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

Changes, page 7 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 7 of 55: changes 1201 to 1400 of 10984, newest first. Dates are when the change was recorded.

  4. HeldBy this siteEd Zitron

    Held record wyea-reality-check-51d102

    The final-text check failed: proposition_faithful, citations_correct.

  5. HeldBy this siteEd Zitron

    Held record wyea-reality-check-4f21cf

    The final-text check failed: citations_correct.

  6. Assessment publishedBy this siteEd Zitron

    Generative AI models have not shown meaningful improvement over the past few years.

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

    Assessment wyea-reality-check-47ac05-a1.

  7. Assessment publishedBy this siteEd Zitron

    Generative AI will not become much more capable than it is today.

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

    Assessment wyea-reality-check-44888d-a2.

  8. HeldBy this siteEd Zitron

    Held record wyea-reality-check-31a6d2

    The two reviews differ: anthropic causal_assessment/not_applicable/unresolved, openai causal_assessment/not_applicable/not_adjudicable.

  9. HeldBy this siteEd Zitron

    Held record wyea-reality-check-259780

    e2 is decisive for a financial claim but states no metric scope

  10. HeldBy this siteEd Zitron

    Held record wyea-reality-check-24b1d1

    The final-text check failed: rationale_supported_by_evidence; overclaims: Google did not give a number for how many users had switched. | No item in the packet splits the March figure by source or shows monthly user counts. | Google's own post does not say when the switch from Assistant began or how many users had moved by March 2025..

  11. HeldBy this siteEd Zitron

    Held record wyea-reality-check-22307d

    The anthropic review found the criteria unfair to the speaker's words.

  13. Assessment publishedBy this siteEd Zitron

    The $200 Rabbit R1 AI device has started shipping and its reviews are not good.

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

    Assessment wyea-rabbit-holed-f5ebfd-a1.

  14. Assessment publishedBy this siteEd Zitron

    The Rabbit R1 launched without key features, including Teach Mode and a stable, reliable version of its Large Action Model.

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

    Assessment wyea-rabbit-holed-583af2-a2.

  15. HeldBy this siteEd Zitron

    Held record wyea-rabbit-holed-3ddd9a

    The openai review found the criteria unfair to the speaker's words.

  16. HeldBy this siteEd Zitron

    Held record wyea-put-up-or-shut-up-f8acd4

    e1 is decisive for a financial claim but states no metric scope

  17. Assessment publishedBy this siteEd Zitron

    Reaching OpenAI's level 3 (agents) would require sentience dependent on entirely new forms of mathematics.

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

    Assessment wyea-put-up-or-shut-up-f48454-a2.

  18. Assessment publishedBy this siteEd Zitron

    Every LLM is limited by its nature in planning ahead and autonomously doing research, and Anthropic, Google and Meta are all working on the same problem.

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

    Assessment wyea-put-up-or-shut-up-ec56b0-a2.

  19. Assessment publishedBy this siteEd Zitron

    The stories about OpenAI's Strawberry and AGI levels are marketing collateral, not reports of breakthroughs.

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

    Assessment wyea-put-up-or-shut-up-e2499b-a2.

  20. Assessment publishedBy this siteEd Zitron

    Generative AI is a big, costly, environmentally destructive bubble.

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

    Assessment wyea-put-up-or-shut-up-9dbe67-a2.

  21. Assessment publishedBy this siteEd Zitron

    LLMs are peaking in capability.

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

    Assessment wyea-put-up-or-shut-up-7d0345-a2.

  22. HeldBy this siteEd Zitron

    Held record wyea-put-up-or-shut-up-7d0345-2

    The two reviews differ: anthropic forecast_outcome/open_horizon/unresolved, openai forecast_outcome/conclusive_event/contradicted.

  23. Assessment publishedBy this siteEd Zitron

    Generative AI does not appear to generate meaningful revenue.

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

    Assessment wyea-power-cut-f8e21e-a2.

  24. HeldBy this siteEd Zitron

    Held record wyea-power-cut-e559fd

    The anthropic review found the criteria unfair to the speaker's words.

  25. HeldBy this siteEd Zitron

    Held record wyea-power-cut-b37ce3

    e3 is decisive for a financial claim but states no metric scope

  26. HeldBy this siteEd Zitron

    Held record wyea-power-cut-9fa432

    "likely" is hedged or probabilistic; one outcome does not score it; hedged language is not scored, even on a plain reading; e1 measures something else (period 2026-01-01..2026-03-31 is not ?..?); it can only be context unless it is derived with stated inputs

  27. HeldBy this siteEd Zitron

    Held record wyea-power-cut-9873c9-2

    The final-text check failed: rationale_supported_by_evidence; overclaims: Reuters could not independently verify the underlying report [e1]..

