Changes, page 1 of 52

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 (10273)

Page 1 of 52: changes 1 to 200 of 10273, newest first. Dates are when the change was recorded.

2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-data-center-crisis-e73da9
The final-text check did not complete (unavailable).
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-data-center-crisis-c8cf3b
The final-text check did not complete (unavailable).
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-data-center-crisis-aab967
The final-text check did not complete (unavailable).
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-data-center-crisis-9b33cc
The final-text check did not complete (unavailable).
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-data-center-crisis-98cf10
The final-text check did not complete (unavailable).
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-data-center-crisis-954531
The openai review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-data-center-crisis-90b29d
The openai review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-data-center-crisis-8b96c5
The final-text check did not complete (unavailable).
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-data-center-crisis-7f300e
The final-text check did not complete (unavailable).
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-data-center-crisis-70086b
The final-text check did not complete (unavailable).
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-data-center-crisis-629bfc
Both reviews say forecast_outcome/open_horizon/unresolved; the drafted assessment says forecast_outcome/open_horizon/not_adjudicable.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-data-center-crisis-52fb39
Both reviews say forecast_outcome/open_horizon/unresolved; the drafted assessment says forecast_outcome/open_horizon/not_adjudicable.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-data-center-crisis-4a381e
a observation claim cannot be assessed on the causal_assessment axis
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-data-center-crisis-2cac64
Both reviews say forecast_outcome/open_horizon/unresolved; the drafted assessment says forecast_outcome/open_horizon/not_adjudicable.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-data-center-crisis-2010f1
The final-text check did not complete (unavailable).
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-data-center-crisis-1fa68d
Both reviews say forecast_outcome/open_horizon/unresolved; the drafted assessment says forecast_outcome/open_horizon/not_adjudicable.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-f90dcf
The final-text check failed: citations_correct.
2026-10-29
Assessment publishedBy this siteEd Zitron
Any reduction in big tech capex is a sign that the AI bubble is bursting, because NVIDIA's continued growth comes only from Microsoft, Google, Amazon, Meta, Oracle and other large companies buying tens of billions of dollars of servers from Taiwanese ODMs.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-subprime-ai-crisis-is-here-f68e1f-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
AI training costs are not going away; they are an inherent part of running these companies and are operating expenses, not capex.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-subprime-ai-crisis-is-here-f16c33-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Debt-funded data center companies have started 200GW of projects, only 5GW under construction, for AI demand that does not exist.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-subprime-ai-crisis-is-here-eea52b-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-e7f39d
Both reviews say historical_observation/not_applicable/contradicted; the drafted assessment says historical_observation/not_applicable/unresolved.
2026-10-29
Assessment publishedBy this siteEd Zitron
Coding models rely heavily on chain-of-thought reasoning and so use far more tokens, which raises costs across the board even though token prices have fallen; lower token prices do not mean the cost of providing tokens has fallen, and are a marketing move.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-subprime-ai-crisis-is-here-e5bcdd-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-e3678e
The final-text check did not complete (unavailable).
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-e0a3c0
The openai review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-dfb594
The final-text check did not complete (unavailable).
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-dd9ebc
The final-text check did not complete (unavailable).
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-dbafe1
The openai review reads the claim differently.
2026-10-29
Assessment publishedBy this siteEd Zitron
Neither NVIDIA's Vera Rubin nor a 'too big to fail' bailout will save the AI industry.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-subprime-ai-crisis-is-here-db3fa1-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-c957bf
The final-text check failed: rationale_supported_by_evidence; overclaims: This supports the claim about assurance at purchase; it does not establish that workflows actually failed three months later..
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-c8ca3a
The openai review abstained.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-c6d7fe
The anthropic review reads the claim differently.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-afe112
e5 is decisive for a financial claim but states no metric scope
2026-10-29
Assessment publishedBy this siteEd Zitron
Users will eventually be limited to token use matching their subscription price, lowering product value and subscriber numbers.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-subprime-ai-crisis-is-here-a10684-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Because venture capital faces a historic liquidity crisis, it cannot sustain the AI industry indefinitely.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-subprime-ai-crisis-is-here-9f96e3-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
At some point the cost of doing business with Anthropic and OpenAI will kill AI startups, because none of them ever become sustainable, and this will in turn kill the labs' revenue from selling access to their models.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-subprime-ai-crisis-is-here-9c939c-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
If NVIDIA misses earnings estimates, markets will react with panic.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-subprime-ai-crisis-is-here-97632d-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-95c27b
The final-text check failed: excerpt_matches, proposition_faithful; overclaims: OpenAI's ad trial produced only about $8.3 million a month, well short of hoped-for 'low billions' in 2026..
