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

Changes, page 9 of 37

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Substantive changes (7383)

Page 9 of 37: changes 1601 to 1800 of 7383, newest first. Dates are when the change was recorded.

  1. HeldBy this siteEd Zitron

    Held record wyea-annualized-enron-rate-1ddd0c

    The openai screen reads the claim differently.

  2. Assessment publishedBy this siteEd Zitron

    The lack of knowledge about AI companies' financial condition is very bad and should be resolved.

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

    Assessment wyea-annualized-enron-rate-1ccea4-a1.

  3. HeldBy this siteEd Zitron

    Held record wyea-am-i-meant-to-be-impressed-fea781

    The openai screen reads the claim differently.

  4. Assessment publishedBy this siteEd Zitron

    As the AI situation deteriorates, boosters will cling more tightly to their narratives and grow more agitated.

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

    Assessment wyea-am-i-meant-to-be-impressed-fa5f5c-a1.

  5. HeldBy this siteEd Zitron

    Held record wyea-am-i-meant-to-be-impressed-f57348

    The openai screen reads the claim differently.

  6. Assessment publishedBy this siteEd Zitron

    Microsoft's 20 million Copilot 365 subscribers likely pay no more than $7 billion a year.

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

    Assessment wyea-am-i-meant-to-be-impressed-eae2ac-a1.

  7. Assessment publishedBy this siteEd Zitron

    AI is the largest bubble in history and has reached such a scale that many have taken sides in a way that will be impossible to walk back if they are wrong.

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

    Assessment wyea-am-i-meant-to-be-impressed-db6983-a1.

  8. HeldBy this siteEd Zitron

    Held record wyea-am-i-meant-to-be-impressed-d98170

    The openai screen reads the claim differently.

  9. Assessment publishedBy this siteEd Zitron

    Anthropic should stop taking on new clients while capacity-constrained.

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

    Assessment wyea-am-i-meant-to-be-impressed-c474fb-a1.

  10. Assessment publishedBy this siteEd Zitron

    The story of massive AI demand is a lie built on circular spending.

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

    Assessment wyea-am-i-meant-to-be-impressed-c27aa9-a1.

  11. Assessment publishedBy this siteEd Zitron

    The circular hyperscaler-AI lab relationships are an intentional attempt to deceive investors and the public.

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

    Assessment wyea-am-i-meant-to-be-impressed-b8648f-a1.

  12. HeldBy this siteEd Zitron

    Held record wyea-am-i-meant-to-be-impressed-94ec6b

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

  13. Assessment publishedBy this siteEd Zitron

    Meta is a wasteful, distressed company with no idea what to do.

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

    Assessment wyea-am-i-meant-to-be-impressed-7f5fbb-a1.

  14. Assessment publishedBy this siteEd Zitron

    Meta has little real AI story and can't even seem to get its metrics straight on what AI is doing for the company.

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

    Assessment wyea-am-i-meant-to-be-impressed-73636d-a1.

  15. HeldBy this siteEd Zitron

    Held record wyea-am-i-meant-to-be-impressed-6d6675

    The anthropic screen reads the claim differently.

  16. Assessment publishedBy this siteEd Zitron

    Anthropic's circular TPU arrangement with Google does not represent real demand.

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

    Assessment wyea-am-i-meant-to-be-impressed-678d7a-a1.

  17. Assessment publishedBy this siteEd Zitron

    Microsoft and Amazon intentionally obfuscate AI revenue by reporting undefined annualized figures.

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

    Assessment wyea-am-i-meant-to-be-impressed-639495-a1.

  18. Assessment publishedBy this siteEd Zitron

    The media should ask big tech why they deliberately refuse to share AI revenues.

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

    Assessment wyea-am-i-meant-to-be-impressed-5f14d4-a1.

  19. HeldBy this siteEd Zitron

    Held record wyea-am-i-meant-to-be-impressed-459909

    The openai screen reads the claim differently.

