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

Claims that can’t be checked by Ed Zitron, page 7 of 14

Deadlines are judged as of 2026-10-29. About Ed Zitron and the sources covered.

Claims that can’t be checked by Ed Zitron (1320)

Public evidence cannot settle these claims, so they are recorded and attributed, not scored. Most were screened out: both AI providers read the claim on its own and found it a value judgment, rhetoric, hedged, too vague to test, or about something no public evidence could show. The rest were found to be recommendations or too open to test in a full review.

Page 7 of 14: claims 601 to 700 of 1320, ordered by the date first said, newest first. To find a claim by its words, use search.

  1. Assessment: Can’t be checkedSaid

    “All of this is to say that Altman definitely, absolutely loves war, and wants OpenAI to make money off of it”

  2. Assessment: Can’t be checkedSaid

    “Both of them are willing and able to provide technology that will surveil or kill people, and while Amodei may have blushed at something to do with autonomous weapons or domestic surveillance, neither appear to have an issue with the actual harms that their models perpetuate.”

  3. Assessment: Can’t be checkedSaid

    “If Hegseth and the administration were to truly want to punish Anthropic, they could put pressure on Amazon, Microsoft and Google to cut off Anthropic, which would cut it off from its entire compute operation”

  4. Assessment: Can’t be checkedSaid

    “This is ultimately a PR move to make Altman seem more ethical, and position Amodei as a pedant that rejects his patriotism and prioritizes legalese over freedom.”

  5. Assessment: Can’t be checkedSaid

    “Worse still, NVIDIA’s earnings also mentioned $27bn in cloud commitments — literally paying its customers to rent the chips it sells, heavily suggesting that there isn’t the underlying revenue.”

  6. Assessment: Can’t be checkedSaid

    “In reality, we should loathe both Altman and Amodei for their natural jingoism and continual deception.”

  7. Assessment: Can’t be checkedSaid

    “Generative AI isn’t intelligent, but it allows people to pretend that it is, especially when the people selling the software — Altman and Amodei — so regularly overstate what it can do.”

  8. Assessment: Can’t be checkedSaid

    “It’s so cool that OpenAI is just looting its non-profit!”

  9. Assessment: Can’t be checkedSaid

    “Neither of these men deserve a shred of credit or celebration. Both of them were and are ready and willing to monetize war, as long as it sort-of-kind-of follows the law.”

  10. Assessment: Can’t be checkedSaid

    “The vulgar dishonesty of Altman and Amodei puts blood on both of their hands, and it’s the duty of every single member of the media to remind people of this whenever you discuss their software.”

  11. Assessment: Can’t be checkedSaid

    “Dario Amodei seems far more interested in creating a world dictated by what the United States of America deems to be legal or just, and providing services to help pursue those goals, as does OpenAI and, I’d argue, basically every AI lab.”

  12. Assessment: Can’t be checkedSaid

    “Chief Executive Dario Amodei has spent the last few years massively overstating what LLMs can do in the pursuit of eternal growth.”

  13. Assessment: Can’t be checkedSaid

    “CoreWeave is arguably the largest AI compute vendor outside of the hyperscalers. If there was significant demand, none of this would be necessary.”

  14. Assessment: Can’t be checkedSaid

    “It might tell you it's completely compliant and that it will run like a hot knife through butter — but LLMs don’t know anything, and you cannot be sure Claude is telling the truth as a result.”

  15. Assessment: Can’t be checkedSaid

    “As I discussed last week, Anthropic’s primary business model is deception, muddying the waters of what’s possible today and what might be possible tomorrow through a mixture of flimsy marketing statements and chief executive Dario Amodei’s doomerist lies about all white collar labor disappearing.”

  16. Assessment: Can’t be checkedSaid

    “This is the grifter economy, and the people that should be stopping them are asleep at the wheel.”

  17. Assessment: Can’t be checkedSaid

    “This is thanks to the intentionally-deceptive marketing pedalled by Anthropic and validated by the media.”

  18. Assessment: Can’t be checkedSaid

    “If anything changes here — such as difficulty acquiring debt or investor pressure cutting capex — NVIDIA is in real trouble, as it’s made over $95 billion in commitments to build out for the AI bubble.”