2026-10-29
Assessment publishedBy this siteEd Zitron
There is no sensible pricing that customers will pay at scale, and no magical technological breakthrough is waiting in the wings that will reduce costs.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-subprime-ai-crisis-is-here-89fb61-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-830553
The final-text check failed: rationale_supported_by_evidence; overclaims: The claim remains plausible but unverified.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-826120
The two reviews differ: anthropic forecast_outcome/open_horizon/not_adjudicable, openai forecast_outcome/open_horizon/unresolved.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-789432
The openai review found the criteria unfair to the speaker's words.
2026-10-29
Assessment publishedBy this siteEd Zitron
Generative AI's burn rate will eventually force price increases or onerous new pricing that enterprise customers cannot justify.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-subprime-ai-crisis-is-here-76c023-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-68f274
The anthropic review reads the claim differently.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-64c9d7
The openai review found the criteria unfair to the speaker's words.
2026-10-29
Assessment publishedBy this siteEd Zitron
Anthropic and OpenAI will eventually have to massively cut how many tokens subscribers can use.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-subprime-ai-crisis-is-here-639601-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-58d350
The openai review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-4d283c
The openai review reads the claim differently.
2026-10-29
Assessment publishedBy this siteEd Zitron
AI labs have been heavily subsidizing their own products all along.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-subprime-ai-crisis-is-here-485c42-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
The AI industry has obscured how brittle its economics are.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-subprime-ai-crisis-is-here-3d1f7d-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
There is no real exit/liquidity path for the billions invested in most AI companies.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-subprime-ai-crisis-is-here-3c58ab-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-3b6477
The openai review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-2d6484
The openai review found the criteria unfair to the speaker's words.
2026-10-29
Assessment publishedBy this siteEd Zitron
Cash and compute pressure forces AI labs to raise prices on AI startups via priority tolls or direct cost increases.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-subprime-ai-crisis-is-here-27388e-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-262940
The openai review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-25da37
The openai review reads the claim differently.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-23ea76
The final-text check failed: rationale_supported_by_evidence; overclaims: That establishes part of the proposed mechanism, but not resulting customer churn..
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-1f5679
The openai review reads the claim differently.
2026-10-29
Assessment publishedBy this siteEd Zitron
Anthropic's Claude Code media campaign succeeded and helped it close a $30 billion round on February 12, 2026.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-subprime-ai-crisis-is-here-1f5367-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-1edfe0-2
Both reviews say forecast_outcome/open_horizon/unresolved; the drafted assessment says forecast_outcome/open_horizon/not_adjudicable.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-1a745f
The openai review reads the claim differently.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-1a49f8
a observation claim cannot be assessed on the causal_assessment axis
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-19d8cc
The final-text check failed: proposition_faithful.
2026-10-29
Assessment publishedBy this siteEd Zitron
AI labs often must pay large up-front sums for future compute on top of very high ongoing costs.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-subprime-ai-crisis-is-here-17bac6-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Anthropic and OpenAI provide the highest subsidies, letting users burn $3–$13 of compute per subscription dollar.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-subprime-ai-crisis-is-here-159fb8-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-093745
The final-text check failed: rationale_supported_by_evidence; overclaims: The records qualify two premises: Uber records transportation-service payments as costs, and Anthropic offers usage-based pricing..
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-subprime-ai-crisis-is-here-051bff
The final-text check failed: rationale_supported_by_evidence; overclaims: Photoroom’s reported profitability challenges the generalization, although the report lacks comparable accounts. | A documented profitable company within the agreed scope could settle the universal loss assertion..
2026-10-29
Assessment publishedBy this siteEd Zitron
AI-generated slop already dominates Facebook.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-slop-society-e2515e-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Meta will push as much AI slop as it wants on Facebook and Instagram, from its own generative models and from users.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-slop-society-9bee90-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Meta's deleted AI chatbot profiles will return, because Meta intends to fill feeds with AI-generated or AI-summarized content.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-slop-society-9b4700-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-slop-society-5b2eee
The two reviews differ: anthropic historical_observation/not_applicable/mixed, openai historical_observation/not_applicable/unresolved.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-slop-society-4023bd
The final-text check failed: rationale_supported_by_evidence, citations_correct; overclaims: The article says the calculation excludes equity compensation and other incompletely explained expenses, so it cannot establish net cash burn..
