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

Changes, page 8 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 8 of 37: changes 1401 to 1600 of 7383, newest first. Dates are when the change was recorded.

  1. Assessment publishedBy this siteEd Zitron

    Pontifications that data center spending will increase to $32 trillion by 2050 are equal parts stupid and wasteful.

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

    Assessment wyea-credit-crunch-01fbb9-2-a1.

  3. HeldBy this siteEd Zitron

    Held record wyea-costs-ece1c1

    The anthropic screen reads the claim differently.

  4. HeldBy this siteEd Zitron

    Held record wyea-costs-e89608

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

  6. Assessment publishedBy this siteEd Zitron

    OpenAI and Anthropic may take over the markets of companies that build on their models.

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

    Assessment wyea-costs-b89515-a1.

  8. Assessment publishedBy this siteEd Zitron

    Anthropic's June 2025 revenue spike likely came from introducing service tiers that raised charges on prompt caching.

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

    Assessment wyea-costs-ae133e-a1.

  9. HeldBy this siteEd Zitron

    Held record wyea-costs-a39f06

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

  10. Assessment publishedBy this siteEd Zitron

    Anthropic plausibly spent about as much on Google Cloud in 2024 as on AWS.

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

    Assessment wyea-costs-94cfa2-a1.

  11. Assessment publishedBy this siteEd Zitron

    In his opinion, as a gut instinct, either Anthropic is significantly more expensive to run than is known, or its leaked and stated revenue numbers are worse than believed.

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

    Assessment wyea-costs-71fd55-a1.

  12. Assessment publishedBy this siteEd Zitron

    Every AI-native company will likely suffer what happened to Cursor: price increases from model providers that also compete with it.

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

    Assessment wyea-costs-63ae9b-a1.

  13. Assessment publishedBy this siteEd Zitron

    Claims that Anthropic's billions in annual burn are justified by comparisons to Uber or AWS are empty tropes, because Anthropic has built something far more mediocre.

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

    Assessment wyea-costs-578034-a1.

  14. Assessment publishedBy this siteEd Zitron

    It is very difficult to see Anthropic's Service Tiers as anything other than an aggressive rent-seeking maneuver.

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

    Assessment wyea-costs-510363-a1.

  15. Assessment publishedBy this siteEd Zitron

    Anthropic's roughly $65.1 million AWS cost jump from April to May 2025 likely came from final training of Sonnet and Opus 4 and Claude Code testing.

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

    Assessment wyea-costs-299afa-a1.

  16. HeldBy this siteEd Zitron

    Held record wyea-costs-1e48d2

    The anthropic screen doubts the attribution.

  17. Assessment publishedBy this siteEd Zitron

    Anthropic's actions appear to have directly caused Cursor's costs to rise by over 100%.

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

    Assessment wyea-costs-1e37c5-a1.

  18. Assessment publishedBy this siteEd Zitron

    The Subprime AI Crisis he predicted, in which AI providers raise subsidized prices and customers pass them on, appears to be happening.

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

    Assessment wyea-costs-133667-a1.

  19. HeldBy this siteEd Zitron

    Held record wyea-costs-07d0d6

    The openai screen reads the claim differently.

  20. Assessment publishedBy this siteEd Zitron

    Anthropic's costs rose by $135.2 million (35%) in a month, to September 2025, likely because some users were costing it thousands or tens of thousands of dollars in compute.

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

    Assessment wyea-costs-0491e6-a1.

  21. HeldBy this siteEd Zitron

    Held record wyea-core-incompetency-e595b5

    The anthropic screen doubts the attribution.

  22. Assessment publishedBy this siteEd Zitron

    NVIDIA's GPU sales reflect big tech's competitive desperation rather than generative AI's success.

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

    Assessment wyea-core-incompetency-df14bd-a1.

  24. Assessment publishedBy this siteEd Zitron

    The author believes, as he hypothesized a few weeks earlier, that outside of OpenAI the generative AI industry is terribly small, a point CoreWeave underlines.

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

    Assessment wyea-core-incompetency-adbf1e-a1.

