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

Changes, page 1 of 37

Every substantive change to the register, newest first. Speaker events record what the people covered said or changed. Site events record what this site published, corrected, flagged, or withdrew. The two never share a label.

Substantive changes (7383)

Page 1 of 37: changes 1 to 200 of 7383, newest first. Dates are when the change was recorded.

  3. HeldBy this siteEd Zitron

    Held record wyea-you-are-not-the-man-in-the-arena-adb1bb

    The openai screen reads the claim differently.

  4. Assessment publishedBy this siteEd Zitron

    Zitron thinks Anthropic and OpenAI have deliberately used their subscriptions to con the media into seeing AI as far more affordable than it actually is.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-why-are-we-still-doing-this-fce5d4-a1.

  5. Assessment publishedBy this siteEd Zitron

    In chasing growth, Anthropic and OpenAI got customers used to flat monthly prices that hide their real costs, which is a huge problem for both.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-why-are-we-still-doing-this-fc371f-a1.

  6. Assessment publishedBy this siteEd Zitron

    Markets have 'AI psychosis' and therefore believe anything to do with data centers is a natural winner.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-why-are-we-still-doing-this-f38a23-a1.

  7. Assessment publishedBy this siteEd Zitron

    Every media report on a data center deal should include a realistic construction timeline.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-why-are-we-still-doing-this-ef4c1d-a1.

  8. Assessment publishedBy this siteEd Zitron

    Zitron thinks the positive articles about Claude Code would have been much less positive if the reporters had even been aware of the actual costs.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-why-are-we-still-doing-this-e8082b-a1.

  9. Assessment publishedBy this siteEd Zitron

    AI labs' training costs belong in gross margin, and leaving them out (as Anthropic and OpenAI do) is deceptive.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-why-are-we-still-doing-this-d8d018-a1.

  10. HeldBy this siteEd Zitron

    Held record wyea-why-are-we-still-doing-this-c49bbe

    The anthropic screen finds the claim checkable, so it must be graded.

  11. Assessment publishedBy this siteEd Zitron

    All Block is doing with its 4000 layoffs is AI-washing, meaning it is using AI as a scapegoat to justify laying people off.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-why-are-we-still-doing-this-8d4e96-a1.

  12. HeldBy this siteEd Zitron

    Held record wyea-why-are-we-still-doing-this-8161a7

    The anthropic screen reads the claim differently.

  13. Assessment publishedBy this siteEd Zitron

    Whether they subsidize subscribers on purpose or cannot control compute costs, Anthropic and OpenAI are in an untenable economic position on subscriptions.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-why-are-we-still-doing-this-80c0f8-a1.

  14. Assessment publishedBy this siteEd Zitron

    Excitement about AI's potential rather than its current abilities is excitement about marketing, not technology.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-why-are-we-still-doing-this-7caf34-a1.

  16. Assessment publishedBy this siteEd Zitron

    AI-assisted coding may cause real problems across software development in the next few years.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-why-are-we-still-doing-this-768942-a1.

  17. Assessment publishedBy this siteEd Zitron

    Anthropic and OpenAI can limit subscription usage but probably cannot do so with precision.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-why-are-we-still-doing-this-735f59-a1.

  18. HeldBy this siteEd Zitron

    Held record wyea-why-are-we-still-doing-this-5980a1

    The openai screen reads the claim differently.

  19. HeldBy this siteEd Zitron

    Held record wyea-why-are-we-still-doing-this-5980a1-2

    The anthropic screen reads the claim differently.

  20. Assessment publishedBy this siteEd Zitron

    After four years, AI revenue at public software companies is still discussed in riddles, mostly because it's a terrible business.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-why-are-we-still-doing-this-3e6764-a1.

  21. HeldBy this siteEd Zitron

    Held record wyea-why-are-we-still-doing-this-3a2ecd

    The anthropic screen reads the claim differently.

  22. HeldBy this siteEd Zitron

    Held record wyea-why-are-we-still-doing-this-340d23

    The anthropic screen reads the claim differently.

  23. Assessment publishedBy this siteEd Zitron

    AI is one of history's largest cons, sold on things it cannot do.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-why-are-we-still-doing-this-301a08-a1.

  24. HeldBy this siteEd Zitron

    Held record wyea-why-are-we-still-doing-this-20be53

    The openai screen reads the claim differently.