  28. HeldBy this siteEd Zitron

    Held record wyea-power-cut-87fd4e

    The final-text check failed: rationale_supported_by_evidence, citations_correct; overclaims: e1 explanation: "The full report also attributes more than 1 GW of expired agreements and several additional proposed deals to TD Cowen." | e1 explanation: "This supports a substantial abandoned pipeline".

  29. Assessment publishedBy this siteEd Zitron

    OpenAI's infrastructure expansion and fundraising are entirely dependent on SoftBank, which must borrow to fund it.

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

    Assessment wyea-power-cut-5b4914-a2.

  30. HeldBy this siteEd Zitron

    Held record wyea-power-cut-543b7f

    a observation claim cannot be assessed on the causal_assessment axis; hedged language is not scored, even on a plain reading

  31. HeldBy this siteEd Zitron

    Held record wyea-power-cut-4938d8

    hedged language is not scored, even on a plain reading

  32. Assessment publishedBy this siteEd Zitron

    Microsoft is likely no longer interested in being OpenAI's long-term infrastructure partner.

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

    Assessment wyea-power-cut-3a8961-a1.

  33. Assessment publishedBy this siteEd Zitron

    OpenAI has no path to profitability, which guarantees it will need more cash.

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

    Assessment wyea-power-cut-34777d-a2.

  34. Assessment publishedBy this siteEd Zitron

    Microsoft's moves suggest it is walking away from building and training further large frontier models and supporting others doing so.

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

    Assessment wyea-power-cut-302a22-a1.

  35. HeldBy this siteEd Zitron

    Held record wyea-power-cut-29f536

    a observation claim cannot be assessed on the causal_assessment axis

  36. HeldBy this siteEd Zitron

    Held record wyea-power-cut-1c11a6

    The final-text check failed: rationale_supported_by_evidence, citations_correct; overclaims: e1 explanation: "The article reports several hundred megawatts of canceled leases, over one gigawatt of expired agreements and multiple roughly 100-MW deals abandoned." | e1 explanation: "This supports the direction of Zitron's inference".

  37. HeldBy this siteEd Zitron

    Held record wyea-power-cut-18fc4f

    hedged language is not scored, even on a plain reading

  38. HeldBy this siteEd Zitron

    Held record wyea-pop-culture-ff1ab1

    hedged language is not scored, even on a plain reading

  39. Assessment publishedBy this siteEd Zitron

    At some point AI companies like OpenAI and Anthropic will have to raise prices or begin to collapse, because the technology has no path to profitability.

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

    Assessment wyea-pop-culture-fee393-a2.

  40. HeldBy this siteEd Zitron

    Held record wyea-pop-culture-ddd65e

    The openai review found the criteria unfair to the speaker's words.

  41. Assessment publishedBy this siteEd Zitron

    OpenAI does not have a secret, unreleased breakthrough technology.

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

    Assessment wyea-pop-culture-d941fe-a1.

  42. Assessment publishedBy this siteEd Zitron

    In the 18 months since the AI bubble inflated, generative AI has done very little new, only iterating within clear limits.

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

    Assessment wyea-pop-culture-d7a1ac-a1.

  43. Assessment publishedBy this siteEd Zitron

    The longer generative AI takes to make money, the more money it will need to make.

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

    Assessment wyea-pop-culture-d0ad09-a1.

  44. Assessment publishedBy this siteEd Zitron

    Each additional step of AI model improvement becomes exponentially more expensive.

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

    Assessment wyea-pop-culture-cf098f-a1.

  45. HeldBy this siteEd Zitron

    Held record wyea-pop-culture-ba1c23

    The final-text check failed: rationale_supported_by_evidence, citations_correct; overclaims: The Census survey covers September 2023–February 2024 and reports frequent substitution for worker tasks but few reported employment reductions due to AI use [e2]..

  46. Assessment publishedBy this siteEd Zitron

    Generative AI will not change the jobs market because it can't do many jobs and is mediocre at what it can do.

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

    Assessment wyea-pop-culture-a72733-a2.

  47. Assessment publishedBy this siteEd Zitron

    Generative AI is peaking or has already peaked.

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

    Assessment wyea-pop-culture-a51014-a2.

  48. Assessment publishedBy this siteEd Zitron

    Generative AI does not really automate many tasks.

