Changes, page 17 of 55

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 (10984)

Page 17 of 55: changes 3201 to 3400 of 10984, newest first. Dates are when the change was recorded.

2026-10-29
HeldBy this siteEd Zitron
Held record wyea-annualized-enron-rate-40c18a
The final-text check failed: citations_correct; overclaims: The article describes coverage of on-demand, interruptible and reserved rentals, including commitments lasting up to 60 months..
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-annualized-enron-rate-30ae3f
The final-text check failed: citations_correct.
2026-10-29
Assessment publishedBy this siteEd Zitron
Microsoft has only around 2GW of operational AI capacity despite claiming to bring a gigawatt online in each of its last three fiscal quarters.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-annualized-enron-rate-2f4937-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Anthropic's and OpenAI's revenues are held up by venture capital by proxy via AI startups.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-annualized-enron-rate-2d6a1f-a2.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-annualized-enron-rate-2b6c1a
The two reviews differ: anthropic historical_observation/not_applicable/mixed, openai historical_observation/not_applicable/contradicted.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-annualized-enron-rate-2644d9
The openai review found the criteria unfair to the speaker's words.
2026-10-29
Assessment publishedBy this siteEd Zitron
In AI, more demand produces larger losses, and the most engaged customers are the least profitable.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-annualized-enron-rate-1d5033-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-annualized-enron-rate-006f0a
The openai review reads the claim differently.
2026-10-29
Assessment publishedBy this siteEd Zitron
He would argue that Anthropic is having to raise this money to pay up front for capacity that has yet to be built.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-am-i-meant-to-be-impressed-fa458a-a2.
2026-10-29
Assessment publishedBy this siteEd Zitron
Based on his own reporting from direct Azure revenue numbers, OpenAI's $2.947 billion in inference spend that quarter (about $11.7 billion annualized) would be around 71% of Microsoft's Q3 FY2025 AI revenue run rate.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-am-i-meant-to-be-impressed-f76c98-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
He thinks Anthropic is outright misleading its investors if it is saying it will only burn $11 billion in 2026 and 2027.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-am-i-meant-to-be-impressed-ebf93d-a2.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-am-i-meant-to-be-impressed-dde5d9
The two reviews differ: anthropic historical_observation/not_applicable/contradicted, openai historical_observation/not_applicable/mixed.
2026-10-29
Assessment publishedBy this siteEd Zitron
Google and Anthropic run a circular arrangement where Anthropic buys Google TPUs and then rents them back from Google.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-am-i-meant-to-be-impressed-dbc159-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-am-i-meant-to-be-impressed-db42ea
The final-text check failed: proposition_faithful.
2026-10-29
Assessment publishedBy this siteEd Zitron
Excluding OpenAI, Microsoft makes under $3 billion a quarter in AI revenue after spending about $293 billion in four years.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-am-i-meant-to-be-impressed-db1ed0-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Microsoft's Fairwater data centers are entirely reserved for OpenAI.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-am-i-meant-to-be-impressed-d966a7-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-am-i-meant-to-be-impressed-c928aa
e1 measures something else (period 2025-07-01..2025-09-30 is not 2025-07-01..2026-03-31); it can only be context unless it is derived with stated inputs; e2 measures something else (period 2025-10-01..2025-12-31 is not 2025-07-01..2026-03-31); it can only be context unless it is derived with stated inputs; e3 measures something else (period 2026-01-01..2026-03-31 is not 2025-07-01..2026-03-31); it can only be context unless it is derived with stated inputs
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-am-i-meant-to-be-impressed-c51fc3
hedged language is not scored, even on a plain reading
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-am-i-meant-to-be-impressed-c09dbb
hedged language is not scored, even on a plain reading
2026-10-29
Assessment publishedBy this siteEd Zitron
Outside OpenAI and Anthropic, the only other competitive AI businesses are those of Amazon, Microsoft and Google, two of which now have annualized AI revenues of around 6% of their capital expenditures so far.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-am-i-meant-to-be-impressed-a6344e-a2.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-am-i-meant-to-be-impressed-928b53
hedged language is not scored, even on a plain reading
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-am-i-meant-to-be-impressed-8894fe
The anthropic review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-am-i-meant-to-be-impressed-833966
The final-text check failed: proposition_faithful.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-am-i-meant-to-be-impressed-81c5bb
The openai review reads the claim differently.
