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

Claims checked against evidence by Ed Zitron, page 4 of 13

Deadlines are judged as of 2026-10-29. About Ed Zitron and the sources covered.

Claims checked against evidence by Ed Zitron (1230)

Each of these claims was checked against dated evidence.

Page 4 of 13: claims 301 to 400 of 1230, ordered by the date first said, newest first. To find a claim by its words, use search.

  1. Assessment: UnresolvedSaid

    “Record sales across NVIDIA, Micron, Sandisk, SK Hynix, and Samsung are a direct result of an entirely speculative asset bubble, driven by the reckless and directionless capital expenditures of some of the largest and richest companies in the world.”

  2. Assessment: ContradictedSaid

    “Anyone investing in data centers is building speculative capacity for demand that does not exist outside of Anthropic and OpenAI.”

    What happened: The announcement identifies Meta as the customer and distinguishes $12 billion of dedicated capacity from up to $15 billion of additional capacity purchases. The dedicated component establishes substantial demand outside the two labs without treating the maximum value as realized spending. (Nebius, )

  3. Assessment: UnresolvedSaid

    “At some point Anthropic or OpenAI is going to slow down and then stop making models entirely because it costs too much money to train models, and said costs are only increasing.”

  4. Assessment: UnresolvedSaid

    “Hyperscalers — who will see their capex outpace their cashflows as of Q3 2026 — have had such poor returns on their investment in AI that none of them will actually disclose their revenues outside of vague “run rates,” which means that all of this investment is effectively based on the idea that something completely different will happen in the future.”

  5. Assessment: UnresolvedSaid

    “But they’re now going to have to slow-roll them, because Sam and Dario’s four or five-year-long scaremongering campaign has forced them into a situation where the US government demands oversight into their model releases at a time where the AI industry cannot afford to slow down.”

  6. Assessment: UnresolvedSaid

    “Anthropic and OpenAI have $1.1 trillion in compute commitments that are contingent on their continued growth, at a time when their customers are protesting their costs, at a time when the market is clearly saying “you are not worth a trillion dollars.””

  7. Assessment: UnresolvedSaid

    “Anthropic is a large language model company that loses billions of dollars that has subsidized accounts that allow users to burn $8,000 a month in tokens for $200.”

  8. Assessment: ContradictedSaid

    “Outside of OpenAI, Microsoft may as well not have an AI business.”

    What happened: More than 20 million paid seats establishes substantial commercial adoption of a Microsoft AI product beyond OpenAI's purchases of Azure compute. It does not establish standalone Copilot revenue or profit. (Microsoft, )

  9. Assessment: UnresolvedSaid

    “what we’re witnessing is a widespread mental health epidemic caused by liars like Sam Altman, Dario Amodei, and their wealthy backers lying about the capabilities of AI”

  10. Assessment: UnresolvedSaid

    “All of this is to say that Oracle has massively leveraged itself for the benefit of one company, OpenAI, and if that company can’t pay its bills, it’s fucked.”

  11. Assessment: UnresolvedSaid

    “Said future will have to make them at least $2 trillion in brand new revenue by 2030, because if it doesn’t, effectively all of that capex will have been spent to prop up Anthropic, OpenAI, and whatever it is that Meta is doing with its chatbots.”

  12. Assessment: UnresolvedSaid

    “Those millions of H100 and B200 and B300 GPUs are not going to usher in a digital God, they are not going to create recursive self-improvement, they are not going to be the fulcrum to adding $600 billion or more in brand new revenue to current services”

  13. Assessment: UnresolvedSaid

    “Anthropic and OpenAI have raised a little under $300 billion combined since 2019, but I estimate their true cost is at least $500 billion given hyperscaler capex investments that were necessary for them to exist, and that’s before you consider the $340 billion or more that Oracle is spending to build out the 7.1GW of “Stargate” data centers for OpenAI.”

  14. Assessment: UnresolvedSaid

    “If Microsoft, Google, Amazon and Meta decide that it’s time to stop spending $30 billion or more a quarter on GPUs, RAM, storage, and data center construction, that’ll tear a hole in the side of what people assume is a permanent supercycle.”

  15. Assessment: UnresolvedSaid

    “Amazon, Google, and Meta had to buy all those GPUs because Microsoft bought a lot of GPUs.”