  19. Assessment: Can’t be checkedSaid

    “Unprofitable, unsustainable AI threatens future of venture capital, private equity and the markets themselves.”

  20. Assessment: Can’t be checkedSaid

    “there is no AI SaaS story, and everything rides - and dies - on selling GPUs.”

  21. Assessment: Can’t be checkedSaid

    “CoreWeave Is A Time Bomb”

  22. Assessment: Can’t be checkedSaid

    “LLMs are not good enough for people to pay regular software prices at any scale, and the consequences of this will be that every single dollar spent on GPUs has been for exactly one point: manipulating the value of their stocks.”

  23. Assessment: Can’t be checkedSaid

    “In really simple terms, I believe that almost every investment in a data center or AI startup may go to zero.”

  24. Assessment: Can’t be checkedSaid

    “The tech industry has run out of hypergrowth ideas, and in its desperation hitched itself to the least-profitable hardware and software in history, then spent three straight years lying about what was possible to the media, analysts and shareholders.”

  25. Assessment: Can’t be checkedSaid

    “In reality, venture capital shouldn’t have touched LLMs with a fifteen foot pole, because the margins were obviously, blatantly bad from the very beginning.”

  26. Assessment: Can’t be checkedSaid

    “Similarly, it’s time for everybody — analysts, the media, members of congress, the fucking pope, I don’t care — to start treating these companies with suspicion, and to start demanding timelines.”

  27. Assessment: Can’t be checkedSaid

    “It turns out the deal didn’t exist and everybody fell for it! NVIDIA hasn’t sent a dime and likely won’t.”

  28. Assessment: Can’t be checkedSaid

    “AI does not have the business returns and may have negative gross margins.”

  29. Assessment: Can’t be checkedSaid

    “These deals are announced with the intention of suggesting there is more revenue and money in generative AI than actually exists.”

  30. Assessment: Can’t be checkedSaid

    “These subtle details suggest that the deal is not going to be for $15 billion, and the lack of activity suggests it might not happen at all.”

  31. Assessment: Can’t be checkedSaid

    “Generative AI is not a functional industry, and once the money works that out, everything burns.”

  32. Assessment: Can’t be checkedSaid

    “The likelihood of the majority of these projects being A) completed within the next year and B) completed on budget is very, very small.”

  33. Assessment: Can’t be checkedSaid

    “Before then, NVIDIA’s bubble is likely to burst.”

  34. Assessment: Can’t be checkedSaid

    “It is time to wake up. These are the real-life costs of running an AI company. OpenAI and Anthropic are going to be even worse.”

  35. Assessment: Can’t be checkedSaid

    “CoreWeave made $1.36 billion in revenue (and lost $110 million doing so) in its last quarter — and if that’s indicative of the kind of actual, real demand for AI compute, I think it’s time to start panicking about whether all of this was for nothing.”

  36. Assessment: Can’t be checkedSaid

    “More than likely NVIDIA is doing relatively boring vendor financing stuff and getting people to pay them on 50-60 day time scales — probably net 60, and, like it said, it gets paid upfront sometimes.”

  37. Assessment: Can’t be checkedSaid

    “And yes, while I believe that one day this will all be seen as one of the most egregious wastes of capital of all time, for the time being, Jensen Huang may be one of the most successful salespeople in business history.”

  38. Assessment: Can’t be checkedSaid

    “Once this pops — and it will pop, because there is simply not enough money to do this forever — there must be a referendum on those that chose to ignore the naked instability of this era, and the endless lies that inflated the AI bubble.”

  39. Assessment: Can’t be checkedSaid

    “In simple terms, big tech — Amazon, Google, Microsoft and Meta, but also a number of other companies — no longer has the “next big thing,” and jumped on AI out of an abundance of desperation.”

  40. Assessment: Can’t be checkedSaid

    “It’s entirely possible that everything NVIDIA is doing is above board. Great! But that doesn’t do anything for the deep pit of dread in my stomach.”

  41. Assessment: Can’t be checkedSaid

    “Blackwell does not appear to be “more efficient” in a way that actually makes anybody a profit, and we’re potentially years from seeing these GPUs in operation in data centers at the scale they’re being shipped — so why would anybody be buying more?”

