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

“OpenAI, Anthropic and other AI companies have actively conspired to mislead the world about the true costs of AI, and it was working great right up until they decided to try charging what it actually cost.”

AI Doesn't Have ROI, paragraph 25. The full statement is at the source.

Our reading, the sentence that was checked:

OpenAI, Anthropic and other AI companies actively conspired to mislead the world about AI's true costs, and this worked well until they decided to try charging what AI actually costs.

Assessment: Unresolved Evidence as of

Where and when Ed Zitron wrote it

Where's Your Ed At, AI Doesn't Have ROI, paragraph 25.

Said
Source observed
live page, full text, public
Evidence as of
the cutoff for this assessment
Assessment recorded
assessment wyea-ai-doesnt-have-roi-57410c-a2

We recorded 18 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 2026-06-02. This page does not claim the wording was captured then.

What the claim commits to

Kind
Observation
Deadline, as the speaker wrote it
None stated. This site does not add one.
Deadline state when assessed
No horizon
Deadline state on 2026-10-29
No horizon (the release’s reference date)

From the speaker

  • OpenAI, Anthropic and other AI companies
  • actively conspired
  • mislead the world about the true costs of AI
  • working great right up until
  • charging what it actually cost

Our interpretation

  • The plain reading alleges knowing coordination between companies to deceive customers about costs, not merely similar pricing strategies or independent promotional claims.
  • The claim also alleges that the deception succeeded and ended when companies attempted cost-covering billing.
  • The surrounding references to the last few years and Q1 2026 billing changes place the alleged conduct in the period approximately June 2022 through the post.
  • This is principally an allegation about coordinated conduct and intent, rather than a specified financial amount.

Counts as supported if: Authenticated communications, admissions, or substantiated investigative findings establish coordinated cost deception involving the named companies, customer deception resulting from it, and the claimed transition to attempted cost-covering charges.

Counts as contradicted if: A sufficiently comprehensive documentary record or substantiated investigation affirmatively disproves the alleged coordination or establishes that the claimed deception and billing sequence did not occur.

Retrospective: these criteria were written after the outcome was public.

Current assessment

Was it true for the period described?

Outcome: Unresolved

The record was checked, and the evidence available by the cutoff does not settle it.

Scored on a plain reading. The speaker named no measure for this claim, so it was judged on the reading an informed reader would take, stated below under our interpretation. Both reviews had to find that reading fair.

Evidence as of
Deadline state when assessed
No horizon
Assessment recorded
Policy version
2026-10-28.7

Rationale

The FTC report released January 17, 2025 expressly makes no assessment of whether anyone engaged in illegal conduct [e1]. Washington Technology's August 21, 2025 article reports Ask Sage's allegations that government agreements misled agencies about costs and capabilities [e2]. The article does not establish coordinated cost deception by OpenAI and Anthropic [e2]. Neither item establishes or affirmatively disproves the alleged coordination, its claimed customer effects, or the claimed transition to cost-covering billing [e1, e2].

Limitations

  • The FTC report does not resolve the specific allegation of coordinated cost deception [e1].
  • The procurement article reports allegations rather than substantiated findings of coordination or resulting customer deception [e2].
  • Neither item supplies matched provider-cost and contract records establishing when charges covered costs [e1, e2].

Evidence (2 items)

  • Context only: Federal Trade Commission, Office of Technology,

    does not reflect any assessment

    Why it matters here: The primary regulatory report examines Microsoft–OpenAI, Amazon–Anthropic, and Google–Anthropic partnerships and potential competition concerns. It supplies no finding establishing the alleged cost-deception conspiracy, and its disclaimer also prevents treating it as exoneration.

    Publisher
    Federal Trade Commission, Office of Technology
    Kind of source
    Secondary summary
    Describes events of
    Public from
  • Context only: Washington Technology,

    Ask Sage claims

    Why it matters here: This reports a competitor's procurement protests and concerns about how government agreements were presented. It is evidence of an allegation, not a finding of coordination, successful worldwide deception, or subsequent cost-covering billing; the underlying protest was not obtained.

    Publisher
    Washington Technology
    Kind of source
    News report
    Describes events of
    Public from

What would settle it

Authenticated communications or substantiated investigative findings establishing or affirmatively disproving the alleged coordination, plus evidence of customer effects and dated billing records matched to defined provider costs to test the claimed sequence through June 2, 2026.

Where it was said (1)

Said once in the sources this register covers.

  • : Where's Your Ed At, AI Doesn't Have ROI

    OpenAI, Anthropic and other AI companies have actively conspired to mislead the world about the true costs of AI, and it was working great right up until they decided to try charging what it actually cost.

    Published
    2026-06-02
    Source observed
    , live page
    Access
    full text, public

History

Assessment versions

Recorded events

  1. Assessment publishedBy this site

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

    About assessment wyea-ai-doesnt-have-roi-57410c-a2.