  26. Assessment publishedBy this siteEd Zitron

    The DDTL 2.0 loan terms suggest Blackstone and Magnetar don't necessarily trust CoreWeave to survive and intend to rip out whatever guts are left if it doesn't.

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

    Assessment wyea-core-incompetency-7b596c-a1.

  27. Assessment publishedBy this siteEd Zitron

    Core Scientific is unlikely to raise capital on favorable terms after its recent bankruptcy.

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

    Assessment wyea-core-incompetency-7b3de9-a1.

  28. Assessment publishedBy this siteEd Zitron

    CoreWeave's financials are so unstable that it is unclear whether it will survive the next six months.

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

    Assessment wyea-core-incompetency-783523-a1.

  29. Assessment publishedBy this siteEd Zitron

    CoreWeave's dependence on a few hyperscalers is a fundamental and potentially fatal vulnerability.

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

    Assessment wyea-core-incompetency-6f6e3d-a1.

  30. HeldBy this siteEd Zitron

    Held record wyea-core-incompetency-6d383e

    The anthropic screen reads the claim differently.

  31. HeldBy this siteEd Zitron

    Held record wyea-core-incompetency-60a3f7

    The anthropic screen doubts the attribution.

  32. Assessment publishedBy this siteEd Zitron

    CoreWeave's debt repayments could surpass its entire 2024 revenue.

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

    Assessment wyea-core-incompetency-602e2c-a1.

  33. HeldBy this siteEd Zitron

    Held record wyea-core-incompetency-5bc0d0

    The anthropic screen reads the claim differently.

  34. Assessment publishedBy this siteEd Zitron

    The author thinks we are about to see what happens when OpenAI, the world's biggest startup, becomes desperate.

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

    Assessment wyea-core-incompetency-494ca3-a1.

  35. Assessment publishedBy this siteEd Zitron

    CoreWeave's two DDTL loans alone could potentially destroy the company.

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

    Assessment wyea-core-incompetency-47a0c2-a1.

  36. Assessment publishedBy this siteEd Zitron

    OpenAI is unlikely to sustain its ability to keep raising money indefinitely and survive.

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

    Assessment wyea-core-incompetency-47602b-a1.

  38. Assessment publishedBy this siteEd Zitron

    CoreWeave is a dog and will show the markets exactly how little money or growth is left in generative AI.

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

    Assessment wyea-core-incompetency-1bf85e-a1.

  39. HeldBy this siteEd Zitron

    Held record wyea-core-incompetency-097068

    The anthropic screen doubts the attribution.

  40. Assessment publishedBy this siteEd Zitron

    Anthropic and OpenAI very likely will not have spent over $120 billion combined on compute in 2026.

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

    Assessment wyea-concentration-risk-f955de-a1.

  41. HeldBy this siteEd Zitron

    Held record wyea-concentration-risk-e2ca70

    The anthropic screen reads the claim differently.

  43. Assessment publishedBy this siteEd Zitron

    Anthropic and OpenAI's take-or-pay compute commitments should be viewed as debt obligations.

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

    Assessment wyea-concentration-risk-c2c136-a1.

  44. Assessment publishedBy this siteEd Zitron

    AI companies talk about AGI to distract from the fact that their financials and demand do not make sense and their software does not justify its costs.

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

    Assessment wyea-concentration-risk-b2d311-a1.

  45. Assessment publishedBy this siteEd Zitron

    Hyperscalers are extending compute to AI labs using the same logic as subprime mortgage lenders: the money hasn't stopped flowing yet.

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

    Assessment wyea-concentration-risk-b2bbae-a1.

  46. Assessment publishedBy this siteEd Zitron

    The AI industry will look fine until someone can't raise money to make a payment to a neocloud, hyperscaler or AI lab.

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

    Assessment wyea-concentration-risk-acc83e-a1.

  47. Assessment publishedBy this siteEd Zitron

    If OpenAI's compute spend isn't spread at $250B a year, its commitments could spike to $300–400B a year in 2028 or 2029.

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

    Assessment wyea-concentration-risk-a374bd-a1.

  48. Assessment publishedBy this siteEd Zitron

    Hyperscalers and neoclouds should not have let Anthropic and OpenAI sign up for so much compute capacity.

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

    Assessment wyea-concentration-risk-8a0a25-a1.