  42. Assessment: Can’t be checkedSaid

    “Nobody seriously thought that NVIDIA was like Enron before (though JustDario, who has been questioning its accounting practices for years, is a little suspicious), because Enron was one of the largest criminal enterprises in history, and NVIDIA is at worst, I believe, a big, dodgy entity that is doing whatever it can to survive.”

  43. Assessment: Can’t be checkedSaid

    “In fact, before NVIDIA put out a letter saying how it was nothing like Enron I would have staunchly defended the company against the Enron allegations, because I truly do not think NVIDIA is committing fraud.”

  44. Assessment: Can’t be checkedSaid

    “In fact, I’m not even saying it goes tits up. Hell, it might even have another good quarter or two.”

  45. Assessment: Can’t be checkedSaid

    “Based on the information in this piece, OpenAI’s costs and revenues are potentially dramatically different to what we believed.”

  46. Assessment: Can’t be checkedSaid

    “Based on these numbers, it appears that OpenAI may be the single-most cash intensive startup of all time, and that the cost of running large language models may not be something that can be supported by revenues.”

  47. Assessment: Can’t be checkedSaid

    “Based on these numbers, it appears that OpenAI may be the single-most cash intensive startup of all time, and that the cost of running large language models may not be something that can be supported by revenues.”

  48. Assessment: Can’t be checkedSaid

    “Nevertheless, Anthropic’s costs exploded in the space of a month by $135.2 million (35%) - likely due to the fact that users, as I reported in mid-July, were costing it thousands or tens of thousands of dollars in compute, a problem it still faces to this day”

  49. Assessment: Can’t be checkedSaid

    “And I was god damn right. Or, at least, it sure looks like I am. I’m hedging, forgive me. I cannot say for certain, but I see a pattern.”

  50. Assessment: Can’t be checkedSaid

    “When I wrote that Anthropic and OpenAI had begun the Subprime AI Crisis back in July, I assumed that the increase in costs was burdensome, but having the information from its AWS bills, it seems that Anthropic’s actions directly caused Cursor’s costs to explode by over 100%.”

  51. Assessment: Can’t be checkedSaid

    “Now, the jump in costs — $65.1 million or so between April and May — likely comes as a result of the final training for Sonnet and Opus 4, as well as, I imagine, some sort of testing to make sure Claude Code was ready to go.”

  52. Assessment: Can’t be checkedSaid

    “It’s very difficult to see Service Tiers as anything other than an aggressive rent-seeking maneuver.”

  53. Assessment: Can’t be checkedSaid

    “I’m tired that so many people have tried to pretend there’s a justification for burning billions of dollars every year, clinging to empty tropes about how this is just like Uber or Amazon Web Services, when Anthropic has built something far more mediocre.”

  54. Assessment: Can’t be checkedSaid

    “What I believe happened to Cursor will likely happen to every AI-native company, because in a very real sense, Anthropic’s products are a wrapper for its own models, except it only has to pay the (unprofitable) costs of running them on Amazon Web Services and Google Cloud.”

  55. Assessment: Can’t be checkedSaid

    “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.”

  56. Assessment: Can’t be checkedSaid

    “I am guessing, because I do not know, but with $4.85 billion of other expenses to account for, it’s reasonable to believe Anthropic spent an amount similar to its AWS spend on Google Cloud.”

  57. Assessment: Can’t be checkedSaid

    “It’s likely the June 2025 spike in revenue came from the introduction of service tiers, which specifically target prompt caching, increasing the amount of tokens you’re charged for as an enterprise customer based on the term of the contract, and your forecast usage.”

  58. Assessment: Can’t be checkedSaid

    “I have sat with these numbers for a great deal of time, and I can’t find any evidence that Anthropic has any path to profitability outside of aggressively increasing the prices on their customers to the point that its services will become untenable for consumers and enterprise customers alike.”

  59. Assessment: Can’t be checkedSaid

    “As a result, both OpenAI and Anthropic can (and may very well!) devour the market of any company that builds on top of their models.”

  60. Assessment: Can’t be checkedSaid

    “Anthropic and Amodei’s sudden willingness to take large swaths of capital from the Gulf States does not suggest that it’s not at least a little desperate for capital, especially given Anthropic has, according to Bloomberg, “recently held early funding talks with Abu Dhabi-based investment firm MGX” a month after raising $13 billion.”

