The AI Bubble Is An Information War
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A detailed critical analysis arguing that the AI industry is engaged in an information war, with OpenAI and Anthropic systematically misleading investors and the public through inconsistent financial projections and selective media leaks. The piece dissects CoreWeave's deteriorating unit economics, challenges OpenAI's reported $13.1bn revenue and $8bn loss figures using napkin math that suggests far larger losses, and debunks common pro-AI-boom talking points (the Amazon comparison, user counts, Claude Code revenues). It also covers Anthropic's military contract dispute with the Pentagon over Claude's use in the Iran conflict, arguing Anthropic's 'safety' stance is largely performative since it supports all other military uses. Sam Altman's subsequent Pentagon deal with 'all lawful use' language is criticized as enabling mass surveillance under legal cover.
Table of contents
OpenAI’s $15bn, $35bn , or $110bn Round, Where Amazon Only Invested $15bn, and NVIDIA and SoftBank Are Paying In Installments — Stop Reporting That It Raised $110bn, It Is Factually IncorrectAnthropic Is Fully Supportive Of The US Military Using Claude In The War In Iran, Wants To Help Governments Go To War And Kill People, And Wants You To Believe OtherwiseSam Altman Is A Coward That Wants To Have It Both Ways — Make No Mistake, He Wants ChatGPT Used By The MilitaryWhat Happens Now?Amodei And Altman: Two Cowards, Both Alike In Dignity2 Comments
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