  49. HeldBy this siteEd Zitron

    Held record wyea-concentration-risk-892891

    The openai screen reads the claim differently.

  50. Assessment publishedBy this siteEd Zitron

    OpenAI and Anthropic's compute commitments were likely signed with effectively no underwriting, since the companies plainly cannot afford them.

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

    Assessment wyea-concentration-risk-85d357-a1.

  51. HeldBy this siteEd Zitron

    Held record wyea-concentration-risk-8341d3

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

  52. Assessment publishedBy this siteEd Zitron

    Anthropic and OpenAI's compute 'reset wall' is simpler, more concentrated, and easier to see than the subprime mortgage reset wall.

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

    Assessment wyea-concentration-risk-7b40f5-a1.

  53. HeldBy this siteEd Zitron

    Held record wyea-concentration-risk-7a6403

    The anthropic screen reads the claim differently.

  54. HeldBy this siteEd Zitron

    Held record wyea-concentration-risk-6e1f58

    The anthropic screen reads the claim differently.

  55. HeldBy this siteEd Zitron

    Held record wyea-concentration-risk-49e8bc

    The openai screen reads the claim differently.

  56. HeldBy this siteEd Zitron

    Held record wyea-concentration-risk-2d7f45

    The anthropic screen reads the claim differently.

  57. HeldBy this siteEd Zitron

    Held record wyea-concentration-risk-21094e

    The anthropic screen reads the claim differently.

  58. Assessment publishedBy this siteEd Zitron

    OpenAI's annual payments under its Oracle deal could exceed $50–60 billion from 2027, not just the reported $30 billion.

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

    Assessment wyea-concentration-risk-16e533-a1.

  59. Assessment publishedBy this siteEd Zitron

    The mistakes in AI financing increasingly resemble those that led to the Great Financial Crisis, though consequences may differ.

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

    Assessment wyea-concentration-risk-0ec9dd-a1.

  61. Assessment publishedBy this siteEd Zitron

    AI companies treat AI boosters with complete contempt.

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

    Assessment wyea-cargo-culture-ff5b89-a1.

  62. Assessment publishedBy this siteEd Zitron

    Faith alone cannot produce $2 trillion in AI revenue by 2030 for an industry that basically does not exist without OpenAI or Anthropic.

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

    Assessment wyea-cargo-culture-fcb70b-a1.

  64. HeldBy this siteEd Zitron

    Held record wyea-cargo-culture-f41be2

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

  65. Assessment publishedBy this siteEd Zitron

    Perhaps some company leaders run monopolies that can survive spending 98% of their free cash flow on AI data centers, which he says only lose money.

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

    Assessment wyea-cargo-culture-edb5d6-a1.

  66. Assessment publishedBy this siteEd Zitron

    People think LLMs are going to change things because everybody vaguely came to the consensus that ChatGPT was trending in the direction that something would change.

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

    Assessment wyea-cargo-culture-ec2a91-a1.

  68. Assessment publishedBy this siteEd Zitron

    AI is the natural endpoint of Silicon Valley's cargo culture.

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

    Assessment wyea-cargo-culture-d29768-a1.

  69. Assessment publishedBy this siteEd Zitron

    People should demand better proof of AI's inevitability than mythology and hype.

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

    Assessment wyea-cargo-culture-99d4db-a1.

  70. Assessment publishedBy this siteEd Zitron

    Shazeer, Karpathy, and Zoph probably contributed little in their most recent tenures at AI labs, and their hiring was cargo cult behavior.

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

    Assessment wyea-cargo-culture-99a13e-a1.

  71. Assessment publishedBy this siteEd Zitron

    The tech industry has completely run out of ideas and is now a cargo cult.

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

    Assessment wyea-cargo-culture-87f7ca-a1.

  72. HeldBy this siteEd Zitron

    Held record wyea-cargo-culture-7da83c

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

  73. Assessment publishedBy this siteEd Zitron

    Unless OpenAI is among the largest digital advertisers, it is far more likely that real costs are hidden in its sales and marketing line.

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

    Assessment wyea-cargo-culture-7083fc-a1.