  26. HeldBy this siteEd Zitron

    Held record wyea-why-are-we-still-doing-this-15a4cf

    The anthropic screen doubts the attribution.

  27. Assessment publishedBy this siteEd Zitron

    AI boosters should not justify AI by pointing to future capabilities, only present ones.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-why-are-we-still-doing-this-0a5d82-a1.

  28. Assessment publishedBy this siteEd Zitron

    Given OpenAI made only about $1B from API access in 2024, the market for implementing LLMs may not be a real industry.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wheres-the-money-f9b476-a1.

  29. Assessment publishedBy this siteEd Zitron

    The GPT-4.5/GPT-5 roadmap announcement is a very bad omen for OpenAI.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wheres-the-money-f67b3d-a1.

  30. Assessment publishedBy this siteEd Zitron

    The AI bubble will only burst when the markets or the hyperscalers accept that they have chased their own tails toward oblivion.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wheres-the-money-f0de5f-a1.

  31. Assessment publishedBy this siteEd Zitron

    Commercial users likely make up a vanishingly small share of OpenAI's three million developers.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wheres-the-money-e92f0e-a1.

  32. Assessment publishedBy this siteEd Zitron

    When a company uses the term 'agent', it is intentionally trying to be deceitful, because 'agent' means autonomous AI that acts without user involvement.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wheres-the-money-e5ab99-a1.

  33. HeldBy this siteEd Zitron

    Held record wyea-wheres-the-money-e43d74

    The openai screen reads the claim differently.

  34. Assessment publishedBy this siteEd Zitron

    Generative AI is a group delusion.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wheres-the-money-e12783-a1.

  35. Assessment publishedBy this siteEd Zitron

    OpenAI, the only real company in generative AI, appears unable to stop burning money and is not a real business.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wheres-the-money-d8664e-a1.

  36. Assessment publishedBy this siteEd Zitron

    Test-time compute and chaining LLMs will not create new use cases, and even if they did, the technology is unlikely ever to be profitable.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wheres-the-money-d3f1bc-a1.

  37. HeldBy this siteEd Zitron

    Held record wyea-wheres-the-money-d09290

    The openai screen reads the claim differently.

  38. HeldBy this siteEd Zitron

    Held record wyea-wheres-the-money-cc5360

    The openai screen reads the claim differently.

  39. Assessment publishedBy this siteEd Zitron

    Anthropic is not worth its $60 billion valuation.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wheres-the-money-cc39fd-a1.

  41. Assessment publishedBy this siteEd Zitron

    Generative AI costs will likely cost tens of thousands of jobs and one hyperscaler CEO's job, and may damage tech valuations on a dot-com scale.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wheres-the-money-b296f0-a1.

  42. Assessment publishedBy this siteEd Zitron

    Generative AI lacks users and revenue, and the buildout should be stopped as soon as possible.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wheres-the-money-919090-a1.

  43. Assessment publishedBy this siteEd Zitron

    Zitron does not think generative AI is a real industry and believes that if the venture capital were pulled tomorrow, it would evaporate.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wheres-the-money-8a346d-a1.

  46. Assessment publishedBy this siteEd Zitron

    People should stop humouring OpenAI and state it is a bad business without a meaningful product.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wheres-the-money-6ff1c7-a1.

  47. Assessment publishedBy this siteEd Zitron

    Without venture capital and hyperscaler funding, Anthropic would die almost immediately because it has only ever lost money.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wheres-the-money-6e80b1-a1.

  48. Assessment publishedBy this siteEd Zitron

    Zitron hypothesizes that Google, Amazon and, to an extent, Microsoft do not want to disclose their AI revenue because it is very small.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wheres-the-money-6228ff-a1.

  49. Assessment publishedBy this siteEd Zitron

    LLMs are probability machines, only as reliable as probability allows and no more conscious than dice regardless of scale.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wheres-the-money-5b0711-a1.

  50. Assessment publishedBy this siteEd Zitron

    No generative AI use cases justify its ruinous financial and environmental costs.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wheres-the-money-46df98-a1.

  51. Assessment publishedBy this siteEd Zitron

    Microsoft's Copilot app is unpopular and irrelevant.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wheres-the-money-39d430-a1.

  52. HeldBy this siteEd Zitron

    Held record wyea-wheres-the-money-2a6c9d

    The anthropic screen reads the claim differently.

