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

Changes, page 5 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 5 of 37: changes 801 to 1000 of 7383, newest first. Dates are when the change was recorded.

  1. HeldBy this siteEd Zitron

    Held record wyea-put-up-or-shut-up-70c0a3

    The openai screen reads the claim differently.

  2. Assessment publishedBy this siteEd Zitron

    Much of the AI hype is specious statements and empty promises that create nothing.

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

    Assessment wyea-put-up-or-shut-up-51d2d0-a1.

  3. Assessment publishedBy this siteEd Zitron

    Thrive AI Health, the venture from the Thrive Global and OpenAI partnership, has produced no product and may likely never do so.

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

    Assessment wyea-put-up-or-shut-up-37af7b-a1.

  4. Assessment publishedBy this siteEd Zitron

    LLMs are incapable of reasoning, and OpenAI is likely aware of this.

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

    Assessment wyea-put-up-or-shut-up-1104e0-a1.

  5. HeldBy this siteEd Zitron

    Held record wyea-power-cut-ea8232

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

  6. Assessment publishedBy this siteEd Zitron

    Microsoft's capacity cancellations suggest AI is not really revolutionizing anything.

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

    Assessment wyea-power-cut-e16b8e-a1.

  7. Assessment publishedBy this siteEd Zitron

    Investors and the public should demand direct generative AI revenue and profit figures.

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

    Assessment wyea-power-cut-d70623-a1.

  8. HeldBy this siteEd Zitron

    Held record wyea-power-cut-cc0997

    The anthropic screen reads the claim differently.

  9. HeldBy this siteEd Zitron

    Held record wyea-power-cut-c6750a

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

  10. Assessment publishedBy this siteEd Zitron

    At worst, Microsoft could be actively dumping OpenAI and questioning generative AI's fundamentals.

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

    Assessment wyea-power-cut-c56174-a1.

  11. HeldBy this siteEd Zitron

    Held record wyea-power-cut-9ed0c2

    The anthropic screen reads the claim differently.

  12. Assessment publishedBy this siteEd Zitron

    If the author's analysis is right, generative AI, tech's only growth story, is dead.

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

    Assessment wyea-power-cut-9e0dc7-a1.

  13. HeldBy this siteEd Zitron

    Held record wyea-power-cut-9c5697

    The openai screen reads the claim differently.

  14. Assessment publishedBy this siteEd Zitron

    OpenAI will likely burn $11 billion in 2025.

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

    Assessment wyea-power-cut-9873c9-a1.

  16. Assessment publishedBy this siteEd Zitron

    OpenAI will likely double its $5 billion 2024 cash burn in 2025.

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

    Assessment wyea-power-cut-8e036b-a1.

  17. HeldBy this siteEd Zitron

    Held record wyea-power-cut-8ddbc4

    The anthropic screen reads the claim differently.

  19. HeldBy this siteEd Zitron

    Held record wyea-power-cut-80a026

    The openai screen reads the claim differently.

  20. Assessment publishedBy this siteEd Zitron

    If Microsoft believed in meaningful generative AI growth, it would not be canceling data center capacity, or not so much.

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

    Assessment wyea-power-cut-7c5ec6-a1.

  21. Assessment publishedBy this siteEd Zitron

    Microsoft's data center cuts strongly suggest it does not believe in future generative AI growth or have faith in OpenAI's future.

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

    Assessment wyea-power-cut-75f63b-a1.

  22. Assessment publishedBy this siteEd Zitron

    SoftBank's $3 billion-a-year purchase of OpenAI technology is likely a backdoor subsidy rather than a reflection of value.

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

    Assessment wyea-power-cut-6646f8-a1.

  23. Assessment publishedBy this siteEd Zitron

    OpenAI may not be capable of expanding further, given its only money source is SoftBank.

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

    Assessment wyea-power-cut-512325-a1.

  24. HeldBy this siteEd Zitron

    Held record wyea-power-cut-3f81c2

    The anthropic screen reads the claim differently.

