds the claim checkable, so it must be graded.

  16. HeldBy this siteEd Zitron

    Held record wyea-the-subprime-data-center-crisis-9e3979

    The anthropic screen finds the claim checkable, so it must be graded.

  17. HeldBy this siteEd Zitron

    Held record wyea-the-subprime-data-center-crisis-93cb22

    The anthropic screen reads the claim differently.

  18. HeldBy this siteEd Zitron

    Held record wyea-the-subprime-data-center-crisis-79349c

    The openai screen reads the claim differently.

  19. Assessment publishedBy this siteEd Zitron

    The AI bubble results from information asymmetry created by companies deliberately obscuring revenue, capacity, and demand.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-subprime-data-center-crisis-708012-a1.

  20. Assessment publishedBy this siteEd Zitron

    Evidence suggests demand for AI compute is much smaller than the public has been led to believe.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-subprime-data-center-crisis-66b047-a1.

  21. HeldBy this siteEd Zitron

    Held record wyea-the-subprime-data-center-crisis-5c22a8

    The openai screen reads the claim differently.

  22. Assessment publishedBy this siteEd Zitron

    Financial institutions have built entire models of AI data center investment safety on logic that borders on childish.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-subprime-data-center-crisis-58fc10-a1.

  24. HeldBy this siteEd Zitron

    Held record wyea-the-subprime-data-center-crisis-49d69e

    The anthropic screen reads the claim differently.

  25. Assessment publishedBy this siteEd Zitron

    AI data center financing structures are remarkably similar to CDOs.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-subprime-data-center-crisis-1dccaf-a1.

  26. HeldBy this siteEd Zitron

    Held record wyea-the-subprime-data-center-crisis-1a3826

    The anthropic screen reads the claim differently.

  27. Assessment publishedBy this siteEd Zitron

    CoreWeave and similar neoclouds should not have been able to borrow as much as they did.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-subprime-data-center-crisis-0d5441-a1.

  28. HeldBy this siteEd Zitron

    Held record wyea-the-subprime-ai-crisis-is-here-f5ce53

    The anthropic screen reads the claim differently.

  29. HeldBy this siteEd Zitron

    Held record wyea-the-subprime-ai-crisis-is-here-eb3ef9

    The anthropic screen reads the claim differently.

  30. Assessment publishedBy this siteEd Zitron

    Anthropic's current rate limits likely preview its future and reflect ongoing decay in subscription value.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-subprime-ai-crisis-is-here-eb183a-a1.

  31. Assessment publishedBy this siteEd Zitron

    He thinks everybody in the AI industry has deluded themselves into believing they have the mandate of Heaven.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-subprime-ai-crisis-is-here-e957c1-a1.

  33. HeldBy this siteEd Zitron

    Held record wyea-the-subprime-ai-crisis-is-here-c24566

    The openai screen reads the claim differently.

  34. Assessment publishedBy this siteEd Zitron

    Annual AI subscriptions are consumer deception that deserves legal action and regulatory involvement.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-subprime-ai-crisis-is-here-c15a65-a1.

  35. Assessment publishedBy this siteEd Zitron

    The collapse of a completed data center would be a warning sign of the AI bubble's collapse.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-subprime-ai-crisis-is-here-a0902c-a1.

  36. HeldBy this siteEd Zitron

    Held record wyea-the-subprime-ai-crisis-is-here-988484

    The anthropic screen reads the claim differently.

  37. Assessment publishedBy this siteEd Zitron

    AI price hikes and product changes will likely accelerate over the next few months.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-subprime-ai-crisis-is-here-8f955d-a1.

  38. Assessment publishedBy this siteEd Zitron

    Further price increases or service cuts at AI startups would be a warning sign of the AI bubble's collapse.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-subprime-ai-crisis-is-here-72fb00-a1.

  39. Assessment publishedBy this siteEd Zitron

    Discussion of layoffs at AI companies would be a warning sign of the AI bubble's collapse.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-subprime-ai-crisis-is-here-6d7ead-a1.

  41. Assessment publishedBy this siteEd Zitron

    Another possible outcome: Anthropic keeps the current limits as a new normal that angers users.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-subprime-ai-crisis-is-here-618554-a1.

  42. Assessment publishedBy this siteEd Zitron

    One possible outcome: Anthropic eases limits, calls it a bug fix, and apologizes, while limits keep decaying more slowly.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-subprime-ai-crisis-is-here-60e3bd-a1.

