Revisiting Ed Zitron's 'There Is No AI Revolution' 20 months later: bold calls, mixed record
ShakeelHashim · x · 2026-10-27
rezendi resurfaced Ed Zitron's Feb 2025 essay "There Is No AI Revolution" and its entertaining highlights: Anthropic "made up" its $12B 2027 revenue projection, the $60B valuation was unjustified after $14.7B raised, both OpenAI and Anthropic "categorically failed to productize" LLMs, and Anthropic lost $5.6B in a year. The essay's core thesis: generative AI lacks the unit economics of a real software boom — costs scale with usage, ChatGPT's 400M weekly users aren't Instagram-like economics, and outside OpenAI the industry may be hopelessly small. The retweeter frames it as an entertaining 20-months-later retrospective.
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