  25. Assessment publishedBy this siteEd Zitron

    The total data center capacity Microsoft walked away from is likely far higher than a gigawatt.

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

    Assessment wyea-power-cut-2dbbd9-a1.

  26. Assessment publishedBy this siteEd Zitron

    Microsoft's walking away from over a gigawatt of plans directly signals it doesn't believe in generative AI growth and may have overbuilt.

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

    Assessment wyea-power-cut-1a2bf5-a1.

  27. HeldBy this siteEd Zitron

    Held record wyea-power-cut-0e1721

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

  28. Assessment publishedBy this siteEd Zitron

    As of April 2023, generative AI appears to be the only way for startups to get venture funding.

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

    Assessment wyea-post-bull-depression-ab1228-a1.

  30. Assessment publishedBy this siteEd Zitron

    The many rounds of tech layoffs seem to be due to tech companies having all agreed that it is a great time to lay people off.

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

    Assessment wyea-post-bull-depression-6dd9a5-a1.

  31. Assessment publishedBy this siteEd Zitron

    The Writers Guild of America will likely succeed in protecting writers against generative AI-related job threats because of its willingness to strike.

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

    Assessment wyea-post-bull-depression-4c62d6-a1.

  32. HeldBy this siteEd Zitron

    Held record wyea-pop-culture-bb7eed

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

  33. HeldBy this siteEd Zitron

    Held record wyea-pop-culture-b94a34

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

  34. Assessment publishedBy this siteEd Zitron

    AI companies should be made to pay for new power infrastructure.

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

    Assessment wyea-pop-culture-b893da-a1.

  35. HeldBy this siteEd Zitron

    Held record wyea-pop-culture-906758

    The openai screen reads the claim differently.

  36. HeldBy this siteEd Zitron

    Held record wyea-pop-culture-8bc913

    The openai screen reads the claim differently.

  37. Assessment publishedBy this siteEd Zitron

    LLMs are not 'artificial intelligence' as hyped, and the AI industry has raised money on a lie.

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

    Assessment wyea-pop-culture-7ea083-a1.

  38. HeldBy this siteEd Zitron

    Held record wyea-pop-culture-7e70a7

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

  39. Assessment publishedBy this siteEd Zitron

    Without a real, tangible breakthrough, which in the author's opinion would require leaving LLMs entirely, it is unclear how generative AI companies can survive.

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

    Assessment wyea-pop-culture-692aaf-a1.

  40. HeldBy this siteEd Zitron

    Held record wyea-pop-culture-56be11

    The anthropic screen reads the claim differently.

  41. Assessment publishedBy this siteEd Zitron

    The training data shortage could halt or dramatically slow AI development in the near future.

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

    Assessment wyea-pop-culture-38fc23-a1.

  42. Assessment publishedBy this siteEd Zitron

    The generative AI boom is a disgraceful waste.

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

    Assessment wyea-pop-culture-38d2e5-a1.

  43. Assessment publishedBy this siteEd Zitron

    Replacing human workers with AI may break operations when the managers doing it do not understand the work.

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

    Assessment wyea-pop-culture-31afee-a1.

  44. HeldBy this siteEd Zitron

    Held record wyea-pop-culture-2245e6

    The openai screen reads the claim differently.

  45. Assessment publishedBy this siteEd Zitron

    Generative AI does not learn or understand; it produces answers probabilistically from training data.

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

    Assessment wyea-pop-culture-1f86ab-a1.

  46. Assessment publishedBy this siteEd Zitron

    Fully replacing any creative worker is very unlikely if it is done by copying a million pieces of someone else's work.

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

    Assessment wyea-pop-culture-1b872e-a1.

  48. Assessment publishedBy this siteEd Zitron

    ChatGPT, Claude and other LLMs have not progressed beyond generating content, possibly because there is no measure of what 'better' means.

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

    Assessment wyea-pop-culture-1253fc-a1.

  49. Assessment publishedBy this siteEd Zitron

    Big tech's pursuit of generative AI will send shockwaves through the tech industry.