  43. Assessment publishedBy this siteEd Zitron

    The collapse of a data center deal before construction would be a warning sign of the AI bubble's collapse.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-subprime-ai-crisis-is-here-5e9724-a1.

  44. Assessment publishedBy this siteEd Zitron

    AI companies should never have sold monthly subscriptions because the economics never made sense.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-subprime-ai-crisis-is-here-457a4d-a1.

  45. HeldBy this siteEd Zitron

    Held record wyea-the-subprime-ai-crisis-is-here-34f74e

    The anthropic screen reads the claim differently.

  46. Assessment publishedBy this siteEd Zitron

    Any problem with construction of OpenAI's Stargate Abilene data center would signal serious trouble for the AI bubble.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-subprime-ai-crisis-is-here-270b6a-a1.

  47. Assessment publishedBy this siteEd Zitron

    Anthropic and OpenAI are inherently abusive companies that have built their businesses on theft, deception and exploitation.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-subprime-ai-crisis-is-here-0ee425-a1.

  48. Assessment publishedBy this siteEd Zitron

    Anthropic's rate limit situation could play out in a few ways.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-subprime-ai-crisis-is-here-08c0ed-a1.

  49. Assessment publishedBy this siteEd Zitron

    The collapse of a data center under construction would be a warning sign of the AI bubble's collapse.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-subprime-ai-crisis-is-here-07e3cf-a1.

  50. Assessment publishedBy this siteEd Zitron

    Anthropic continually manipulates rate limits to lure customers into Claude subscriptions that lose value.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-subprime-ai-crisis-is-here-028e9f-a1.

  53. Assessment publishedBy this siteEd Zitron

    In the coming 'Slop Era', tech companies will deliberately degrade user experiences to make more money.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-slop-society-98d67c-a1.

  54. Assessment publishedBy this siteEd Zitron

    Google and Microsoft are forcing generative AI features and price increases on customers because they are desperate for growth.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-slop-society-906659-a1.

  55. HeldBy this siteEd Zitron

    Held record wyea-the-slop-society-8fcb70

    The anthropic screen finds the claim checkable, so it must be graded.

  56. HeldBy this siteEd Zitron

    Held record wyea-the-slop-society-6e4352

    The openai screen reads the claim differently.

  57. HeldBy this siteEd Zitron

    Held record wyea-the-rot-king-2fc848

    The openai screen reads the claim differently.

  58. HeldBy this siteEd Zitron

    Held record wyea-the-rot-economy-68c2b3

    The anthropic screen reads the claim differently.

  59. Assessment publishedBy this siteEd Zitron

    Salesforce's marketing of AI capabilities that are not live should cause its stock to fall and prompt an SEC investigation.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-revenge-of-the-business-idiot-fdabe7-a1.

  62. Assessment publishedBy this siteEd Zitron

    CEOs who sell software on a theoretical future should not be trusted, and technology that regularly makes mistakes should not be defended.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-revenge-of-the-business-idiot-e9146b-a1.

  63. HeldBy this siteEd Zitron

    Held record wyea-the-revenge-of-the-business-idiot-c92ae3

    The openai screen reads the claim differently.

  64. HeldBy this siteEd Zitron

    Held record wyea-the-revenge-of-the-business-idiot-c2101b

    The anthropic screen reads the claim differently.

  65. Assessment publishedBy this siteEd Zitron

    AI is a combination of failed concepts and organizations and a technology made to grift disconnected executives.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-revenge-of-the-business-idiot-c0ebf8-a1.

  66. HeldBy this siteEd Zitron

    Held record wyea-the-revenge-of-the-business-idiot-be6b67

    The anthropic screen reads the claim differently.

  69. HeldBy this siteEd Zitron

    Held record wyea-the-revenge-of-the-business-idiot-b97d18

    The openai screen reads the claim differently.

  70. HeldBy this siteEd Zitron

    Held record wyea-the-revenge-of-the-business-idiot-b87181

    The openai screen reads the claim differently.

  71. HeldBy this siteEd Zitron

    Held record wyea-the-revenge-of-the-business-idiot-b498c8

    The openai screen reads the claim differently.

  72. HeldBy this siteEd Zitron

    Held record wyea-the-revenge-of-the-business-idiot-b0deba

    The anthropic screen finds the claim checkable, so it must be graded.