2026-10-29
Assessment publishedBy this siteEd Zitron
Big tech has spent over $1 trillion on AI with only nothing, vague claims, or pathetic revenues to show for it.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-am-i-meant-to-be-impressed-7cf879-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Most of Amazon, Google and Microsoft's capex is going into capacity mostly used by OpenAI and Anthropic, neither of which has the money to pay without continual infusions of more capital.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-am-i-meant-to-be-impressed-7b4657-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-am-i-meant-to-be-impressed-7031a1
hedged language is not scored, even on a plain reading
2026-10-29
Assessment publishedBy this siteEd Zitron
He estimates, from only half of Q4's numbers, that OpenAI's annualized Azure inference spend hit over $18.5 billion (around $4.6 billion a quarter) by the end of 2025, not counting things like Sora 2 or the Codex launch.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-am-i-meant-to-be-impressed-6891ac-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
OpenAI and Anthropic each lose tens of billions a year, so most AI revenue and compute demand depends on their ability to keep raising money.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-am-i-meant-to-be-impressed-63c19d-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
It takes about six months to install a quarter's GPU sales, so uninstalled GPUs are piling up in warehouses.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-am-i-meant-to-be-impressed-5f6a4f-a2.
2026-10-29
Assessment publishedBy this siteEd Zitron
By the end of 2027 big tech will have spent $2 trillion on AI capex with very little to show for it.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-am-i-meant-to-be-impressed-598995-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
In Q2 FY2025 Microsoft made about $325.2M from AI infrastructure rental and $367M from M365 Copilot, less than half of OpenAI's $1.467B inference spend.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-am-i-meant-to-be-impressed-514c7d-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
OpenAI represents 70% or more of Microsoft's AI revenue and 80% or more of its AI GPU compute capacity, creating an illusion of growth that depends on a company that will lose $25 billion or more in 2026.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-am-i-meant-to-be-impressed-47ed71-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-am-i-meant-to-be-impressed-3e21fa
e1 measures something else (company Alphabet (Google) is not Microsoft; Alphabet (Google); Amazon; Meta, each separately); it can only be context unless it is derived with stated inputs; e2 measures something else (company Amazon is not Microsoft; Alphabet (Google); Amazon; Meta, each separately); it can only be context unless it is derived with stated inputs; e3 measures something else (company Microsoft is not Microsoft; Alphabet (Google); Amazon; Meta, each separately); it can only be context unless it is derived with stated inputs; e4 measures something else (company Meta is not Microsoft;
2026-10-29
Assessment publishedBy this siteEd Zitron
Anthropic and OpenAI make up the vast majority of all AI revenues and compute capacity, which he estimates at 70% of all revenues and capacity demand, if not higher.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-am-i-meant-to-be-impressed-3a7559-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-am-i-meant-to-be-impressed-2ee012
The openai review reads the claim differently.
2026-10-29
Assessment publishedBy this siteEd Zitron
Microsoft has fully itemized AI revenue line items and intentionally chooses not to disclose them.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-am-i-meant-to-be-impressed-2d3bf1-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-am-i-meant-to-be-impressed-2bf486
The two reviews differ: anthropic historical_observation/not_applicable/unresolved, openai historical_observation/not_applicable/contradicted.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-am-i-meant-to-be-impressed-2406b8
The final-text check failed: rationale_supported_by_evidence; overclaims: Neither disclosure establishes Google's stated 2.95 GW base or a comparable Anthropic allocation during January–March 2026, so neither establishes whether Anthropic's estimated share reached half [e1, e2]..
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-am-i-meant-to-be-impressed-1a2996
The openai review found the criteria unfair to the speaker's words.