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

    Assessment wyea-pop-culture-9b0953-a2.

  49. Assessment publishedBy this siteEd Zitron

    Generative AI will not solve problems in robotics, the supply chain and similar areas because it is not built to.

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

    Assessment wyea-pop-culture-9a8951-a2.

  50. Assessment publishedBy this siteEd Zitron

    There will be a moment that spooks a venture capital firm into pushing one of its startups to sell, or a sudden, unexpected yet very obvious collapse of a major player.

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

    Assessment wyea-pop-culture-953530-a2.

  51. HeldBy this siteEd Zitron

    Held record wyea-pop-culture-953107

    The final-text check failed; overclaims: Shows that a formal verification route for AGI exists..

  52. Assessment publishedBy this siteEd Zitron

    The generative AI bubble is slowly deflating as of July 2024.

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

    Assessment wyea-pop-culture-730d86-a1.

  53. Assessment publishedBy this siteEd Zitron

    The adaptability, judgment and responsibility of human creative workers cannot be trained into AI via datasets.

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

    Assessment wyea-pop-culture-65bdc5-a2.

  54. HeldBy this siteEd Zitron

    Held record wyea-pop-culture-310477

    The anthropic review found the criteria unfair to the speaker's words.

  55. HeldBy this siteEd Zitron

    Held record wyea-pop-culture-1d7a2b

    The openai review found the criteria unfair to the speaker's words.

  56. Assessment publishedBy this siteEd Zitron

    OpenAI and Anthropic will not be able to keep iterating on LLMs indefinitely because Microsoft, Amazon and Google will at some point stop subsidizing their compute.

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

    Assessment wyea-pop-culture-11c39e-a1.

  57. Assessment publishedBy this siteEd Zitron

    Generative AI's growth requires the US to totally rebuild its power grid.

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

    Assessment wyea-pop-culture-0ff1d3-2-a2.

  58. HeldBy this siteEd Zitron

    Held record wyea-peakai-fbf78e

    The final-text check failed: citations_correct.

  59. Assessment publishedBy this siteEd Zitron

    If the AI bubble pops, the entire tech industry will suffer and venture capitalists will be washed out.

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

    Assessment wyea-peakai-dac358-a2.

  60. Assessment publishedBy this siteEd Zitron

    Other than Klarna, the author can find no companies that have integrated generative AI in a way that has truly improved their bottom line.

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

    Assessment wyea-peakai-8683a9-a2.

  61. HeldBy this siteEd Zitron

    Held record wyea-peakai-833222

    the horizon on 2026-10-28 is open_horizon, not elapsed

  62. HeldBy this siteEd Zitron

    Held record wyea-peakai-4880ef

    The openai review found the criteria unfair to the speaker's words.

  63. HeldBy this siteEd Zitron

    Held record wyea-peakai-25c3c7

    The final-text check failed: proposition_faithful.

  64. HeldBy this siteEd Zitron

    Held record wyea-peakai-17b660

    The anthropic review found the criteria unfair to the speaker's words.

  65. Assessment publishedBy this siteEd Zitron

    OpenAI does not expect profit until 2030 and has no explanation of how it will get there beyond building Stargate.

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

    Assessment wyea-optimistic-cowardice-fba7b8-a1.

  66. HeldBy this siteEd Zitron

    Held record wyea-optimistic-cowardice-cf2e2e

    The openai review reads the claim differently.

  67. Assessment publishedBy this siteEd Zitron

    OpenAI's ability to pay CoreWeave depends on its ability to keep raising money, because it is set to lose over $14 billion in 2025.

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

    Assessment wyea-optimistic-cowardice-cf0174-a1.

  68. HeldBy this siteEd Zitron

    Held record wyea-optimistic-cowardice-a99650

    The openai review found the criteria unfair to the speaker's words.

  69. HeldBy this siteEd Zitron

    Held record wyea-optimistic-cowardice-9b418c

    The final-text check failed: excerpt_matches.

  70. HeldBy this siteEd Zitron

    Held record wyea-optimistic-cowardice-949f00

    a causal claim cannot be assessed on the forecast_outcome axis

  71. Assessment publishedBy this siteEd Zitron

    The end of tech hyper-growth will cause a massive valuation reckoning, tens of thousands of layoffs, and an unprecedented prolonged depression in Silicon Valley.

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

    Assessment wyea-optimistic-cowardice-94524a-a2.

  73. Assessment publishedBy this siteEd Zitron

    If SoftBank buckles, both CoreWeave and OpenAI will collapse.

