Grok's tally of Ed Zitron's failed AI calls: Anthropic posted $16.3B H1 revenue, 8% GAAP margin
firstadopter · x · 2026-11-01
Investor firstadopter doubts Ed Zitron's portrayal of Anthropic's inference economics on Jon Stewart's show, sharing a Grok-generated list of Zitron's failed predictions: generative AI "peaked" (it didn't), Gemini's 500M user target "unrealistic" (hit 750M+, then 1B), OpenAI's $11.6B 2025 forecast "financial crime" (actual: $13.07B audited), and an AI bubble pop by Q2 2026 (didn't happen). Grok also cites Anthropic's S-1: $16.3B H1 revenue (14x up), $974M Q2 GAAP operating profit (8% margin), compute costs down to 48% of revenue, with the $80.7B net loss almost entirely non-cash note revaluations. Numbers are from Grok's reply, unverified independently.
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