2026-10-29
Assessment publishedBy this siteEd Zitron
Every one of the big tech companies under discussion is talking about AI non-stop, and not one of them can show a profit from it.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-am-i-meant-to-be-impressed-0560b2-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-am-i-meant-to-be-impressed-02f0a4
The openai review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-am-i-meant-to-be-impressed-023568
The final-text check failed: proposition_faithful, rationale_supported_by_evidence; overclaims: This supports an estimated total, but Reuters could not independently verify the $200 billion Google component [e8]. | The Google component rests on reporting that Reuters could not independently verify..
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ais-economics-dont-make-sense-fe6a65
The openai review reads the claim differently.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ais-economics-dont-make-sense-fcfcce
The two reviews differ: anthropic historical_observation/not_applicable/supported, openai historical_observation/not_applicable/unresolved.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ais-economics-dont-make-sense-f62bbc
the horizon on 2026-10-28 is not_due, not elapsed; hedged language is not scored, even on a plain reading
2026-10-29
Assessment publishedBy this siteEd Zitron
The monthly subscription model does not make economic sense for any LLM-connected service.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-f6064a-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ais-economics-dont-make-sense-f06574
The two reviews differ: anthropic historical_observation/not_applicable/supported, openai historical_observation/not_applicable/unresolved.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ais-economics-dont-make-sense-df7492
The anthropic review reads the claim differently.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ais-economics-dont-make-sense-dd710b
e1 measures something else (metric Reported gross margin before the claimed free-user adjustment is not Gross margin excluding and including free-user service costs); it can only be context unless it is derived with stated inputs
2026-10-29
Assessment publishedBy this siteEd Zitron
AI startups are annihilating cash: until recently Anthropic let subscribers burn upwards of $8 in compute for every dollar of their subscription, and OpenAI lets them do the same, though it is hard to gauge by how much.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-cc2bd2-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Anthropic and OpenAI both intend to burn tens of billions of dollars in the next few years, and neither has a path to profitability.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-c41ff4-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Although prices for some models might have come down, newer reasoning models burn far more tokens, so the cost of inference has gotten higher over time.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-b79382-a2.
2026-10-29
Assessment publishedBy this siteEd Zitron
Oracle avoiding running out of money depends on OpenAI growing to over $280 billion in annual revenue, so the CFO's worries are a serious warning sign.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-b449a6-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
For three years Microsoft let GitHub Copilot users burn more in tokens each month than their subscriptions cost.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-b123d7-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ais-economics-dont-make-sense-ad-free-fcfcce
e1 is dated 2026-04, which is not inside the period described (2026-04-01 to 2026-04-28); it can only be context; e2 is dated 2026-04, which is not inside the period described (2026-04-01 to 2026-04-28); it can only be context
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ais-economics-dont-make-sense-ad-free-f6bc73
hedged language is not scored, even on a plain reading
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ais-economics-dont-make-sense-ad-free-f62bbc
the horizon on 2026-10-28 is not_due, not elapsed
2026-10-29
Assessment publishedBy this siteEd Zitron
The monthly subscription model does not make economic sense for any LLM-based service.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-ad-free-f6064a-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Cursor had -23% gross margins as of January 2026, or -31% including non-paying users.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-ad-free-dd710b-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Neither OpenAI nor Anthropic has a path to profitability.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-ad-free-c41ff4-a2.
2026-10-29
Assessment publishedBy this siteEd Zitron
Because reasoning models consume far more tokens, the cost of inference has risen over time even if some per-model prices fell.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-ad-free-b79382-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Assuming a PUE of about 1.35 and $14 million per megawatt, the 15.2GW of data center capacity under construction (due by the end of 2028) would require around $156.8 billion a year in GPU rental revenue to be worth it.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-ad-free-add2fc-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Using Anthropic's recent models with Claude Code costs more than $30 per day.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-ad-free-9f7f7b-a2.
2026-10-29
Assessment publishedBy this siteEd Zitron
If OpenAI cannot pay for its Stargate compute, Oracle will collapse given its ~$115 billion of Stargate debt.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-ad-free-9f698e-a2.