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

    Assessment wyea-optimistic-cowardice-6687c2-a2.

  74. HeldBy this siteEd Zitron

    Held record wyea-optimistic-cowardice-40a9a5

    e1 measures something else (company Anthropic is not OpenAI and Anthropic, assessed separately); it can only be context unless it is derived with stated inputs; e2 is decisive for a financial claim but states no metric scope

  75. Assessment publishedBy this siteEd Zitron

    For the situation to work even for the next year, CoreWeave, OpenAI and SoftBank will have to raise tens of billions of dollars just to maintain the status quo.

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

    Assessment wyea-optimistic-cowardice-29eff6-a1.

  76. Assessment publishedBy this siteEd Zitron

    Even if the OpenAI deal goes as planned, CoreWeave will burn $15 billion in 2025.

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

    Assessment wyea-optimistic-cowardice-1367fd-a2.

  77. Assessment publishedBy this siteEd Zitron

    If OpenAI is hitting capacity limits, its streak of good uptime will end with service degradation.

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

    Assessment wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-e6a1b8-a1.

  78. Assessment publishedBy this siteEd Zitron

    Constant enabling of OpenAI's burn rate has doomed the company.

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

    Assessment wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-be335e-a1.

  79. HeldBy this siteEd Zitron

    Held record wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-bae643

    The final-text check failed: citations_correct.

  81. HeldBy this siteEd Zitron

    Held record wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-b1b0f0

    The openai review found the criteria unfair to the speaker's words.

  82. HeldBy this siteEd Zitron

    Held record wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-9b04aa

    The final-text check failed: proposition_faithful, citations_correct.

  83. HeldBy this siteEd Zitron

    Held record wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-8e6a93

    e1 measures something else (period 2026-01-01..2026-10-01 is not ?..?); it can only be context unless it is derived with stated inputs

  84. HeldBy this siteEd Zitron

    Held record wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-6de4fe

    The two reviews differ: anthropic historical_observation/not_applicable/unresolved, openai historical_observation/not_applicable/not_adjudicable.

  85. Assessment publishedBy this siteEd Zitron

    SoftBank's exposure to OpenAI is materially harming SoftBank.

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

    Assessment wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-6c499b-a2.

  86. HeldBy this siteEd Zitron

    Held record wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-5bbe46

    hedged language is not scored, even on a plain reading

  87. Assessment publishedBy this siteEd Zitron

    If OpenAI fails, CoreWeave will fail, which will hurt NVIDIA.

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

    Assessment wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-5aa83c-a2.

  88. Assessment publishedBy this siteEd Zitron

    OpenAI is effectively the entire generative AI industry; its nearest competitor has under 5% of its weekly active users.

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

    Assessment wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-30bfe2-a1.

  89. Assessment publishedBy this siteEd Zitron

    No one except NVIDIA makes money from generative AI; OpenAI, Anthropic and CoreWeave lose billions.

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

    Assessment wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-0cb017-a1.

  90. Assessment publishedBy this siteEd Zitron

    If OpenAI cannot meet its obligations, CoreWeave will collapse.

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

    Assessment wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-0804e4-a2.

  91. Assessment publishedBy this siteEd Zitron

    OpenAI requires more compute than anyone has ever needed and will keep doing so indefinitely.

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

    Assessment wyea-openai-is-a-systemic-risk-to-the-tech-industry-2-01d079-a1.

  93. Assessment publishedBy this siteEd Zitron

    Claude Code does not build unique software.

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

    Assessment wyea-on-nvidia-and-analyslop-e77be1-a2.

  94. Assessment publishedBy this siteEd Zitron

    Companies will not simply use AI to make their own software in place of SaaS.

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

    Assessment wyea-on-nvidia-and-analyslop-a50ea9-a1.

  95. Assessment publishedBy this siteEd Zitron

    There is no proof beyond Anthropic's word that Claude Sonnet 4.5 coded for 30 hours or built a Slack/Teams-like chat app.

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

    Assessment wyea-on-nvidia-and-analyslop-6154a7-a1.

  97. HeldBy this siteEd Zitron

    Held record wyea-on-nvidia-and-analyslop-3ff751

    The final-text check failed: excerpt_matches.

  99. Assessment publishedBy this siteEd Zitron

    Claude Code is not capable of building a Salesforce competitor from a prompt.

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

    Assessment wyea-on-nvidia-and-analyslop-1a9926-a1.

  100. Assessment publishedBy this siteEd Zitron

    OpenAI spent $5.02 billion on inference with Microsoft Azure in the first half of 2025.