  61. Assessment: Can’t be checkedSaid

    “As you can see, Cursor’s costs continue to balloon in July, and I am guessing it’s because of the Service Tiers situation — which, I believe, indirectly resulted in Cursor pushing more users to models that it runs on Amazon’s infrastructure.”

  62. Assessment: Can’t be checkedSaid

    “The conservative estimate of capital expenditures related to data centers is around $400 billion, but given the $50 billion a quarter in private credit, I’m going to guess it breaks $500 billion, all to build capacity for an industry yet to prove itself.”

  63. Assessment: Can’t be checkedSaid

    “The only thing “powerful” about generative AI is its mythology.”

  64. Assessment: Can’t be checkedSaid

    “This is nothing like anything you’ve seen before, because this is the dumbest shit that the tech industry has ever done.”

  65. Assessment: Can’t be checkedSaid

    “Anyway, I cannot be clear enough how unlikely it is that (as NVIDIA has said) “the first gigawatt of NVIDIA systems will be deployed in the second half of 2026,” and that’s if it has bought the land and got the permits and ordered the construction, none of which has happened yet.”

  66. Assessment: Can’t be checkedSaid

    “It’s often emotive — or at the very least, driven or inspired by a given emotion — which is something that an AI simply can’t replicate in a way that’s authentic and believable.”

  67. Assessment: Can’t be checkedSaid

    “The bubble has entered its most pornographic, aggressive and destructive stage, where the more obvious it becomes that they’re cooked, the more ridiculous the generative AI industry will act — a dark juxtaposition against every new study that says “generative AI does not work” or new story about ChatGPT’s uncanny ability to activate mental illness in people.”

  68. Assessment: Can’t be checkedSaid

    “The only reason anyone humours any of this crap is the endless hoarding of GPUs to build capacity for a revolution that will never arrive.”

  69. Assessment: Can’t be checkedSaid

    “Members of the media, I am begging you, stop doing this.”

  70. Assessment: Can’t be checkedSaid

    “The model companies similarly started going after individual and business customers, offering software and subscriptions that promised the world, though this mostly boiled down to chatbots that could generate stuff, and then doubled down with the promise of “agents” — a marketing term that’s meant to make you think “autonomous digital worker” but really means “broken digital product.””

  71. Assessment: Can’t be checkedSaid

    “I must be clear that these deals are intentionally made to continue the myth of generative AI, to pump NVIDIA, and to make sure OpenAI insiders can sell $10.3 billion of shares.”

  72. Assessment: Can’t be checkedSaid

    “In a very real sense, OpenAI threatens the future of available capital for the tech industry.”

  73. Assessment: Can’t be checkedSaid

    “This NVIDIA deal is a farce — an obvious attempt by the largest company on the American stock market to prop up the one significant revenue-generator in the entire industry, knowing that time is running out for it to create new avenues for eternal growth.”

  74. Assessment: Can’t be checkedSaid

    “Generative AI exists for two reasons: to cost money, and to make executives look busy.”

  75. Assessment: Can’t be checkedSaid

    “Generative AI was always set up to fail, because it was meant to be everything, was talked about like it was everything, is still sold like it’s everything, yet for all the fucking hype, it all comes down to two companies: OpenAI, and, of course, NVIDIA.”

  76. Assessment: Can’t be checkedSaid

    “OpenAI is the generative AI industry — and it’s a dog of a company.”

  77. Assessment: Can’t be checkedSaid

    “Big tech has spent over $500 billion in capital expenditures in the last 18 months, and all told — between investments of cloud credits and infrastructure — will likely sink over $600 billion by year's-end.”

  78. Assessment: Can’t be checkedSaid

    “AI is being sold as a transformational technology, and I am yet to see it transform anything.”

  79. Assessment: Can’t be checkedSaid

    “We Are Not In The Early Days Of Generative AI, And Anyone Using This Argument Is Either Ignorant Or Intentionally Deceptive”

  80. Assessment: Can’t be checkedSaid

    “In fact, I believe that thanks to effectively infinite resources, we've speed-run the entire Large Language Model era, and we're nearing the end.”