  20. Assessment publishedBy this siteEd Zitron

    The AI frenzy will continue or intensify until it suddenly stops when someone blinks.

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

    Assessment wyea-am-i-meant-to-be-impressed-3d61cf-a1.

  21. Assessment publishedBy this siteEd Zitron

    Google may not break out AI revenue because it is heavily inflated by Anthropic's compute spend.

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

    Assessment wyea-am-i-meant-to-be-impressed-2ba7dc-a1.

  22. Assessment publishedBy this siteEd Zitron

    The arrangement is a mess and a mistake, and eventually one of the hyperscalers is going to grow tired of it.

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

    Assessment wyea-am-i-meant-to-be-impressed-236f71-a1.

  23. Assessment publishedBy this siteEd Zitron

    Google, Microsoft and Amazon's AI revenues rest almost entirely on circular financing relationships, which should be illegal.

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

    Assessment wyea-am-i-meant-to-be-impressed-1ac9ec-a1.

  24. Assessment publishedBy this siteEd Zitron

    Google intentionally lumps AI revenue into Google Cloud so journalists credit AI for growth without proof.

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

    Assessment wyea-am-i-meant-to-be-impressed-17a147-a1.

  25. Assessment publishedBy this siteEd Zitron

    Taking over the majority of OpenAI's future capacity may kill Oracle.

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

    Assessment wyea-am-i-meant-to-be-impressed-1043dd-a1.

  26. HeldBy this siteEd Zitron

    Held record wyea-am-i-meant-to-be-impressed-0d64c7

    The anthropic screen reads the claim differently.

  27. Assessment publishedBy this siteEd Zitron

    It is unlikely that Musk's lawsuit against OpenAI breaks OpenAI.

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

    Assessment wyea-am-i-meant-to-be-impressed-0b37aa-a1.

  28. Assessment publishedBy this siteEd Zitron

    At some point the hyperscalers are going to be forced to reckon with what they are doing.

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

    Assessment wyea-am-i-meant-to-be-impressed-07f666-a1.

  29. HeldBy this siteEd Zitron

    Held record wyea-ais-economics-dont-make-sense-fd2bf0

    The anthropic screen reads the claim differently.

  30. HeldBy this siteEd Zitron

    Held record wyea-ais-economics-dont-make-sense-f6bc73

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

  31. Assessment publishedBy this siteEd Zitron

    You can burn a great deal of money without ever getting the outcome you want, because LLMs are not really artificial intelligence at all.

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

    Assessment wyea-ais-economics-dont-make-sense-f04644-a1.

  32. HeldBy this siteEd Zitron

    Held record wyea-ais-economics-dont-make-sense-d91b36

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

  33. Assessment publishedBy this siteEd Zitron

    Once everyone switches to token-based billing, hype around generative AI may decline.

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

    Assessment wyea-ais-economics-dont-make-sense-d12566-a1.

  34. Assessment publishedBy this siteEd Zitron

    The AI industry is a con.

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

    Assessment wyea-ais-economics-dont-make-sense-d07e63-a1.

  35. HeldBy this siteEd Zitron

    Held record wyea-ais-economics-dont-make-sense-c5912e

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

  36. HeldBy this siteEd Zitron

    Held record wyea-ais-economics-dont-make-sense-ad-free-fd2bf0

    The anthropic screen reads the claim differently.

  37. HeldBy this siteEd Zitron

    Held record wyea-ais-economics-dont-make-sense-ad-free-df7492

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

  38. HeldBy this siteEd Zitron

    Held record wyea-ais-economics-dont-make-sense-ad-free-d91b36

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

  39. Assessment publishedBy this siteEd Zitron

    Once token-based billing becomes universal, hype around generative AI may diminish.

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

    Assessment wyea-ais-economics-dont-make-sense-ad-free-d12566-a1.

  40. HeldBy this siteEd Zitron

    Held record wyea-ais-economics-dont-make-sense-ad-free-cde3ba

    The anthropic screen reads the claim differently.