  74. HeldBy this siteEd Zitron

    Held record wyea-cargo-culture-677845

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

  75. HeldBy this siteEd Zitron

    Held record wyea-cargo-culture-60ed44

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

  76. HeldBy this siteEd Zitron

    Held record wyea-cargo-culture-5c1f18

    The anthropic screen reads the claim differently.

  77. Assessment publishedBy this siteEd Zitron

    The tech industry has become the largest cargo cult of all time.

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

    Assessment wyea-cargo-culture-55e085-a1.

  78. HeldBy this siteEd Zitron

    Held record wyea-cargo-culture-305b99

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

  79. Assessment publishedBy this siteEd Zitron

    People should stop accepting excuses for AI's mediocrity and judge it on the present.

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

    Assessment wyea-cargo-culture-1ddb09-a1.

  81. HeldBy this siteEd Zitron

    Held record wyea-cargo-culture-07d798

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

  82. Assessment publishedBy this siteEd Zitron

    AI boosters should not justify AI with future-tense promises or by comparing its losses to previous eras.

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

    Assessment wyea-cargo-culture-0417e1-a1.

  83. Assessment publishedBy this siteEd Zitron

    OpenAI and Anthropic are not actually startups.

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

    Assessment wyea-cargo-culture-00a314-a1.

  84. Assessment publishedBy this siteEd Zitron

    OpenAI must raise a record amount of money within 12–24 months or launch a product far better than ChatGPT, and both outcomes are unlikely but possible.

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

    Assessment wyea-burst-damage-fa8e99-a1.

  85. Assessment publishedBy this siteEd Zitron

    Zitron believes the collapse (or absorption) of OpenAI is the one critical sign to look for that the generative AI bubble is popping.

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

    Assessment wyea-burst-damage-f9dbaf-a1.

  86. Assessment publishedBy this siteEd Zitron

    If no major cloud company changes course in the next three months, the AI boom could continue for another quarter.

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

    Assessment wyea-burst-damage-f64335-a1.

  87. Assessment publishedBy this siteEd Zitron

    Sundar Pichai and Satya Nadella must be removed as CEOs.

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

    Assessment wyea-burst-damage-f053ea-a1.

  88. Assessment publishedBy this siteEd Zitron

    The Blackwell delay is a massive blow to OpenAI and its competitors, and may delay OpenAI's bigger plans for an indeterminate time.

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

    Assessment wyea-burst-damage-d02717-a1.

  89. HeldBy this siteEd Zitron

    Held record wyea-burst-damage-cfba90

    The anthropic screen reads the claim differently.

  90. Assessment publishedBy this siteEd Zitron

    The Blackwell design flaw may take more than three months to fix.

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

    Assessment wyea-burst-damage-a0e0a7-a1.

  91. HeldBy this siteEd Zitron

    Held record wyea-burst-damage-88f1fa

    The anthropic screen reads the claim differently.

  92. HeldBy this siteEd Zitron

    Held record wyea-burst-damage-85b0b5

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

  93. HeldBy this siteEd Zitron

    Held record wyea-burst-damage-78d3f5

    The anthropic screen reads the claim differently.

  94. Assessment publishedBy this siteEd Zitron

    Big tech's lack of big, profitable ideas will inevitably lead to some form of collapse, timing unknown.

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

    Assessment wyea-burst-damage-762c41-a1.

  95. HeldBy this siteEd Zitron

    Held record wyea-burst-damage-698c15

    The anthropic screen reads the claim differently.

  96. Assessment publishedBy this siteEd Zitron

    There is a chance OpenAI gets one more funding round, a last gasp, but it is a little tough to imagine how it keeps going even if it raises another $10 billion.

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

    Assessment wyea-burst-damage-6919bb-a1.

  97. HeldBy this siteEd Zitron

    Held record wyea-burst-damage-671239

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

  98. Assessment publishedBy this siteEd Zitron

    Google's AI expenses are probably very high and are not making Google any money.

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

    Assessment wyea-burst-damage-6630b0-a1.

  99. Assessment publishedBy this siteEd Zitron

    Scale AI and Cohere are unprofitable and will likely need to raise money within 12 months.

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

    Assessment wyea-burst-damage-643360-a1.