  54. HeldBy this siteEd Zitron

    Held record wyea-wheres-the-money-1ac7ed

    The openai screen reads the claim differently.

  55. HeldBy this siteEd Zitron

    Held record wyea-wheres-the-money-128e84

    The openai screen reads the claim differently.

  56. Assessment publishedBy this siteEd Zitron

    If Google and Microsoft cannot make generative AI apps with meaningful consumer penetration, the whole industry is screwed.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wheres-the-money-0c23e7-a1.

  57. Assessment publishedBy this siteEd Zitron

    Zitron hypothesizes OpenAI reports weekly rather than monthly active users intentionally to obscure its subscription conversion rate.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wheres-the-money-0a21e1-a1.

  58. HeldBy this siteEd Zitron

    Held record wyea-wheres-the-money-006da0

    The anthropic screen reads the claim differently.

  59. Assessment publishedBy this siteEd Zitron

    The longer the AI buildout continues and more projects are announced, the worse the eventual fallout will be.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wherere-all-the-ai-chips-f27c6f-a1.

  60. Assessment publishedBy this siteEd Zitron

    The NVIDIA GPU boom never had anything to do with AI itself.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wherere-all-the-ai-chips-f227ab-a1.

  61. Assessment publishedBy this siteEd Zitron

    It is a huge scandal that Microsoft buys GPUs it has nowhere to put while saying it is bringing gigawatts of capacity online.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wherere-all-the-ai-chips-ed069e-a1.

  62. Assessment publishedBy this siteEd Zitron

    Hyperscalers have a spending problem.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wherere-all-the-ai-chips-e4672a-a1.

  63. Assessment publishedBy this siteEd Zitron

    In Zitron's opinion, most of Microsoft's GPUs are sitting in inventory uninstalled and its capacity claims are intended to misrepresent the AI buildout.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wherere-all-the-ai-chips-e0aa68-a1.

  64. Assessment publishedBy this siteEd Zitron

    If Microsoft is struggling, everybody is struggling, and it may be true that NVIDIA has potentially sold hundreds of billions of GPUs years in advance.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wherere-all-the-ai-chips-c61f60-a1.

  68. HeldBy this siteEd Zitron

    Held record wyea-wherere-all-the-ai-chips-8aa271

    The anthropic screen finds the claim checkable, so it must be graded.

  69. Assessment publishedBy this siteEd Zitron

    The author thinks everybody is completely wrong about data center capacity, and that it will be a nightmare to untangle once they work it out.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wherere-all-the-ai-chips-7efafe-a1.

  70. Assessment publishedBy this siteEd Zitron

    Journalists and analysts should press NVIDIA and hyperscaler executives on how many GPUs are actually operational and generating revenue.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wherere-all-the-ai-chips-729e84-a1.

  71. Assessment publishedBy this siteEd Zitron

    The author fears that GPUs may end up like the millions of unsold copies of Atari's ET found buried in New Mexico.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wherere-all-the-ai-chips-67f702-a1.

  72. Assessment publishedBy this siteEd Zitron

    By not breaking out AI revenue, hyperscalers create an arguably deliberate illusion that AI capex drives revenue growth, misleading investors and developers.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wherere-all-the-ai-chips-5f110a-a1.

  73. HeldBy this siteEd Zitron

    Held record wyea-wherere-all-the-ai-chips-5a75d5

    The openai screen reads the claim differently.

  74. HeldBy this siteEd Zitron

    Held record wyea-wherere-all-the-ai-chips-55eba4

    The anthropic screen doubts the attribution.

  77. HeldBy this siteEd Zitron

    Held record wyea-wherere-all-the-ai-chips-40f19b

    The anthropic screen reads the claim differently.

  78. HeldBy this siteEd Zitron

    Held record wyea-wherere-all-the-ai-chips-1ac937

    The openai screen reads the claim differently.

  79. HeldBy this siteEd Zitron

    Held record wyea-wherere-all-the-ai-chips-02525c

    The anthropic screen finds the claim checkable, so it must be graded.

  80. Assessment publishedBy this siteEd Zitron

    NVIDIA should have been forced to disclose that most of its sales are sitting in warehouses.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-wherere-all-the-ai-chips-01b626-a1.

  82. HeldBy this siteEd Zitron

    Held record wyea-wherere-all-the-ai-chips-00a3a4

    The openai screen reads the claim differently.

