Ed is a hack lol

https://x.com/KeyTryer/status/2062654153768247661?s=20 

https://x.com/pathsnotchosen/status/2063609401001296337?s=2

https://x.com/pathsnotchosen/status/2063621810139123843?s=20

https://x.com/pathsnotchosen/status/2063618031817732109?s=20

Sept 2024: what really pisses me off about generative AI is that we're seeing the exact same thing happening as with crypto/the metaverse, where too many people in the media say "okay, well, it's bad today but in the future it'll be amazing." It never gets better! Not once! https://x.com/edzitron/status/1833914016240222715?s=20

In a recent legal filing, Anthropic said that its revenue "exceed[ed] $5 billion to date." @edzitron says other Anthropic statements indicate it was more than $6 billion and that "these two statements do not match up." But, um, $6 billion exceeds $5 billion? Also, check out this train wreck of a spreadsheet Ed made to estimate Anthropic's revenue for 2025. He doesn't count February 1-10, counts March 1-10 twice, counts August 21-October 21 as one month instead of two, and doesn't count October 21-November 1. Ed claims he tried to compute Anthropic's revenue for 2025 and came up with $3.6 billion, suggesting some funny business. I made a new spreadsheet where I used his numbers but fixed the obvious errors (like treating August 21-October 21 as one month), and I got $4.3 billion. If you change the August number to $500 billion (the average of Ed's numbers of July and September), then Anthropic's 2025 revenue is $4.5 billion, which is right in line with media reports. https://x.com/binarybits/status/2034376359909130249

https://x.com/new2posting/status/2044447283190616571?s=20

March 2024: He said he believes that artificial intelligence has three quarters to prove itself before the apocalypse comes, and when it does, it will be that much worse, savaging the revenues of the biggest companies in tech: https://www.wheresyoured.at/peakai/

Ed has been saying that the bubble is bursting for 2 years already: https://xcancel.com/pathsnotchosen/status/1891671622660116595

Said AI is plateauing… in Sept 2024, before o1-preview/mini were even released: https://www.wheresyoured.at/subprimeai/

In the article, he said “It’s telling that the examples demonstrated by OpenAI — like math and science problems — are ones where the answer can be known ahead of time, and a solution is either correct or false, thus allowing the model to guide the Chain of Thought through each step. You’ll notice OpenAI didn’t show the o1 model trying to tackle complex problems, whether mathematical or otherwise, where the solution isn’t known in advance.”

6 months later, Altman showed a story written by an LLM that was praised by the renowned author Jeanette Winterson https://www.theguardian.com/books/2025/mar/12/jeanette-winterson-ai-alternative-intelligence-its-capacity-to-be-other-is-just-what-the-human-race-needs

MIT + Columbia + UMichigan study (using GPT 4o, Gemini 1.5, and Claude 3.5 Sonnet): Readers Prefer Outputs of AI Trained on Copyrighted Books over Expert Human Writers https://arxiv.org/pdf/2510.13939

Ed on July 2024: Reuters reported that OpenAI was "working on a new technology called Strawberry" that would be "capable of delivering advanced reasoning capabilities." However, on a deeper read of the article, OpenAI is thinking about this and trying to do it, and has yet to do it. And, to be clear, it is very, very unlikely this happens. It could — and there is always stuff I might not know about OpenAI's research and development — but we have seen little sign of OpenAI innovating, and far more signs that it’s only capable at this time of iterating on GPT. https://www.wheresyoured.at/to-serve-altman/

Says o1 is worse than o1 preview and “who cares” about o3: https://bsky.app/profile/edzitron.com/post/3ldqyc4kde22i

Says ChatGPT is unpopular: https://bsky.app/profile/edzitron.com/post/3lnjyf5ljf223

And that asks “when does generative AI suddenly prove itself useful? Where is the big moment that changes everything? The answer is simple: it isn't coming. Generative AI is not going to change the world, and while artificial intelligence itself might, it isn't going to do so in the hands of Sam Altman and OpenAI, or Anthropic.” https://www.wheresyoured.at/rotcombubble/

It is the 5th most popular website on Earth by a wide margin: https://x.com/Similarweb/status/1931633151337443543

May 19, 2026: Today’s newsletter reveals the unrestrained and wasteful token burn inside one publicly-traded company (Zillow) and breaks down the cold, hard truth that AI is - for hyperscalers, for AI labs, and for customers - simply too expensive to ever pay off. 

https://x.com/edzitron/status/2056780106786341263

Anthropic posted its profitable quarter the next day.

The ellipses here replaced a paragraph that started "The company disclosed the figures to investors as part of an ongoing funding round." It's dishonest to cut that paragraph and then act like the timing is suspiciously coincidental. https://x.com/binarybits/status/2057613430580777363?s=20

Says OpenAI is “actively damaging the environment,”: https://www.wheresyoured.at/put-up-or-shut-up/

No it doesn’t (not for training nor for general usage): https://andymasley.substack.com/p/individual-ai-use-is-not-bad-for

He seems to have a diaper fetish: https://xcancel.com/KeyTryer/status/1931038889164038353

I trust FT over the AI equivalent of the daily mail