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

Changes, page 3 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 3 of 37: changes 401 to 600 of 7383, newest first. Dates are when the change was recorded.

  1. HeldBy this siteEd Zitron

    Held record wyea-the-era-of-the-business-idiot-020d00

    The anthropic screen reads the claim differently.

  2. Assessment publishedBy this siteEd Zitron

    OpenAI's and Anthropic's financials will look even worse than the heavy losses of Zhipu and MiniMax.

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

    Assessment wyea-the-enshittifinancial-crisis-fa018b-a1.

  3. HeldBy this siteEd Zitron

    Held record wyea-the-enshittifinancial-crisis-f3b4b5

    The anthropic screen reads the claim differently.

  4. Assessment publishedBy this siteEd Zitron

    NVIDIA's bubble is likely to burst before debt and venture funding for AI run out.

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

    Assessment wyea-the-enshittifinancial-crisis-f076a2-a1.

  6. Assessment publishedBy this siteEd Zitron

    Generative AI is not a functional industry, and it will collapse once investors realise this.

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

    Assessment wyea-the-enshittifinancial-crisis-b8343b-a1.

  7. Assessment publishedBy this siteEd Zitron

    The NVIDIA/Microsoft investment in Anthropic will likely not total $15 billion and might not happen at all.

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

    Assessment wyea-the-enshittifinancial-crisis-acdca1-a1.

  8. HeldBy this siteEd Zitron

    Held record wyea-the-enshittifinancial-crisis-a313ed

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

  9. Assessment publishedBy this siteEd Zitron

    AI deal announcements are made to suggest more revenue and money exist in generative AI than actually do.

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

    Assessment wyea-the-enshittifinancial-crisis-a1aa34-a1.

  10. Assessment publishedBy this siteEd Zitron

    AI lacks business returns and may have negative gross margins.

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

    Assessment wyea-the-enshittifinancial-crisis-97e16e-a1.

  11. HeldBy this siteEd Zitron

    Held record wyea-the-enshittifinancial-crisis-87f63f

    The anthropic screen reads the claim differently.

  12. Assessment publishedBy this siteEd Zitron

    NVIDIA has not sent any money under its letter of intent to invest up to $100 billion in OpenAI, and likely will not.

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

    Assessment wyea-the-enshittifinancial-crisis-81f973-a1.

  13. HeldBy this siteEd Zitron

    Held record wyea-the-enshittifinancial-crisis-6c3660

    The anthropic screen reads the claim differently.

  14. Assessment publishedBy this siteEd Zitron

    Everybody, including analysts, the media and members of Congress, should start treating these companies with suspicion and start demanding timelines.

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

    Assessment wyea-the-enshittifinancial-crisis-5e9c8d-a1.

  15. Assessment publishedBy this siteEd Zitron

    Venture capital should not have invested in LLMs because their margins were obviously bad from the start.

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

    Assessment wyea-the-enshittifinancial-crisis-4f6039-a1.

  17. Assessment publishedBy this siteEd Zitron

    Almost every investment in a data center or AI startup may go to zero.

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

    Assessment wyea-the-enshittifinancial-crisis-42f6c1-a1.

  19. Assessment publishedBy this siteEd Zitron

    The real reason for Twitter's rate-limiting may be that Musk tried to fix a scraping problem that had existed for a long time or did not exist at all.

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

    Assessment wyea-the-end-of-the-honest-internet-e78715-a1.

  20. Assessment publishedBy this siteEd Zitron

    Musk's justification that rate-limiting was needed to stop bad actors scraping Twitter to build AI models sounds made up.

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

    Assessment wyea-the-end-of-the-honest-internet-926850-a1.

  21. Assessment publishedBy this siteEd Zitron

    Musk believes he can make money by selling Twitter's data to AI companies but has no real understanding of the economics of doing so.

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

    Assessment wyea-the-end-of-the-honest-internet-6ed0c4-a1.