  41. HeldBy this siteEd Zitron

    Held record wyea-ais-economics-dont-make-sense-ad-free-c5912e

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

  42. Assessment publishedBy this siteEd Zitron

    If users had paid actual token costs, many likely would have abandoned AI products immediately.

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

    Assessment wyea-ais-economics-dont-make-sense-ad-free-c0b451-a1.

  43. Assessment publishedBy this siteEd Zitron

    A 10-person $1,250/month Claude Teams subscription likely burns $5,000–$10,000 or more a month in API-equivalent costs.

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

    Assessment wyea-ais-economics-dont-make-sense-ad-free-7910be-a1.

  44. HeldBy this siteEd Zitron

    Held record wyea-ais-economics-dont-make-sense-ad-free-66c409

    The openai screen reads the claim differently.

  45. HeldBy this siteEd Zitron

    Held record wyea-ais-economics-dont-make-sense-ad-free-29d591

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

  46. HeldBy this siteEd Zitron

    Held record wyea-ais-economics-dont-make-sense-ad-free-177094

    The openai screen doubts the attribution.

  47. HeldBy this siteEd Zitron

    Held record wyea-ais-economics-dont-make-sense-ab94c0

    The openai screen reads the claim differently.

  48. HeldBy this siteEd Zitron

    Held record wyea-ais-economics-dont-make-sense-a08d65

    The openai screen reads the claim differently.

  49. Assessment publishedBy this siteEd Zitron

    A 10-person $1,250-a-month Claude Teams subscription likely burns $5,000 to $10,000 or more a month in API-equivalent costs.

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

    Assessment wyea-ais-economics-dont-make-sense-7910be-a1.

  50. HeldBy this siteEd Zitron

    Held record wyea-ais-economics-dont-make-sense-68de7b

    The anthropic screen reads the claim differently.

  51. HeldBy this siteEd Zitron

    Held record wyea-ais-economics-dont-make-sense-49d8c0

    The openai screen reads the claim differently.

  52. Assessment publishedBy this siteEd Zitron

    Anthropic is mistreating its customers, and it does so because it believes it can get away with it.

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

    Assessment wyea-ais-economics-dont-make-sense-466a43-a1.

  53. HeldBy this siteEd Zitron

    Held record wyea-ais-economics-dont-make-sense-324019

    The anthropic screen reads the claim differently.

  54. HeldBy this siteEd Zitron

    Held record wyea-ais-economics-dont-make-sense-29d591

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

  55. HeldBy this siteEd Zitron

    Held record wyea-ais-economics-dont-make-sense-177094

    The openai screen doubts the attribution.

  56. Assessment publishedBy this siteEd Zitron

    OpenAI's and Anthropic's products are the most expensive and least reliable applications ever made.

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

    Assessment wyea-ais-economics-dont-make-sense-045f56-a1.

  57. Assessment publishedBy this siteEd Zitron

    Anthropic is a company purpose-built to con people into giving it money by making them feel smart.

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

    Assessment wyea-ai-is-too-expensive-d4b591-a1.

  58. Assessment publishedBy this siteEd Zitron

    Zitron thinks there is currently an AI token binge across both Anthropic and OpenAI.

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

    Assessment wyea-ai-is-too-expensive-c6eee8-a1.

  59. Assessment publishedBy this siteEd Zitron

    AI chatbots are designed to burn money, tying workplace inefficiency directly to a growing cost.

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

    Assessment wyea-ai-is-too-expensive-c2104b-a1.

  60. HeldBy this siteEd Zitron

    Held record wyea-ai-is-too-expensive-bad773

    The openai screen reads the claim differently.

  61. Assessment publishedBy this siteEd Zitron

    Zitron says he cannot find an economic scenario in which hyperscalers' AI capex pays itself off.

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

    Assessment wyea-ai-is-too-expensive-b3fdba-a1.

