“There are members of the media who defend OpenAI saying that “these are annualized figures,” but OpenAI does not state that, because OpenAI loves to lie.”
Our reading, the sentence that was checked:
OpenAI's December 2025 revenue graphic was designed to mislead because it does not say its figures are annualized.
Assessment: Unresolved Evidence as of
Where and when Ed Zitron wrote it
Where's Your Ed At, The AI Bubble Is An Information War, paragraph 82.
- Said
- Source observed
- live page, full text, public
- Evidence as of
- the cutoff for this assessment
- Assessment recorded
- assessment wyea-the-ai-bubble-is-an-information-war-55cf2c-a1
We recorded 38 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 2026-03-03. 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
- “these are annualized figures”
- “OpenAI does not state that”
- Context identifies OpenAI's December 17, 2025 post and its revenue graphic.
Our interpretation
- Assess whether the specified graphic and accompanying post disclose annualization, including an ARR label.
- The claim concerns disclosure, not whether the revenue amounts themselves are correct; metric_scope is therefore null.
- A later disclosure elsewhere cannot establish what appeared in the December post.
- An omitted label would not by itself establish deliberate deception.
Counts as supported if: An authenticated complete version of the December 17 post and graphic shows the figures without an annualized or ARR qualification.
Counts as contradicted if: The complete December 17 post or its graphic explicitly identifies the figures as annualized or ARR.
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 original post was located, but read_page returned only its caption and metadata. That is insufficient to determine whether the attached graphic labels the figures as annualized or ARR. The absence of those words from the extracted caption cannot establish their absence from the image. Deliberate deception would require additional evidence even if the omission were verified.
Limitations
- The central visual evidence was not transcribed.
- The assessment uses the specific-post reading supplied by the surrounding passage.
Evidence (1 item)
Context only: OpenAI,
Compute fuels progress.
Why it matters here: The extracted caption does not disclose annualization. The extraction omits the graphic, so it cannot establish whether the complete communication does.
- Publisher
- OpenAI
- Kind of source
- Company disclosure: the company describing itself, not an independent finding
- Describes events of
- Public from
What would settle it
An authenticated, complete transcription of the original graphic and post, including labels and footnotes. Evidence of intent would be needed to establish deliberate deception separately.
Where it was said (1)
Said once in the sources this register covers.
: Where's Your Ed At, The AI Bubble Is An Information War
There are members of the media who defend OpenAI saying that “these are annualized figures,” but OpenAI does not state that, because OpenAI loves to lie.
- Where
- paragraph 82
- Published
- 2026-03-03
- Source observed
- , live page
- Access
- full text, public
History
Assessment versions
- Assessment wyea-the-ai-bubble-is-an-information-war-55cf2c-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.
About assessment wyea-the-ai-bubble-is-an-information-war-55cf2c-a1.