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Changes, page 63 of 63

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Changes 12,401 to 12,419 of 12,419, newest first. Page 63 of 63.

2026-10-28
PublishedBy usGary Marcus
Throughout 2025, AI agents will be endlessly hyped but far from reliable, except possibly in very narrow use cases.
Published after both AI reviews and the final check passed.
2026-10-28
Held backBy usEd Zitron
By the end of the first quarter of 2025 at the latest, investors will begin punishing big tech companies for their AI spending, and the punishment will hit them far harder than NVIDIA.
A reviewer declined to make a call.
2026-10-28
PublishedBy usEd Zitron
If Oracle loses OpenAI's revenue, Oracle will collapse.
Published after both AI reviews and the final check passed.
2026-10-28
Held backBy usEd Zitron
Once OpenAI has raised its current round of $6.5 billion to $7 billion, it will have to raise another round of at least the same size by July 2025, if not sooner.
A reviewer said our test wasn’t fair to what was actually said.
2026-10-28
PublishedBy usEd Zitron
If OpenAI does not convert to a for-profit structure by the end of 2025, it will be effectively dead.
Published after both AI reviews and the final check passed.
2026-10-28
PublishedBy usEd Zitron
OpenAI and Broadcom will not build their custom AI chip (ASIC) in 2026.
Published after both AI reviews and the final check passed.
2026-10-28
Held backBy usEd Zitron
What Happens If OpenAI Dies?
The final check of the write-up failed.
2026-10-28
PublishedBy usEd Zitron
By the end of 2025, Microsoft will have spent over $200 billion in capital expenditures since 2023.
Published after both AI reviews and the final check passed.
2026-10-28
PublishedBy usEd Zitron
By the end of 2026, the hyperscalers (Meta, Google, Amazon, and Microsoft) will have sunk over $1.3 trillion into generative AI since March 2022.
Published after both AI reviews and the final check passed.
2026-10-28
PublishedBy usEd Zitron
If generative AI becomes an albatross around the necks of Google, Microsoft, or Amazon (which Zitron believes it will), these companies will face serious pressure to curtail their investments and capital expenditures.
Published after both AI reviews and the final check passed.
2026-10-28
Held backBy usEd Zitron
If Meta, Amazon, Microsoft, Google, and Tesla keep their spending promises, by the end of 2025 they will together have spent over $560 billion in capital expenditures on AI over 2024 and 2025.
A reviewer said our test wasn’t fair to what was actually said.
2026-10-28
Held backBy usEd Zitron
By the end of 2027, Microsoft, Google, Amazon, and Meta will together have spent about $2 trillion on AI capital expenditures.
A reviewer said our test wasn’t fair to what was actually said.
2026-10-28
PublishedBy usEd Zitron
Because the funds Anthropic raised in early 2026 and its cash flow will not cover its costs, Anthropic will have to raise at least another $200 billion within a year of 2026-06-08.
Published after both AI reviews and the final check passed.
2026-10-28
PublishedBy usEd Zitron
Anthropic's revenue for calendar 2025 was about $4.6 billion.
Published after both AI reviews and the final check passed.
2026-10-28
PublishedBy usEd Zitron
Anthropic's net loss for calendar 2025 was about $42 billion.
Published after both AI reviews and the final check passed.
2026-10-28
Held backBy usEd Zitron
In calendar 2025, Anthropic lost more than $8 billion.
A reviewer declined to make a call.
2026-10-28
PublishedBy usEd Zitron
Within about three quarters of March 2024 (by the end of 2024), the AI boom would collapse in a way that savages the revenues of the biggest tech companies.
Published after both AI reviews and the final check passed.
2026-10-28
Held backBy usEd Zitron
By the end of 2026, a majority of AI services will move some or all of their customers to token-based billing.
A reviewer said our test wasn’t fair to what was actually said.
2026-10-28
Held backBy usEd Zitron
Within a few months of 2025-10-20, AI-native companies (products built on top of AI models) will face multiple price increases.
The final check failed: the write-up said more than the evidence showed.