  16. Assessment: UnresolvedSaid

    “Both companies have had everything paid for them either by hyperscalers or venture capitalists, and are fundamentally incapable of operating without infinite resources, and the best that anybody has to defend their endless billions of burn is to refer to the 184-year-old railway bubble or the Dot Com Bubble, using them as symbolic proof that everybody can lose a lot of money, and that somehow results in something good, I guess?”

  17. Assessment: SupportedSaid

    “Everything is about creating the signs that your company is part of the big thing that will supposedly lift every Silicon Valley valuation — after all, 61% of venture capital funding went to AI in 2025 — to the point that it isn’t really clear what anything means or what anybody is doing.”

    What happened: The OECD's Preqin-based analysis reports USD 258.7 billion invested in AI firms out of USD 427.1 billion globally in 2025, and explicitly reports a rounded 61% share. Both the scope and year match. (OECD, )

  18. Assessment: UnresolvedSaid

    “That’s right, a mid-tier AI model and an AI app that nobody uses!”

  19. Assessment: UnresolvedSaid

    “They have raised — assuming their most-recent rounds fully close — close to $300 billion in the space of two years, and are on course to burn tens of billions of dollars each in 2026.”

  20. Assessment: UnresolvedSaid

    “Some have been mighty confident about inference being profitable (due to a $7.5 billion cost of revenue on $13.07 billion in revenue), but overlooked my reporting from last year verified by the Financial Times showed OpenAI spent $8.67 billion on inference in the first nine months of 2025.”

  21. Assessment: UnresolvedSaid

    “Buying GPUs and building data centers sort of feels like Amazon Web Services, even though the $765 billion that big tech will spend in 2026 will be more than ten times Amazon’s combined capex during the period where AWS was being built.”

  22. Assessment: UnresolvedSaid

    “2024 — OpenAI Had $3.7 Billion In Revenue, $12.4 Billion In Costs and Expenses, and a net loss attributable to the company of $5.09 Billion.”

  23. Assessment: UnresolvedSaid

    “According to the figures, OpenAI had liabilities to Microsoft of $3.64 billion at the close of the calendar year, and additional $21 million in “accrued expenses and other current liabilities.””

  24. Assessment: UnresolvedSaid

    “Please note that 2025 was the year that OpenAI converted from a non-profit to a for-profit entity, leading to a $41.55 billion loss due to changes in fair value of convertible interests and warrant liability.”

  25. Assessment: UnresolvedSaid

    “Taking into account other minor factors like interest income and interest expense, OpenAI is left with a net loss of $60.35 billion, which it lowered to $38.53 billion by removing $17.87 billion in costs via that “net loss attributable to noncontrolling members capital” and another $3.95 billion via a “net loss attributable to redeemable noncontrolling interests.””

  26. Assessment: UnresolvedSaid

    “In 2025, SoftBank paid OpenAI $867 million. Microsoft paid it $303 million.”

  27. Assessment: UnresolvedSaid

    “2025 — OpenAI Had $13.07 Billion In Revenue, $34 Billion In Costs and Expenses, and $20.92 Billion In Losses, with a net loss attributable to the company of $38.53 Billion”

  28. Assessment: UnresolvedSaid

    “In the 2025 calendar year, OpenAI paid Microsoft $10.59 billion for “Research and development” expenses.”

  29. Assessment: SupportedSaid

    “Today, I can exclusively report, based on audited financial documents viewed by this publication that have been independently verified by the Financial Times, that OpenAI lost around $38.5 billion in 2025, as well as other crucial details about the financial condition of the company.”

    What happened: The FT independently confirmed audited figures and reported the same attributable-loss measure at whole-billion precision. This corroborates the approximate claim, while not independently establishing the hundredth-billion figure given elsewhere in the post. (Financial Times, syndicated by Yahoo Finance, )

  30. Assessment: UnresolvedSaid

    “I’ve been saying for years that the underlying economics of AI don’t make sense — that AI labs were intentionally obfuscating the costs of subscriptions and heavily subsidizing users’ compute, and that the moment that that changed, everything would begin to fall apart, and god damn has it finally begun.”

  31. Assessment: UnresolvedSaid

    “If stopping training was all that it’d take to turn these businesses profitable, they’d have done it already, because inference would be a money-printer rather than a cursed object eating away at Altman and Amodei’s souls.”

  32. Assessment: UnresolvedSaid

    “Their business models don’t fucking work.”