  22. HeldBy this siteEd Zitron

    Held record wyea-the-cult-of-microsoft-ee0979

    The openai screen reads the claim differently.

  23. Assessment publishedBy this siteEd Zitron

    Actively encouraging the company-wide dilution of performance reviews, and by extension Microsoft employees' lives, by introducing generative AI is reprehensible.

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

    Assessment wyea-the-cult-of-microsoft-cdcaa5-a1.

  24. Assessment publishedBy this siteEd Zitron

    Lines of code is an extremely bad metric for judging software work.

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

    Assessment wyea-the-cult-of-microsoft-c42f98-a1.

  25. HeldBy this siteEd Zitron

    Held record wyea-the-cult-of-microsoft-b9e6eb

    The openai screen reads the claim differently.

  26. HeldBy this siteEd Zitron

    Held record wyea-the-cult-of-microsoft-6cd90b

    The openai screen reads the claim differently.

  27. HeldBy this siteEd Zitron

    Held record wyea-the-cult-of-microsoft-17794e

    The anthropic screen reads the claim differently.

  28. HeldBy this siteEd Zitron

    Held record wyea-the-cd1f8b-2

    The anthropic screen reads the claim differently.

  29. Assessment publishedBy this siteEd Zitron

    OpenAI is the generative AI industry, and it is a dog of a company.

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

    Assessment wyea-the-case-against-generative-ai-fdbc62-a1.

  30. Assessment publishedBy this siteEd Zitron

    Generative AI was always set up to fail because it was oversold, and it all comes down to OpenAI and NVIDIA.

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

    Assessment wyea-the-case-against-generative-ai-fa6ebd-a1.

  31. Assessment publishedBy this siteEd Zitron

    Generative AI exists only to cost money and make executives look busy.

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

    Assessment wyea-the-case-against-generative-ai-e65afd-a1.

  32. HeldBy this siteEd Zitron

    Held record wyea-the-case-against-generative-ai-e531d4

    The anthropic screen reads the claim differently.

  34. Assessment publishedBy this siteEd Zitron

    OpenAI threatens the future availability of capital for the tech industry.

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

    Assessment wyea-the-case-against-generative-ai-c77890-a1.

  36. Assessment publishedBy this siteEd Zitron

    AI "agents" are a marketing term for what are really broken digital products.

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

    Assessment wyea-the-case-against-generative-ai-b8f889-a1.

  37. Assessment publishedBy this siteEd Zitron

    The media should stop repeating claims that AI is replacing software engineers without checking them.

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

    Assessment wyea-the-case-against-generative-ai-abb234-a1.

  38. Assessment publishedBy this siteEd Zitron

    The AI revolution that GPU hoarding is building capacity for will never arrive.

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

    Assessment wyea-the-case-against-generative-ai-9e0f67-a1.

  39. HeldBy this siteEd Zitron

    Held record wyea-the-case-against-generative-ai-9cbbd7

    The anthropic screen reads the claim differently.

  41. HeldBy this siteEd Zitron

    Held record wyea-the-case-against-generative-ai-8c4bec

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

  42. Assessment publishedBy this siteEd Zitron

    AI cannot replicate emotive good writing in an authentic, believable way.

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

    Assessment wyea-the-case-against-generative-ai-88e47f-a1.

  43. Assessment publishedBy this siteEd Zitron

    It is very unlikely that the first gigawatt of NVIDIA systems for OpenAI will be deployed in the second half of 2026.

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

    Assessment wyea-the-case-against-generative-ai-72a94a-a1.

  44. Assessment publishedBy this siteEd Zitron

    The AI bubble is unlike previous bubbles and is the dumbest thing the tech industry has done.

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

    Assessment wyea-the-case-against-generative-ai-56b873-a1.

  45. HeldBy this siteEd Zitron

    Held record wyea-the-case-against-generative-ai-560f80

    The anthropic screen reads the claim differently.

  46. Assessment publishedBy this siteEd Zitron

    The only powerful thing about generative AI is its mythology.