  81. Assessment: Can’t be checkedSaid

    “The answer, of course, is that it has no intellect, is not intelligent, and Large Language Models are being pushed up a mountain by a cadre of people who are either easily impressed or invested — either emotionally or financially — in its success due to the company they keep or their intentions for the world.”

  82. Assessment: Can’t be checkedSaid

    “Anyway, AI 2027 is fan fiction, nothing more, and just because it’s full of fancy words and has five different grifters on its byline doesn’t mean anything.”

  83. Assessment: Can’t be checkedSaid

    “We don’t know if AGI is possible, anyone claiming they do is lying.”

  84. Assessment: Can’t be checkedSaid

    “Anyone falling for this is a mark, and OpenAI should have gone out of its way to correct people.”

  85. Assessment: Can’t be checkedSaid

    “As I've said in the past, OpenAI is deliberately using Weekly Active Users so that it doesn't have to publish its monthly active users, which I believe would be higher.”

  86. Assessment: Can’t be checkedSaid

    “As things begin to collapse — and they sure look like they're collapsing, but I am not making any wild claims about "the bubble bursting" quite yet — it will look increasingly more deranged to bluntly publish everything that these companies say.”

  87. Assessment: Can’t be checkedSaid

    “There's a good chance that Anthropic and OpenAI dominate the capex of Amazon and Microsoft, in part because what the fuck else are they buying all these GPUs for, as their own AI services don't seem to be making that much money at all.”

  88. Assessment: Can’t be checkedSaid

    “Outside of ChatGPT, there’s really no proof that these products are anything remotely essential, and I argue there’s very little about ChatGPT that Microsoft couldn’t provide with rate limits via Copilot.”

  89. Assessment: Can’t be checkedSaid

    “It must go public, because at a valuation of $300 billion, OpenAI can no longer be acquired, because nobody has that much money and, if let’s be real, nobody actually believes OpenAI is worth that much.”

  90. Assessment: Can’t be checkedSaid

    “Anyway, long story short, these companies are unprofitable with no end in sight, don’t even make that much money in most cases, are valued more than anybody would ever buy them for, do not have much in the way of valuable intellectual property, and the two biggest players burn billions of dollars more than they make.”

  91. Assessment: Can’t be checkedSaid

    “OpenAI doesn’t break out the actual revenues behind these numbers for a reason, and I believe that reason is “they don’t look as good.””

  92. Assessment: Can’t be checkedSaid

    “In fact, generative AI is turning out to be a fever dream entirely made up by big tech. OpenAI would be dead if it wasn’t for the massive infrastructure provided by Microsoft at-cost in return for rights to its IP, research, and the ability to sell its models on top of the tens of billions of dollars of venture capital thrown into its billion-dollar cash incinerator.”

  93. Assessment: Can’t be checkedSaid

    “To be clear, OpenAI, by my estimates, has only made around $5.26 billion this year (and will have trouble hitting its $12.7 billion revenue projection for 2025), and will likely lose more than $10 billion to do so.”

  94. Assessment: Can’t be checkedSaid

    “It feels as if everything is aligning for disaster, and I fear there’s nothing that can be done to avert it.”

  95. Assessment: Can’t be checkedSaid

    “I don’t think this happens! I think this is a silly idea, and the most likely situation would be that Microsoft would unhinge its jaw and swallow OpenAI and its customers whole.”

  96. Assessment: Can’t be checkedSaid

    “I’m not saying these companies are unnecessary, so much as they may very well be impossible to run as real businesses.”

  97. Assessment: Can’t be checkedSaid

    “And, like homeowners in the dismal years of 2008 and 2009, they’re almost certainly underwater — they just haven’t realized it yet.”

  98. Assessment: Can’t be checkedSaid

    “If OpenAI is making a billion dollars a month, it is possibly losing that much (or more) after revenue, and that’s the money it can get selling the product in a form that can never turn profitable.”

  99. Assessment: Can’t be checkedSaid

    “This isn’t anything like any boom that leads to something, and it’s because the economics do not make sense.”

  100. Assessment: Can’t be checkedSaid

    “Anthropic would be dead if both Google and Amazon — the latter of which provides much of its infrastructure — hadn’t invested billions in keeping it alive so that it can burn $3 billion or more in 2025 while fucking over its enterprise customers and rate limiting the rest.”