  62. HeldBy this siteEd Zitron

    Held record wyea-ai-is-too-expensive-abdf2a

    The anthropic screen reads the claim differently.

  63. Assessment publishedBy this siteEd Zitron

    As a speculative bet, Meta may start renting its compute to Anthropic or OpenAI when things get rough.

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

    Assessment wyea-ai-is-too-expensive-a5b953-a1.

  64. Assessment publishedBy this siteEd Zitron

    AI is too expensive.

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

    Assessment wyea-ai-is-too-expensive-a3cc3e-a1.

  65. HeldBy this siteEd Zitron

    Held record wyea-ai-is-too-expensive-a33f71

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

  66. HeldBy this siteEd Zitron

    Held record wyea-ai-is-too-expensive-89a593

    The anthropic screen reads the claim differently.

  67. Assessment publishedBy this siteEd Zitron

    Executives pushing AI use without knowing what it costs might be because Anthropic obfuscates the data that might tell customers the real costs.

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

    Assessment wyea-ai-is-too-expensive-892514-a1.

  68. Assessment publishedBy this siteEd Zitron

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

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

    Assessment wyea-ai-is-too-expensive-8339ac-a1.

  69. Assessment publishedBy this siteEd Zitron

    Oracle may die as a result of trying to compete as an AI cloud provider.

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

    Assessment wyea-ai-is-too-expensive-7c3e70-a1.

  70. Assessment publishedBy this siteEd Zitron

    AI boosters who obsessed over theoretical AI capabilities should be shamed for their deceit or ignorance.

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

    Assessment wyea-ai-is-too-expensive-6697fb-a1.

  71. Assessment publishedBy this siteEd Zitron

    Hyperscalers' failure to disclose AI margins and revenues indicates they are not good.

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

    Assessment wyea-ai-is-too-expensive-564cf3-a1.

  72. Assessment publishedBy this siteEd Zitron

    Generative AI was built to grift executives and managers who don't do real work.

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

    Assessment wyea-ai-is-too-expensive-547241-a1.

  73. Assessment publishedBy this siteEd Zitron

    If Anthropic reached $100B annual revenue it would probably be losing $300B or more to get there.

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

    Assessment wyea-ai-is-too-expensive-491e2e-a1.

  74. Assessment publishedBy this siteEd Zitron

    Anthropic obfuscates its finances and likely burns even more money than OpenAI.

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

    Assessment wyea-ai-is-too-expensive-48e8db-a1.

  75. HeldBy this siteEd Zitron

    Held record wyea-ai-is-too-expensive-2d5ede

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

  76. Assessment publishedBy this siteEd Zitron

    If you can't measure with much accuracy how many tokens a particular task takes, then every AI token budget is bullshit.

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

    Assessment wyea-ai-is-too-expensive-296a28-a1.

  77. Assessment publishedBy this siteEd Zitron

    Zitron believes Anthropic's move of all enterprise customers to token-based billing will begin a true stress-test of AI's value as costs skyrocket.

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

    Assessment wyea-ai-is-too-expensive-2414c1-a1.

  78. HeldBy this siteEd Zitron

    Held record wyea-ai-is-too-expensive-0d4c48

    The anthropic screen reads the claim differently.

  79. Assessment publishedBy this siteEd Zitron

    There is no genuine demand for generative AI; it was forced on everyone.

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

    Assessment wyea-ai-is-too-expensive-069ff9-a1.

  80. Assessment publishedBy this siteEd Zitron

    Anthropic may spend $30 billion to $50 billion on compute in 2026.

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

    Assessment wyea-ai-is-slowing-down-f7008f-a1.

  81. HeldBy this siteEd Zitron

    Held record wyea-ai-is-slowing-down-f61e80

    The anthropic screen reads the claim differently.

  82. HeldBy this siteEd Zitron

    Held record wyea-ai-is-slowing-down-de079a

    The anthropic screen reads the claim differently.

