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

Ed Zitron Where's Your Ed At Published

The Beginning Of History

We recorded 6 claims from this post. 1 was checked against evidence. 5 can’t be checked. 29 more are held. Read the post at its source.

Claims from this post (6)

In the order they appear in the post. Each quotation is the speaker’s words in this post. A label such as “Supported” or “Can’t be checked” is the claim’s current assessment; its page has the evidence and the reasons.

  1. Assessment: Can’t be checkedSaid

    Conditional forecast

    “Put really simply, private equity, private credit, venture capital and basically everything to do with technology currently depends on the near-perpetual availability of debt. The growth of private credit is so recent that we truly don’t know what happens if the debt spigot gets turned off, but I do not think it will be pretty.”

    Our reading: Private equity, private credit, venture capital and basically everything to do with technology currently depends on the near-perpetual availability of debt, and although no one truly knows what happens if the debt spigot gets turned off, he does not think it will be pretty.

    No deadline stated Evidence as of

    Only if: if the debt spigot gets turned off

  2. Assessment: Can’t be checkedSaid

    Causal claim

    “And even in the very, very unlikely event that things somehow quickly return to whatever level of “normal” you’d call the world before the conflict started, even brief shocks to the financial plumbing are enough to destabilize an already-fractured hype cycle.”

    Our reading: Even a brief financial shock from the war is enough to destabilize the already-fractured AI hype cycle.

    No horizon

    Qualifier: even if things quickly return to normal

  3. Assessment: Can’t be checkedSaid

    Causal claim

    “My sources in Abilene also tell me that the expansion fell apart due to Oracle’s dissatisfaction with the revenue it was making on buildings one and two, and that a bidding war was taking place between Meta and Google for the future capacity.”

    Our reading: The Stargate Abilene expansion with OpenAI fell apart because Oracle was dissatisfied with revenue from buildings one and two.

    No horizon

    Qualifier: per his sources

  4. Assessment: Can’t be checkedSaid

    Observation

    “I am not stating that it is lying, but I do believe annualized revenue is a deliberate attempt to obfuscate things and give the vibe that the business is healthier than it is. I also do not think it’s likely that Anthropic made 23% of its lifetime revenue in the space of a month.”

    Our reading: While not stating that Anthropic is lying, he believes annualized revenue is a deliberate attempt to obfuscate things and make the business seem healthier than it is, and he does not think it likely that Anthropic made 23% of its lifetime revenue in a single month.

    No horizon

    Qualifier: I am not stating that it is lying

  5. Assessment: Can’t be checkedSaid

    Observation

    “It appears one of the most prominent startups in the valley has misled everybody about how much it makes, or if it has not, that somebody else is perpetuating a misinformation campaign.”

    Our reading: Anthropic appears to have misled everyone about its revenue, or someone else is spreading misinformation about it.

    No horizon

    Qualifier: or someone else is running a misinformation campaign

  6. Assessment: UnresolvedSaid

    Observation

    “There are many signs that the past no longer makes sense. The collapse of SaaS (which I’ll cover in this week’s premium), the collapse of the business models of both venture capital and private equity”

    Our reading: SaaS and the business models of venture capital and private equity are collapsing.

    No horizon Evidence as of

    Limitation: The speaker supplies no measure, geography or threshold for collapse.

Held from this post (29)

These records did not pass every check, so nothing about them is published. Held is not a finding.