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

    Assessment wyea-pop-culture-0c1416-a1.

  50. Assessment publishedBy this siteEd Zitron

    AI can do little today and will not do much more in the future.

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

    Assessment wyea-peakai-f05d6a-a1.

  51. Assessment publishedBy this siteEd Zitron

    Altman and the AI industry are not close to delivering the future they hyped.

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

    Assessment wyea-peakai-def1c5-a1.

  52. Assessment publishedBy this siteEd Zitron

    Much of the AI boom is hype created by executives and a compliant media.

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

    Assessment wyea-peakai-d4e0ed-a1.

  53. Assessment publishedBy this siteEd Zitron

    The media has been fooled by the false promises of AI, as it was by the metaverse.

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

    Assessment wyea-peakai-b8e713-a1.

  55. HeldBy this siteEd Zitron

    Held record wyea-peakai-a0fd3e

    The openai screen reads the claim differently.

  57. Assessment publishedBy this siteEd Zitron

    The AI bubble's collapse could produce a far worse year for tech than 2023, with most pain falling on workers.

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

    Assessment wyea-peakai-92384b-a1.

  58. HeldBy this siteEd Zitron

    Held record wyea-peakai-6e164f

    The anthropic screen reads the claim differently.

  59. Assessment publishedBy this siteEd Zitron

    Generative AI's limitations are unlikely to improve.

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

    Assessment wyea-peakai-673274-a1.

  60. Assessment publishedBy this siteEd Zitron

    OpenAI's models cannot match even the least capable humans.

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

    Assessment wyea-peakai-597100-a1.

  61. Assessment publishedBy this siteEd Zitron

    Generative AI is not society-altering but niche efficiency software, and likely will remain so for some time.

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

    Assessment wyea-peakai-572e83-a1.

  62. HeldBy this siteEd Zitron

    Held record wyea-peakai-5189e0

    The anthropic screen reads the claim differently.

  63. Assessment publishedBy this siteEd Zitron

    The bottom may fall out of generative AI as companies realize it yields only small profit growth.

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

    Assessment wyea-peakai-338582-a1.

  64. Assessment publishedBy this siteEd Zitron

    OpenAI has no interest in consulting the film industry or creators about how it develops Sora.

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

    Assessment wyea-peakai-279931-a1.

  66. HeldBy this siteEd Zitron

    Held record wyea-optimistic-cowardice-dc061f

    The openai screen reads the claim differently.

  67. Assessment publishedBy this siteEd Zitron

    The generative AI boom is a systemic failure, not the start of a revolution.

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

    Assessment wyea-optimistic-cowardice-cecd11-a1.

  68. Assessment publishedBy this siteEd Zitron

    There should be repercussions for journalists being too optimistic about technologies like AI.

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

    Assessment wyea-optimistic-cowardice-ba374c-a1.

  69. Assessment publishedBy this siteEd Zitron

    The facts show that AI doesn't work, even though the market wants it to.

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

    Assessment wyea-optimistic-cowardice-b3ca62-a1.

  70. Assessment publishedBy this siteEd Zitron

    Generative AI has created a kind of capitalist death cult in which nobody wants to admit that they are not making any money.

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

    Assessment wyea-optimistic-cowardice-aab281-a1.

  71. Assessment publishedBy this siteEd Zitron

    At this point, choosing to believe that the AI industry's situation will all just work out is willful ignorance and an active refusal to engage with reality.

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

    Assessment wyea-optimistic-cowardice-94c55c-a1.

  72. Assessment publishedBy this siteEd Zitron

    Once the narrative that only NVIDIA profits from generative AI takes hold, a cascade could badly hit the stock market and cost tens of thousands of jobs.

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

    Assessment wyea-optimistic-cowardice-605537-a1.

  73. Assessment publishedBy this siteEd Zitron

    AI optimists should engage with the facts.

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

    Assessment wyea-optimistic-cowardice-591624-a1.

  74. HeldBy this siteEd Zitron

    Held record wyea-optimistic-cowardice-37fa84

    The anthropic screen reads the claim differently.