2026-10-29
Assessment publishedBy this siteEd Zitron
OpenAI has no path to profitability.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-slop-society-4023bd-2-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-rot-king-552591
The openai review doubts the attribution.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-rot-king-341fbb
The openai review found the criteria unfair to the speaker's words.
2026-10-29
Assessment publishedBy this siteEd Zitron
Google's moves toward hyper-optimizing search are unquestionably hurting Google, to the point that Microsoft's Bing paired with OpenAI's ChatGPT has gained major headlines for providing the service that everybody wished Google would.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-rot-economy-e37bba-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-fdbbb7
The final-text check failed: rationale_supported_by_evidence; overclaims: Midjourney's subscription prices differ from the exact examples in the claim..
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-fccd8c
The final-text check failed: rationale_supported_by_evidence; overclaims: The later filing's adjusted measure is not automatically identical to the earlier leaked forecast's definition..
2026-10-29
Assessment publishedBy this siteEd Zitron
OpenAI and Anthropic let users burn thousands of dollars of compute on $100–$200 subscriptions and have no way to make inference cheap enough to justify it.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-revenge-of-the-business-idiot-f22af6-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Data centers aren't getting finished; OpenAI and Anthropic make up 75% or more of all AI compute capacity and more than 50% of Amazon, Google and Microsoft's revenue backlog; and both are horrendously unprofitable apart from brazen accounting tricks.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-revenge-of-the-business-idiot-f0edbe-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
The AI data center industry is unhealthy, as shown by NVIDIA's revenue depending mostly on three customers.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-revenge-of-the-business-idiot-e69da9-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-e3f75f
The two reviews differ: anthropic historical_observation/not_applicable/contradicted, openai historical_observation/not_applicable/unresolved.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-e3a433
The final-text check failed: proposition_faithful, citations_correct.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-e36aae
The anthropic review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-e207c2
The final-text check failed: citations_correct.
2026-10-29
Assessment publishedBy this siteEd Zitron
The AI bubble will eventually pop.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-revenge-of-the-business-idiot-ca9bc9-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-c1b673
The two reviews differ: anthropic historical_observation/not_applicable/mixed, openai historical_observation/not_applicable/unresolved.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-c02fee
The final-text check failed: citations_correct.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-b8c7d9
The anthropic review reads the claim differently.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-b4fbf2
The final-text check failed: rationale_supported_by_evidence; overclaims: Cancellation lists likewise lack the required cohort and include reversible setbacks..
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-b4fbf2-2
Both reviews say forecast_outcome/open_horizon/unresolved; the drafted assessment says forecast_outcome/open_horizon/not_adjudicable.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-a58a2a
The two reviews differ: anthropic historical_observation/not_applicable/mixed, openai historical_observation/not_applicable/unresolved.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-99cb79
e1 is decisive for a financial claim but states no metric scope
2026-10-29
Assessment publishedBy this siteEd Zitron
Salesforce spent millions marketing an AI product that does not exist as sold.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-revenge-of-the-business-idiot-920dae-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
At least $178.5 billion went into US data center construction in 2025 on assumptions far more flawed than those behind the dot-com bubble.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-revenge-of-the-business-idiot-8d1496-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-8b42f6
The final-text check failed: rationale_supported_by_evidence; overclaims: The cited study tests open-weight models rather than the specific deployed tools named in the surrounding passage..
2026-10-29
Assessment publishedBy this siteEd Zitron
Because AI data centers are so capital-intensive they need endless risky debt, which lets private credit take money from yield-hungry insurance and pension funds, and because everyone involved is a Business Idiot, nobody has actually thought about what happens if these projects don't work out.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-revenge-of-the-business-idiot-7767ad-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Claims about white-collar automation are hype, and the powerful hidden technology they imply, including Mythos, does not exist.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-revenge-of-the-business-idiot-754062-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Anthropic, with Claude Design, cannot take down Figma.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-revenge-of-the-business-idiot-7157a9-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-65e708
The final-text check failed: rationale_supported_by_evidence, citations_correct; overclaims: e8 explanation: "JLL's year-end 2025 report identifies a 35 GW North American construction pipeline." The context says 35 GW of new or refreshed capacity globally, supported by planned hyperscaler CapEx. | Limitation: "JLL's release has an inconsistent dateline year..." Nothing in the evidence shows a dateline..