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

    Assessment wyea-the-case-against-generative-ai-532519-a1.

  47. HeldBy this siteEd Zitron

    Held record wyea-the-case-against-generative-ai-350c03

    The anthropic screen reads the claim differently.

  48. HeldBy this siteEd Zitron

    Held record wyea-the-case-against-generative-ai-30b3e2

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

  49. HeldBy this siteEd Zitron

    Held record wyea-the-case-against-generative-ai-2a23f0

    The openai screen reads the claim differently.

  51. HeldBy this siteEd Zitron

    Held record wyea-the-case-against-generative-ai-170e45

    The openai screen reads the claim differently.

  53. HeldBy this siteEd Zitron

    Held record wyea-the-beginning-of-history-e95dc7

    The openai screen reads the claim differently.

  54. HeldBy this siteEd Zitron

    Held record wyea-the-beginning-of-history-d148d6

    The anthropic screen reads the claim differently.

  55. HeldBy this siteEd Zitron

    Held record wyea-the-beginning-of-history-d05c0d

    The anthropic screen reads the claim differently.

  56. Assessment publishedBy this siteEd Zitron

    The Stargate Abilene expansion with OpenAI fell apart because Oracle was dissatisfied with revenue from buildings one and two.

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

    Assessment wyea-the-beginning-of-history-ad982f-a1.

  57. HeldBy this siteEd Zitron

    Held record wyea-the-beginning-of-history-ab7b98

    The anthropic screen reads the claim differently.

  58. HeldBy this siteEd Zitron

    Held record wyea-the-beginning-of-history-871b2f

    The openai screen reads the claim differently.

  59. HeldBy this siteEd Zitron

    Held record wyea-the-beginning-of-history-7bb5e4

    The anthropic screen reads the claim differently.

  60. Assessment publishedBy this siteEd Zitron

    Even a brief financial shock from the war is enough to destabilize the already-fractured AI hype cycle.

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

    Assessment wyea-the-beginning-of-history-71e9f6-a1.

  61. HeldBy this siteEd Zitron

    Held record wyea-the-beginning-of-history-6e3414

    The anthropic screen reads the claim differently.

  62. HeldBy this siteEd Zitron

    Held record wyea-the-beginning-of-history-6d84f5

    The openai screen reads the claim differently.

  63. Assessment publishedBy this siteEd Zitron

    Anthropic appears to have misled everyone about its revenue, or someone else is spreading misinformation about it.

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

    Assessment wyea-the-beginning-of-history-0bc9f0-a1.

  64. HeldBy this siteEd Zitron

    Held record wyea-the-beginning-of-history-0bb412

    The anthropic screen reads the claim differently.

  65. HeldBy this siteEd Zitron

    Held record wyea-the-apple-vision-pro-a-review-0b7f97

    The openai screen doubts the attribution.

  67. Assessment publishedBy this siteEd Zitron

    Google's decision to replace Google Assistant with Gemini was made to satisfy investors, as a way of showing that Google is integrating artificial intelligence.

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

    Assessment wyea-the-anti-economy-d46895-a1.

  68. HeldBy this siteEd Zitron

    Held record wyea-the-anti-economy-ac940d

    The anthropic screen reads the claim differently.

  69. Assessment publishedBy this siteEd Zitron

    Microsoft promotes Copilot to signal innovation to markets rather than because it cares about users liking or using it.

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

    Assessment wyea-the-anti-economy-81838b-a1.

  70. Assessment publishedBy this siteEd Zitron

    The tech industry's and venture capital's obsession with AI is a symptom of the Rot Economy rather than of customer-driven product thinking.

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

    Assessment wyea-the-anti-economy-613775-a1.

  71. HeldBy this siteEd Zitron

    Held record wyea-the-ai-industry-is-lying-to-you-fd0756

    The openai screen reads the claim differently.

  73. HeldBy this siteEd Zitron

    Held record wyea-the-ai-industry-is-lying-to-you-f740f5

    The openai screen reads the claim differently.