  75. HeldBy this siteEd Zitron

    Held record wyea-optimistic-cowardice-36a183

    The anthropic screen reads the claim differently.

  76. HeldBy this siteEd Zitron

    Held record wyea-optimistic-cowardice-36111d

    The openai screen reads the claim differently.

  77. Assessment publishedBy this siteEd Zitron

    Most of what people saying 'AI is the future' discuss is fictional.

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

    Assessment wyea-optimistic-cowardice-35eb3d-a1.

  78. HeldBy this siteEd Zitron

    Held record wyea-optimistic-cowardice-01ee26

    The anthropic screen reads the claim differently.

  79. HeldBy this siteEd Zitron

    Held record wyea-openai-projects-chatgpt-plus-subscriptions-to-drop-by-80-from-f82e02979571-ec1b2b

    The anthropic screen doubts the attribution.

  80. Assessment publishedBy this siteEd Zitron

    If OpenAI adds 109 million new subscribers at any price, its burn rate will likely rise massively.

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

    Assessment wyea-openai-projects-chatgpt-plus-subscriptions-to-drop-by-80-from-f82e02979571-e815a7-a1.

  82. Assessment publishedBy this siteEd Zitron

    OpenAI's capacity issues will likely show up as hard limits on what free users can do.

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

    Assessment wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-facc3b-a1.

  83. Assessment publishedBy this siteEd Zitron

    If OpenAI collapses financially, Oracle will likely lose at least $1 billion, possibly several billion.

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

    Assessment wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-f9ac39-a1.

  84. HeldBy this siteEd Zitron

    Held record wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-f85b8e

    The anthropic screen reads the claim differently.

  85. HeldBy this siteEd Zitron

    Held record wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-f4076a

    The anthropic screen reads the claim differently.

  86. HeldBy this siteEd Zitron

    Held record wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-db5524

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

  87. HeldBy this siteEd Zitron

    Held record wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-d73aab

    The anthropic screen reads the claim differently.

  88. Assessment publishedBy this siteEd Zitron

    OpenAI will likely raise around $5-6 billion more in debt in 2025.

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

    Assessment wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-caa3a6-a1.

  90. Assessment publishedBy this siteEd Zitron

    If OpenAI's costs are as severe as reported, it will likely need to raise more capital through equity or debt.

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

    Assessment wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-ae1e28-a1.

  91. Assessment publishedBy this siteEd Zitron

    OpenAI will likely need to raise more than $40 billion, probably $50 billion or more, every year until it is profitable.

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

    Assessment wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-a6c7b4-a1.

  92. HeldBy this siteEd Zitron

    Held record wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-a19880

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

  93. Assessment publishedBy this siteEd Zitron

    OpenAI may not have enough GPUs to keep providing its services reliably.

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

    Assessment wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-97f055-a1.

  95. Assessment publishedBy this siteEd Zitron

    OpenAI's failure could have a systemic effect on tech and markets similar to Lehman Brothers' collapse.

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

    Assessment wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-927490-a1.

  96. Assessment publishedBy this siteEd Zitron

    After an OpenAI collapse, CoreWeave will likely collapse under its debt, causing NVIDIA a revenue drop of 7% or more.

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

    Assessment wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-849645-a1.

  98. HeldBy this siteEd Zitron

    Held record wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-7074bd

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

  99. Assessment publishedBy this siteEd Zitron

    It may not be possible for OpenAI to continue as a company given its unprecedented funding needs.

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

    Assessment wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-679262-a1.

  100. HeldBy this siteEd Zitron

    Held record wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-64b467

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

  101. Assessment publishedBy this siteEd Zitron

    The AI 2027 report's suggestion that LLMs will become something entirely different, such as a self-teaching agent, is bullshit.

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

    Assessment wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-404e0b-a1.

  103. Assessment publishedBy this siteEd Zitron

    OpenAI and Anthropic are rushing toward IPOs so that their CEOs can cash out.

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

    Assessment wyea-openai-cfo-news-bf675d-a1.

