Four Horsemen of the AIpocalypse

This title could be clearer and more informative.Try out Clickbait Shieldfor free (5 uses left this month).

Ed Zitron argues the AI industry is in a dangerous bubble, presenting four major warning signs: Anthropic's chronic service outages and degraded model quality (Claude Opus 4.7 reportedly worse than 4.6), the revelation that Claude Mythos was held back due to capacity constraints rather than safety concerns, NVIDIA selling more

#ai

#github

#openai

#nvidia

#anthropic

Yesterday•30m read time•From wheresyoured.at

Table of contents

Anthropic’s Products Are Constantly Breaking Because It Doesn’t Have Enough Capacity, And Opus 4.7 Is Both Worse and Burns More Tokens AI Compute Demand Is Being Inflated By Anthropic and OpenAI, With More Than 50% of AI Data Centers Under Construction Built For Two Companies, and Only 15.2GW of Capacity Under Construction Through The End of 2028 NVIDIA Claims To Have $1 Trillion In Sales Visibility Through 2027, But Only $285 Billion GPUs Worth Of Data Centers Are Under Construction — NVIDIA Is Selling Years’ Worth of GPUs In Advance And Warehousing Them AI Is Really Expensive, With Companies Spending As Much As 10% Of Headcount Cost On LLM Tokens, And May Reach 100% of Headcount Cost In The Next Few Quarters The Subprime AI Crisis Continues, With Microsoft Starting Token-Based Billing For GitHub Copilot Later This Year, And Anthropic Already Moving Enterprise Customers To API Rates This Is The Era of AI Hysteria