  74. HeldBy this siteEd Zitron

    Held record wyea-the-ai-industry-is-lying-to-you-f47627

    The openai screen reads the claim differently.

  75. Assessment publishedBy this siteEd Zitron

    The Meta and Amazon incidents are only the start of AI coding tools slowly destroying the tech industry's software stack.

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

    Assessment wyea-the-ai-industry-is-lying-to-you-f29bcb-a1.

  76. Assessment publishedBy this siteEd Zitron

    The AI bubble is a mirage and every announced multi-gigawatt data center is a pipedream funded by private credit.

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

    Assessment wyea-the-ai-industry-is-lying-to-you-e48dbb-a1.

  77. Assessment publishedBy this siteEd Zitron

    LLM-written code is not necessarily good or understandable, and LLMs do not think.

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

    Assessment wyea-the-ai-industry-is-lying-to-you-e3df4e-a1.

  78. Assessment publishedBy this siteEd Zitron

    If Vera Rubin ships in 2026, it will probably still be getting installed well into 2028 or later, unless things collapse first.

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

    Assessment wyea-the-ai-industry-is-lying-to-you-cd7276-a1.

  79. Assessment publishedBy this siteEd Zitron

    The damage from generative code is a disaster that will take years to repair.

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

    Assessment wyea-the-ai-industry-is-lying-to-you-cb2ee8-a1.

  81. Assessment publishedBy this siteEd Zitron

    The AI bubble rests on a vague belief that it is inevitable and that its obvious problems will go away.

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

    Assessment wyea-the-ai-industry-is-lying-to-you-a33e62-a1.

  82. Assessment publishedBy this siteEd Zitron

    The $178.5 billion of US data center deals in 2025 does not appear to benefit anyone involved.

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

    Assessment wyea-the-ai-industry-is-lying-to-you-a0535c-a1.

  83. HeldBy this siteEd Zitron

    Held record wyea-the-ai-industry-is-lying-to-you-9a4088

    The anthropic screen reads the claim differently.

  84. HeldBy this siteEd Zitron

    Held record wyea-the-ai-industry-is-lying-to-you-5d177a

    The openai screen reads the claim differently.

  85. Assessment publishedBy this siteEd Zitron

    Likely quite a few NVIDIA Blackwell GPUs were smuggled to China.

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

    Assessment wyea-the-ai-industry-is-lying-to-you-43edf1-a1.

  86. Assessment publishedBy this siteEd Zitron

    Everything about AI is built on lies.

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

    Assessment wyea-the-ai-industry-is-lying-to-you-41fcec-a1.

  88. Assessment publishedBy this siteEd Zitron

    Microsoft has probably brought only about 235MW of power online for its Fairwater Wisconsin data center.

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

    Assessment wyea-the-ai-industry-is-lying-to-you-1783c3-a1.

  89. Assessment publishedBy this siteEd Zitron

    Jensen Huang may at some point be called before a congressional inquiry about GPU diversion to China.

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

    Assessment wyea-the-ai-industry-is-lying-to-you-0ccccc-a1.

  90. Assessment publishedBy this siteEd Zitron

    Everyone responsible for pushing generative code must be held accountable for the calamities to come.

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

    Assessment wyea-the-ai-industry-is-lying-to-you-0781c3-a1.

  91. HeldBy this siteEd Zitron

    Held record wyea-the-ai-industry-is-losing-f83c20

    The anthropic screen reads the claim differently.

  92. Assessment publishedBy this siteEd Zitron

    The SEC should investigate Amazon for claiming Rufus drove $10B annualized revenue in Q3 2025, which it did not.

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

    Assessment wyea-the-ai-industry-is-losing-f07cdd-a1.

  93. Assessment publishedBy this siteEd Zitron

    Any 'autonomous' tool that needs specific prompting, harnesses, scripts and tooling to sometimes work autonomously is conning its users.

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

    Assessment wyea-the-ai-industry-is-losing-dd977f-a1.