  104. HeldBy this siteEd Zitron

    Held record wyea-openai-cfo-news-bf675d-2

    The anthropic screen reads the claim differently.

  105. Assessment publishedBy this siteEd Zitron

    He guesses that OpenAI's CFO sees something in OpenAI's finances that worries her.

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

    Assessment wyea-openai-cfo-news-5be79f-a1.

  107. HeldBy this siteEd Zitron

    Held record wyea-openai-cfo-news-04e9a3

    The anthropic screen doubts the attribution.

  109. Assessment publishedBy this siteEd Zitron

    Investors' confusion about AI replacing software is caused by Anthropic's intentionally deceptive marketing, validated by the media.

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

    Assessment wyea-on-nvidia-and-analyslop-a7e9b3-a1.

  110. Assessment publishedBy this siteEd Zitron

    The AI hype economy is a grifter economy, and the media and markets meant to check it are asleep at the wheel.

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

    Assessment wyea-on-nvidia-and-analyslop-a16848-a1.

  111. Assessment publishedBy this siteEd Zitron

    Anthropic's primary business model is deception about AI capabilities, including Amodei's claims about white collar labor disappearing.

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

    Assessment wyea-on-nvidia-and-analyslop-9133d2-a1.

  112. Assessment publishedBy this siteEd Zitron

    Claude might tell you its output is fully compliant and will run well, but because LLMs don't know anything, you cannot be sure Claude is telling the truth.

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

    Assessment wyea-on-nvidia-and-analyslop-808347-a1.

  113. HeldBy this siteEd Zitron

    Held record wyea-on-nvidia-and-analyslop-651e2d

    The anthropic screen reads the claim differently.

  114. Assessment publishedBy this siteEd Zitron

    NVIDIA's $27 billion in cloud agreements renting back its GPUs would be unnecessary if there were significant demand for AI compute, implying demand is weak.

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

    Assessment wyea-on-nvidia-and-analyslop-618265-a1.

  115. HeldBy this siteEd Zitron

    Held record wyea-on-nvidia-and-analyslop-458e30

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

  116. HeldBy this siteEd Zitron

    Held record wyea-on-nvidia-and-analyslop-26e212

    The openai screen reads the claim differently.

  117. HeldBy this siteEd Zitron

    Held record wyea-on-nvidia-and-analyslop-13ca9e

    The anthropic screen reads the claim differently.

  118. HeldBy this siteEd Zitron

    Held record wyea-on-nvidia-and-analyslop-0a0e7a

    The anthropic screen reads the claim differently.

  119. HeldBy this siteEd Zitron

    Held record wyea-on-nvidia-and-analyslop-06d04c

    The anthropic screen reads the claim differently.

  120. Assessment publishedBy this siteEd Zitron

    OpenAI may be the most cash-intensive startup of all time.

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

    Assessment wyea-oai-docs-cc6169-a1.

  121. Assessment publishedBy this siteEd Zitron

    The cost of running large language models may not be supportable by revenues.

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

    Assessment wyea-oai-docs-cc6169-2-a1.

  122. Assessment publishedBy this siteEd Zitron

    OpenAI's costs and revenues are potentially dramatically different from what was publicly believed.

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

    Assessment wyea-oai-docs-a67684-a1.

  123. HeldBy this siteEd Zitron

    Held record wyea-oai-docs-650581

    The anthropic screen reads the claim differently.

  124. HeldBy this siteEd Zitron

    Held record wyea-oai-docs-64700d

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

  125. Assessment publishedBy this siteEd Zitron

    Paying ChatGPT Plus users likely use the service far more than free users, which may make OpenAI lose money on them.

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

    Assessment wyea-oai-business-f9f679-a1.

  126. HeldBy this siteEd Zitron

    Held record wyea-oai-business-f9b987

    The anthropic screen reads the claim differently.

  128. HeldBy this siteEd Zitron

    Held record wyea-oai-business-f62570

    The anthropic screen reads the claim differently.