  84. Assessment publishedBy this siteEd Zitron

    Microsoft's depreciation figures make it doubtful that it added a gigawatt of GPU capacity in each of the last two quarters.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-where-are-all-the-data-centers-ddaed3-a1.

  85. Assessment publishedBy this siteEd Zitron

    It is unlikely that Microsoft built Fairwater Atlanta to 350MW of capacity in under a year.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-where-are-all-the-data-centers-dd3dac-a1.

  86. Assessment publishedBy this siteEd Zitron

    If Oracle's capacity for OpenAI ever gets built, it will likely be years after OpenAI has run out of money.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-where-are-all-the-data-centers-dbdf8e-a1.

  87. Assessment publishedBy this siteEd Zitron

    Microsoft's claimed gigawatts of new capacity are not producing matching revenue, most likely because that capacity does not exist.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-where-are-all-the-data-centers-d40ee5-a1.

  89. Assessment publishedBy this siteEd Zitron

    It feels like Jensen Huang might have run the largest preorder campaign of all time.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-where-are-all-the-data-centers-b76ba8-a1.

  91. HeldBy this siteEd Zitron

    Held record wyea-where-are-all-the-data-centers-932f01

    The anthropic screen finds the claim checkable, so it must be graded.

  92. Assessment publishedBy this siteEd Zitron

    Google's stated need to double capacity every six months more likely reflects Anthropic's capacity requests than actual doubling of capacity.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-where-are-all-the-data-centers-9167e6-a1.

  94. Assessment publishedBy this siteEd Zitron

    Anthropic taking up Musk's fallow data center capacity stinks of desperation for both companies.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-where-are-all-the-data-centers-8196c2-a1.

  95. Assessment publishedBy this siteEd Zitron

    Readers should add one to two years to any announced data center completion date, or assume the project will never be built.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-where-are-all-the-data-centers-4e72f3-a1.

  96. HeldBy this siteEd Zitron

    Held record wyea-where-are-all-the-data-centers-32f8b1

    The openai screen reads the claim differently.

  97. Assessment publishedBy this siteEd Zitron

    Kevin O'Leary's planned 9GW Utah data center will very likely not be built; it will more likely end in scandal and lost investor money.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-where-are-all-the-data-centers-18699d-a1.

  99. Assessment publishedBy this siteEd Zitron

    Data center companies actively deceive the media and customers about project status, most likely because data centers are very hard to build.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-where-are-all-the-data-centers-0ff8de-a1.

  100. HeldBy this siteEd Zitron

    Held record wyea-where-are-all-the-data-centers-01220c

    The openai screen reads the claim differently.

  101. HeldBy this siteEd Zitron

    Held record wyea-what-were-fighting-for-676327

    The anthropic screen reads the claim differently.

  102. HeldBy this siteEd Zitron

    Held record wyea-what-were-fighting-for-63d18e

    The anthropic screen reads the claim differently.

  103. HeldBy this siteEd Zitron

    Held record wyea-what-were-fighting-for-3514aa

    The openai screen doubts the attribution.

  104. HeldBy this siteEd Zitron

    Held record wyea-what-were-fighting-for-3514aa-3

    The anthropic screen reads the claim differently.

  106. Assessment publishedBy this siteEd Zitron

    To this day, Zitron says he still can't find a single journalist with a cogent explanation of why ChatGPT is big, other than the fact that lots of people use it.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-what-were-fighting-for-103ecf-a1.

  108. Assessment publishedBy this siteEd Zitron

    New investors in OpenAI at current valuations are very unlikely to make a significant return.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-what-happens-if-openai-dies-f4f1fd-a1.

  109. Assessment publishedBy this siteEd Zitron

    Microsoft, Google and Amazon will likely accept deferred payments or equity from OpenAI to keep up the appearance of being paid.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-what-happens-if-openai-dies-f453ad-a1.

  110. Assessment publishedBy this siteEd Zitron

    OpenAI will likely have to spend more than $40.1 billion a year on Azure in Microsoft fiscal years 2027 and 2028.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-what-happens-if-openai-dies-ef347d-a1.

  112. HeldBy this siteEd Zitron

    Held record wyea-what-happens-if-openai-dies-ead060

    The anthropic screen finds the claim checkable, so it must be graded.