  83. Assessment publishedBy this siteEd Zitron

    AI revenue growth will likely slow further, because Anthropic and OpenAI give customers little or no visibility into what they are spending.

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

    Assessment wyea-ai-is-slowing-down-b15f98-2-a1.

  84. HeldBy this siteEd Zitron

    Held record wyea-ai-is-slowing-down-9bcfac

    The anthropic screen reads the claim differently.

  85. Assessment publishedBy this siteEd Zitron

    Amazon and Meta barely have AI stories.

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

    Assessment wyea-ai-is-slowing-down-91b176-a1.

  86. HeldBy this siteEd Zitron

    Held record wyea-ai-is-slowing-down-87f859

    The anthropic screen reads the claim differently.

  87. Assessment publishedBy this siteEd Zitron

    A story he expects to publish within two weeks may burst the AI bubble.

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

    Assessment wyea-ai-is-slowing-down-792d78-a1.

  88. Assessment publishedBy this siteEd Zitron

    Generative AI enthusiasm is the product of a con, and its enthusiasts are either its victims or its perpetrators.

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

    Assessment wyea-ai-is-slowing-down-7446db-a1.

  89. HeldBy this siteEd Zitron

    Held record wyea-ai-is-slowing-down-4a09d9

    The anthropic screen reads the claim differently.

  90. HeldBy this siteEd Zitron

    Held record wyea-ai-is-slowing-down-47bd3e

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

  91. HeldBy this siteEd Zitron

    Held record wyea-ai-is-slowing-down-15431d

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

  92. Assessment publishedBy this siteEd Zitron

    Zitron thinks Anthropic's IPO might bring a rude surprise in the form of a non-EBITDA margin calculation that makes even the most ardent booster see red.

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

    Assessment wyea-ai-is-really-weird-ebcc64-a1.

  93. HeldBy this siteEd Zitron

    Held record wyea-ai-is-really-weird-e03a7c

    The openai screen reads the claim differently.

  94. Assessment publishedBy this siteEd Zitron

    Anthropic/Infosys AI agents for compliance reporting will likely produce errors.

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

    Assessment wyea-ai-is-really-weird-db6c60-a1.

  95. Assessment publishedBy this siteEd Zitron

    Revenue discrepancies suggest, though not certainly, that OpenAI and Anthropic are misleading investors, media, and the public.

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

    Assessment wyea-ai-is-really-weird-da68a3-a1.

  96. HeldBy this siteEd Zitron

    Held record wyea-ai-is-really-weird-ca71ac

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

  97. Assessment publishedBy this siteEd Zitron

    If Anthropic really made $2.5B in a month, it likely came from products costing more per use, not genuine growth or adoption.

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

    Assessment wyea-ai-is-really-weird-bc974b-a1.

  98. Assessment publishedBy this siteEd Zitron

    It is very unlikely OpenAI made $13 billion in revenue in 2025, as that would require $8 billion in one quarter.

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

    Assessment wyea-ai-is-really-weird-b5c228-a1.

  99. Assessment publishedBy this siteEd Zitron

    Coding LLMs have no ideas or unique concepts; all output derives from scraped training data.

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

    Assessment wyea-ai-is-really-weird-b0bce3-a1.

  100. HeldBy this siteEd Zitron

    Held record wyea-ai-is-really-weird-a73ee3

    The openai screen reads the claim differently.

  101. Assessment publishedBy this siteEd Zitron

    Saying AI is in 'the early days' doesn't really make sense given the rotten and incredibly unprofitable economics of AI.

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

    Assessment wyea-ai-is-really-weird-a35e1d-a1.

  102. Assessment publishedBy this siteEd Zitron

    People claiming it is the early days of AI are conned or conning, deflecting from efficacy and economic weakness.

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

    Assessment wyea-ai-is-really-weird-9b5b08-a1.

  103. Assessment publishedBy this siteEd Zitron

    Hyperscalers letting non-technical people ship LLM code is creating a crisis in the tech industry.