  100. HeldBy this siteEd Zitron

    Held record wyea-burst-damage-59c462

    The anthropic screen reads the claim differently.

  101. Assessment publishedBy this siteEd Zitron

    Public estimates of big tech's generative AI spending are probably wrong by tens of billions of dollars.

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

    Assessment wyea-burst-damage-58ce90-a1.

  102. Assessment publishedBy this siteEd Zitron

    The month after August 5, 2024 will be critical to the future of the AI boom.

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

    Assessment wyea-burst-damage-407a75-a1.

  103. Assessment publishedBy this siteEd Zitron

    Large language models and their associated outgrowths are not helping anybody.

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

    Assessment wyea-burst-damage-36ab6d-a1.

  104. Assessment publishedBy this siteEd Zitron

    Sam Altman doesn't care about AI; he cares about accumulating power, has been doing so for years, and will be back with another con within three years.

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

    Assessment wyea-burst-damage-1b1263-a1.

  105. Assessment publishedBy this siteEd Zitron

    If Anthropic is absorbed by a big tech firm, Zitron guesses its most likely home would be Amazon.

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

    Assessment wyea-burst-damage-1add0e-a1.

  106. Assessment publishedBy this siteEd Zitron

    Satya Nadella, Sundar Pichai, and Mark Zuckerberg should be fired.

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

    Assessment wyea-burst-damage-132b0c-a1.

  107. Assessment publishedBy this siteEd Zitron

    The government should break up every hyperscaler (Google, Meta, Amazon, Apple, Oracle) and stop them from growing so large again.

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

    Assessment wyea-burst-damage-0b3183-a1.

  108. Assessment publishedBy this siteEd Zitron

    In the current market, generative AI companies will likely find raising money difficult or impossible.

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

    Assessment wyea-burst-damage-08870b-a1.

  109. Assessment publishedBy this siteEd Zitron

    Character.ai likely could not have survived long on $150m in funding, so it had to be absorbed, which shows many generative AI applications are unsustainable.

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

    Assessment wyea-burst-damage-082ed4-a1.

  110. HeldBy this siteEd Zitron

    Held record wyea-burst-damage-057e7c

    The openai screen reads the claim differently.

  111. Assessment publishedBy this siteEd Zitron

    The narrative will soon turn more aggressively against big tech.

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

    Assessment wyea-burst-damage-04679d-a1.

  112. Assessment publishedBy this siteEd Zitron

    What Sam Altman has promised isn't possible with today's technology and may not be possible at all.

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

    Assessment wyea-bubble-trouble-fa1170-a1.

  114. Assessment publishedBy this siteEd Zitron

    Training AI models on synthetic, AI-generated data is a terrible idea.

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

    Assessment wyea-bubble-trouble-ad4af8-a1.

  115. Assessment publishedBy this siteEd Zitron

    Outside self-dealing, Amazon, Microsoft and Google may not be making much money from AI.

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

    Assessment wyea-bubble-trouble-95d6f5-a1.

  116. Assessment publishedBy this siteEd Zitron

    Sora is likely deeply unprofitable and may not measurably improve its hallucinations within the next year.

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

    Assessment wyea-bubble-trouble-90f5bf-a1.

  118. Assessment publishedBy this siteEd Zitron

    If next-generation ChatGPT or Claude fail to leap in capability, a cascade of reduced AI adoption is likely; such leaps require more data and compute than exists.

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

    Assessment wyea-bubble-trouble-63bca4-a1.

  119. Assessment publishedBy this siteEd Zitron

    The future that justifies the AI industry's hundreds of billions in infrastructure investment may never arrive.

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

    Assessment wyea-bubble-trouble-62a541-a1.

  120. Assessment publishedBy this siteEd Zitron

    AI may fail to provide enough business value to justify its costs, vastly reducing consumer and enterprise usage of models like ChatGPT.

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

    Assessment wyea-bubble-trouble-552a64-a1.

  121. Assessment publishedBy this siteEd Zitron

    The Information's article on Stargate is vague, likely because building Stargate is at this point somewhat theoretical.

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

    Assessment wyea-bubble-trouble-01edc8-a1.