  129. Assessment publishedBy this siteEd Zitron

    OpenAI's API is priced at a loss, and raising prices will likely make it unsustainable for many dependent businesses, creating a subprime AI crisis.

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

    Assessment wyea-oai-business-f2d829-a1.

  130. Assessment publishedBy this siteEd Zitron

    As a company, OpenAI is flat-out terrible at product.

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

    Assessment wyea-oai-business-ece89f-a1.

  131. Assessment publishedBy this siteEd Zitron

    Paying for ChatGPT Plus doesn't dramatically change the product, nor does it offer a particularly compelling new use case for anyone other than power users.

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

    Assessment wyea-oai-business-e800e4-a1.

  132. Assessment publishedBy this siteEd Zitron

    OpenAI has not had anything truly important since the launch of GPT-3.5, and its o1 model has not been particularly impressive.

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

    Assessment wyea-oai-business-d8bc2a-a1.

  133. Assessment publishedBy this siteEd Zitron

    OpenAI is a company lost, bleeding money with every customer interaction and selling software that is at best kind of useful and at worst actively harmful.

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

    Assessment wyea-oai-business-d6caa9-a1.

  134. HeldBy this siteEd Zitron

    Held record wyea-oai-business-ced44e

    The anthropic screen reads the claim differently.

  135. Assessment publishedBy this siteEd Zitron

    OpenAI is trapped with no pricing room.

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

    Assessment wyea-oai-business-bbdbd8-a1.

  136. Assessment publishedBy this siteEd Zitron

    Generative AI may lack product-market fit.

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

    Assessment wyea-oai-business-b258ec-a1.

  137. Assessment publishedBy this siteEd Zitron

    OpenAI's costs are likely to increase because, if the company grows by 300%, it is very likely that ChatGPT's free user base grows with it and adds costs.

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

    Assessment wyea-oai-business-ab7bd2-a1.

  138. Assessment publishedBy this siteEd Zitron

    OpenAI will likely raise $6.5 billion and then have to raise again soon, likely indefinitely.

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

    Assessment wyea-oai-business-9dbd75-a1.

  139. HeldBy this siteEd Zitron

    Held record wyea-oai-business-98f77d

    The anthropic screen reads the claim differently.

  140. HeldBy this siteEd Zitron

    Held record wyea-oai-business-986d0e

    The anthropic screen reads the claim differently.

  142. Assessment publishedBy this siteEd Zitron

    OpenAI's rushing of products like o1 is not the action of a company at the forefront but desperate moves by desperate people burning the candle at both ends.

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

    Assessment wyea-oai-business-8e05ba-a1.

  143. Assessment publishedBy this siteEd Zitron

    Because of these API revenue numbers, he has major concerns about the viability of OpenAI's business and of the generative AI market at large.

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

    Assessment wyea-oai-business-8be4ec-a1.

  144. HeldBy this siteEd Zitron

    Held record wyea-oai-business-813bc5

    The anthropic screen reads the claim differently.

  145. Assessment publishedBy this siteEd Zitron

    OpenAI's funding round is a farce and a group delusion driven by Sam Altman's persuasiveness.

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

    Assessment wyea-oai-business-784911-a1.

  146. Assessment publishedBy this siteEd Zitron

    ChatGPT Plus is not a great business.

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

    Assessment wyea-oai-business-71e7d2-a1.

  147. HeldBy this siteEd Zitron

    Held record wyea-oai-business-6d496c

    The anthropic screen reads the claim differently.

  148. Assessment publishedBy this siteEd Zitron

    Because ChatGPT is to generative AI what Google is to search, ten million paying subscribers is table stakes.

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

    Assessment wyea-oai-business-6a652b-a1.

  149. Assessment publishedBy this siteEd Zitron

    OpenAI is a disaster in the making, and the generative AI market lacks real strength.

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

    Assessment wyea-oai-business-68f930-a1.

  150. Assessment publishedBy this siteEd Zitron

    OpenAI's projections of $11.6B revenue in 2025 and $100B by 2029 are egregiously unrealistic.

