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

“OpenAI and Anthropic are both burning billions of dollars a year, and do not appear to have found a way to stop doing so.”

The Generative AI Con, paragraph 35.

Our reading:

OpenAI and Anthropic are both burning billions of dollars a year and do not appear to have found a way to stop doing so.

Assessment: Can’t be checked

What happened

Not graded on evidence

Outcome: Can’t be checked

An opinion, a recommendation, or too vague to test. Listed, not scored.

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

The financial clause is checkable, and contemporary reports are consistent with its broad description: OpenAI projected roughly $5 billion of losses, while Anthropic reportedly burned $5.6 billion. But the combined claim also says the companies 'do not appear' to have found a way to stop. That is a qualified appraisal without a stated test. Anthropic's reported 2027 forecast is relevant, and Zitron acknowledged it. Its existence does not automatically refute his doubt; its uncertainty does not establish that doubt as fact. Scoring the entire statement would require replacing his qualification with an evaluator's threshold.

Caveats

  • This is not a finding that the numerical financial clause is false.
  • The cited contemporary reports distinguish projected losses from reported cash burn.
  • News reporting is used because the underlying contemporary financial documents were not available in the readable sources.
  • No forecast of permanent losses or future failure is attributed to the speaker.

Evidence (3 items)

Claims like this aren’t scored, so there is no evidence to show.

How we judged it

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

Conditions

  • do not appear (their words)

Where we had to interpret

  • The numerical clause is a checkable historical observation. I read 'billions' as at least $2 billion annually for each company separately.
  • I use calendar 2024, the latest completed annual period before publication, for the numerical clause. The surrounding discussion explicitly concerns 2024 figures.
  • The context uses 'burning' broadly for financial losses, including noncash costs. It does not consistently mean cash burn as measured in a cash-flow statement.
  • The second clause expresses a qualified impression as of February 17, 2025. It does not assert that neither company has a plan, that neither can become profitable, or that losses will continue until a particular deadline.
  • The speaker supplies no objective threshold for 'appear to have found a way'. Requiring a demonstrated sustainable route would strengthen his words. Treating a management forecast as automatically refuting them would also remove the qualification.
  • Because the supplied claim combines a checkable financial observation with that unscorable appraisal, I do not assign a binary verdict to the whole statement.

We don’t grade claims like this. We only check the quote and who said it.

What would settle it

Assess the numerical clause separately, with each company's financial measure specified. The qualified appraisal requires clarification of what the speaker meant by 'appear to have found a way'; later profitability alone cannot settle that historical impression.

We found 31 claims in this post. See them all.

Full record

Source and dates

Where's Your Ed At, The Generative AI Con, paragraph 35.

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 2025-02-17.

Where it was said (1)

Said once in the posts we read.

  • : Where's Your Ed At, The Generative AI Con

    OpenAI and Anthropic are both burning billions of dollars a year, and do not appear to have found a way to stop doing so.

    Published
    2025-02-17
    We read it
    , live page
    Access
    full text, public

History

Versions

  • Current: Can’t be checked. 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

    A reviewer said our test wasn’t fair to what was actually said.