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-5558d0
The two reviews differ: anthropic historical_observation/not_applicable/contradicted, openai historical_observation/not_applicable/unresolved.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-53cd98
The final-text check failed: citations_correct.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-53cd98-2
hedged language is not scored, even on a plain reading
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-4f58f8
The openai review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-4e9a66
The openai review reads the claim differently.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-424a6d
The openai review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-2ed7ec
The openai review found the criteria unfair to the speaker's words.
2026-10-29
Assessment publishedBy this siteEd Zitron
Big tech leaders will destroy hundreds of billions of dollars delaying an inevitable AI reckoning, which will be gruesome.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-revenge-of-the-business-idiot-2c669c-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-2ac803
e1 is dated 2026-05, which is not inside the period described (2026-05-01 to 2026-05-26); it can only be context
2026-10-29
Assessment publishedBy this siteEd Zitron
Anthropic raised $75 billion in 2026 so far, and both OpenAI and Anthropic lowered gross margin projections at the end of 2025.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-revenge-of-the-business-idiot-181a82-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-14e112
The anthropic review reads the claim differently.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-103293
The anthropic review reads the claim differently.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-0d6f3d
The openai review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-revenge-of-the-business-idiot-0075df
The final-text check failed: citations_correct.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-openai-bubble-ff1948
The openai review reads the claim differently.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-openai-bubble-f703c9
Both reviews say forecast_outcome/open_horizon/unresolved; the drafted assessment says forecast_outcome/open_horizon/not_adjudicable.
2026-10-29
Assessment publishedBy this siteEd Zitron
The AI bubble is not the result of any actual return on investment, whether revenue, profitability, productivity gains, or anything tangible or measurable.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-openai-bubble-e2da45-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
OpenAI will need to raise funding at least three more times in the next decade.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-openai-bubble-d5d2d1-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Claims that AI labs have 90%+ inference margins are completely unproven.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-openai-bubble-c85548-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-openai-bubble-c1eecd
The anthropic review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-openai-bubble-ae7199
The final-text check failed: citations_correct.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-openai-bubble-a72633
Both reviews say forecast_outcome/open_horizon/unresolved; the drafted assessment says forecast_outcome/open_horizon/not_adjudicable.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-openai-bubble-a009ca
The final-text check failed: citations_correct.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-openai-bubble-9ff80a
The final-text check failed: proposition_faithful, conditions_shown.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-openai-bubble-9e3f7a
Both reviews say forecast_outcome/open_horizon/unresolved; the drafted assessment says forecast_outcome/open_horizon/not_adjudicable.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-openai-bubble-9ae82f
Both reviews say forecast_outcome/open_horizon/unresolved; the drafted assessment says forecast_outcome/open_horizon/not_adjudicable.
2026-10-29
Assessment publishedBy this siteEd Zitron
OpenAI will inevitably face being unable to pay its bills and breaching a contract with a major company.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-openai-bubble-9725fd-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-openai-bubble-915deb
Both reviews say forecast_outcome/open_horizon/unresolved; the drafted assessment says forecast_outcome/open_horizon/not_adjudicable.
2026-10-29
Assessment publishedBy this siteEd Zitron
Apple's lawsuit is all but certain to stop OpenAI from releasing a device in the next few years, and could potentially destroy the company.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-openai-bubble-8e7586-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
OpenAI will eventually run out of money.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-openai-bubble-87aa17-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Because hyperscalers now borrow to buy GPUs, they will eventually be unable to buy as many, reducing NVIDIA's HBM needs.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-openai-bubble-75aba3-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
OpenAI's planned $50B+ compute spend in 2026 is, by the author's estimate, more than half of all global AI compute spend.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-openai-bubble-6c001b-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-openai-bubble-620f4a
Both reviews say forecast_outcome/open_horizon/unresolved; the drafted assessment says forecast_outcome/open_horizon/not_adjudicable.
2026-10-29
Assessment publishedBy this siteEd Zitron
LLMs do not do what their makers promised and produce no measurable ROI or productivity benefits.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-openai-bubble-560a28-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-openai-bubble-521dfd
The anthropic review reads the claim differently.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-openai-bubble-3e6aea
The anthropic review found the criteria unfair to the speaker's words.