  33. Assessment: UnresolvedSaid

    “It requires endless pre-training, post-training and script-based MacGuffins to do tasks with mathematically-guaranteed hallucinations that burn more tokens, raising costs on customers who are already in mutiny less than a quarter into being forced to pay a cost that is already unprofitable.”

  34. Assessment: UnresolvedSaid

    “The completely imaginary assumption about the AI industry is that it’ll magically get cheaper. That is not something that’s happening. More data centers will not make OpenAI or Anthropic profitable. More data centers will not make customers more willing to pay the actual cost of AI. More venture capital funding will not make Anthropic or OpenAI real businesses.”

  35. Assessment: MixedSaid

    “Anthropic has not created recursive self-improvement, nor has it done much more than create a very large language model that gets higher benchmarks in tests built for large language models, wrapped in a veneer of mysticism and panic-hype built to scare organizations in paying them to use it.”

    What held: Anthropic explicitly acknowledges that it has not reached the autonomous successor-development capability it defines as recursive self-improvement. This supports that component of Zitron's statement. (Anthropic, )

    What did not: Mozilla identifies the evaluation as its application of Mythos Preview to Firefox. Vulnerabilities fixed in a shipped browser constitute practical results beyond benchmark scores. (Mozilla, )

  36. Assessment: UnresolvedSaid

    “that the majority of users will refuse to pay the actual cost of AI.”

  37. Assessment: UnresolvedSaid

    “While OpenAI is no better, Anthropic is offensive in that it resembles everything that’s ruined the tech industry — a company with a product that costs billions of dollars that can only be sold by talking about what it might do in the future, a masterpiece of grift and hubris that I believe will stumble and crumble in the future.”

  38. Assessment: UnresolvedSaid

    “Newsflash! These price cuts are not happening because Anthropic or OpenAI made their products more efficient! They’re making these price cuts because their customers don’t want to pay their current prices!”

  39. Assessment: SupportedSaid

    “That’s right folks. With the current subsidies, all it takes for a user to have a gross margin of at best negative 25% is for them to use as little as 25% of their rate limit.”

    What happened: The reproduced inputs yield -25% for the two lower Anthropic tiers and lower margins for every other listed tier. This supports the arithmetic under the specified assumption, not actual profitability. (Vlad's Playbook, )

  40. Assessment: UnresolvedSaid

    “The problem with this argument is that we’re yet to prove if running these models is profitable (or even sustainable) for any provider, nor do we have tangible proof that they can compete at scale with Anthropic or OpenAI’s more-complex LLMs.”

  41. Assessment: UnresolvedSaid

    “I cannot express how deadly these price cuts would be to the AI industry, and how dangerous this conversation has become.”

  42. Assessment: UnresolvedSaid

    “As I’ve argued previously, the vast majority of Anthropic’s recent surge in revenue comes from experimental revenue from paypigs that it doesn’t deign worthy of clear visibility into their organizational token spend.”

  43. Assessment: UnresolvedSaid

    “if they stop training, the models will eventually drift into obscurity.”

  44. Assessment: SupportedSaid

    “That’s right. Anyone with a $200-a-month Anthropic subscription can burn $8000 in tokens, and with a $200-a-month ChatGPT subscription, you can burn $14,000 in tokens.”

    What happened: The article reports the June SemiAnalysis test of both companies. This passage supplies the Anthropic component and identifies an approximate API-equivalent ceiling. (Tom's Guide, )

  45. Assessment: UnresolvedSaid

    “It isn’t becoming “better” in a way that’s measurable using anything other than benchmarks invented specifically for generative AI — an industry-wide coddling of a mediocre technology that only makes money through massive subsidies, FOMO and executive ignorance.”

  46. Assessment: UnresolvedSaid

    “This was always going to be a problem. By starting everybody off with subsidized subscriptions, AI labs shielded users from the costs, training them by proxy to use AI models without any concern for efficiency.”

  47. Assessment: ContradictedSaid

    “In a single podcast, Andrew Macdonald gave the entire tech industry permission to say the truth: that nobody was actually able to show any ROI despite its massive costs.”

    What happened: The survey documents positive quantified returns relative to investment, rather than only usage or anticipated benefits. Fieldwork ended September 17, 2025; the results were publicly announced before Zitron's post. (Snowflake, reporting research conducted by Omdia, )

  48. Assessment: UnresolvedSaid

    “There is no reversing this trend, because if there were, OpenAI and Anthropic would’ve reversed it in any way, shape or form, rather than raising more money than anyone has ever raised before for what appears to be no reason other than to burn it.”