  74. Assessment publishedBy this siteEd Zitron

    The AI industry is in existential distress.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-revenge-of-the-business-idiot-8c4830-a1.

  75. Assessment publishedBy this siteEd Zitron

    The AI industry is losing; Anthropic and OpenAI revenue growth depends on misinformation that overstates LLM capabilities and on executive ignorance.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-revenge-of-the-business-idiot-892561-a1.

  76. Assessment publishedBy this siteEd Zitron

    Only an economy oriented around coveting and coddling losers would have let AI get this far.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-revenge-of-the-business-idiot-852630-a1.

  77. Assessment publishedBy this siteEd Zitron

    Organizations spend heavily on AI because of incompetent leadership, not because AI is good.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-revenge-of-the-business-idiot-8339ac-a1.

  79. HeldBy this siteEd Zitron

    Held record wyea-the-revenge-of-the-business-idiot-650ce3

    The anthropic screen reads the claim differently.

  80. HeldBy this siteEd Zitron

    Held record wyea-the-revenge-of-the-business-idiot-61407e

    The openai screen reads the claim differently.

  81. HeldBy this siteEd Zitron

    Held record wyea-the-revenge-of-the-business-idiot-3b650a

    The anthropic screen reads the claim differently.

  83. HeldBy this siteEd Zitron

    Held record wyea-the-revenge-of-the-business-idiot-2d5ede

    The anthropic screen finds the claim checkable, so it must be graded.

  84. HeldBy this siteEd Zitron

    Held record wyea-the-revenge-of-the-business-idiot-2bef89

    The openai screen reads the claim differently.

  85. Assessment publishedBy this siteEd Zitron

    The AI industry is losing.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-revenge-of-the-business-idiot-2b4a97-a1.

  88. HeldBy this siteEd Zitron

    Held record wyea-the-revenge-of-the-business-idiot-11e8d2

    The openai screen reads the claim differently.

  89. Assessment publishedBy this siteEd Zitron

    Retail investors will likely be the ones who fail to exit the AI trade in time and suffer losses.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-openai-bubble-f863c2-a1.

  90. Assessment publishedBy this siteEd Zitron

    The AI trade exists only to manipulate stock prices through spurious news, distracting investors from fundamentals.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-openai-bubble-f5b980-a1.

  91. Assessment publishedBy this siteEd Zitron

    Claiming Anthropic is fundamentally different from OpenAI implicitly concedes that OpenAI is unsustainable.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-openai-bubble-ef2ab3-a1.

  92. Assessment publishedBy this siteEd Zitron

    The media should scrutinize the large AI companies instead of repeating their claims.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-openai-bubble-c2e477-a1.

  93. HeldBy this siteEd Zitron

    Held record wyea-the-openai-bubble-a302a7

    The openai screen reads the claim differently.

  94. Assessment publishedBy this siteEd Zitron

    If OpenAI fails, it would be a watershed, Lehman Brothers-style moment that ends the AI bubble's era.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-openai-bubble-9ec1c3-a1.

  95. HeldBy this siteEd Zitron

    Held record wyea-the-openai-bubble-951575

    The anthropic screen reads the claim differently.

  96. HeldBy this siteEd Zitron

    Held record wyea-the-openai-bubble-92ef21

    The anthropic screen finds the claim checkable, so it must be graded.

  97. Assessment publishedBy this siteEd Zitron

    Without OpenAI the AI industry would not exist and the justification for trillions of dollars of AI capex would disappear.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-openai-bubble-8c1c0e-a1.

  98. Assessment publishedBy this siteEd Zitron

    Without NVIDIA growing GPU sales every quarter, investors are unlikely to be excited about tech investing beyond 2028.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-openai-bubble-8293cc-a1.

  100. Assessment publishedBy this siteEd Zitron

    The memory shortage may be even worse in 2027 than in 2026.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-openai-bubble-74fd84-a1.

  101. Assessment publishedBy this siteEd Zitron

    Sam Altman is unlikely to suffer nearly as much as the people he misled when the bubble bursts.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-openai-bubble-6a63d3-a1.

  102. Assessment publishedBy this siteEd Zitron

    If OpenAI collapses, it will likely be after AI data center debt and venture funding are almost entirely exhausted.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-openai-bubble-668d51-a1.