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

    Assessment wyea-ai-is-really-weird-8d41f4-a1.

  104. HeldBy this siteEd Zitron

    Held record wyea-ai-is-really-weird-7af6f9

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

  105. Assessment publishedBy this siteEd Zitron

    Something is off with Anthropic's revenue story.

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

    Assessment wyea-ai-is-really-weird-6da600-a1.

  106. HeldBy this siteEd Zitron

    Held record wyea-ai-is-really-weird-68f59e

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

  107. Assessment publishedBy this siteEd Zitron

    AI isn't actually doing very much, and AI agents are just chatbots plugged into an API.

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

    Assessment wyea-ai-is-really-weird-588931-a1.

  108. Assessment publishedBy this siteEd Zitron

    There is a chance Anthropic's revenue is being propped up by industry-wide wasteful token burning.

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

    Assessment wyea-ai-is-really-weird-2ed297-a1.

  109. HeldBy this siteEd Zitron

    Held record wyea-ai-is-really-weird-1b2e8b

    The anthropic screen reads the claim differently.

  110. Assessment publishedBy this siteEd Zitron

    The argument that AI is in 'the early days' is inherently deceptive.

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

    Assessment wyea-ai-is-really-weird-19ec0e-a1.

  111. Assessment publishedBy this siteEd Zitron

    TokenMaxxing is not real demand for AI.

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

    Assessment wyea-ai-is-really-weird-19e4ba-a1.

  112. HeldBy this siteEd Zitron

    Held record wyea-ai-is-really-weird-0c75c6

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

  113. HeldBy this siteEd Zitron

    Held record wyea-ai-is-really-weird-008930

    The openai screen reads the claim differently.

  114. HeldBy this siteEd Zitron

    Held record wyea-ai-is-already-in-dangerous-hands-f059d3

    The openai screen reads the claim differently.

  115. HeldBy this siteEd Zitron

    Held record wyea-ai-is-already-in-dangerous-hands-ee4dbb

    The openai screen reads the claim differently.

  116. Assessment publishedBy this siteEd Zitron

    The slowdown talk may lead to the unwinding of the AI trade.

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

    Assessment wyea-ai-is-already-in-dangerous-hands-d4d99f-a1.

  117. HeldBy this siteEd Zitron

    Held record wyea-ai-is-already-in-dangerous-hands-cc7e4e

    The openai screen reads the claim differently.

  118. Assessment publishedBy this siteEd Zitron

    OpenAI's financials are terrible, and that rather than safety is likely the real reason it delayed its IPO to 2027.

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

    Assessment wyea-ai-is-already-in-dangerous-hands-c9b532-a1.

  119. Assessment publishedBy this siteEd Zitron

    The Hugging Face attack was dangerous and reckless, and someone should go to prison for it.

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

    Assessment wyea-ai-is-already-in-dangerous-hands-c792fe-a1.

  120. HeldBy this siteEd Zitron

    Held record wyea-ai-is-already-in-dangerous-hands-c61939

    The openai screen reads the claim differently.

  121. HeldBy this siteEd Zitron

    Held record wyea-ai-is-already-in-dangerous-hands-c2b3a0

    The openai screen reads the claim differently.

  122. HeldBy this siteEd Zitron

    Held record wyea-ai-is-already-in-dangerous-hands-b8299b

    The openai screen reads the claim differently.

  123. HeldBy this siteEd Zitron

    Held record wyea-ai-is-already-in-dangerous-hands-ab124c

    The anthropic screen reads the claim differently.

  124. HeldBy this siteEd Zitron

    Held record wyea-ai-is-already-in-dangerous-hands-aa930e

    The anthropic screen reads the claim differently.

  125. HeldBy this siteEd Zitron

    Held record wyea-ai-is-already-in-dangerous-hands-aa84d5

    The openai screen reads the claim differently.

  126. Assessment publishedBy this siteEd Zitron

    LLM successes came from spending at least $500 billion on data-rich problems, and that spend should have bought much more.