  49. Assessment: UnresolvedSaid

    “Anthropic negotiated discounted compute for the first two months of its SpaceX deal as a means of pretending to be profitable for a single quarter, but any price cut — or even customer churn! — will immediately put its finances in a kind of red usually reserved for the deeply embarrassed or steroid-enhanced.”

  50. Assessment: ContradictedSaid

    “Generative AI does not have a business model. It is not a tool with value remotely commensurate with its costs. It isn’t getting cheaper for the providers or the customers.”

    What happened: Anthropic announced a lower customer price for its fast-mode service before the post. This contradicts the categorical customer-price component, but establishes neither lower aggregate bills nor provider profitability. (Anthropic, )

  51. Assessment: UnresolvedSaid

    “These funds will be insufficient to cover Anthropic’s costs, as will Anthropic’s cash flow, meaning that it will have to raise at least another $200 billion in the next year.”

  52. Assessment: UnresolvedSaid

    “When I say that, I mean it absolutely has to do that otherwise none of the data center capex makes sense, and neither Anthropic nor OpenAI can pay their commitments.”

  53. Assessment: UnresolvedSaid

    “Your endless death march of “do as much AI as possible or we’ll fire you” and forcing them to use these tools day-in-day-out has radicalized them against you.”

  54. Assessment: UnresolvedSaid

    “Microsoft’s $37 billion in AI annual run rate — these fucking cowards never share actual AI revenues! — is predominantly made up of OpenAI’s compute, with the rest of it (maybe $8 billion in annual revenue at best) from Microsoft harassing its permanently-abused customer base into installing Copilot.”

  55. Assessment: UnresolvedSaid

    “If we assume that half of that gets built, that’s still $875 billion in annual revenue that will be needed to keep these data centers from running out of money as their margins are atrocious and they’re all paid for with onerous debt.”

  56. Assessment: UnresolvedSaid

    “Both Anthropic and OpenAI need to be making $10 billion or more in monthly revenue by Q1 2028, or their growth rates aren’t going to support their compute commitments.”

  57. Assessment: UnresolvedSaid

    “To pay for this compute, Anthropic must meet its projected revenue of $174 billion a year by 2029.”

  58. Assessment: UnresolvedSaid

    “While Anthropic claims it will be profitable by then, I do not believe it will be, nor is it profitable at this point outside of financial engineering.”

  59. Assessment: UnresolvedSaid

    “These funds will be insufficient to cover Anthropic’s costs, as will Anthropic’s cash flow, meaning that it will have to raise at least another $200 billion in the next year.”

  60. Assessment: UnresolvedSaid

    “The $122 billion funding round from March will be insufficient to cover these costs, and it will require, at the very least, another $250 billion in funding by the end of the year.”

  61. Assessment: UnresolvedSaid

    “Also, if OpenAI can’t afford — or doesn’t want — its compute, Oracle will simply run out of money.”

  62. Assessment: UnresolvedSaid

    “Anthropic needs to be making over $100 billion in two years or it can’t afford its commitments”

  63. Assessment: UnresolvedSaid

    “AI cannot, under any circumstances, slow down. In a year, Anthropic and OpenAI’s businesses have to be roughly twice the size they are today, and then double again basically every year until 2029 or 2030.”

  64. Assessment: UnresolvedSaid

    “These are signs that AI’s revenue growth is slowing, and it’s likely going to slow further, because we currently live in an era where Anthropic and OpenAI are straight-up abusing its clients, providing limited-to-no visibility into spend, per the Wall Street Journal:”

  65. Assessment: UnresolvedSaid

    “Between them, Anthropic and OpenAI represent the vast majority of all AI compute demand — at a minimum 70%, if not 80% to 90%.”

  66. Assessment: UnresolvedSaid

    “Sidenote: Larry Ellison has also got at least $21 billion in loans collateralized by his Oracle shares, and any doubts around Oracle’s ability to pay for its debts or OpenAI’s ability to pay Oracle for its compute will threaten massive margin calls.”

  67. Assessment: UnresolvedSaid

    “I’m sorry to be a little surly and dismissive, but the AI industry has burned over a trillion dollars and I’ve spent two years being told I’m a luddite and an ape for not celebrating it.”