  103. Assessment publishedBy this siteEd Zitron

    The AI industry's harms will outweigh its achievements, and avoiding a repeat requires a fundamental rethink of how the powerful are covered, plus accountability.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-openai-bubble-60cf34-a1.

  105. Assessment publishedBy this siteEd Zitron

    Silicon Valley should be restrained because it releases dangerous, unreliable AI products at scale with little regard for consequences.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-openai-bubble-27cad7-a1.

  106. HeldBy this siteEd Zitron

    Held record wyea-the-openai-bubble-21d69b

    The openai screen reads the claim differently.

  107. HeldBy this siteEd Zitron

    Held record wyea-the-openai-bubble-1d1ec6

    The anthropic screen reads the claim differently.

  108. Assessment publishedBy this siteEd Zitron

    Without OpenAI in 2020–2024 the AI bubble would not have inflated at all.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-openai-bubble-1c6527-a1.

  109. Assessment publishedBy this siteEd Zitron

    OpenAI's collapse will create an accountability crisis in the media.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-openai-bubble-0fc407-a1.

  111. HeldBy this siteEd Zitron

    Held record wyea-the-openai-bubble-079f4e

    The anthropic screen reads the claim differently.

  112. Assessment publishedBy this siteEd Zitron

    Another trillion dollars of capex is unlikely to make AI demonstrably pay off for hyperscalers.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-more-you-buy-the-more-you-lose-eead87-a1.

  114. Assessment publishedBy this siteEd Zitron

    NVIDIA's revenues are mostly driven by FOMO rather than real productivity or revenue gains.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-more-you-buy-the-more-you-lose-d7a1a2-a1.

  119. HeldBy this siteEd Zitron

    Held record wyea-the-more-you-buy-the-more-you-lose-b88803

    The anthropic screen reads the claim differently.

  122. Assessment publishedBy this siteEd Zitron

    Markets are becoming increasingly impatient with the AI narrative while data centers remain 2–3 years out.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-more-you-buy-the-more-you-lose-a5b40c-a1.

  124. HeldBy this siteEd Zitron

    Held record wyea-the-more-you-buy-the-more-you-lose-91074d

    The anthropic screen finds the claim checkable, so it must be graded.

  125. HeldBy this siteEd Zitron

    Held record wyea-the-more-you-buy-the-more-you-lose-903103

    The anthropic screen finds the claim checkable, so it must be graded.

  128. Assessment publishedBy this siteEd Zitron

    The market could at any time stop tolerating hyperscalers' delayed AI payoff.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-more-you-buy-the-more-you-lose-770961-a1.

  129. HeldBy this siteEd Zitron

    Held record wyea-the-more-you-buy-the-more-you-lose-5f2338

    The anthropic screen reads the claim differently.

  130. Assessment publishedBy this siteEd Zitron

    It is fairly likely that somewhere between nothing and very little happens as a result of the SB Energy deal, even if NVIDIA offers its backstop.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-more-you-buy-the-more-you-lose-59b83d-a1.

  131. Assessment publishedBy this siteEd Zitron

    The NVIDIA/SB Energy/OpenAI deal is not credible.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-more-you-buy-the-more-you-lose-3fb418-a1.

  133. Assessment publishedBy this siteEd Zitron

    SB Energy is unlikely to raise the funding at once and will face rising debt costs as AI data center debt grows.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-more-you-buy-the-more-you-lose-128f19-a1.

  134. HeldBy this siteEd Zitron

    Held record wyea-the-more-you-buy-the-more-you-lose-03a01e

    The anthropic screen finds the claim checkable, so it must be graded.

  135. Assessment publishedBy this siteEd Zitron

    AI's lack of demonstrable benefit to hyperscalers is unlikely to change.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-more-you-buy-the-more-you-lose-0099b4-a1.

  136. HeldBy this siteEd Zitron

    Held record wyea-the-internet-is-already-broken-4c33ee

    The anthropic screen reads the claim differently.

  137. Assessment publishedBy this siteEd Zitron

    Google's $1.1 billion Workspace AI revenue came from a forced price hike and probably cannot grow much without further punishing customers.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-haters-gui-f45e0b-a1.

  138. HeldBy this siteEd Zitron

    Held record wyea-the-haters-gui-dea00a

    The anthropic screen reads the claim differently.

  140. Assessment publishedBy this siteEd Zitron

    Every company that uses the word "agent" is trying to mislead you.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-haters-gui-beddf1-a1.

