“What I’m trying to get at is that OpenAI (and, for that matter, Anthropic) has spent the last two years increasingly obfuscating the truth through leak after leak to the media.”
Our reading, the sentence that was checked:
For the past two years, OpenAI and Anthropic have increasingly hidden the truth about their finances through repeated leaks to the media.
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 76.
- 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-7ee8be-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
- OpenAI (and, for that matter, Anthropic)
- the last two years
- increasingly obfuscating the truth
- through leak after leak to the media
Our interpretation
- The described period is the two years preceding the March 3, 2026 post.
- The plain reading is that both companies repeatedly supplied materially misleading financial information through leaks, with the practice becoming more pronounced over time.
- Obfuscation requires more than changed forecasts: evidence must establish misleading presentation or material omission relative to what was known when information was supplied.
- This is a claim about disclosure conduct, not a particular monetary amount, so contract metric_scope is null.
Counts as supported if: A dated record for both companies establishes repeated company-originated financial leaks that materially concealed known facts, with increasing frequency or severity over the two-year period.
Counts as contradicted if: A sufficiently comprehensive comparable record shows that the alleged misleading leaks were accurate and adequately qualified when issued, or that the asserted increasing pattern did not occur.
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
Large financial forecast revisions are documented. That supports scrutiny of the companies' projections, but does not establish increasing concealment by both companies. The inspected report labels the figures as forecasts and does not identify who supplied them. Later accounts can test reported results, but cannot alone show that earlier projections were knowingly misleading. The required record of provenance, contemporaneous knowledge and an increasing two-year pattern is missing.
Limitations
- Several original financial reports were inaccessible through read_page.
- This finding does not establish that the companies' disclosures were complete or candid.
Evidence (1 item)
Context only: Reuters, syndicated by Yahoo,
$80 billion higher
Why it matters here: Documents a large revision and therefore explains part of Zitron's concern. The report identifies the number as a forecast and does not establish that company officials knowingly obscured existing facts.
- Publisher
- Reuters, syndicated by Yahoo
- Kind of source
- News report
- Measures
- OpenAI, Increase in projected cumulative cash burn through 2029, USD billions, estimate, ? to 2029-12-31
- Describes events of
- Public from
What would settle it
A dated comparison of company-originated leaks with contemporaneous internal records and later accounts, covering both companies and demonstrating whether misleading omissions or statements increased during the specified period.
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
What I’m trying to get at is that OpenAI (and, for that matter, Anthropic) has spent the last two years increasingly obfuscating the truth through leak after leak to the media.
- Where
- paragraph 76
- Published
- 2026-03-03
- Source observed
- , live page
- Access
- full text, public
History
Assessment versions
- Assessment wyea-the-ai-bubble-is-an-information-war-7ee8be-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-7ee8be-a1.