  122. Assessment publishedBy this siteEd Zitron

    OpenAI and Anthropic have no plan to become profitable.

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

    Assessment wyea-brokenomics-fa40e5-a1.

  123. HeldBy this siteEd Zitron

    Held record wyea-brokenomics-f151c5

    The anthropic screen reads the claim differently.

  124. Assessment publishedBy this siteEd Zitron

    It is doubtful there is a real enterprise shift away from frontier models to open-source models.

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

    Assessment wyea-brokenomics-edbb4a-a1.

  125. Assessment publishedBy this siteEd Zitron

    Neither OpenAI nor Anthropic is a real business.

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

    Assessment wyea-brokenomics-e6c8c0-a1.

  126. Assessment publishedBy this siteEd Zitron

    OpenAI's and Anthropic's obscene and wasteful subscription subsidies are what a company does when it has little to no confidence in the actual value of its product.

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

    Assessment wyea-brokenomics-dc2f9e-a1.

  127. HeldBy this siteEd Zitron

    Held record wyea-brokenomics-d94cc2

    The openai screen reads the claim differently.

  128. Assessment publishedBy this siteEd Zitron

    Hyperscalers such as Microsoft and Amazon may be trying to cast doubt on the inevitability of AI labs.

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

    Assessment wyea-brokenomics-d1bca7-a1.

  129. Assessment publishedBy this siteEd Zitron

    It is unlikely Anthropic's situation goes back to normal, since the government has animus against it even if its models are re-approved.

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

    Assessment wyea-brokenomics-cd6e8f-a1.

  131. Assessment publishedBy this siteEd Zitron

    Generative AI companies are not real businesses.

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

    Assessment wyea-brokenomics-af6524-a1.

  132. Assessment publishedBy this siteEd Zitron

    If the token price cuts happen, there is every chance they will both cut the AI labs' revenues and lead organizations to use fewer tokens.

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

    Assessment wyea-brokenomics-ae5d9c-a1.

  133. HeldBy this siteEd Zitron

    Held record wyea-brokenomics-a30576

    The anthropic screen reads the claim differently.

  134. HeldBy this siteEd Zitron

    Held record wyea-brokenomics-9d1a9a

    The openai screen reads the claim differently.

  135. Assessment publishedBy this siteEd Zitron

    Anthropic's Fable is just another large language model only an indeterminate amount better than its predecessor.

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

    Assessment wyea-brokenomics-95003d-a1.

  137. Assessment publishedBy this siteEd Zitron

    The AI industry is in a cost crisis, and Anthropic's and OpenAI's IPOs depend on hype and certainty of never-slowing growth.

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

    Assessment wyea-brokenomics-802cb0-a1.

  138. Assessment publishedBy this siteEd Zitron

    There should be a pause in the development of generative AI, because it is a doomed grift masquerading as an industry.

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

    Assessment wyea-brokenomics-797420-a1.

  140. Assessment publishedBy this siteEd Zitron

    Token-based billing may not work as a viable business line for AI labs.

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

    Assessment wyea-brokenomics-5f8c49-a1.

  142. Assessment publishedBy this siteEd Zitron

    Amazon and Microsoft fear the White House more than losing AI labs and may be relieved to end this era.

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

    Assessment wyea-brokenomics-481cf5-a1.

  143. HeldBy this siteEd Zitron

    Held record wyea-brokenomics-41295c

    The anthropic screen reads the claim differently.

  144. HeldBy this siteEd Zitron

    Held record wyea-brokenomics-3a89a8

    The openai screen reads the claim differently.

  145. Assessment publishedBy this siteEd Zitron

    Anthropic's Mythos marketing existed to scare people and help Anthropic raise money at a $965 billion valuation.

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

    Assessment wyea-brokenomics-333a22-a1.

  146. HeldBy this siteEd Zitron

    Held record wyea-brokenomics-31b01d

    The anthropic screen reads the claim differently.

  147. Assessment publishedBy this siteEd Zitron

    OpenAI's and Anthropic's costs appear to be increasing, which is why they have raised over $230 billion in the last six months, assuming the rounds completely close.

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

    Assessment wyea-brokenomics-2d7aac-a1.