  141. Assessment publishedBy this siteEd Zitron

    Businesses powered by generative AI do not appear to be popular.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-haters-gui-b193a5-a1.

  142. Assessment publishedBy this siteEd Zitron

    He thinks the tech industry is out of ideas related to Large Language Models, and his Rot-Com Bubble thesis suggests it is out of hypergrowth ideas generally.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-haters-gui-add6fc-a1.

  143. Assessment publishedBy this siteEd Zitron

    A shift in sentiment about NVIDIA could set off a chain of events that brings down the whole AI trade.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-haters-gui-a36983-a1.

  145. HeldBy this siteEd Zitron

    Held record wyea-the-haters-gui-96b537

    The anthropic screen reads the claim differently.

  146. Assessment publishedBy this siteEd Zitron

    Tesla investing in xAI via a shareholder vote will probably happen.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-haters-gui-8599d8-a1.

  147. HeldBy this siteEd Zitron

    Held record wyea-the-haters-gui-832b83

    The anthropic screen reads the claim differently.

  148. Assessment publishedBy this siteEd Zitron

    Once the AI bubble is over, the tech CEOs who drove it must be held accountable.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-haters-gui-82815d-2-a1.

  149. Assessment publishedBy this siteEd Zitron

    Cursor misled customers, and its current revenue is highly unlikely to stay at its current level.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-haters-gui-717866-a1.

  150. Assessment publishedBy this siteEd Zitron

    Generative AI feels more like a feature of cloud infrastructure than infrastructure itself.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-haters-gui-688ef7-a1.

  151. Assessment publishedBy this siteEd Zitron

    Stories about AI replacing jobs are deliberately manipulative attempts to boost stock valuations; models cannot replace human workers at scale.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-haters-gui-62e8ff-a1.

  152. HeldBy this siteEd Zitron

    Held record wyea-the-haters-gui-4b0b5a

    The anthropic screen reads the claim differently.

  153. Assessment publishedBy this siteEd Zitron

    The AI bubble, meaning the whole AI trade, is deeply unstable and built on vibes and blind faith.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-haters-gui-48931c-a1.

  154. Assessment publishedBy this siteEd Zitron

    Apart from ChatGPT, it does not seem possible to build a consumer AI startup that becomes anything like a real company.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-haters-gui-443a2d-a1.

  155. HeldBy this siteEd Zitron

    Held record wyea-the-haters-gui-2f0501

    The openai screen reads the claim differently.

  156. Assessment publishedBy this siteEd Zitron

    Because all generative AI companies rely on LLMs with inherent limits, it is very hard for any of them to build something unique.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-haters-gui-260cc1-a1.

  157. Assessment publishedBy this siteEd Zitron

    AI models are not autonomous or conscious; stories about them scheming are deceptive.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-haters-gui-208247-a1.

  158. Assessment publishedBy this siteEd Zitron

    Generative AI lacks money and users, every company appears to lose money, and some lose so much that their survival is in doubt.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-haters-gui-1bbca4-a1.

  159. HeldBy this siteEd Zitron

    Held record wyea-the-haters-gui-15b849

    The anthropic screen reads the claim differently.

  160. Assessment publishedBy this siteEd Zitron

    Calling AI products "agents" is one of the most egregious frauds the author has seen.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-haters-gui-1431fc-a1.

  161. Assessment publishedBy this siteEd Zitron

    LLMs confidently state incorrect things because they have no concept of right or wrong.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-haters-gui-11fc1e-a1.

  162. HeldBy this siteEd Zitron

    Held record wyea-the-haters-gui-0f511f

    The anthropic screen reads the claim differently.

  163. Assessment publishedBy this siteEd Zitron

    OpenAI's 15.5 million subscribers suggest it can't rely on them for the kind of growth that would make the company worth $300 billion or more.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-haters-gui-0bc57a-a1.

  164. HeldBy this siteEd Zitron

    Held record wyea-the-haters-gui-01d6ad

    The openai screen reads the claim differently.

  165. HeldBy this siteEd Zitron

    Held record wyea-the-haters-gui-00b613

    The anthropic screen reads the claim differently.

  166. Assessment publishedBy this siteEd Zitron

    Devin's engineering ability is below that of a first-year computer science undergraduate.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-great-looting-of-the-internet-ed7ce2-a1.