  68. Assessment: UnresolvedSaid

    “A rack of Vera Rubin or Blackwell GPUs will cost as much to run in five years as they do today, as will an incomplete data center cost just as much to finish construction, connect to the grid or acquire behind-the-meter (IE: generators) power for.”

  69. Assessment: UnresolvedSaid

    “For example, Anthropic lets you burn anywhere from $8 to $13.50 in tokens for every dollar of subscription cost, and while AI boosters will say that Anthropic is “profitable on inference,” nobody actually has proof outside of theoretical scenarios posed by CEO Dario Amodei.”

  70. Assessment: UnresolvedSaid

    “The overwhelming majority of AI users are completely divorced from and actively trained to ignore the true cost of AI tokens, which means they naturally use these services in a way that’s actively uneconomical.”

  71. Assessment: UnresolvedSaid

    “That’s because AI job loss is a fucking myth. Every company laying off people because of “the power of AI” is doing so because their shareholders are mad and because they know they’ll get headlines.”

  72. Assessment: UnresolvedSaid

    “This is why every AI startup is inherently unprofitable — they’re literally sending every penny of their venture capital money directly to Anthropic and OpenAI to power their unprofitable services.”

  73. Assessment: UnresolvedSaid

    “OpenAI, Anthropic and other AI companies have actively conspired to mislead the world about the true costs of AI, and it was working great right up until they decided to try charging what it actually cost.”

  74. Assessment: UnresolvedSaid

    “Nobody Can Measure AI’s Return On Investment Because It Doesn’t Have One”

  75. Assessment: UnresolvedSaid

    “Dell and CoreWeave just turned on the first Vera Rubin GPUs, and you’ll notice nobody is saying the words “profitable” or “sustainable,” because NVIDIA is not interested in making stuff more efficient rather than more expensive.”

  76. Assessment: MixedSaid

    “This issue bubbled to the surface in the last few months because Anthropic and OpenAI both quietly moved all of their enterprise customers to token-based billing in Q1 2026, and because these enterprise customers are run by Business Idiots with no connection to actual work, CEOs encouraged (or actively incentivized) their workers to use AI as much as possible, in some cases even making one’s AI use a KPI that could cost them their job.”

    What held: The report describes adoption targets, leaderboards, and employees increasing unnecessary use to improve their metrics, supporting the incentive mechanism. It also reports Amazon's denial that usage statistics would enter performance evaluations, so it does not establish the job-threatening KPI component. (Tom's Hardware, )

    What did not: The report describes renewal-based migration still applicable in April, quotes contemporaneous legacy-plan documentation, and dates the transition's beginning to November 2025. This contradicts a completed migration of every Anthropic enterprise customer in Q1. (The Register, )

  77. Assessment: UnresolvedSaid

    “AI labs may be able to run their own infrastructure and save some costs, but we have no evidence that this makes anything “profitable.””

  78. Assessment: UnresolvedSaid

    “I must repeat myself: AI is more expensive today than it was three years ago, and it is not getting cheaper.”

  79. Assessment: UnresolvedSaid

    “Once the bubble bursts, any excitement for AI — and by extension excitement to spend money on AI — goes out the window. AI startups won’t get funded. AI token budgets won’t get greenlit. AI data centers won’t be able to raise debt.”

  80. Assessment: UnresolvedSaid

    “LLMs are sold as “AI,” a technology best-known for automating things, yet they can’t be trusted to run anything on their own.”

  81. Assessment: UnresolvedSaid

    “Despite its so-called profitability, Anthropic has had to raise a combined $75 billion (between Google, Amazon and investors) since the beginning of the year. Both OpenAI and Anthropic had to lower their gross margin projections at the end of 2025.”

  82. Assessment: UnresolvedSaid

    “Sundar Pichai, Andy Jassy, Larry Ellison, Elon Musk, Mark Zuckerberg and Satya Nadella will gladly annihilate hundreds of billions of dollars to avoid the inevitable, but once they do, it’ll be gruesome.”

  83. Assessment: UnresolvedSaid

    “Nobody — not a single company — has been able to express in clear-set terms based on their actual bottom line a conversion of “I spent this much money and got this in return.””

  84. Assessment: UnresolvedSaid

    “Can Anthropic actually take down Figma? God no, but the mere existence of Claude Design is enough to write that it might.”

  85. Assessment: UnresolvedSaid

    “They say these things to make you think that they have a scary and powerful technology behind the scenes that does not exist. And yes, that includes Mythos.”