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

    Assessment wyea-oai-docs-0adfdf-a1.

  101. HeldBy this siteEd Zitron

    Held record wyea-oai-business-fc5341

    hedged language is not scored, even on a plain reading

  102. Assessment publishedBy this siteEd Zitron

    Growth in OpenAI's and Microsoft's model-access revenue has slowed since June 2024.

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

    Assessment wyea-oai-business-fbd930-a1.

  103. HeldBy this siteEd Zitron

    Held record wyea-oai-business-d6f2e1

    the result turns on our interpretation rather than the speaker's words, so it cannot be scored without a stated plain reading

  104. HeldBy this siteEd Zitron

    Held record wyea-oai-business-d2b097

    "likely" is hedged or probabilistic; one outcome does not score it; hedged language is not scored, even on a plain reading

  105. HeldBy this siteEd Zitron

    Held record wyea-oai-business-cd1ef0

    hedged language is not scored, even on a plain reading

  107. Assessment publishedBy this siteEd Zitron

    ChatGPT, OpenAI's key revenue source, has not meaningfully changed since launch for most users.

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

    Assessment wyea-oai-business-b9d42d-a2.

  108. HeldBy this siteEd Zitron

    Held record wyea-oai-business-b9664e

    hedged language is not scored, even on a plain reading

  109. HeldBy this siteEd Zitron

    Held record wyea-oai-business-a722cf

    The openai review reads the claim differently.

  110. HeldBy this siteEd Zitron

    Held record wyea-oai-business-a1545c

    hedged language is not scored, even on a plain reading

  111. HeldBy this siteEd Zitron

    Held record wyea-oai-business-801924

    "likely" is hedged or probabilistic; one outcome does not score it; hedged language is not scored, even on a plain reading; e1 measures something else (period 2025-01-01..2025-12-31 is not ?..?); it can only be context unless it is derived with stated inputs

  112. Assessment publishedBy this siteEd Zitron

    OpenAI would need to grow ChatGPT revenue by 310% to reach $11.6B in 2025.

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

    Assessment wyea-oai-business-7d46c5-a2.

  113. HeldBy this siteEd Zitron

    Held record wyea-oai-business-3fa9f5

    The openai review reads the claim differently.

  114. HeldBy this siteEd Zitron

    Held record wyea-oai-business-2594ba

    hedged language is not scored, even on a plain reading

  115. Assessment publishedBy this siteEd Zitron

    ChatGPT's heaviest free users become less valuable over time and a cost burden, unlike free users of Facebook or Google.

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

    Assessment wyea-oai-business-1c126f-a1.

  116. Assessment publishedBy this siteEd Zitron

    Free ChatGPT is effectively identical to free Claude, Meta AI, Copilot and Grok; the product is extremely commoditized.

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

    Assessment wyea-oai-business-11d323-a1.

  117. Assessment publishedBy this siteEd Zitron

    NVIDIA is quite different from Lucent; it has plenty of money and its circular deals with CoreWeave and Lambda carry less risk.

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

    Assessment wyea-nvidia-isnt-enron-so-what-is-it-ff3d18-a1.

  118. HeldBy this siteEd Zitron

    Held record wyea-nvidia-isnt-enron-so-what-is-it-ee1795

    The openai review found the criteria unfair to the speaker's words.

  119. Assessment publishedBy this siteEd Zitron

    NVIDIA's customers rely on debt to buy GPUs, and their customers rely on debt to rent them.

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

    Assessment wyea-nvidia-isnt-enron-so-what-is-it-ec6c1c-a1.

  120. Assessment publishedBy this siteEd Zitron

    NVIDIA's circular deals with neoclouds like CoreWeave, Lambda and Nebius are dodgy and unsustainable but not illegal.

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

    Assessment wyea-nvidia-isnt-enron-so-what-is-it-bdd949-a2.

  121. HeldBy this siteEd Zitron

    Held record wyea-nvidia-isnt-enron-so-what-is-it-b9bcd2

    The anthropic review found the criteria unfair to the speaker's words.

  122. HeldBy this siteEd Zitron

    Held record wyea-nvidia-isnt-enron-so-what-is-it-b4c37c

    e3 is decisive for a financial claim but states no metric scope

  123. HeldBy this siteEd Zitron

    Held record wyea-nvidia-isnt-enron-so-what-is-it-aa0391

    e2 is decisive for a financial claim but states no metric scope

  124. Assessment publishedBy this siteEd Zitron

    OpenAI and Anthropic burn billions and depend on venture capital, while the US venture capital system is set to run out of cash within about 18 months.