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

    Assessment wyea-oai-business-666ccd-a1.

  151. Assessment publishedBy this siteEd Zitron

    If he is right, VCs and Microsoft are burning tens of billions on generative AI products nobody cares about.

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

    Assessment wyea-oai-business-573d51-a1.

  152. Assessment publishedBy this siteEd Zitron

    OpenAI's thin API business indicates fundamental weakness in GPT's revenue model and the generative AI market.

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

    Assessment wyea-oai-business-5277e9-a1.

  153. HeldBy this siteEd Zitron

    Held record wyea-oai-business-478fd2

    The anthropic screen reads the claim differently.

  154. Assessment publishedBy this siteEd Zitron

    OpenAI's API business is remarkably small, suggesting weakness across the generative AI industry.

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

    Assessment wyea-oai-business-46c2f1-a1.

  155. Assessment publishedBy this siteEd Zitron

    If OpenAI is underpricing to scale, OpenAI and Microsoft will have to raise prices, which will likely drive customers away from generative AI.

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

    Assessment wyea-oai-business-459d35-a1.

  156. HeldBy this siteEd Zitron

    Held record wyea-oai-business-42e37c

    The openai screen reads the claim differently.

  157. HeldBy this siteEd Zitron

    Held record wyea-oai-business-39c218

    The anthropic screen reads the claim differently.

  158. Assessment publishedBy this siteEd Zitron

    It is hard to see how OpenAI survives.

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

    Assessment wyea-oai-business-336a99-a1.

  160. Assessment publishedBy this siteEd Zitron

    OpenAI will likely succeed in raising its current funding round.

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

    Assessment wyea-oai-business-17c5f8-a1.

  161. HeldBy this siteEd Zitron

    Held record wyea-oai-business-17c5f8-2

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

  162. HeldBy this siteEd Zitron

    Held record wyea-oai-business-0f6779

    The anthropic screen reads the claim differently.

  163. HeldBy this siteEd Zitron

    Held record wyea-oai-business-0c379a

    The openai screen reads the claim differently.

  164. Assessment publishedBy this siteEd Zitron

    The estimated roughly $300 million a year OpenAI makes from business users is extremely bad, and even doubled would not be particularly exciting.

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

    Assessment wyea-oai-business-038ada-a1.

  165. Assessment publishedBy this siteEd Zitron

    NVIDIA might have another good quarter or two.

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

    Assessment wyea-nvidia-isnt-enron-so-what-is-it-d39278-a1.

  166. HeldBy this siteEd Zitron

    Held record wyea-nvidia-isnt-enron-so-what-is-it-b6f626

    The openai screen reads the claim differently.

  167. Assessment publishedBy this siteEd Zitron

    Zitron truly does not think NVIDIA is committing fraud.

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

    Assessment wyea-nvidia-isnt-enron-so-what-is-it-9de115-a1.

  168. Assessment publishedBy this siteEd Zitron

    NVIDIA is at worst a big, dodgy entity doing whatever it can to survive, not a criminal enterprise like Enron.

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

    Assessment wyea-nvidia-isnt-enron-so-what-is-it-78f24a-a1.

  170. Assessment publishedBy this siteEd Zitron

    It is entirely possible that everything NVIDIA is doing is above board.

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

    Assessment wyea-nvidia-isnt-enron-so-what-is-it-326f0a-a1.

  171. Assessment publishedBy this siteEd Zitron

    Big tech jumped on AI out of desperation because it had run out of a next big thing.

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

    Assessment wyea-nvidia-isnt-enron-so-what-is-it-1d47d3-a1.

  173. Assessment publishedBy this siteEd Zitron

    The generative AI buildout will one day be seen as one of the most egregious wastes of capital of all time.

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

    Assessment wyea-nvidia-isnt-enron-so-what-is-it-124124-a1.

  174. Assessment publishedBy this siteEd Zitron

    NVIDIA is more than likely doing relatively boring vendor financing with roughly 50-60 day payment terms.

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

    Assessment wyea-nvidia-isnt-enron-so-what-is-it-0bb87f-a1.