  94. HeldBy this siteEd Zitron

    Held record wyea-the-ai-industry-is-losing-ceeacd

    The anthropic screen reads the claim differently.

  97. HeldBy this siteEd Zitron

    Held record wyea-the-ai-industry-is-losing-c225c0

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

  98. Assessment publishedBy this siteEd Zitron

    Exponential View's report feeds a dangerous AI bubble and likely misleads retail investors.

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

    Assessment wyea-the-ai-industry-is-losing-bb8fd8-a1.

  99. HeldBy this siteEd Zitron

    Held record wyea-the-ai-industry-is-losing-b9f947

    The anthropic screen reads the claim differently.

  100. HeldBy this siteEd Zitron

    Held record wyea-the-ai-industry-is-losing-a506a8

    The openai screen reads the claim differently.

  101. Assessment publishedBy this siteEd Zitron

    Exponential View's AI revenue report is industry marketing framed as research that uses deliberately positive framing and questionable data sources.

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

    Assessment wyea-the-ai-industry-is-losing-9a0a2f-a1.

  102. Assessment publishedBy this siteEd Zitron

    The cost of AI 'intelligence' is going up, not down.

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

    Assessment wyea-the-ai-industry-is-losing-97dfe1-a1.

  103. Assessment publishedBy this siteEd Zitron

    There is no rational reason for further AI capex, since OpenAI and Anthropic can't pay without hyperscaler money.

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

    Assessment wyea-the-ai-industry-is-losing-766e97-a1.

  104. HeldBy this siteEd Zitron

    Held record wyea-the-ai-industry-is-losing-633909

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

  107. HeldBy this siteEd Zitron

    Held record wyea-the-ai-industry-is-losing-46ad68

    The anthropic screen reads the claim differently.

  108. HeldBy this siteEd Zitron

    Held record wyea-the-ai-industry-is-losing-35fd63

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

  109. Assessment publishedBy this siteEd Zitron

    The AI industry is not too big to fail.

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

    Assessment wyea-the-ai-industry-is-losing-2b1858-a1.

  110. Assessment publishedBy this siteEd Zitron

    LLM tools are intentionally built to produce engagement and to make users feel productive, even if they are not.

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

    Assessment wyea-the-ai-industry-is-losing-186802-a1.

  111. HeldBy this siteEd Zitron

    Held record wyea-the-ai-industry-is-losing-06c670

    The openai screen reads the claim differently.

  113. Assessment publishedBy this siteEd Zitron

    Since Altman cannot even win over bankers who believed SpaceX could grow its AI revenue 300-fold by 2030, it is clear the jig is up for OpenAI.

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

    Assessment wyea-the-ai-industry-is-losing-055ae8-a1.

  114. Assessment publishedBy this siteEd Zitron

    LLMs still have no real killer app.

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

    Assessment wyea-the-ai-haters-manifesto-fe8ae4-a1.

  115. Assessment publishedBy this siteEd Zitron

    Anthropic is not worth $2 trillion, and whatever convinced people otherwise is a mixture of manufactured consent and mistaken trust of the powerful.

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

    Assessment wyea-the-ai-haters-manifesto-fd696f-a1.

  116. Assessment publishedBy this siteEd Zitron

    The AI industry is losing because, at its core, AI was never built on very much.

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

    Assessment wyea-the-ai-haters-manifesto-f52f4d-a1.

  117. Assessment publishedBy this siteEd Zitron

    The fact that non-enterprise customers can still buy monthly subscriptions proves that AI labs know regular people won't pay the actual cost of AI.

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

    Assessment wyea-the-ai-haters-manifesto-e6e88e-a1.

  120. Assessment publishedBy this siteEd Zitron

    Nobody in the AI industry knows how it becomes profitable or has a tangible plan to do so.

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

    Assessment wyea-the-ai-haters-manifesto-e077c8-a1.

  121. Assessment publishedBy this siteEd Zitron

    OpenAI, which burned $5 billion in 2024 and $20.9 billion in 2025, will likely burn $30 billion or more in 2026.