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

    Assessment wyea-ai-is-already-in-dangerous-hands-a7924c-a1.

  127. HeldBy this siteEd Zitron

    Held record wyea-ai-is-already-in-dangerous-hands-616f71

    The anthropic screen reads the claim differently.

  128. Assessment publishedBy this siteEd Zitron

    Anthropic, OpenAI and Meta training cybersecurity models connected to vast GPU infrastructure is irresponsible and should not be legal.

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

    Assessment wyea-ai-is-already-in-dangerous-hands-54adfc-a1.

  129. Assessment publishedBy this siteEd Zitron

    AI labs train cybersecurity models because they are hitting diminishing returns on coding and there is abundant exploit data online.

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

    Assessment wyea-ai-is-already-in-dangerous-hands-497e44-a1.

  130. HeldBy this siteEd Zitron

    Held record wyea-ai-is-already-in-dangerous-hands-472516

    The openai screen reads the claim differently.

  131. Assessment publishedBy this siteEd Zitron

    Taking AI safety seriously should start with treating LLMs as normal software run recklessly by malevolent entities.

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

    Assessment wyea-ai-is-already-in-dangerous-hands-44c585-a1.

  132. Assessment publishedBy this siteEd Zitron

    In his opinion, there is no further reason to invest in the AI industry, nor has there been for the vast majority of its existence.

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

    Assessment wyea-ai-is-already-in-dangerous-hands-41f4be-a1.

  133. Assessment publishedBy this siteEd Zitron

    Because Anthropic and Meta LLMs were involved in similar hacking incidents, more people need to be arrested.

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

    Assessment wyea-ai-is-already-in-dangerous-hands-3ca638-a1.

  134. Assessment publishedBy this siteEd Zitron

    If AI labs paused training, Chinese open source developers would likely distill Western models into cheaper competitors and erode the labs' lead.

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

    Assessment wyea-ai-is-already-in-dangerous-hands-32ae63-a1.

  135. Assessment publishedBy this siteEd Zitron

    We need to arrest people for AI-enabled crimes, halt all training runs, and impose real safeguards because the labs are irresponsible.

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

    Assessment wyea-ai-is-already-in-dangerous-hands-32230c-a1.

  136. HeldBy this siteEd Zitron

    Held record wyea-ai-is-already-in-dangerous-hands-26bdee

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

  137. Assessment publishedBy this siteEd Zitron

    A slowdown cannot coexist with the narrative of AI's rapid growth.

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

    Assessment wyea-ai-is-already-in-dangerous-hands-1c8f6c-a1.

  138. Assessment publishedBy this siteEd Zitron

    It is now a very real possibility that OpenAI cannot go public, which raises the reasonable question of what happens to SoftBank in that case.

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

    Assessment wyea-ai-is-already-in-dangerous-hands-08d703-a1.

  139. Assessment publishedBy this siteEd Zitron

    If LLMs were a toy they would be taken off the shelves, and if they were a drug they would be banned.

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

    Assessment wyea-ai-is-already-in-dangerous-hands-05155c-a1.

  140. Assessment publishedBy this siteEd Zitron

    He believes Cursor is the weak point of the entire AI bubble.

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

    Assessment wyea-ai-is-a-money-trap-f778a6-a1.

  141. Assessment publishedBy this siteEd Zitron

    The $500 billion valuation implied by OpenAI's reported employee share sale discussions is a ludicrous number that shows we are leaving the realm of reality.

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

    Assessment wyea-ai-is-a-money-trap-e62a11-a1.

  142. Assessment publishedBy this siteEd Zitron

    He cannot imagine customers paying as much as they do today if AI companies charged them their actual costs.

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

    Assessment wyea-ai-is-a-money-trap-cdda93-a1.

  143. HeldBy this siteEd Zitron

    Held record wyea-ai-is-a-money-trap-b91ebc

    The anthropic screen reads the claim differently.

