I've been so Zitron'd that I find this just funny
OpenAI is going to implode soon. They would have to raise an unfathomable amount of money, it's literally never been done and is so much it won't happen. That's why they're going to collapse.
He could have predicted that OpenAI would raise an unprecedented amount of money and are not going to collapse. He clearly believed differently.
Some highlights:
Feb 2024: "I believe we're reaching the upper limits about what generative AI can do and how accurate its outputs can be."
July 2024: "Generative AI, as I said back in March, is peaking, if it hasn't already peaked. It cannot do much more than it is currently doing, other than doing more of it faster with some new inputs"
July 2024: "Generative AI models aren’t getting more energy-efficient, nor are they getting more “powerful”
August 2024: "generative AI is a dead-end technology that has peaked”
Dec 2024: "I also warned you in March that generative AI had already peaked.”
Jan 2025: "I believe we’re at peak AI"
February 2025: "Sam Altman deputizing Orion from GPT-5 to GPT-4.5 suggests that OpenAI has hit a wall with making its next model, requiring him to lower expectations"
April 2025: "It also, at this point, is pretty obvious that generative AI isn't going to do much more than it does today."
August 2025: "These models have clearly hit a wall where training is hitting diminishing returns"
Nov 2025: "the fact we're running out of high quality training data and we're hitting the walls of scaling laws, in the training paradigm, these models aren't getting better. What we're seeing today is pretty much what they're always gonna be like"
Despite the ridiculous amount of capital being spent, the AI industry is still essentially in its startup phase, incubated in the fake-it-till-you-make-it Silicon Valley startup culture. The entire economy has been taken along for the ride. Failure is not an option.
So when the big AI players make extraordinary claims with limited evidence, or when things don't quite add up (like the HuggingFace incident), yet everything somehow seems to lead to "AI is even more powerful than we thought!", I think it's sensible to be skeptical until proven otherwise.
Zitron consistently presents the skeptic case, and many cases the hypotheses he's putting out there seem more plausible than the "official" AI narrative. Simple as that.