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

    Assessment wyea-the-ai-haters-manifesto-cf29d2-a1.

  122. Assessment publishedBy this siteEd Zitron

    LLMs do not need to be in anything near healthcare, finance, mental health or, really, people.

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

    Assessment wyea-the-ai-haters-manifesto-c5a89f-a1.

  124. Assessment publishedBy this siteEd Zitron

    AI labs' push into cybersecurity appears to result from coding training hitting diminishing returns in its ability to impress.

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

    Assessment wyea-the-ai-haters-manifesto-b1a2e7-a1.

  126. Assessment publishedBy this siteEd Zitron

    If Anthropic raises $100 billion at a $2 trillion valuation, it will soak up the remaining liquidity in the market.

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

    Assessment wyea-the-ai-haters-manifesto-a19c81-a1.

  127. Assessment publishedBy this siteEd Zitron

    Zitron finds it difficult to see a future for LLMs after the AI bubble.

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

    Assessment wyea-the-ai-haters-manifesto-9f5aab-a1.

  128. Assessment publishedBy this siteEd Zitron

    AI research stinks, as does AI writing.

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

    Assessment wyea-the-ai-haters-manifesto-987973-a1.

  129. Assessment publishedBy this siteEd Zitron

    OpenAI cutting prices on its three latest models within two months of release signals it knows there is a value disconnect.

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

    Assessment wyea-the-ai-haters-manifesto-939a78-a1.

  130. Assessment publishedBy this siteEd Zitron

    It is ridiculous that anyone is talking about 'recursive self-improvement.'

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

    Assessment wyea-the-ai-haters-manifesto-84c160-a1.

  131. HeldBy this siteEd Zitron

    Held record wyea-the-ai-haters-manifesto-790ebb

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

  132. HeldBy this siteEd Zitron

    Held record wyea-the-ai-haters-manifesto-78fe25

    The anthropic screen reads the claim differently.

  133. Assessment publishedBy this siteEd Zitron

    The people most excited about AI tend to create distinctly mediocre work at best.

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

    Assessment wyea-the-ai-haters-manifesto-74e91f-a1.

  134. Assessment publishedBy this siteEd Zitron

    Annualized run rate figures for AI companies should not be taken seriously, including by reporters.

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

    Assessment wyea-the-ai-haters-manifesto-74a3b2-a1.

  135. HeldBy this siteEd Zitron

    Held record wyea-the-ai-haters-manifesto-6e0b2c

    The anthropic screen reads the claim differently.

  136. Assessment publishedBy this siteEd Zitron

    After a 17% price increase for systems delivered next year, NVIDIA will very likely book much of the revenue for those systems in 2026.

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

    Assessment wyea-the-ai-haters-manifesto-6c13b8-a1.

  137. Assessment publishedBy this siteEd Zitron

    The cost of AI investment is going to take at least a decade to 'share' (his word, meaning unclear) and will begin the end of hypergrowth in the tech industry.

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

    Assessment wyea-the-ai-haters-manifesto-61439f-a1.

  139. Assessment publishedBy this siteEd Zitron

    This time really is different: the AI bubble is so much weirder and, in the end, will be so much worse.

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

    Assessment wyea-the-ai-haters-manifesto-46b279-a1.

  140. HeldBy this siteEd Zitron

    Held record wyea-the-ai-haters-manifesto-44536f

    The openai screen reads the claim differently.

  141. HeldBy this siteEd Zitron

    Held record wyea-the-ai-haters-manifesto-37f523

    The anthropic screen reads the claim differently.

  142. Assessment publishedBy this siteEd Zitron

    OpenAI's training costs keep rising, likely because of diminishing returns from pre-training and the cost of training data.

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

    Assessment wyea-the-ai-haters-manifesto-3465a8-a1.

  143. HeldBy this siteEd Zitron

    Held record wyea-the-ai-haters-manifesto-276423

    The openai screen reads the claim differently.

