Ed Zitron Observation First said 2025-10-20

“In my opinion — and this is just my gut instinct — I believe that it is either significantly more expensive to run Anthropic than we know, or Anthropic’s leaked (and stated) revenue numbers are worse than we believe.”

This Is How Much Anthropic and Cursor Spend On Amazon Web Services, paragraph 42. The full statement is at the source.

Our reading, the sentence that was checked:

In his opinion, as a gut instinct, either Anthropic is significantly more expensive to run than is known, or its leaked and stated revenue numbers are worse than believed.

Assessment: Can’t be checked Not checked against evidence

Where and when Ed Zitron wrote it

Where's Your Ed At, This Is How Much Anthropic and Cursor Spend On Amazon Web Services, paragraph 42.

Said: 2025-10-20
Source observed: 2026-10-28live page, full text, public
Evidence: Not checkedboth screens found it cannot be checked
Assessment recorded: 2026-10-29assessment wyea-costs-71fd55-a1

We recorded 25 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 2025-10-20. 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)

Conditions

in my opinion, just my gut instinct (qualifier, stated by the speaker)
he does not know one way or another (qualifier, stated by the speaker)

From the speaker

in my opinion, just my gut instinct
he does not know one way or another

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

Each screen gave its own reason:

Too vague to test: informed readers would test it in different ways and reach different answers.
Stated as a chance or a possibility, or at medium or low confidence.

Evidence: Not checked
Deadline state when assessed: No horizon
Assessment recorded: 2026-10-29
Policy version: 2026-10-28.7

Rationale

Not checked against evidence. Two independent screens, one from each provider, both found that evidence could not settle it: one found it too vague to test: informed readers would test it in different ways and reach different answers; the other found it 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.

This claim is about Anthropic, and models from Anthropic worked on this record: claude-opus-5-5 extracted it and claude-opus-5-5 screened it. Agreement between models is a check, not proof.

This claim was not checked against evidence. claude-opus-5-5 (Anthropic) extracted it from the post and wrote the sentence at the top, our reading of the claim. claude-opus-5-5 (Anthropic) and gpt-6-astra (OpenAI) then screened it independently, without seeing each other’s answers. Both confirmed that the sentence says what the author said, and both found that public evidence could not settle the claim. No model wrote the assessment: code composed its text from the two screens, so there was no separate check of the final text. Code, not a model, decided whether it could be published.

Agreement between models is a check on the record, not proof that the assessment is right. Anthropic and OpenAI make these models, and some claims on this site are about those companies. How the method works.

Where it was said (1)

Said once in the sources this register covers.

2025-10-20: Where's Your Ed At, This Is How Much Anthropic and Cursor Spend On Amazon Web Services
In my opinion — and this is just my gut instinct — I believe that it is either significantly more expensive to run Anthropic than we know, or Anthropic’s leaked (and stated) revenue numbers are worse than we believe.
Where
paragraph 42
Published
2025-10-20
Source observed
2026-10-28, live page
Access
full text, public

History

Assessment versions

Assessment wyea-costs-71fd55-a1: Current. Outcome: Can’t be checked. Not checked against evidence. Public date not recorded.

Recorded events

2026-10-29
Assessment publishedBy this site
First assessment published after both reviews and the final-text check passed.
About assessment wyea-costs-71fd55-a1.