2026-10-29
Assessment publishedBy this siteEd Zitron
Every single AI service you use subsidized compute, and every single one is losing money as a result.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-ad-free-95aa5f-a2.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ais-economics-dont-make-sense-ad-free-8e2b23
The final-text check failed: citations_correct.
2026-10-29
Assessment publishedBy this siteEd Zitron
LLM-based subscriptions will disappear entirely, at least for code-generating products.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-ad-free-853e46-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ais-economics-dont-make-sense-ad-free-76827e
a observation claim cannot be assessed on the causal_assessment axis
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ais-economics-dont-make-sense-ad-free-606c23
the result turns on our interpretation rather than the speaker's words, so it cannot be scored without a stated plain reading
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ais-economics-dont-make-sense-ad-free-605574
The anthropic review does not accept e1 as supports.
2026-10-29
Assessment publishedBy this siteEd Zitron
Oracle's Stargate business will take years to become profitable even if OpenAI pays on time.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-ad-free-5c61cf-a2.
2026-10-29
Assessment publishedBy this siteEd Zitron
OpenAI and Anthropic account for 50% of AI data centers under construction, a systemic weakness if either cannot pay.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-ad-free-5ab043-a2.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ais-economics-dont-make-sense-ad-free-483b23
The two reviews differ: anthropic forecast_outcome/open_horizon/not_adjudicable, openai forecast_outcome/open_horizon/unresolved.
2026-10-29
Assessment publishedBy this siteEd Zitron
OpenAI is incredibly unprofitable and would need far more revenue than it has to pay Oracle on an ongoing basis.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-ad-free-409833-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Investors will eventually question mounting R&D costs from AI token spending when revenue growth fails to follow.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-ad-free-33176b-a2.
2026-10-29
Assessment publishedBy this siteEd Zitron
The majority of AI subscriptions will inevitably move to token-based billing.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-ad-free-32c3eb-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
There has never been, and never will be, an economically feasible way to offer LLM-powered services without charging each user's actual token burn, and in deceiving users these companies have created products with illusory benefits and questionable return on investment.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-ad-free-2ebe4f-a2.
2026-10-29
Assessment publishedBy this siteEd Zitron
The AI industry's fall is inevitable; its supporters have only delayed it.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-ad-free-25e57b-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
A large part, possibly a majority, of AI compute revenue depends on continued venture capital and debt.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-ad-free-234762-a2.
2026-10-29
Assessment publishedBy this siteEd Zitron
Oracle has no other path to making this Stargate revenue without OpenAI, and these projects are entirely financed and paid for using the data centers' own projected cash flow.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-ad-free-22db17-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Until recently Anthropic let subscribers burn more than $8 in compute per dollar of subscription, and AI startups are burning cash.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-ad-free-1f5679-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ais-economics-dont-make-sense-ad-free-184d10
The final-text check failed: proposition_faithful, conditions_shown.
2026-10-29
Assessment publishedBy this siteEd Zitron
As of April 27, 2026, only two Stargate Abilene buildings are operational and generating revenue and the third barely has any IT gear in it; the author estimates the campus's total cost at around $52.8 billion.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-ad-free-148dc8-a2.
2026-10-29
Assessment publishedBy this siteEd Zitron
If OpenAI cannot pay for its Stargate compute, Oracle will die, having taken on about $115 billion in debt and needing $150 billion more.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-9f698e-a2.
2026-10-29
Assessment publishedBy this siteEd Zitron
Every single AI service you use subsidized compute, and every single one is losing money as a result.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-95aa5f-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ais-economics-dont-make-sense-8db320
The anthropic review found the criteria unfair to the speaker's words.
2026-10-29
Assessment publishedBy this siteEd Zitron
Of the 114GW of AI data centers announced for completion by end of 2028, only 15.2GW is under construction.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-883b36-a2.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ais-economics-dont-make-sense-606c23
The openai review reads the claim differently.
2026-10-29
Assessment publishedBy this siteEd Zitron
Oracle's Stargate Abilene is behind schedule, with only enough power for two buildings.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-605574-a2.