  144. Assessment publishedBy this siteEd Zitron

    Generative AI is far more useful as an idea than as a technology, and only ever has to show enough promise to back whatever vile agenda one is pursuing.

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

    Assessment wyea-the-ai-haters-manifesto-1dc550-a1.

  145. Assessment publishedBy this siteEd Zitron

    The AI industry deliberately subsidized subscriptions because it knew customers would not pay the true cost.

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

    Assessment wyea-the-ai-haters-manifesto-1197d2-a1.

  146. HeldBy this siteEd Zitron

    Held record wyea-the-ai-haters-manifesto-100722

    The anthropic screen reads the claim differently.

  147. Assessment publishedBy this siteEd Zitron

    The market may not accept Anthropic's $2 trillion valuation or want that much stock.

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

    Assessment wyea-the-ai-haters-manifesto-0e8df1-a1.

  148. HeldBy this siteEd Zitron

    Held record wyea-the-ai-haters-manifesto-00b596

    The anthropic screen reads the claim differently.

  149. HeldBy this siteEd Zitron

    Held record wyea-the-ai-demand-bubble-ff48c6

    The openai screen reads the claim differently.

  150. Assessment publishedBy this siteEd Zitron

    Hyperscalers are in decline.

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

    Assessment wyea-the-ai-demand-bubble-f27f79-a1.

  151. Assessment publishedBy this siteEd Zitron

    When Anthropic and OpenAI's compute spend is removed, the author is not confident that Google, Microsoft and Amazon have much of an AI business.

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

    Assessment wyea-the-ai-demand-bubble-ef795c-a1.

  153. Assessment publishedBy this siteEd Zitron

    The current consensus view on AI is entirely divorced from reality.

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

    Assessment wyea-the-ai-demand-bubble-dccf78-a1.

  154. HeldBy this siteEd Zitron

    Held record wyea-the-ai-demand-bubble-d52869

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

  157. HeldBy this siteEd Zitron

    Held record wyea-the-ai-demand-bubble-7fa97b

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

  158. HeldBy this siteEd Zitron

    Held record wyea-the-ai-demand-bubble-705650

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

  159. Assessment publishedBy this siteEd Zitron

    If the UBS concentration estimates hold, Google Cloud's growth excluding Anthropic and OpenAI spend has stalled or may stall within the next year.

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

    Assessment wyea-the-ai-demand-bubble-63ea87-a1.

  160. HeldBy this siteEd Zitron

    Held record wyea-the-ai-demand-bubble-57d45d

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

  161. Assessment publishedBy this siteEd Zitron

    OpenAI and Anthropic are unlikely to die before Microsoft's FY2027 ends, but they will eventually.

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

    Assessment wyea-the-ai-demand-bubble-525298-a1.

  162. Assessment publishedBy this siteEd Zitron

    The air is coming out of the hyperscalers, no matter how good their earnings may look.

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

    Assessment wyea-the-ai-demand-bubble-497753-a1.

  163. Assessment publishedBy this siteEd Zitron

    Almost every aspect of the AI bubble is a joke, and in the end investors and the general public will be the punchline.

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

    Assessment wyea-the-ai-demand-bubble-41f3a4-a1.

  164. Assessment publishedBy this siteEd Zitron

    Data center capacity is likely being overbuilt by hundreds of billions of dollars.

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

    Assessment wyea-the-ai-demand-bubble-408579-a1.

  167. Assessment publishedBy this siteEd Zitron

    For the last few years, Dario Amodei has greatly overstated what LLMs can do in order to drive growth.

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

    Assessment wyea-the-ai-bubble-is-an-information-war-f33949-a1.

  169. Assessment publishedBy this siteEd Zitron

    Altman and Amodei have blood on their hands because of their dishonesty, and the media should point this out whenever it covers their software.

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

    Assessment wyea-the-ai-bubble-is-an-information-war-d8d1ab-a1.

