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

“In total, OpenAI’s expenses to Microsoft amounted to $17.2 billion.”

Exclusive: OpenAI Losses Increased Nearly 8X in 2025, With Spending Hitting $34 Billion, paragraph 34.

Our reading:

OpenAI's total expenses to Microsoft in 2025 were $17.2 billion, including a $6.047 billion cost-of-revenue charge.

Assessment: Unresolved

What happened

Was it true for the period described?

Outcome: Unresolved

We checked, and the evidence so far doesn’t settle it.

Judged on a plain reading. They named no measure, so we used the reading a typical informed reader would take. It is spelled out under “How we judged it”.

Evidence up to . Checked .

Why

Zitron reports $17.2 billion in OpenAI expenses to Microsoft for calendar 2025, including $6.047 billion in cost of revenue [wyea-exclusive-openai-financials-a0c028-o1]. The search record supplies no primary disclosure or independent verification of these amounts and no comparable evidence contradicting them [wyea-exclusive-openai-financials-a0c028-p1]. The claim remains unresolved on this record [wyea-exclusive-openai-financials-a0c028-p1].

Caveats

  • No accessible primary related-party expense disclosure establishes the total or component.
  • Reporting that repeats the figures does not independently verify them.
  • Cash payments and Microsoft's fiscal-year revenue cannot establish OpenAI's calendar-year expenses.

Evidence (0 items)

Nothing we found settles this yet.

How we judged it

Kind of claim
Observation
Deadline
None given. We don’t add one.

Conditions

  • including $6.047 billion cost of revenue (their words)

Where we had to interpret

  • The surrounding paragraph supplies calendar 2025 as the period.
  • Expenses means amounts recognized for Microsoft services, without assuming that all were paid in cash during the year.
  • The total should round to $17.2 billion at one decimal place; the cost-of-revenue component should round to $6.047 billion at three decimal places.
  • The cost-of-revenue component is part of the observation, not a conditional forecast.
  • The accounting basis is company_reported because Zitron attributes the amounts to company financial documents.

Right if: Independently verified 2025 disclosures establish approximately $17.2 billion in total expenses to Microsoft, including approximately $6.047 billion classified as cost of revenue.

Wrong if: Comparable disclosures establish that either the total or the cost-of-revenue component differs beyond the stated rounding precision.

We wrote this test after the outcome was known.

What would settle it

An authenticated calendar-2025 related-party expense disclosure, or independent reporting verifying the same figures, showing whether total Microsoft expenses round to $17.2 billion and the included cost-of-revenue component rounds to $6.047 billion.

We found 11 claims in this post. See them all.

Full record

Source and dates

Where's Your Ed At, Exclusive: OpenAI Losses Increased Nearly 8X in 2025, With Spending Hitting $34 Billion, paragraph 34.

Said
We read the source
live page, full text, public
Evidence up to
Checked

We read this wording on 2026-10-28. The post may have been edited after 2026-06-16.

Where it was said (1)

Said once in the posts we read.

  • : Where's Your Ed At, Exclusive: OpenAI Losses Increased Nearly 8X in 2025, With Spending Hitting $34 Billion

    In total, OpenAI’s expenses to Microsoft amounted to $17.2 billion.

    Published
    2026-06-16
    We read it
    , live page
    Access
    full text, public

History

Versions

  • Current: Unresolved. Evidence up to 2026-10-28.

What happened to this record

  1. PublishedBy us

    Published after both AI reviews and the final check passed.

  2. Held backBy us

    The final check failed: our summary didn’t match their words.