2026-10-29
Assessment publishedBy this siteEd Zitron
The AI industry will inevitably fall; its supporters have only delayed it.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-5d2a7a-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Oracle is staking its future on Stargate projects that will take years to turn a profit even if OpenAI pays on time.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-5c61cf-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
OpenAI and Anthropic account for 50% of AI data centers under construction, a systemic weakness if either cannot pay, and demand outside them is unclear.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-5ab043-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ais-economics-dont-make-sense-483b23
The two reviews differ: anthropic forecast_outcome/open_horizon/not_adjudicable, openai forecast_outcome/open_horizon/unresolved.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ais-economics-dont-make-sense-409833
The two reviews differ: anthropic historical_observation/not_applicable/supported, openai historical_observation/not_applicable/unresolved.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ais-economics-dont-make-sense-33176b
The anthropic review found the criteria unfair to the speaker's words.
2026-10-29
Assessment publishedBy this siteEd Zitron
The majority of AI subscriptions will inevitably move to token-based billing.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-32c3eb-a2.
2026-10-29
Assessment publishedBy this siteEd Zitron
There never has been and never will be an economically feasible way to offer LLM services without charging each user's actual token burn.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-2ebe4f-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
A large part, perhaps most, of AI compute revenue depends on continued venture capital and debt.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-234762-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Oracle has no other path to making this revenue without OpenAI, and these projects are entirely financed and paid for using the projected cashflow of the data centers themselves.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-22db17-a2.
2026-10-29
Assessment publishedBy this siteEd Zitron
OpenAI's growth is slowing at precisely the time it needs to accelerate, since it needs to effectively 10x its current business by 2030 to meet its obligations, and this is the kind of thing that happens before a company starts dying.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-184d10-a2.
2026-10-29
Assessment publishedBy this siteEd Zitron
As of April 27, 2026, only two Stargate Abilene buildings are operational and generating revenue, the third barely has any IT gear, and the author estimates the total cost at around $52.8 billion.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ais-economics-dont-make-sense-148dc8-a2.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-too-expensive-f38aa0
hedged language is not scored, even on a plain reading
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-too-expensive-dcd752
e1 measures something else (company Alphabet (Google), a constituent of the claimed industry is not AI industry, particularly Microsoft, Alphabet (Google), and Amazon); it can only be context unless it is derived with stated inputs
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-too-expensive-d28ceb
e1 measures something else (company OpenAI is not AI labs, including OpenAI and Anthropic); it can only be context unless it is derived with stated inputs
2026-10-29
Assessment publishedBy this siteEd Zitron
GPUs are not profitable to run.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-too-expensive-ced0bf-a2.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-too-expensive-c9fdff
The openai review reads the claim differently.
2026-10-29
Assessment publishedBy this siteEd Zitron
Excluding OpenAI and Anthropic deals, Microsoft's RPO would have been effectively flat.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-too-expensive-c97106-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
In some cases, pressure to use AI for everything is degrading companies' software stacks.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-too-expensive-c6464e-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Around 30% (~$87B) of Microsoft's capex since FY2023 went to building OpenAI's infrastructure.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-too-expensive-c4d217-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
In FY2025 Microsoft made ~$7.5B from OpenAI inference and $761M from revenue share while investing ~$88.2B in capex.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-too-expensive-affbc2-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Microsoft 365 Copilot's 20 million subscribers yield at most $7.2B a year, and actually less due to discounts.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-too-expensive-a08a8f-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-too-expensive-8b42f6
e1 is dated 2026, which is not inside the period described (2026-01-01 to 2026-05-19); it can only be context
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-too-expensive-74dd63
The final-text check failed: rationale_supported_by_evidence; overclaims: The prior screens do not remove the ambiguities in the actual wording..
2026-10-29
Assessment publishedBy this siteEd Zitron
Unrestrained AI spending is inflating the revenues of Anthropic and OpenAI in a way that isn't sustainable for anybody involved.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-too-expensive-729309-a2.