  144. Assessment publishedBy this siteEd Zitron

    Generative AI startups won't sell because generative AI fundamentally doesn't let companies build anything new.

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

    Assessment wyea-ai-is-a-money-trap-b18366-a1.

  145. HeldBy this siteEd Zitron

    Held record wyea-ai-is-a-money-trap-aa87f5

    The anthropic screen reads the claim differently.

  146. Assessment publishedBy this siteEd Zitron

    The generative AI industry makes little revenue relative to its costs and has little revenue potential.

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

    Assessment wyea-ai-is-a-money-trap-a8796b-a1.

  147. HeldBy this siteEd Zitron

    Held record wyea-ai-is-a-money-trap-9826b2

    The openai screen reads the claim differently.

  148. Assessment publishedBy this siteEd Zitron

    Cursor's unit economics do not make sense, yet its existence is important to Silicon Valley's future.

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

    Assessment wyea-ai-is-a-money-trap-847163-a1.

  149. HeldBy this siteEd Zitron

    Held record wyea-ai-is-a-money-trap-77a80c

    The anthropic screen reads the claim differently.

  150. HeldBy this siteEd Zitron

    Held record wyea-ai-is-a-money-trap-773748

    The anthropic screen reads the claim differently.

  151. HeldBy this siteEd Zitron

    Held record wyea-ai-is-a-money-trap-76a2aa

    The openai screen reads the claim differently.

  152. Assessment publishedBy this siteEd Zitron

    The generative AI boom is unlike booms that lead to something because its economics don't make sense.

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

    Assessment wyea-ai-is-a-money-trap-538769-a1.

  153. Assessment publishedBy this siteEd Zitron

    VCs invested in unprofitable generative AI startups are almost certainly underwater on those investments.

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

    Assessment wyea-ai-is-a-money-trap-47a498-a1.

  154. Assessment publishedBy this siteEd Zitron

    Generative AI companies may be impossible to run as real businesses.

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

    Assessment wyea-ai-is-a-money-trap-4250ef-a1.

  155. Assessment publishedBy this siteEd Zitron

    It feels to him as if everything is aligning for disaster, and he fears nothing can be done to avert it.

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

    Assessment wyea-ai-is-a-money-trap-2000c8-a1.

  156. HeldBy this siteEd Zitron

    Held record wyea-ai-is-a-money-trap-1bf86c

    "unlikely" is hedged or probabilistic; one outcome does not score it; hedged language is not scored, even on a plain reading

  157. Assessment publishedBy this siteEd Zitron

    OpenAI will likely lose more than $10 billion in 2025.

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

    Assessment wyea-ai-is-a-money-trap-1bf86c-2-a1.

  158. HeldBy this siteEd Zitron

    Held record wyea-ai-is-a-money-trap-1a98c8

    The openai screen reads the claim differently.

  159. Assessment publishedBy this siteEd Zitron

    OpenAI would be dead without Microsoft's at-cost infrastructure and massive venture funding.

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

    Assessment wyea-ai-is-a-money-trap-19a709-a1.

  160. Assessment publishedBy this siteEd Zitron

    He believes OpenAI does not break out the actual revenues behind its numbers because they do not look as good.

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

    Assessment wyea-ai-is-a-money-trap-194b7d-a1.

  161. HeldBy this siteEd Zitron

    Held record wyea-ai-is-a-money-trap-18cb1b

    The final-text check did not complete (unavailable).

  162. Assessment publishedBy this siteEd Zitron

    At a $300B valuation OpenAI cannot be acquired and must go public; nobody truly believes it's worth that much.

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

    Assessment wyea-ai-is-a-money-trap-17a2ee-a1.

  163. HeldBy this siteEd Zitron

    Held record wyea-ai-is-a-money-trap-177d7a

    The final-text check did not complete (unavailable).

  164. HeldBy this siteEd Zitron

    Held record wyea-ai-is-a-money-trap-1107e3

    The openai review found the criteria unfair to the speaker's words.