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

“I think it’s a noteworthy story that these companies either wildly miss their projections (IE: costs) or almost exactly make their projections (revenues), which is even weirder.”

The AI Bubble Is An Information War, paragraph 78.

Our reading:

He thinks it is noteworthy that OpenAI and Anthropic either wildly miss their cost projections or almost exactly hit their revenue projections, and that the latter is even weirder.

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.

Evidence up to . Checked .

Why

The sentence mostly gives the speaker's opinion. He calls something a 'noteworthy story' and 'even weirder.' Its factual part is a loose pattern: cost projections are wildly missed, while revenue projections are almost exactly met. He does not name a projection, a date or a year. He gives no threshold for 'wildly' or 'almost exactly.' He does not say whether a miss means actual results against a projection, or later projections against earlier ones. He also does not say whether the pattern has to hold for both OpenAI and Anthropic. Without these details, any test would rest on comparisons the evaluator picks for him. So the claim cannot be fairly graded.

Caveats

  • No source was read for actual revenue or cost figures. The packet holds only search summaries, and they are not outcome evidence.
  • This assessment says nothing about whether any particular OpenAI or Anthropic projection was met or missed.
  • A narrower claim naming specific projections, periods and thresholds could be checked.

Evidence (0 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.

Where we had to interpret

  • The sentence is mainly an opinion about what is newsworthy and 'weird'. The factual part is a loose pattern: leaked cost projections end up far off, while leaked revenue projections are almost exactly met.
  • He names no projection, date, year or threshold for 'wildly' or 'almost exactly.' OpenAI and Anthropic each have many leaked projections from different dates. Any test would depend on which projection and which actual the evaluator picks, so there is no plain reading.

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

We found 39 claims in this post. See them all.

Full record

Source and dates

Where's Your Ed At, The AI Bubble Is An Information War, paragraph 78.

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 2026-03-03.

Where it was said (1)

Said once in the posts we read.

  • : Where's Your Ed At, The AI Bubble Is An Information War

    I think it’s a noteworthy story that these companies either wildly miss their projections (IE: costs) or almost exactly make their projections (revenues), which is even weirder.

    Published
    2026-03-03
    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.