2026-10-29
Assessment publishedBy this siteEd Zitron
Nobody actually knows how much AI is going to cost them in any given quarter, so current token spend is entirely experimental, which is why organizations keep burning through their tokens so fast.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-too-expensive-6c99b3-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Meta has not shown real revenue growth from AI despite planning at least $125B of 2026 capex.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-too-expensive-6c6793-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
The AI bubble will eventually pop, driven by identifiable factors and events.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-too-expensive-69d963-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-too-expensive-646bf1
e1 measures something else (company Anthropic is not Anthropic and OpenAI, assessed separately); it can only be context unless it is derived with stated inputs; e2 measures something else (company OpenAI is not Anthropic and OpenAI, assessed separately); it can only be context unless it is derived with stated inputs
2026-10-29
Assessment publishedBy this siteEd Zitron
To pay off investments now totaling over $900 billion, Microsoft, Google and Amazon will each need to be making over $100 billion in AI revenue in the next year, and doubling or tripling their best-case combined $70 billion in annual AI revenue won't be enough.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-too-expensive-543cf1-a2.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-too-expensive-484a5e
a observation claim cannot be assessed on the causal_assessment axis
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-too-expensive-40c1eb
e1 is decisive for a financial claim but states no metric scope
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-too-expensive-391c4e
The openai review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-too-expensive-38ac39
e1 measures something else (company OpenAI is not Anthropic and OpenAI, assessed separately); it can only be context unless it is derived with stated inputs
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-too-expensive-30df4a
e1 measures something else (company Meta is not Microsoft, Alphabet (Google), Meta, and Amazon, each separately); it can only be context unless it is derived with stated inputs
2026-10-29
Assessment publishedBy this siteEd Zitron
None of Microsoft, Meta, Amazon or Google disclose their actual AI revenues.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-too-expensive-2a3801-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Every AI startup loses millions or billions of dollars a year and none appears to have found a way to stop.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-too-expensive-24af57-a2.
2026-10-29
Assessment publishedBy this siteEd Zitron
Generative AI is a machine of capital that has burned $1 trillion and created one of the most wasteful products in history.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-too-expensive-162292-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-too-expensive-0f79ca
The anthropic review reads the claim differently.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-too-expensive-0e70d0
The openai review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-too-expensive-0a3b20
The final-text check failed: proposition_faithful.
2026-10-29
Assessment publishedBy this siteEd Zitron
Executives will eventually see they are overspending, and once one cuts their AI token budget the others will rush to follow.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-too-expensive-0a2f9c-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-slowing-down-fca866
The openai review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-slowing-down-f34e96
The final-text check failed: rationale_supported_by_evidence, citations_correct; overclaims: In Harness's July 2026 survey, 60% of respondents said they had exceeded their agent budgets in the preceding quarter [e5]..
2026-10-29
Assessment publishedBy this siteEd Zitron
The AI industry has burned over a trillion dollars.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-slowing-down-ee40e3-a2.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-slowing-down-e06ef5
The openai review found the criteria unfair to the speaker's words.
2026-10-29
Assessment publishedBy this siteEd Zitron
Doubts about Oracle's ability to pay its debts, or about OpenAI's ability to pay Oracle, will threaten massive margin calls on Ellison's share-backed loans.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-slowing-down-d6d11c-a2.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-slowing-down-d5b6ea
The anthropic review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-slowing-down-d1b7c3
The two reviews differ: anthropic forecast_outcome/open_horizon/not_adjudicable, openai forecast_outcome/open_horizon/unresolved.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-slowing-down-cd42b6
The openai review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-slowing-down-c31af1
The anthropic review found the criteria unfair to the speaker's words.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-slowing-down-bdc1bc
The openai review found the criteria unfair to the speaker's words.
2026-10-29
Assessment publishedBy this siteEd Zitron
Anthropic and OpenAI together account for at least 70%, and possibly 80-90%, of all AI compute demand.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-slowing-down-b4299d-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Enterprise token spending caps are signs that AI revenue growth is slowing.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-slowing-down-b15f98-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
AI cannot slow down: Anthropic and OpenAI must roughly double in size within a year and keep doubling about every year until 2029 or 2030.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-slowing-down-b0b22c-a2.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-slowing-down-a63fc8
The openai review reads the claim differently.