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

    Assessment wyea-nvidia-isnt-enron-so-what-is-it-9af629-a2.

  125. Assessment publishedBy this siteEd Zitron

    Data center GPU depreciation schedules are based at best on assumptions and at worst on hope.

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

    Assessment wyea-nvidia-isnt-enron-so-what-is-it-58c63d-a2.

  126. Assessment publishedBy this siteEd Zitron

    The AI bubble will pop because there is not enough money to sustain it forever.

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

    Assessment wyea-nvidia-isnt-enron-so-what-is-it-1bfead-a1.

  127. HeldBy this siteEd Zitron

    Held record wyea-news-openai-had-a-negative-122-operating-margin-in-q1-2026-and-dcffa979509f-bd9beb

    a observation claim cannot be assessed on the causal_assessment axis

  128. HeldBy this siteEd Zitron

    Held record wyea-news-openai-had-a-negative-122-operating-margin-in-q1-2026-and-dcffa979509f-bd5eb5

    hedged language is not scored, even on a plain reading

  129. HeldBy this siteEd Zitron

    Held record wyea-news-openai-had-a-negative-122-operating-margin-in-q1-2026-and-dcffa979509f-607888

    The anthropic review found the criteria unfair to the speaker's words.

  132. Assessment publishedBy this siteEd Zitron

    Bizarre AI-generated slop is dominating Facebook feeds.

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

    Assessment wyea-never-forgive-them-4f61de-a1.

  133. HeldBy this siteEd Zitron

    Held record wyea-never-forget-what-theyve-done-f3a9f7

    The anthropic review found the criteria unfair to the speaker's words.

  134. HeldBy this siteEd Zitron

    Held record wyea-never-forget-what-theyve-done-b8d81a

    The final-text check failed: citations_correct.

  135. Assessment publishedBy this siteEd Zitron

    LLMs are famous for their inconsistency rather than their efficacy, and even ardent AI supporters warn people not to trust their output.

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

    Assessment wyea-never-forget-what-theyve-done-822d24-a1.

  136. HeldBy this siteEd Zitron

    Held record wyea-never-forget-what-theyve-done-5fee70

    The anthropic review found the criteria unfair to the speaker's words.

  137. Assessment publishedBy this siteEd Zitron

    ChatGPT currently cannot be relied on to do what it's asked and its capabilities are unclear; a better ChatGPT would be a different product.

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

    Assessment wyea-never-forget-what-theyve-done-1a44f4-a1.

  138. HeldBy this siteEd Zitron

    Held record wyea-negative-space-94f92f

    The anthropic review found the criteria unfair to the speaker's words.

  139. HeldBy this siteEd Zitron

    Held record wyea-measures-d06bc5

    e1 is decisive for a financial claim but states no metric scope

  140. HeldBy this siteEd Zitron

    Held record wyea-measures-412374

    e1 is decisive for a financial claim but states no metric scope; e2 is decisive for a financial claim but states no metric scope

  141. Assessment publishedBy this siteEd Zitron

    As of May 2025, no real information exists about the AI device OpenAI and Jony Ive are developing.

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

    Assessment wyea-measures-064422-a2.

  142. HeldBy this siteEd Zitron

    Held record wyea-managing-up-993ea0

    e1 is dated 2024-04, which is not inside the period described (2024-04-01 to 2024-04-29); it can only be context; e2 is dated 2024-04, which is not inside the period described (2024-04-01 to 2024-04-29); it can only be context; e4 is dated 2024-04, which is not inside the period described (2024-04-01 to 2024-04-29); it can only be context

  143. Assessment publishedBy this siteEd Zitron

    Improvement in LLM-based services like ChatGPT has slowed and even regressed.

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

    Assessment wyea-managing-up-7dc921-a1.

  144. Assessment publishedBy this siteEd Zitron

    Generative AI doesn't really help anyone other than those who want to sell something.

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

    Assessment wyea-managing-up-19cf1d-a1.

  145. HeldBy this siteEd Zitron

    Held record wyea-make-fun-of-them-e326e2

    hedged language is not scored, even on a plain reading

  146. HeldBy this siteEd Zitron

    Held record wyea-make-fun-of-them-deb642

    The anthropic review found the criteria unfair to the speaker's words.

  147. Assessment publishedBy this siteEd Zitron

    Nearly $500 billion in capex and VC has produced a generative AI industry with revenue comparable to the smartwatch industry.