  113. HeldBy this siteEd Zitron

    Held record wyea-what-happens-if-openai-dies-e34abf

    The anthropic screen reads the claim differently.

  114. HeldBy this siteEd Zitron

    Held record wyea-what-happens-if-openai-dies-dc733a

    The anthropic screen finds the claim checkable, so it must be graded.

  115. Assessment publishedBy this siteEd Zitron

    OpenAI has promised the impossible and has the worst economics in the history of capitalism.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-what-happens-if-openai-dies-dbc8a7-a1.

  116. HeldBy this siteEd Zitron

    Held record wyea-what-happens-if-openai-dies-d9a51d

    The anthropic screen reads the claim differently.

  117. Assessment publishedBy this siteEd Zitron

    Zitron has meaningful concerns about OpenAI's ability to survive, and those concerns have grown more pressing over the last few years.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-what-happens-if-openai-dies-d925f1-a1.

  119. Assessment publishedBy this siteEd Zitron

    Everyone should start seriously discussing what happens if OpenAI dies.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-what-happens-if-openai-dies-d397fc-a1.

  120. Assessment publishedBy this siteEd Zitron

    If OpenAI collapses, it will likely be because of its ruinous obligations and economics, leaving counterparties unpaid.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-what-happens-if-openai-dies-c942f0-a1.

  121. Assessment publishedBy this siteEd Zitron

    An OpenAI IPO is increasingly unlikely, and remaining shareholders may never cash out.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-what-happens-if-openai-dies-bd1c58-a1.

  122. Assessment publishedBy this siteEd Zitron

    OpenAI could attempt a doomed IPO.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-what-happens-if-openai-dies-bb9867-a1.

  123. HeldBy this siteEd Zitron

    Held record wyea-what-happens-if-openai-dies-b70ec7

    The anthropic screen reads the claim differently.

  124. Assessment publishedBy this siteEd Zitron

    If Anthropic goes public exposing its poor economics, OpenAI is unlikely to fare much better.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-what-happens-if-openai-dies-b567e2-a1.

  125. HeldBy this siteEd Zitron

    Held record wyea-what-happens-if-openai-dies-b54b97

    The anthropic screen finds the claim checkable, so it must be graded.

  126. Assessment publishedBy this siteEd Zitron

    Anthropic is probably rushing to a September IPO so investors don't see revenue slow after token-maxxing ends.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-what-happens-if-openai-dies-b2b419-a1.

  127. Assessment publishedBy this siteEd Zitron

    Journalists, analysts, economists and investors should seriously weigh the likelihood and fallout of OpenAI's death.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-what-happens-if-openai-dies-b0b370-a1.

  128. HeldBy this siteEd Zitron

    Held record wyea-what-happens-if-openai-dies-ab11d0

    The openai screen reads the claim differently.

  129. HeldBy this siteEd Zitron

    Held record wyea-what-happens-if-openai-dies-a49e04

    The openai screen reads the claim differently.

  130. Assessment publishedBy this siteEd Zitron

    OpenAI's collapse may be an Enron-Lehman-style systemic event that causes enormous destruction.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-what-happens-if-openai-dies-a19ea4-a1.

  131. Assessment publishedBy this siteEd Zitron

    People should take the possibility of OpenAI's collapse seriously and prepare for it.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-what-happens-if-openai-dies-a0b351-a1.

  132. Assessment publishedBy this siteEd Zitron

    OpenAI has failed to catch up in enterprise and is unlikely to re-accelerate revenue growth.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-what-happens-if-openai-dies-9f828a-a1.

  133. HeldBy this siteEd Zitron

    Held record wyea-what-happens-if-openai-dies-978f49

    The anthropic screen finds the claim checkable, so it must be graded.

  134. Assessment publishedBy this siteEd Zitron

    An OpenAI-Anthropic merger is very unlikely, and if it happened it would be ruinous for everyone involved.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-what-happens-if-openai-dies-87f43a-a1.

  135. Assessment publishedBy this siteEd Zitron

    If OpenAI cannot get a $1 trillion valuation, Anthropic, with equally rotten economics, is unlikely to reach $2 trillion.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-what-happens-if-openai-dies-74926f-a1.

  137. Assessment publishedBy this siteEd Zitron

    OpenAI and Anthropic promote annualized revenue because their actual revenues look small next to their commitments and burn.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-what-happens-if-openai-dies-67846e-a1.

