“Indeed, THE big issue for Anthropic is that the kind of revenue they were making in the second quarter of this year may well not recur, at the same scale, next year, now that, in the aftermath of the collapse of tokenmaxxing, companies like ATT are increasingly turning to open source models from other vendors, in order to save costs.”
Our reading, the sentence that was checked:
Anthropic's Q2 2026 level of revenue may well not recur at the same scale in 2027, as companies shift to cheaper open source models.
Assessment: Can’t be checked Not checked against evidence
Where and when Gary Marcus wrote it
Marcus on AI, ARR vs ARR. Watch out for this one sly trick., paragraph 6.
- Said
- Source observed
- live page, full text, public
- Evidence
- Not checkedboth screens found it cannot be checked
- Assessment recorded
- assessment marcus-arr-vs-arr-watch-out-for-this-one-37c253-a1
We recorded 2 claims from this post. See every claim from this post.
The wording above is the version this site observed on 2026-10-28. The source may have been edited after 2026-08-22. This page does not claim the wording was captured then.
What the claim commits to
- Kind
- Forecast
- Deadline, as the speaker wrote it
- “next year”
- Deadline state when assessed
- No horizon
- Deadline state on 2026-10-29
- No horizon (the release’s reference date)
Conditions
- companies turning to open source models after collapse of tokenmaxxing (qualifier, stated by the speaker)
From the speaker
- companies turning to open source models after collapse of tokenmaxxing
- next year
- same scale as Q2 2026
Our interpretation
None added.
This claim is not graded on evidence. The record checks that the words are quoted correctly and attributed to the right person, and that the claim is classified correctly.
Current assessment
Not graded on evidence
Outcome: Can’t be checked
Both AI providers screened this claim on their own and found that public evidence could not settle it. It is recorded and attributed, not scored.
Why it can’t be checked
Both screens gave the same reason:
- Stated as a chance or a possibility, or at medium or low confidence.
- Evidence
- Not checked
- Deadline state when assessed
- No horizon
- Assessment recorded
- Policy version
- 2026-10-28.7
Rationale
Not checked against evidence. Two independent screens, one from each provider, both found this stated as a chance or a possibility, or at medium or low confidence.
Limitations
None recorded.
Evidence (0 items)
No evidence was searched for. Both screens found that public evidence could not settle this claim.
Where it was said (1)
Said once in the sources this register covers.
: Marcus on AI, ARR vs ARR. Watch out for this one sly trick.
Indeed, THE big issue for Anthropic is that the kind of revenue they were making in the second quarter of this year may well not recur, at the same scale, next year, now that, in the aftermath of the collapse of tokenmaxxing, companies like ATT are increasingly turning to open source models from other vendors, in order to save costs.
- Where
- paragraph 6
- Published
- 2026-08-22
- Source observed
- , live page
- Access
- full text, public
History
Assessment versions
- Assessment marcus-arr-vs-arr-watch-out-for-this-one-37c253-a1: Current. Outcome: Can’t be checked. Not checked against evidence. Public date not recorded.
Recorded events
Assessment publishedBy this site
First assessment published after both reviews and the final-text check passed.
About assessment marcus-arr-vs-arr-watch-out-for-this-one-37c253-a1.