2026-10-29
Assessment publishedBy this siteEd Zitron
OpenAI will at some point run out of cash to pay its counterparties, likely when new funding is hardest to find.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-openai-bubble-3c6b2c-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-openai-bubble-2815de
The anthropic review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-openai-bubble-19a33b
The openai review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-openai-bubble-0cd71a
The final-text check failed: proposition_faithful.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-openai-bubble-0bed96
The openai review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-openai-bubble-084804
The final-text check failed: proposition_faithful.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-openai-bubble-05b1e6
The two reviews differ: anthropic forecast_outcome/open_horizon/not_adjudicable, openai forecast_outcome/open_horizon/unresolved.
2026-10-29
Assessment publishedBy this siteEd Zitron
OpenAI, Anthropic, Microsoft, Google and Amazon have done everything in their power to obfuscate the actual underlying costs of their operations.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-openai-bubble-0321ed-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-more-you-buy-the-more-you-lose-fb02f4
The final-text check failed: citations_correct.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-more-you-buy-the-more-you-lose-ef581c
e1 measures something else (company DeepInfra and Sentient, Blackwell adopters is not AI startups and other Blackwell adopters); it can only be context unless it is derived with stated inputs
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-more-you-buy-the-more-you-lose-eaed4c
hedged language is not scored, even on a plain reading
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-more-you-buy-the-more-you-lose-c642d9
The final-text check failed: rationale_supported_by_evidence; overclaims: Unknown accounting basis prevents a supported or contradicted financial assessment..
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-more-you-buy-the-more-you-lose-b8ead5
Both reviews say forecast_outcome/not_due/unresolved; the drafted assessment says forecast_outcome/not_due/not_adjudicable.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-more-you-buy-the-more-you-lose-b4f1bf
The openai review reads the claim differently.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-more-you-buy-the-more-you-lose-a37869
Both reviews say forecast_outcome/not_due/unresolved; the drafted assessment says forecast_outcome/not_due/not_adjudicable.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-more-you-buy-the-more-you-lose-a12902
The openai review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-more-you-buy-the-more-you-lose-969723
The openai review reads the claim differently.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-more-you-buy-the-more-you-lose-9451ac
The final-text check failed: citations_correct; overclaims: This challenges the three-building premise but does not supply a matching 7.1GW denominator or verified customer-wide operating total..
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-more-you-buy-the-more-you-lose-81d4f1
The openai review reads the claim differently.
2026-10-29
Assessment publishedBy this siteEd Zitron
Data center operators have not shown a sustainable business model renting GPUs or profits justifying their debt.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-more-you-buy-the-more-you-lose-7f0eee-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Outside of coding, AI really has no fundamental use cases beyond being slightly better at interpreting search queries, brainstorming, and searching documents.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-more-you-buy-the-more-you-lose-7e1e1d-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-more-you-buy-the-more-you-lose-7b6c29
The final-text check failed: rationale_supported_by_evidence, citations_correct; overclaims: Inference research shows that some prices fall even as usage grows..
2026-10-29
Assessment publishedBy this siteEd Zitron
The more AI servers hyperscalers buy, the more demand they create for RAM and HBM, which raises memory prices and server costs, so hyperscalers need more money, and because AI has yet to provide meaningful improvements in revenue or cashflow they are forced to raise more debt.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-more-you-buy-the-more-you-lose-7876dc-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-more-you-buy-the-more-you-lose-732148
The final-text check failed: rationale_supported_by_evidence; overclaims: Unknown accounting basis prevents a supported or contradicted financial assessment..
2026-10-29
Assessment publishedBy this siteEd Zitron
Meta, Google, Amazon and Microsoft are certain to become repeat visitors to the bond markets.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-more-you-buy-the-more-you-lose-58ed1c-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-more-you-buy-the-more-you-lose-468eb0
The final-text check failed: proposition_faithful.
2026-10-29
Assessment publishedBy this siteEd Zitron
Every AI startup is unprofitable.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-more-you-buy-the-more-you-lose-45d1d4-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-more-you-buy-the-more-you-lose-39cba9
The final-text check failed: excerpt_matches, rationale_supported_by_evidence, citations_correct; overclaims: The positive study includes Microsoft-affiliated authors and studies Microsoft's product..
