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

“They don’t care that the output is mediocre, that the product is unprofitable, that there is a quickly-approaching wall that generative AI can’t leap over as it runs out of training data, or that the transformer-based architecture of Large Language Models has hard limitations that are impossible to overcome.”

The Shareholder Supremacy, paragraph 113.

Our reading:

Generative AI faces a quickly-approaching wall it cannot get over as it runs out of training data.

Assessment: Unresolved

What happened

Did the forecast come true?

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

Epoch AI's June 2024 study projects full use of public human-generated text between 2026 and 2032 if trends continue; it does not establish exhaustion. [e1] The DeepSeek-R1 paper's January 2026 revision reports reasoning gains without human-labeled reasoning trajectories, but does not demonstrate gains after usable training data runs out. [e2] Neither item establishes the exhaustion condition or a resulting capability ceiling, so the forecast remains unresolved. [e1, e2]

Caveats

  • Public human-generated text is only one possible source of training data.
  • The packet establishes neither a lasting ceiling caused by data exhaustion nor an escape from that ceiling.
  • Progress before verified exhaustion cannot settle this conditional forecast.
  • The claim supplies no definite deadline or capability measure.

Evidence (2 items)

  • Context only: Epoch AI,

    between 2026 and 2032

    Why it matters: This projects exhaustion of public human text; it does not report that exhaustion occurred. The discussion explicitly allows continued progress through other data, improved data efficiency and different training choices.

    Publisher
    Epoch AI
    Kind of source
    Preprint, not peer reviewed
    About events on
    Published
  • Context only: DeepSeek-AI via arXiv,

    advanced reasoning

    Why it matters: The authors report reasoning improvements without human-labeled reasoning trajectories. This is relevant counterevidence to assuming that more human annotations are always necessary, but it does not establish that the forecast's exhaustion condition occurred.

    Publisher
    DeepSeek-AI via arXiv
    Kind of source
    Preprint, not peer reviewed
    About events on
    Published

How we judged it

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

Conditions

  • as it runs out of training data (their words)

Where we had to interpret

  • The claim predicts a lasting capability ceiling caused by exhaustion of usable training data.
  • Exhaustion of public human-written text alone does not establish exhaustion of every usable source of training data.
  • Quickly-approaching supplies no definite deadline. I do not substitute another researcher's projected date.
  • The data-exhaustion condition must be established before scoring the predicted inability to overcome it.

Right if: Verified exhaustion of usable training data, followed by a demonstrated capability ceiling caused by that exhaustion, with evidence that alternative data sources or training methods cannot overcome it.

Wrong if: Verified exhaustion of the relevant training data followed by reproducible capability gains that overcome the same asserted constraint.

We wrote this test after the outcome was known.

What would settle it

Verified exhaustion of the relevant usable training data, followed by either a demonstrated capability ceiling that alternative data and training methods cannot overcome, or reproducible gains overcoming that same constraint.

We found 28 claims in this post. See them all.

Full record

Source and dates

Where's Your Ed At, The Shareholder Supremacy, paragraph 113.

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 2024-07-01.

Where it was said (1)

Said once in the posts we read.

  • : Where's Your Ed At, The Shareholder Supremacy

    They don’t care that the output is mediocre, that the product is unprofitable, that there is a quickly-approaching wall that generative AI can’t leap over as it runs out of training data, or that the transformer-based architecture of Large Language Models has hard limitations that are impossible to overcome.

    Published
    2024-07-01
    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

    Both reviewers disagreed with the draft’s verdict.