2026-10-29
Assessment publishedBy this siteEd Zitron
Unless Anthropic is making over $100 billion within two years, it cannot afford its commitments.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-slowing-down-a1ab1b-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
If OpenAI cannot afford or does not want its contracted compute, Oracle will run out of money.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-slowing-down-9484de-a2.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-slowing-down-92d37f
The final-text check failed: citations_correct.
2026-10-29
Assessment publishedBy this siteEd Zitron
OpenAI's $122 billion March round will not cover its costs, and it will need at least another $250 billion in funding by the end of 2026.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-slowing-down-8c5387-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Anthropic's $95 billion raised and its cash flow will not cover its costs, so it will have to raise at least another $200 billion within the next year.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-slowing-down-88c2a4-a2.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-slowing-down-7ef2b3
The anthropic review found the criteria unfair to the speaker's words.
2026-10-29
Assessment publishedBy this siteEd Zitron
Anthropic will not be profitable by 2029, despite its claims.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-slowing-down-7eaad7-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-slowing-down-7eaad7-2
The openai review found the criteria unfair to the speaker's words.
2026-10-29
Assessment publishedBy this siteEd Zitron
Anthropic must reach its projected $174 billion in annual revenue by 2029 to pay for its compute commitments.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-slowing-down-6e1415-a2.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-slowing-down-69723f
The openai review found the criteria unfair to the speaker's words.
2026-10-29
Assessment publishedBy this siteEd Zitron
Unless Anthropic and OpenAI each reach $10 billion or more in monthly revenue by Q1 2028, their growth will not support their compute commitments.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-slowing-down-691106-a2.
2026-10-29
Assessment publishedBy this siteEd Zitron
Even if only half of the planned data center capacity gets built, it will need about $875 billion in annual revenue to avoid running out of money.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-slowing-down-55adc6-a2.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-slowing-down-516793
The final-text check failed: citations_correct.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-slowing-down-4ad434
The final-text check failed: citations_correct.
2026-10-29
Assessment publishedBy this siteEd Zitron
Microsoft's $37 billion AI annual run rate is mostly OpenAI's compute, with the rest, maybe $8 billion a year at best, coming from pushing customers to install Copilot.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-slowing-down-34e1fe-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Executive mandates forcing tech employees to use AI tools have turned those employees against their leadership.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-slowing-down-2864ca-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-slowing-down-241c1d
a conditional_forecast claim cannot be assessed on the historical_observation axis; the antecedent is unknown, so the conditional is neither confirmed nor falsified; scoring a conditional needs evidence that its antecedent happened
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-slowing-down-19e593
The openai review reads the claim differently.
2026-10-29
Assessment publishedBy this siteEd Zitron
If AI revenue does not reach over $2 trillion a year by 2030, the data center capex will not make sense and neither Anthropic nor OpenAI will be able to pay their commitments.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-slowing-down-02c2d7-a2.
2026-10-29
Assessment publishedBy this siteEd Zitron
Only 3% of households pay for AI despite easy access.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-really-weird-f6c351-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-really-weird-f687a1
The anthropic review reads the claim differently.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-really-weird-f4104c
The anthropic review does not accept e1 as supports.
2026-10-29
Assessment publishedBy this siteEd Zitron
The $500B Stargate project was a lie; the entity was never formed.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-really-weird-ef41a1-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
OpenAI's Operator does not work, AI browsers are fundamentally broken, and agentic AI doesn't do what people say.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-really-weird-e829bf-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-really-weird-d0956a
a observation claim cannot be assessed on the causal_assessment axis
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-really-weird-c7e6ce
e2 is decisive for a financial claim but states no metric scope
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-really-weird-c3a782
The anthropic review found the criteria unfair to the speaker's words.
2026-10-29
Assessment publishedBy this siteEd Zitron
Anthropic's default 1 million token context window causes context bloat that greatly raises token spend.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-really-weird-c221c3-a2.