  167. Assessment publishedBy this siteEd Zitron

    He believes Google, Meta, Microsoft and OpenAI are all disconnected from any actual value creation.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-great-looting-of-the-internet-df24a2-a1.

  168. Assessment publishedBy this siteEd Zitron

    Although OpenAI, Google and Meta call it training on 'publicly-available' works, the right word for what they are doing is 'stealing'.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-great-looting-of-the-internet-d6b397-a1.

  169. Assessment publishedBy this siteEd Zitron

    OpenAI is effectively a subsidiary of Microsoft and, like the others, is a thief rather than an innovator.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-great-looting-of-the-internet-d3e946-a1.

  170. Assessment publishedBy this siteEd Zitron

    LLMs are a globally perpetuated act of theft taking place in broad daylight.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-great-looting-of-the-internet-cbec50-a1.

  172. Assessment publishedBy this siteEd Zitron

    Like the metaverse, the generative AI boom is driven by the need to show markets continued growth rather than to build things for people.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-great-looting-of-the-internet-a57a3a-a1.

  173. HeldBy this siteEd Zitron

    Held record wyea-the-great-looting-of-the-internet-9ca872

    The anthropic screen reads the claim differently.

  175. Assessment publishedBy this siteEd Zitron

    Claims about what generative AI has achieved should be treated with heavy skepticism.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-great-looting-of-the-internet-8abe81-a1.

  176. HeldBy this siteEd Zitron

    Held record wyea-the-great-looting-of-the-internet-7aae89

    The anthropic screen finds the claim checkable, so it must be graded.

  177. HeldBy this siteEd Zitron

    Held record wyea-the-great-looting-of-the-internet-7a7917

    The anthropic screen reads the claim differently.

  179. HeldBy this siteEd Zitron

    Held record wyea-the-great-looting-of-the-internet-743f24

    The openai screen reads the claim differently.

  180. Assessment publishedBy this siteEd Zitron

    The tech industry is pushing generative AI on people because it believes generative AI will make it money.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-great-looting-of-the-internet-514aa0-a1.

  181. Assessment publishedBy this siteEd Zitron

    Generative AI's energy and compute demands are unsustainable.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-great-looting-of-the-internet-4b1536-a1.

  182. HeldBy this siteEd Zitron

    Held record wyea-the-great-looting-of-the-internet-16e506

    The anthropic screen reads the claim differently.

  183. Assessment publishedBy this siteEd Zitron

    LLMs have some uses but don't do enough, and companies are desperately trying to make them work.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-era-of-the-business-idiot-f95762-a1.

  185. HeldBy this siteEd Zitron

    Held record wyea-the-era-of-the-business-idiot-e5e385

    The openai screen reads the claim differently.

  187. HeldBy this siteEd Zitron

    Held record wyea-the-era-of-the-business-idiot-b3139a

    The openai screen reads the claim differently.

  191. HeldBy this siteEd Zitron

    Held record wyea-the-era-of-the-business-idiot-731437

    The anthropic screen finds the claim checkable, so it must be graded.

  192. Assessment publishedBy this siteEd Zitron

    If Satya Nadella really outsources his work and life to Copilot as described, Microsoft's board should fire him immediately.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-era-of-the-business-idiot-514a66-a1.

  194. Assessment publishedBy this siteEd Zitron

    The generative AI industry claims to change the world but doesn't, and is full of businesses that don't function as businesses.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-era-of-the-business-idiot-4c67fc-a1.

  195. HeldBy this siteEd Zitron

    Held record wyea-the-era-of-the-business-idiot-4a757f

    The anthropic screen reads the claim differently.

  196. Assessment publishedBy this siteEd Zitron

    Microsoft's spending on OpenAI, done because Microsoft wanted generative AI in Bing, is a waste.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-era-of-the-business-idiot-40239f-a1.

  197. Assessment publishedBy this siteEd Zitron

    AI is a symptom of big tech's stupidity and hubris.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-era-of-the-business-idiot-3f3e97-a1.

  198. HeldBy this siteEd Zitron

    Held record wyea-the-era-of-the-business-idiot-331114

    The anthropic screen finds the claim checkable, so it must be graded.

  200. Assessment publishedBy this siteEd Zitron

    Generative AI's abilities are overstated and its spread through society and organizations is already fundamentally harmful.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-the-era-of-the-business-idiot-02683c-a1.