  172. Assessment publishedBy this siteEd Zitron

    Generative AI is not intelligent, and Altman and Amodei regularly overstate what it can do.

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

    Assessment wyea-the-ai-bubble-is-an-information-war-c1ce2d-a1.

  173. Assessment publishedBy this siteEd Zitron

    People should loathe both Altman and Amodei for their jingoism and constant deception.

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

    Assessment wyea-the-ai-bubble-is-an-information-war-c1825e-a1.

  175. Assessment publishedBy this siteEd Zitron

    OpenAI's strengthened contract language is a PR move to make Altman look more ethical and to cast Amodei as a pedant.

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

    Assessment wyea-the-ai-bubble-is-an-information-war-ae46db-a1.

  176. Assessment publishedBy this siteEd Zitron

    If the administration wanted to punish Anthropic, it could pressure Amazon, Microsoft and Google to cut Anthropic off from all of its compute.

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

    Assessment wyea-the-ai-bubble-is-an-information-war-acea7b-a1.

  178. Assessment publishedBy this siteEd Zitron

    Altman definitely, absolutely loves war and wants OpenAI to make money off of it.

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

    Assessment wyea-the-ai-bubble-is-an-information-war-a2931f-a1.

  179. Assessment publishedBy this siteEd Zitron

    People should stop pretending Anthropic is some sort of ethical paragon, because it is the same old shit.

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

    Assessment wyea-the-ai-bubble-is-an-information-war-96f704-a1.

  180. Assessment publishedBy this siteEd Zitron

    Military use does not make Claude more capable; the military is probably just loading files into it and asking questions.

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

    Assessment wyea-the-ai-bubble-is-an-information-war-8fb579-a1.

  182. Assessment publishedBy this siteEd Zitron

    Military reliance on chatbots would not be possible without the falsehoods OpenAI and Anthropic keep repeating about AI.

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

    Assessment wyea-the-ai-bubble-is-an-information-war-7f9dbe-a1.

  183. HeldBy this siteEd Zitron

    Held record wyea-the-ai-bubble-is-an-information-war-662cdb

    The openai screen doubts the attribution.

  187. HeldBy this siteEd Zitron

    Held record wyea-the-ai-bubble-is-an-information-war-38ed17

    The openai screen reads the claim differently.

  189. Assessment publishedBy this siteEd Zitron

    OpenAI's 2025 losses were probably over $10bn, possibly over $20bn, not the reported $8bn.

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

    Assessment wyea-the-ai-bubble-is-an-information-war-2cdbc1-a1.

  190. HeldBy this siteEd Zitron

    Held record wyea-the-ai-bubble-is-an-information-war-29ba81

    The anthropic screen reads the claim differently.

  193. HeldBy this siteEd Zitron

    Held record wyea-the-ai-bubble-is-an-information-war-191a96

    The anthropic screen reads the claim differently.

  194. Assessment publishedBy this siteEd Zitron

    OpenAI and Anthropic appear to deliberately obscure their real numbers to make themselves look better.

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

    Assessment wyea-the-ai-bubble-is-an-information-war-0c0126-a1.

  195. HeldBy this siteEd Zitron

    Held record wyea-the-ai-bubble-is-an-information-war-06f31a

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

  196. Assessment publishedBy this siteEd Zitron

    AI work that requires a human handler to constantly refine it will likely take more time than having a human do the work in the first place.

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

    Assessment wyea-the-age-of-mediocrity-e910ac-a1.

  197. Assessment publishedBy this siteEd Zitron

    Output from ChatGPT or any other generative AI feels utterly soulless.

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

    Assessment wyea-the-age-of-mediocrity-2409a3-a1.

  199. HeldBy this siteEd Zitron

    Held record wyea-thank-you-ea4a69

    The openai screen reads the claim differently.

  200. Assessment publishedBy this siteEd Zitron

    Because hidden reasoning tokens are charged, complex o1 answers such as coding are likely very expensive.

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

    Assessment wyea-subprimeai-fd27f9-a1.