  86. Assessment: MixedSaid

    “Because AI data centers are so capital-intensive, they require endless amounts of risky debt, but that risk allows private credit to take investments from insurance and pension funds desperate for yield, and because everybody involved is a Business Idiot, nobody has actually thought about what happens if these things don’t work out.”

    What held: The analysis documents the financing connection between AI infrastructure, private credit, and insurers. It supports that part of the mechanism, not the claims of unlimited debt or universal investor desperation. (Bank for International Settlements, )

    What did not: Financing-industry participants identified a concrete repayment and refinancing vulnerability before the post. This contradicts a categorical absence of downside consideration, but does not show that their protections were adequate. (Asia Pacific Loan Market Association, with Fitch Ratings and Latham & Watkins, )

  87. Assessment: UnresolvedSaid

    “Hundreds of billions of dollars — at least $178.5 billion in America alone in 2025 — have been sunk into data center construction based on flawed information, astronomically more flawed than the assumptions that led to the dot com bubble bursting”

  88. Assessment: UnresolvedSaid

    “Salesforce, one of the most-prominent hypesters behind the AI bubble has spent millions of dollars on advertising and marketing to promote a product that doesn’t exist in the way that it’s being sold.”

  89. Assessment: UnresolvedSaid

    “The AI bubble is exactly that, a bubble, and like all bubbles, it will eventually pop.”

  90. Assessment: UnresolvedSaid

    “I’m repeating myself, but this is not what a healthy industry looks like. If AI data center demand were evenly-distributed and sustainable, NVIDIA’s revenue wouldn’t depend mostly on three customers.”

  91. Assessment: SupportedSaid

    “It’s kayfabe that exists to distract you from the fact that Agentforce only has $800 million in annualized revenue, or around $66 million a month for a company that makes $11 billion or more a quarter.”

    What happened: The company reports the claimed Agentforce ARR figure for fiscal Q4 2026. Its monthly equivalent is about $66.7 million, consistent with the speaker's rough approximation but not evidence of realized monthly revenue. (Salesforce, )

  92. Assessment: UnresolvedSaid

    “Don’t worry about the fact that data centers aren’t getting finished, or that OpenAI and Anthropic make up 75%+ of all AI compute capacity, or that they make up more than 50% of Amazon, Google and Microsoft’s revenue backlog, or that both of them are horrendously unprofitable outside of brazen accounting tricks that would only work on a business and tech media intent on believing everything they say.”

  93. Assessment: UnresolvedSaid

    “I absolutely, 100% believe that both OpenAI and Anthropic are doing the same, and that neither of them has some magical way of making inference cheap enough to justify letting people burn thousands of dollars on a $100-a-month or $200-a-month subscription.”

  94. Assessment: UnresolvedSaid

    “Nevertheless, if investors become convinced that OpenAI is falling behind, it’ll be much harder to raise another round at or above its current $852 billion valuation.”

  95. Assessment: UnresolvedSaid

    “The report also claims that OpenAI is “on track” to hit its goal of generating $30bn in revenue for 2026, although if it maintains these disastrous margins, it would end up losing $36.6bn.”

  96. Assessment: UnresolvedSaid

    “While I acknowledge that Anthropic has grown significantly, that level of stratospheric growth does stretch the limits of credibility. Moreover, the fact that previous ARR figures are inconsistent with the leaked charts from Anthropic further raises questions about the credibility of any numbers from the company.”

  97. Assessment: ContradictedSaid

    “At this point it’s impossible to reconcile the 2025 reporting with that $5 billion number.”

    What happened: The declaration gives a cumulative lower bound without an upper bound. A larger cumulative sum incorporating the reported 2025 revenue can therefore satisfy the statement; the asserted numerical impossibility does not follow. (U.S. District Court, Northern District of California / CourtListener, )

  98. Assessment: UnresolvedSaid

    “Costs increase linearly with revenue, and will continue to do so in perpetuity.”

  99. Assessment: UnresolvedSaid

    “In July, Anthropic will start paying SpaceX $1.25 billion a month, - or $15 billion a year, - on top of all of its other compute deals with Google, Amazon and Microsoft.”

  100. Assessment: UnresolvedSaid

    “Yet even a Business Idiot eventually realizes that too much money is being spent, and the first one of these dimwits to cut their token budget will send the rest of them running for the doors.”