2026-10-29
Assessment publishedBy this siteEd Zitron
If Meta is really spending around $300 million or more a month on tokens and this is contributing to Anthropic's growth, that is not a sustainable business model, which is typical for Anthropic, a company that has only lost billions of dollars.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-really-weird-bd858b-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Software engineers don't seem happier, better paid, or replaced by AI, and we don't have any examples of truly vibe-coded software companies shipping incredible, beloved products.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-really-weird-bbb6d0-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-really-weird-a020bc
hedged language is not scored, even on a plain reading
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-really-weird-9da204
hedged language is not scored, even on a plain reading
2026-10-29
HeldBy this siteEd Zitron
Anthropic's revenue is roughly 75% API and 25% subscriptions, by the author's estimate.
The anthropic review could not run (error).
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-really-weird-9427f8
The anthropic review could not run (error).
2026-10-29
Assessment publishedBy this siteEd Zitron
OpenAI and Anthropic's fast growth is only possible because they subsidize subscribers' compute, burning $3-$15 per dollar of subscription revenue.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-really-weird-84d26a-a2.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-really-weird-83e484
The openai review found the criteria unfair to the speaker's words.
2026-10-29
Assessment publishedBy this siteEd Zitron
The actual economic or productivity effects of coding LLMs are unclear, other than an abundance of new code that is making running companies harder.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-really-weird-6efd57-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
LLMs let incompetent engineers get by, lowering the quality of shipped code.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-really-weird-682156-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Anthropic cherry-picks four-week API spend windows boosted by launches and annualizes them.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-really-weird-67bafd-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-really-weird-660fc5
e1 is decisive for a financial claim but states no metric scope
2026-10-29
Assessment publishedBy this siteEd Zitron
There is no way to reconcile Anthropic having made $5 billion in lifetime revenue as of March 9, 2026, $14 billion in annualized revenue on February 12, 2026, and $4.5 billion in revenue for 2025.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-really-weird-56f5e1-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-really-weird-509674
The two reviews differ: anthropic historical_observation/not_applicable/mixed, openai historical_observation/not_applicable/unresolved.
2026-10-29
Assessment publishedBy this siteEd Zitron
LLMs can write code and create software, but that doesn't mean the code is good, stable, or secure.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-really-weird-47e4e7-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
AI revenues are terrible, LLMs have yet to provide any meaningful productivity improvements, and the only reason they have got as far as they have is a compliant media and a venture capital environment that comes from having nothing else to invest in.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-really-weird-46277a-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Amodei's remarks don't actually claim Anthropic has 50% gross margins or is profitable.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-really-weird-39dbbf-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
Based on its Microsoft revenue share, OpenAI made $4.329 billion in January–September 2025.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-really-weird-36e886-a2.
2026-10-29
Assessment publishedBy this siteEd Zitron
The growth of the AI companies in question is only possible because all of them heavily subsidize their products, spending $3 to $15 for every dollar of revenue.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-really-weird-294793-a2.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-really-weird-1f5c23
The anthropic review does not accept e1 as supports.
2026-10-29
Assessment publishedBy this siteEd Zitron
LLMs write a lot of code, not good code; broader use means more review time or more vulnerabilities.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-really-weird-1aca15-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-really-weird-165165
hedged language is not scored, even on a plain reading
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-really-weird-0aa23f
The openai review found the criteria unfair to the speaker's words.
2026-10-29
Assessment publishedBy this siteEd Zitron
Only about 5GW of the hundreds of gigawatts of announced AI data centers are actually under construction.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-really-weird-04405b-a1.
2026-10-29
Assessment publishedBy this siteEd Zitron
AI progress is not hampered by a lack of access, talent, resources, novel approaches, or industry buy-in, but by a single-minded focus on Large Language Models, a technology that has been obviously limited from the very beginning.
First assessment published after both reviews and the final-text check passed.
Assessment wyea-ai-is-really-weird-03bddb-a1.
2026-10-29
HeldBy this siteEd Zitron
Held record wyea-ai-is-really-weird-030294
The anthropic review does not accept e2 as contradicts.