  176. HeldBy this siteEd Zitron

    Held record wyea-news-openai-had-a-negative-122-operating-margin-in-q1-2026-and-dcffa979509f-f49b6c

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

  177. Assessment publishedBy this siteEd Zitron

    ChatGPT's improved conversion rate is likely due to cheaper ad-supported ChatGPT Go subscriptions.

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

    Assessment wyea-news-openai-had-a-negative-122-operating-margin-in-q1-2026-and-dcffa979509f-be1494-a1.

  178. Assessment publishedBy this siteEd Zitron

    Anthropic may have overtaken OpenAI in revenue in Q2 2026, if its reported numbers are accurate.

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

    Assessment wyea-news-openai-had-a-negative-122-operating-margin-in-q1-2026-and-dcffa979509f-aeb74a-a1.

  179. HeldBy this siteEd Zitron

    Held record wyea-news-openai-had-a-negative-122-operating-margin-in-q1-2026-and-dcffa979509f-804119

    The openai screen reads the claim differently.

  182. Assessment publishedBy this siteEd Zitron

    OpenAI may favor the weekly active users metric because it is easy to manipulate.

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

    Assessment wyea-news-openai-had-a-negative-122-operating-margin-in-q1-2026-and-dcffa979509f-03ccae-a1.

  183. Assessment publishedBy this siteEd Zitron

    The switch to Claude Opus 4.7 will likely make GitHub Copilot Pro+ users hit their usage limits faster.

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

    Assessment wyea-news-microsoft-to-shift-github-copilot-users-to-token-based-bi-cddbe2b3f0c5-8746bc-a1.

  185. HeldBy this siteEd Zitron

    Held record wyea-news-microsoft-disclosures-suggest-openai-sales-account-for-ar-8cff89a321eb-5b18ae

    The anthropic screen reads the claim differently.

  187. HeldBy this siteEd Zitron

    Held record wyea-news-microsoft-disclosures-suggest-openai-sales-account-for-ar-8cff89a321eb-59c9d4-2

    The anthropic screen reads the claim differently.

  188. Assessment publishedBy this siteEd Zitron

    Pro users who used Claude Code through their subscription will likely now have to pay for API access to use it.

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

    Assessment wyea-news-anthropic-removes-pro-cc-ff957c-a1.

  190. Assessment publishedBy this siteEd Zitron

    Avasare's statements suggest Anthropic will likely change all of its subscription tiers, including Max.

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

    Assessment wyea-news-anthropic-removes-pro-cc-06e5e2-a1.

  193. HeldBy this siteEd Zitron

    Held record wyea-never-forgive-them-fa0696

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

  194. Assessment publishedBy this siteEd Zitron

    Readers should tell others that Sam Altman burns $5 billion a year on unsustainable, environmentally destructive software built on stolen creative works.

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

    Assessment wyea-never-forgive-them-fa0696-3-a1.

  195. Assessment publishedBy this siteEd Zitron

    Google and Microsoft released or facilitated generative AI without considering its effect on the internet ecosystem.

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

    Assessment wyea-never-forgive-them-ef8684-a1.

  196. Assessment publishedBy this siteEd Zitron

    The flood of AI-generated content has irreparably damaged the internet.

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

    Assessment wyea-never-forgive-them-733cf4-a1.

  197. Assessment publishedBy this siteEd Zitron

    Public discussion of the truth behind generative AI and other tech harms will change things because tech leaders are unprepared for an informed public.

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

    Assessment wyea-never-forgive-them-6b1d67-a1.

  198. HeldBy this siteEd Zitron

    Held record wyea-never-forgive-them-468e53

    The anthropic screen reads the claim differently.

  199. HeldBy this siteEd Zitron

    Held record wyea-never-forget-what-theyve-done-ec1557

    The anthropic screen reads the claim differently.

  200. HeldBy this siteEd Zitron

    Held record wyea-never-forget-what-theyve-done-ea8f79

    The anthropic screen reads the claim differently.