2026-10-29
Assessment publishedBy this siteEd Zitron
LLMs are economically and practically unsuited to their promised tasks, and more capex or VC money will not fix that.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-more-you-buy-the-more-you-lose-27fb9b-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Hyperscalers' AI borrowing is pushing them cash-flow negative (Amazon and Google already are), and each raise increases bondholder worry.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-more-you-buy-the-more-you-lose-1c874c-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-more-you-buy-the-more-you-lose-149e5a
The openai review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-more-you-buy-the-more-you-lose-11f005
The openai review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-more-you-buy-the-more-you-lose-0faf5d
The final-text check failed: proposition_faithful.
2026-10-29
Assessment publishedBy this siteEd Zitron
AI might help spread this kind of low-quality content, but the internet's modern content mill is already full of crap specifically built to convince Google to give it more traffic.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-internet-is-already-broken-e93f5f-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Zitron says he personally is not worried by fears that AI will turn the internet into a porridge of low-quality service journalism and/or ecommerce marketing, because that is what the internet already is.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-internet-is-already-broken-db18b6-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
AI will help large corporations monetize and interrupt internet users more.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-internet-is-already-broken-d1c813-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-haters-gui-ffd70b
The openai review reads the claim differently.
2026-10-29
Assessment publishedBy this siteEd Zitron
Five companies' spending on NVIDIA GPUs largely determines how stable the US stock market is, though none of the Magnificent 7 is necessarily going to die.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-haters-gui-fb0415-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-haters-gui-e75707
The final-text check failed: rationale_supported_by_evidence; overclaims: The milestone disclosures and pricing explanation establish substantial growth and changed product economics..
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-haters-gui-e3019e
The openai review reads the claim differently.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-haters-gui-e27297
The final-text check failed: proposition_faithful.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-haters-gui-dfc33e
The two reviews differ: anthropic historical_observation/not_applicable/unresolved, openai historical_observation/not_applicable/contradicted.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-haters-gui-dc38ed
The openai review reads the claim differently.
2026-10-29
Assessment publishedBy this siteEd Zitron
Although the cost of inference theoretically might be falling, all evidence points to larger models, especially reasoning-heavy ones like Claude Opus 4, costing more money.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-haters-gui-c6a190-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-haters-gui-ba0f20
The anthropic review does not accept e2 as supports.
2026-10-29
Assessment publishedBy this siteEd Zitron
At some point growth will slow at one of the Magnificent 7, forcing it to cut money-losing costs such as generative AI.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-haters-gui-b5fafd-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-haters-gui-afc351
Both reviews say forecast_outcome/open_horizon/unresolved; the drafted assessment says forecast_outcome/open_horizon/not_adjudicable.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-haters-gui-ad913d
The openai review reads the claim differently.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-haters-gui-aa83c8
The final-text check failed: citations_correct.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-haters-gui-a55430
The openai review reads the claim differently.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-haters-gui-98d70b
The final-text check failed: citations_correct.
2026-10-29
Assessment publishedBy this siteEd Zitron
There is no significant adoption of generative AI services or products.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-haters-gui-962cf4-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-haters-gui-9418ea
The openai review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-haters-gui-902eea
The openai review reads the claim differently.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-haters-gui-8c577b
The final-text check failed: conditions_shown.
2026-10-29
Assessment publishedBy this siteEd Zitron
Because Microsoft is NVIDIA's largest GPU client, any changes to Microsoft's future interest in OpenAI, such as reducing its data center expansion, would eventually hit NVIDIA's revenue.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-haters-gui-83ecfb-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
The AI boom led by these tech CEOs will harm markets, the wider economy and the tech industry.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-haters-gui-82815d-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Software as a service is the only place generative AI can really make money.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-haters-gui-816970-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
OpenAI and Anthropic each lose billions of dollars a year after revenue, and their stories do not mirror any other startup in history, including Uber and AWS.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-haters-gui-7b51e3-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Generative AI products deliver no significant revenue growth or business value, and those with some adoption run at large losses.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-haters-gui-76e991-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
If they keep their promises, by end of 2025 these five companies will have spent over $560 billion in AI capex over two years to earn around $35 billion in AI revenue.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-haters-gui-6e23fd-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Meta is simply burning cash on generative AI.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-haters-gui-6b74b6-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Generative AI does not do what it is marketed as doing, and what it can do neither creates business returns nor automates labor.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-haters-gui-64c7a3-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Perplexity has no path to profitability, and it is not even anything new, being a search engine.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-the-haters-gui-636b46-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-the-haters-gui-5f7be1
The openai review found the criteria unfair to the speaker's words.