  138. Assessment publishedBy this siteEd Zitron

    The likelihood that the vast majority of AI investments go to zero is much, much higher than anyone wants to think about.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-what-happens-if-openai-dies-655ae0-a1.

  140. HeldBy this siteEd Zitron

    Held record wyea-what-happens-if-openai-dies-460be5

    The anthropic screen reads the claim differently.

  141. Assessment publishedBy this siteEd Zitron

    OpenAI could collapse.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-what-happens-if-openai-dies-3c117a-a1.

  142. Assessment publishedBy this siteEd Zitron

    If OpenAI collapses, the death of SoftBank is a very real possibility.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-what-happens-if-openai-dies-39970c-a1.

  143. Assessment publishedBy this siteEd Zitron

    OpenAI will face a serious problem if Anthropic goes public first.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-what-happens-if-openai-dies-38080f-a1.

  145. HeldBy this siteEd Zitron

    Held record wyea-what-happens-if-openai-dies-25de72

    The anthropic screen reads the claim differently.

  147. Assessment publishedBy this siteEd Zitron

    Amazon probably sent its remaining $35 billion because OpenAI needed it to pay for compute.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-what-happens-if-openai-dies-0a8580-a1.

  148. Assessment publishedBy this siteEd Zitron

    OpenAI's IPO will likely be delayed until 2027, if it happens at all.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-what-happens-if-openai-dies-082668-2-a1.

  149. Assessment publishedBy this siteEd Zitron

    AI-generated image spam groups are running rampant on Facebook because Meta has no duty toward its users.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-were-watching-facebook-die-6e92c5-a1.

  150. Assessment publishedBy this siteEd Zitron

    The things Meta's generative AI assistant gives users are useless, harmful, or profoundly intrusive.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-were-watching-facebook-die-385c35-a1.

  151. HeldBy this siteEd Zitron

    Held record wyea-were-watching-facebook-die-232a15

    The anthropic screen reads the claim differently.

  152. HeldBy this siteEd Zitron

    Held record wyea-were-watching-facebook-die-187e28

    The anthropic screen reads the claim differently.

  154. Assessment publishedBy this siteEd Zitron

    Apple's WWDC 2024 updates suggest Apple is intentionally trying to distance itself from the AI bubble.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-untitled-dcdab4-a1.

  155. Assessment publishedBy this siteEd Zitron

    Apple is ripping off everybody's work, just like Google, OpenAI and Anthropic, and likely hopes its privacy-focused media blitz will hide that fact.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-untitled-d7b919-a1.

  156. Assessment publishedBy this siteEd Zitron

    Apple's AI integrations are not world-changing, but they are useful.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-untitled-d05b05-a1.

  157. Assessment publishedBy this siteEd Zitron

    If Apple excluded OpenAI or Anthropic, the European Commission might order Apple to support their models and fine it billions of euros.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-untitled-cb534c-a1.

  158. Assessment publishedBy this siteEd Zitron

    He imagines that most users of ChatGPT on Apple devices will only ask it the occasional question and will find no reason to opt for a $20-a-month subscription.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-untitled-8b30b4-a1.

  159. Assessment publishedBy this siteEd Zitron

    Although it might not kill OpenAI immediately, the Apple deal is a brutal moment that proves how little the world actually cares about ChatGPT.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-untitled-8753e0-a1.

  162. Assessment publishedBy this siteEd Zitron

    Apple has decided that ChatGPT is a feature, not a product, and one that isn't trustworthy or useful enough to run without a user's permission, or even to pay for.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-untitled-3a6069-a1.

  163. Assessment publishedBy this siteEd Zitron

    ChatGPT's addition to Apple products feels far more like something cooked up to please Wall Street than something meant to address a specific need.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-untitled-3955c1-a1.

  165. Assessment publishedBy this siteEd Zitron

    The Apple-OpenAI deal could end up hurting OpenAI while insulating Apple.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-untitled-085974-a1.

  167. Assessment publishedBy this siteEd Zitron

    Executives are excited by generative AI because it lets them abstract and outsource more labor.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-tss-b1ddac-a1.

  168. Assessment publishedBy this siteEd Zitron

    Sam Altman gave big tech generative AI as something to do and packaged it in a way that told them how to think about it and, of course, lie about it.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-tss-8e92ab-a1.