  149. Assessment publishedBy this siteEd Zitron

    Zitron thinks that what is truly powering executive excitement over AI is the idea that workers can eventually be removed from the equation entirely.

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

    Assessment wyea-artificial-labor-e25919-a1.

  151. HeldBy this siteEd Zitron

    Held record wyea-artificial-labor-ccad47

    The openai screen reads the claim differently.

  152. HeldBy this siteEd Zitron

    Held record wyea-artificial-labor-6989dc

    The anthropic screen reads the claim differently.

  154. Assessment publishedBy this siteEd Zitron

    Because models are hard to make forget information, model development may go backwards if datasets have to be reverted to remove copyrighted material.

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

    Assessment wyea-are-we-watching-the-internet-die-ee3ca4-a1.

  155. Assessment publishedBy this siteEd Zitron

    The battle platforms are currently fighting is against generative spam, obvious outright nonsense that can and should, and likely will, be stopped.

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

    Assessment wyea-are-we-watching-the-internet-die-d4b683-a1.

  156. Assessment publishedBy this siteEd Zitron

    Most web users could come to experience the web through AI summarization portals.

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

    Assessment wyea-are-we-watching-the-internet-die-a52cab-a1.

  157. Assessment publishedBy this siteEd Zitron

    The many copyright lawsuits against OpenAI could break the company.

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

    Assessment wyea-are-we-watching-the-internet-die-a44d07-a1.

  160. Assessment publishedBy this siteEd Zitron

    Generative content that games algorithms is slowly killing the internet.

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

    Assessment wyea-are-we-watching-the-internet-die-90d6e9-a1.

  161. Assessment publishedBy this siteEd Zitron

    Generative AI models require 'legal plagiarism', and any number of copyright assaults could massively slow their progress.

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

    Assessment wyea-are-we-watching-the-internet-die-76a5be-a1.

  162. Assessment publishedBy this siteEd Zitron

    These models don't really 'know' anything; they're 'copying other people's homework.'

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

    Assessment wyea-are-we-watching-the-internet-die-6e133a-a1.

  165. Assessment publishedBy this siteEd Zitron

    Because Amazon's policies don't outright ban AI-generated content, ChatGPT has become an 'inoperable cancer on the body of the publishing industry.'

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

    Assessment wyea-are-we-watching-the-internet-die-464b2d-a1.

  166. Assessment publishedBy this siteEd Zitron

    Those who rely on generative AI to create are not creators, any more than a person who commissions a portrait is an artist.

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

    Assessment wyea-are-we-watching-the-internet-die-41bd37-a1.

  168. Assessment publishedBy this siteEd Zitron

    There may not be enough training data to grow giant AI models much further, which may be why Sam Altman says they are not the future.

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

    Assessment wyea-are-we-watching-the-internet-die-2e363e-a1.

  169. Assessment publishedBy this siteEd Zitron

    OpenAI's and Anthropic's models will more than likely depend on openly available web content, which will become increasingly normalized and generic.

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

    Assessment wyea-are-we-watching-the-internet-die-1b5e99-a1.

  170. Assessment publishedBy this siteEd Zitron

    The stories described are all manifestations of a single problem: generative AI is 'poison' for an internet dependent on algorithms.

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

    Assessment wyea-are-we-watching-the-internet-die-04f3ae-a1.

  171. Assessment publishedBy this siteEd Zitron

    Anthropic may be booking discounted prepaid Claude credits as revenue up front.

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

    Assessment wyea-anthropics-profitability-swindle-c95950-a1.

  172. Assessment publishedBy this siteEd Zitron

    People who want Anthropic to win should be just as skeptical of its reported numbers as Zitron is.

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

    Assessment wyea-anthropics-profitability-swindle-acab75-a1.

  174. Assessment publishedBy this siteEd Zitron

    The real problems with Anthropic's profitability claim are in its revenue figures.

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

    Assessment wyea-anthropics-profitability-swindle-74a4ae-a1.

  175. Assessment publishedBy this siteEd Zitron

    Anthropic is possibly going to be EBITDA profitable for a single quarter, the second quarter of 2026, on a non-GAAP basis.