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

    Assessment wyea-make-fun-of-them-ca5a7c-a1.

  148. Assessment publishedBy this siteEd Zitron

    OpenAI is an unstable monolith with a vague product that can only make $10 billion a year in revenue, not profit.

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

    Assessment wyea-make-fun-of-them-c63e74-a1.

  149. Assessment publishedBy this siteEd Zitron

    OpenAI plans to lose over $100 billion before becoming profitable.

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

    Assessment wyea-make-fun-of-them-9222ca-2-a1.

  150. HeldBy this siteEd Zitron

    Held record wyea-make-fun-of-them-79a5d7

    The two reviews differ: anthropic forecast_outcome/open_horizon/not_adjudicable, openai forecast_outcome/open_horizon/unresolved.

  151. Assessment publishedBy this siteEd Zitron

    Microsoft bloats Word and Excel with odd interface choices and makes users fight with popups to use an AI-powered Copilot that most of them hate.

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

    Assessment wyea-make-fun-of-them-4c96cd-a1.

  152. HeldBy this siteEd Zitron

    Held record wyea-make-fun-of-them-3ecb07

    The final-text check failed: citations_correct.

  153. HeldBy this siteEd Zitron

    Held record wyea-make-fun-of-them-388601

    hedged language is not scored, even on a plain reading

  154. Assessment publishedBy this siteEd Zitron

    By his tally of run rates and projections, the entire generative AI industry has less than $39 billion in total revenue.

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

    Assessment wyea-make-fun-of-them-1b88fb-a1.

  155. Assessment publishedBy this siteEd Zitron

    The generative AI industry cannot generate even a tenth of the $370.8 billion in investment and capex it requires.

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

    Assessment wyea-make-fun-of-them-140c13-a1.

  156. HeldBy this siteEd Zitron

    Held record wyea-make-fun-of-them-13bc19

    The final-text check failed: proposition_faithful.

  157. HeldBy this siteEd Zitron

    Held record wyea-lost-in-the-future-ba5f2a

    The final-text check failed: citations_correct.

  158. HeldBy this siteEd Zitron

    Held record wyea-lost-in-the-future-b684cb

    The anthropic review does not accept e1 as contradicts.

  159. HeldBy this siteEd Zitron

    Held record wyea-lost-in-the-future-94b06e

    The anthropic review does not accept e2 as supports.

  160. HeldBy this siteEd Zitron

    Held record wyea-lost-in-the-future-322333

    The anthropic review found the criteria unfair to the speaker's words.

  161. Assessment publishedBy this siteEd Zitron

    Apart from perhaps Facebook, no startup has had as much media coverage so early as ChatGPT/OpenAI.

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

    Assessment wyea-longcon-e92d49-a2.

  163. Assessment publishedBy this siteEd Zitron

    The generative AI boom will fall apart, leading to a very public reckoning for the tech industry.

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

    Assessment wyea-longcon-cc3598-a1.

  164. Assessment publishedBy this siteEd Zitron

    Microsoft's $13bn AI run-rate figure is not a distinct reported segment but a relabelling of anything with AI.

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

    Assessment wyea-longcon-aba9b6-a2.

  165. Assessment publishedBy this siteEd Zitron

    Deep Research queries cost significantly more than regular ChatGPT queries.

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

    Assessment wyea-longcon-aa8385-a1.

  166. HeldBy this siteEd Zitron

    Held record wyea-longcon-9d1c36

    The openai review found the criteria unfair to the speaker's words.

  168. HeldBy this siteEd Zitron

    Held record wyea-longcon-61855a

    e1 is decisive for a financial claim but states no metric scope

  169. Assessment publishedBy this siteEd Zitron

    OpenAI spent about $5 billion on compute alone in 2024.

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

    Assessment wyea-longcon-501d82-a2.

  170. HeldBy this siteEd Zitron

    Held record wyea-longcon-4c221d

    hedged language is not scored, even on a plain reading

  171. HeldBy this siteEd Zitron

    Held record wyea-longcon-2fbe46

    The openai review found the criteria unfair to the speaker's words.

  172. Assessment publishedBy this siteEd Zitron

    Anthropic's $60bn valuation fundraise rests primarily on inflated marketing claims.

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

    Assessment wyea-longcon-159db0-a1.

  173. Assessment publishedBy this siteEd Zitron

    Nothing about Deep Research moves OpenAI toward profitability, and he thinks it moves OpenAI in the opposite direction.

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

    Assessment wyea-longcon-14c7aa-a2.