  169. Assessment publishedBy this siteEd Zitron

    AI is a bubble, inflated by executives eager to avoid dealing with workers.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-tss-8af443-a1.

  170. Assessment publishedBy this siteEd Zitron

    If tested in court, the claim that online content is freeware for training AI is unlikely to prevail.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-tss-73afec-a1.

  171. Assessment publishedBy this siteEd Zitron

    OpenAI is run by Sam Altman, whom the author calls an unqualified non-technical founder who has conned his way to the heights of Silicon Valley.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-tss-6ef081-a1.

  174. Assessment publishedBy this siteEd Zitron

    The rush to boost AI is explained by an economy run by people disconnected from labor who think all creative work can and should be automated.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-tss-5a6c59-a1.

  175. Assessment publishedBy this siteEd Zitron

    In some respects, generative AI is morally worse than Jack Welch's odious anti-worker philosophy.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-tss-4097b2-a1.

  176. Assessment publishedBy this siteEd Zitron

    Generative AI isn't actually that useful.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-tss-31b097-a1.

  177. Assessment publishedBy this siteEd Zitron

    Data centers might use as much power as India by 2034.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-tss-31b097-2-a1.

  178. Assessment publishedBy this siteEd Zitron

    The transformer architecture of LLMs has hard limitations that cannot be overcome.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-tss-2b682f-3-a1.

  179. Assessment publishedBy this siteEd Zitron

    Generative AI only seems revolutionary to people who haven't created anything in years.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-tss-298b1d-a1.

  180. Assessment publishedBy this siteEd Zitron

    Sam Altman is a charlatan who has grown powerful without really having done anything.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-tss-12f129-a1.

  181. Assessment publishedBy this siteEd Zitron

    After markets punish generative AI investors, big tech will have to reckon with its lack of innovation and leaders who lack ideas for what comes next.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-tss-0da356-a1.

  182. Assessment publishedBy this siteEd Zitron

    Because users are not getting enough out of generative AI, revenue could fall significantly as the hype cycle fades.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-to-serve-altman-f79ba4-a1.

  183. Assessment publishedBy this siteEd Zitron

    Generative AI is inherently limited by its architecture, and as a result it can only get 'better' in a linear fashion.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-to-serve-altman-dca2fb-a1.

  184. Assessment publishedBy this siteEd Zitron

    Generative AI models are useful but not essential at present.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-to-serve-altman-da210b-a1.

  185. HeldBy this siteEd Zitron

    Held record wyea-to-serve-altman-d95b16

    The openai screen reads the claim differently.

  186. Assessment publishedBy this siteEd Zitron

    OpenAI may be teetering on the brink of collapse.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-to-serve-altman-cb4fbe-a1.

  188. HeldBy this siteEd Zitron

    Held record wyea-to-serve-altman-bf2173

    The anthropic screen reads the claim differently.

  192. Assessment publishedBy this siteEd Zitron

    OpenAI is a deeply unsustainable company burning billions that will likely try to absorb billions more in capital to survive.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-to-serve-altman-87e609-a1.

  193. HeldBy this siteEd Zitron

    Held record wyea-to-serve-altman-871cde

    The anthropic screen reads the claim differently.

  194. Assessment publishedBy this siteEd Zitron

    A much more efficient Nvidia chip would likely take longer to arrive than OpenAI can survive.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-to-serve-altman-70f3fc-a1.

  195. HeldBy this siteEd Zitron

    Held record wyea-to-serve-altman-6b9f0c

    The anthropic screen finds the claim checkable, so it must be graded.

  196. Assessment publishedBy this siteEd Zitron

    OpenAI may be burning so much cash that it needs a deep-pocketed benefactor to bail it out repeatedly.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-to-serve-altman-5a88bd-a1.

  197. Assessment publishedBy this siteEd Zitron

    If OpenAI has under $1 billion banked, it will likely have to raise $5 billion within three to six months.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-to-serve-altman-498607-a1.

  198. HeldBy this siteEd Zitron

    Held record wyea-to-serve-altman-46bbaf

    The openai screen reads the claim differently.

  199. Assessment publishedBy this siteEd Zitron

    There may not be enough training data in existence to take these models past the next generation.

    First assessment published after both reviews and the final-text check passed.

    Assessment wyea-to-serve-altman-3af9bc-a1.