“None of them will talk about their actual AI revenues.”
Our reading, the sentence that was checked:
None of Microsoft, Meta, Amazon or Google disclose their actual AI revenues.
Assessment: Unresolved Evidence as of
Where and when Ed Zitron wrote it
Where's Your Ed At, AI Is Too Expensive, paragraph 6.
- Said
- Source observed
- live page, full text, public
- Evidence as of
- the cutoff for this assessment
- Assessment recorded
- assessment wyea-ai-is-too-expensive-2a3801-a1
We recorded 41 claims from this post. See every claim from this post.
The wording above is the version this site observed on 2026-10-28. The source may have been edited after 2026-05-19. This page does not claim the wording was captured then.
What the claim commits to
- Kind
- Observation
- Deadline, as the speaker wrote it
- None stated. This site does not add one.
- Deadline state when assessed
- No horizon
- Deadline state on 2026-10-29
- No horizon (the release’s reference date)
From the speaker
- None of them
- their actual AI revenues
- Microsoft
- Meta
- Amazon
- both of these are snapshots of single months
Our interpretation
- Read in context, the claim concerns disclosure of realized AI revenue amounts, excluding annualized run rates.
- The ordinary reading concerns each company's AI business overall. A narrower product or customer revenue disclosure would challenge a broader reading that they disclose no actual AI revenue whatsoever.
- Use January–March 2026, the latest reported quarter before publication, as the revenue observation period. Check disclosures available through May 19, 2026.
- This is an observation about disclosure at publication, not a prediction that disclosure will never occur.
Counts as supported if: The four companies' reporting and other public disclosures through publication establish that none supplied a realized AI revenue total for the target period.
Counts as contradicted if: At least one company publicly supplied a realized AI revenue total for the target period before publication. A run rate, growth percentage, or mixed AI and non-AI segment total does not suffice.
Retrospective: these criteria were written after the outcome was public.
Current assessment
Was it true for the period described?
Outcome: Unresolved
The record was checked, and the evidence available by the cutoff does not settle it.
Scored on a plain reading. The speaker named no measure for this claim, so it was judged on the reading an informed reader would take, stated below under our interpretation. Both reviews had to find that reading fair.
- Evidence as of
- Deadline state when assessed
- No horizon
- Assessment recorded
- Policy version
- 2026-10-28.7
Rationale
The reviewed disclosures are consistent with the narrower claim that the companies did not give separate realized AI revenue totals for the latest quarter. Microsoft's $37 billion is explicitly a run rate, and the other cited figures measure broader segments or growth. But Microsoft publicly discussed historical OpenAI partnership revenue in court before the post. That challenges the broader wording while differing in period and scope. The evidence does not justify an unqualified verdict.
Limitations
- This search is not a complete audit of every disclosure through publication.
- A verdict would depend on whether 'actual AI revenues' means aggregate current revenue or any realized AI-related revenue.
Evidence (5 items)
Context only: Microsoft,
annual revenue run rate
Why it matters here: This confirms the run-rate distinction made in the post. It neither measures realized quarterly AI revenue nor establishes that no other disclosure exists.
- Publisher
- Microsoft
- Kind of source
- Company disclosure: the company describing itself, not an independent finding
- Measures
- Microsoft, AI business annual revenue run rate, USD billions of dollars per year, company reported, 2026-01-01 to 2026-03-31
- Describes events of
- Public from
Context only: Amazon,
AWS segment sales
Why it matters here: AWS revenue includes more than AI services. This realized segment figure cannot substitute for the AI-specific revenue amount at issue.
- Publisher
- Amazon
- Kind of source
- Company disclosure: the company describing itself, not an independent finding
- Measures
- Amazon, AWS segment sales, USD billions of dollars, company reported, 2026-01-01 to 2026-03-31
- Describes events of
- Public from
Context only: Alphabet,
nearly 800%
Why it matters here: Google discusses actual AI product revenue growth. A growth percentage does not disclose the revenue amount, so its significance depends on how broadly 'talk about' is read.
- Publisher
- Alphabet
- Kind of source
- Company disclosure: the company describing itself, not an independent finding
- Measures
- Alphabet (Google), Year-over-year revenue growth for products built on Google's generative AI models percent, company reported, 2026-01-01 to 2026-03-31
- Describes events of
- Public from
Context only: Meta,
Family of Apps
Why it matters here: This is a broad segment total, not a separate AI revenue measure. The remarks also discuss AI glasses within Reality Labs without establishing a company-wide AI revenue amount.
- Publisher
- Meta
- Kind of source
- Company disclosure: the company describing itself, not an independent finding
- Measures
- Meta, Family of Apps revenue, USD billions of dollars, company reported, 2026-01-01 to 2026-03-31
- Describes events of
- Public from
Context only: GeekWire,
$9.5 billion
Why it matters here: This is material counterevidence to a reading that Microsoft never publicly discusses any realized AI-related revenue. It concerns one partnership and an earlier period, so it cannot decisively contradict the target-period aggregate claim.
- Publisher
- GeekWire
- Kind of source
- News report
- Measures
- Microsoft, Cumulative direct revenue from the OpenAI partnership, USD billions of dollars, company reported, ? to 2025-03
- Describes events of
- Public from
What would settle it
A complete review of the four companies' contemporaneous filings, earnings materials, and other public disclosures under the stated aggregate-revenue reading, or a qualifying realized AI revenue total disclosed before May 19.
Where it was said (1)
Said once in the sources this register covers.
: Where's Your Ed At, AI Is Too Expensive
None of them will talk about their actual AI revenues.
- Where
- paragraph 6
- Published
- 2026-05-19
- Source observed
- , live page
- Access
- full text, public
History
Assessment versions
- Assessment wyea-ai-is-too-expensive-2a3801-a1: Current. Outcome: Unresolved. Evidence as of 2026-10-28. Public date not recorded.
Recorded events
Assessment publishedBy this site
First assessment published after both reviews and the final-text check passed.