  174. Assessment publishedBy this siteEd Zitron

    OpenAI burned more than $5 billion in 2024.

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

    Assessment wyea-longcon-04441f-a1.

  175. Assessment publishedBy this siteEd Zitron

    The AI industry is not building autonomous intelligence and never will.

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

    Assessment wyea-let-ai-burn-efdf5f-a2.

  176. Assessment publishedBy this siteEd Zitron

    Anthropic's and OpenAI's services are unsustainable and unprofitable, and buying more capacity makes them lose more money.

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

    Assessment wyea-i-will-never-respect-a-website-fe768d-a1.

  177. HeldBy this siteEd Zitron

    Held record wyea-i-will-never-respect-a-website-f73f38

    The anthropic review does not accept e2 as contradicts.

  180. HeldBy this siteEd Zitron

    Held record wyea-i-will-never-respect-a-website-9b8bb8

    e1 is decisive for a financial claim but states no metric scope; e2 is decisive for a financial claim but states no metric scope

  181. Assessment publishedBy this siteEd Zitron

    Because OpenAI and Anthropic must show revenue growth and keep capacity for new customers, existing customers will always be punished first.

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

    Assessment wyea-i-will-never-respect-a-website-93fc65-a1.

  183. HeldBy this siteEd Zitron

    Held record wyea-i-will-never-respect-a-website-6889e6

    The anthropic review found the criteria unfair to the speaker's words.

  185. HeldBy this siteEd Zitron

    Held record wyea-i-will-never-respect-a-website-248e74

    The openai review found the criteria unfair to the speaker's words.

  186. Assessment publishedBy this siteEd Zitron

    AI companies are inherently unsustainable because of unreliable LLM outputs and high service costs.

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

    Assessment wyea-i-will-never-respect-a-website-155fdb-a1.

  187. HeldBy this siteEd Zitron

    Held record wyea-i-will-never-respect-a-website-077569

    The openai review found the criteria unfair to the speaker's words.

  188. HeldBy this siteEd Zitron

    Held record wyea-hyperscale-normalization-cd57cf

    The final-text check failed: citations_correct.

  189. HeldBy this siteEd Zitron

    Held record wyea-hyperscale-normalization-b972ae

    The openai review reads the claim differently.

  190. HeldBy this siteEd Zitron

    Held record wyea-hyperscale-normalization-9c2e9d

    The final-text check failed: rationale_supported_by_evidence, citations_correct; overclaims: The report says this included an approximately $30 billion nonrecurring accounting charge [e1]..

  191. HeldBy this siteEd Zitron

    Held record wyea-hyperscale-normalization-94a81f

    The anthropic review found the criteria unfair to the speaker's words.

  192. Assessment publishedBy this siteEd Zitron

    A finished AI data center creates roughly 100–200 jobs and brings little or no economic value.

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

    Assessment wyea-hyperscale-normalization-7a0f9b-a1.

  193. Assessment publishedBy this siteEd Zitron

    Industries created by AI, such as companies wrapping existing models, employ a negligible number of people.

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

    Assessment wyea-hyperscale-normalization-702ad9-a2.

  194. Assessment publishedBy this siteEd Zitron

    Anthropic's actual revenue in Q2 2026 was $11.6 billion, and AI companies do not disclose actual revenues or underlying economics.

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

    Assessment wyea-hyperscale-normalization-4cbdce-a1.

  195. Assessment publishedBy this siteEd Zitron

    Anthropic's reported $65 billion annualized run rate is an undefined figure that was reported uncritically.

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

    Assessment wyea-hyperscale-normalization-36ffb9-a1.

  196. HeldBy this siteEd Zitron

    Held record wyea-how-to-argue-with-an-ai-booster-dd7d5f

    hedged language is not scored, even on a plain reading

  197. HeldBy this siteEd Zitron

    Held record wyea-how-to-argue-with-an-ai-booster-c54af0

    The openai review reads the claim differently.

  198. Assessment publishedBy this siteEd Zitron

    OpenAI's growth will eventually slow because businesses are not getting real returns from AI.

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

    Assessment wyea-how-to-argue-with-an-ai-booster-a3e27b-a1.

  199. HeldBy this siteEd Zitron

    Held record wyea-how-to-argue-with-an-ai-booster-9fffa9

    The openai review reads the claim differently.

  200. Assessment publishedBy this siteEd Zitron

    Someone who cannot code cannot build a fully functional, secure, useful app entirely by vibe coding.

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

    Assessment wyea-how-to-argue-with-an-ai-booster-965aba-a1.