“These commitments were signed, I assume, with effectively no underwriting, because anyone with a calculator and sentience can see that on paper these companies cannot afford their commitments.”
Our reading, the sentence that was checked:
OpenAI and Anthropic's compute commitments were likely signed with effectively no underwriting, since the companies plainly cannot afford them.
Assessment: Can’t be checked Not checked against evidence
Where and when Ed Zitron wrote it
Where's Your Ed At, Concentration Risk, paragraph 161.
- Said
- Source observed
- live page, full text, public
- Evidence
- Not checkedboth screens found it cannot be checked
- Assessment recorded
- assessment wyea-concentration-risk-85d357-a1
We recorded 13 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 2026-09-08. 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
Nothing beyond the statement itself.
Our interpretation
None added.
This claim is not graded on evidence. The record checks that the words are quoted correctly and attributed to the right person, and that the claim is classified correctly.
Current assessment
Not graded on evidence
Outcome: Can’t be checked
Both AI providers screened this claim on their own and found that public evidence could not settle it. It is recorded and attributed, not scored.
Why it can’t be checked
Each screen gave its own reason:
- About something no public evidence could show, such as a private intention or a counterfactual.
- Stated as a chance or a possibility, or at medium or low confidence.
- Evidence
- Not checked
- Deadline state when assessed
- No horizon
- Assessment recorded
- Policy version
- 2026-10-28.7
Rationale
Not checked against evidence. Two independent screens, one from each provider, both found that evidence could not settle it: one found it about something no public evidence could show, such as a private intention or a counterfactual; the other found it stated as a chance or a possibility, or at medium or low confidence.
Limitations
None recorded.
Evidence (0 items)
No evidence was searched for. Both screens found that public evidence could not settle this claim.
Where it was said (1)
Said once in the sources this register covers.
: Where's Your Ed At, Concentration Risk
These commitments were signed, I assume, with effectively no underwriting, because anyone with a calculator and sentience can see that on paper these companies cannot afford their commitments.
- Where
- paragraph 161
- Published
- 2026-09-08
- Source observed
- , live page
- Access
- full text, public
History
Assessment versions
- Assessment wyea-concentration-risk-85d357-a1: Current. Outcome: Can’t be checked. Not checked against evidence. Public date not recorded.
Recorded events
Assessment publishedBy this site
First assessment published after both reviews and the final-text check passed.