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

    Assessment wyea-anthropics-profitability-swindle-6e474a-a1.

  176. Assessment publishedBy this siteEd Zitron

    Zitron would not call Anthropic's profitability figure cooking the books, but says it is definitely a heavy ('shiatsu-grade') massaging of the numbers.

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

    Assessment wyea-anthropics-profitability-swindle-6747d6-a1.

  177. Assessment publishedBy this siteEd Zitron

    Anthropic could be front-loading annual commitments as revenue.

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

    Assessment wyea-anthropics-profitability-swindle-620966-a1.

  178. Assessment publishedBy this siteEd Zitron

    One possible explanation is that Anthropic could have ratcheted down training to ease the burden on its infrastructure to provide inference.

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

    Assessment wyea-anthropics-profitability-swindle-5a788f-a1.

  179. Assessment publishedBy this siteEd Zitron

    Anthropic is unmatched at financial engineering and waging information wars through the press.

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

    Assessment wyea-anthropics-profitability-swindle-529fbe-a1.

  181. HeldBy this siteEd Zitron

    Held record wyea-anthropics-profitability-swindle-47454c

    The anthropic screen reads the claim differently.

  182. Assessment publishedBy this siteEd Zitron

    Zitron says there is a very compelling argument that Anthropic's costs will increase and will eat up its reported profitability.

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

    Assessment wyea-anthropics-profitability-swindle-3844c0-a1.

  183. Assessment publishedBy this siteEd Zitron

    Without the discounted compute rate in May and June 2026, Anthropic would again be a business whose costs rise linearly with revenue.

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

    Assessment wyea-anthropics-profitability-swindle-3073d2-a1.

  184. Assessment publishedBy this siteEd Zitron

    Zitron guesses Anthropic may be booking enterprise token prepayments as revenue up front, which would inflate revenue and depress costs.

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

    Assessment wyea-anthropics-profitability-swindle-218326-a1.

  185. Assessment publishedBy this siteEd Zitron

    Reporting run rates, such as Anthropic's '$65 billion annualized run rate', is a marketing exercise.

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

    Assessment wyea-annualized-enron-rate-f444d8-a1.

  186. Assessment publishedBy this siteEd Zitron

    AI startups withhold real revenue figures because they do not actually earn their claimed annualized amounts.

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

    Assessment wyea-annualized-enron-rate-d3b930-a1.

  188. HeldBy this siteEd Zitron

    Held record wyea-annualized-enron-rate-c20570

    The openai screen reads the claim differently.

  189. HeldBy this siteEd Zitron

    Held record wyea-annualized-enron-rate-c068c4

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

  190. Assessment publishedBy this siteEd Zitron

    The obscuring of AI startups' actual underlying financials is intentional, because it makes the kinds of comparisons he made in the post harder to do.

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

    Assessment wyea-annualized-enron-rate-a5e8d9-a1.

  194. HeldBy this siteEd Zitron

    Held record wyea-annualized-enron-rate-83608f

    The openai screen reads the claim differently.

  195. Assessment publishedBy this siteEd Zitron

    AI startups' revenues are kept secret because effectively every one must resell tokens at a discount, so the economics do not work.

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

    Assessment wyea-annualized-enron-rate-80df1c-a1.

  196. HeldBy this siteEd Zitron

    Held record wyea-annualized-enron-rate-7d8d0f

    The anthropic screen reads the claim differently.

  197. HeldBy this siteEd Zitron

    Held record wyea-annualized-enron-rate-6aa448

    The openai screen reads the claim differently.

  198. Assessment publishedBy this siteEd Zitron

    The entire AI bubble is inflated based on made-up numbers that exist only to pump investors' holdings and make AI startups look more successful than they are.

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

    Assessment wyea-annualized-enron-rate-5f5ff8-a1.

  199. Assessment publishedBy this siteEd Zitron

    Investors are stupid for using annualized run rates.

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

    Assessment wyea-annualized-enron-rate-25d5cf-a1.

  200. Assessment publishedBy this siteEd Zitron

    Most AI coverage lives in its own bubble in which nothing bad has happened or could happen and every promise will come true.

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

    Assessment wyea-annualized-enron-rate-1ee140-a1.