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Comment by solid_fuel

9 hours ago

I would be interested in seeing a similar list of predictions from Altman, Amodei, etc with annotations about how many have come true. Ed Zitron is a blow hard and frequently overstates things to the point where it is hard to take seriously, but so are the AI industry leaders.

I have heard multiple breathless press releases warning that the end of white collar work is "just 6 months away" and that people not using the latest Mythos/Fable/Whatever model will be hopelessly left behind.

Dan Luu's piece talks about this! He gives the example of Ray Kurzweil, who is similarly catastrophically wrong about everything, just in the opposite direction as Zitron. Luu's point isn't that anti-AI analysis is bad; it's that Zitron is bad. Zitron is bad in this analysis no matter what Altman says. It could be the case that Altman is also bad.

  • > He gives the example of Ray Kurzweil, who is similarly catastrophically wrong about everything

    Is he, though? It seems to me that a lot of his predictions were surprisingly close to the mark, especially given how long ago they were made.

  • Altman and Zitron are like pro wrestlers. Their speech acts aren't for truth, they're for some spectacular effect on your feelings and your imagination that keeps you coming back for more.

    I encourage anyone interested in this to read On Bullshit by Harry Frankfurt, the best popular philosophy work in a long time.

    • Ed Zitrons wild claims might be for entertainment value, but Altman’s are for his own valuation. He’s bringing in hundreds of billions of dollars off those claims.

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    • Without reference to either person, I think this is essentially a misunderstanding of Frankfurt’s analysis: On Bullshit is about expressing sentiments without caring about their truth value, i.e. the concept of a “bull session.”

      Both Altman and Zitron are the opposite of Frankfurt’s bullshitter, because they both appear to evince genuine care for the truth value of their position.

      (Frankfurt is very subtle about this, in that he distinguishes the kind of performative lying you’re suggesting as distinct in moral and rhetorical content from bullshitting. The liar wants you to believe a specific thing; the bullshitter wants to regale you.)

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    • I think it’s appropriate in this day that people have to really shout and lament on and on about their thing just to get a few people to listen and/or consider parts of their argument. Nobody listens if you’re just casually proselytizing your grift.

  • Kurzweil made one big claim — Singularity around 2045. Everyone at the time thought it was a total joke and hundreds of years off, if even possible. Now, that is seen as a laughably long timeline.

    The rest is noise, I don't care what minor predictions he was wrong about, he called the big trend back when nobody else could make a trendline.

  • The fact that you know Ed Zitron's name means that, regardless of his predictions being consistently wrong (which they are), his strategy for manipulating human attention has been correct.

    The question is whether he sincerely believes his own predictions or if he cynically is aware that you can create a career for yourself being a guy who says bombastic clickbait-worthy things people emotionally want to be true, instead of measured assessments of reality.

    Problem is, you wouldn't know Ed Zitron's name if every piece he wrote basically said "AI might be a bit overhyped short term but will have lasting economic impacts." Booooorrrring.

    The reverse is also true. OpenAI and Anthropic aren't going to get much media attention if they don't make silly claims like "all white collar jobs gone in 2 years."

    And no, this isn't a new problem due to "the algorithm." Media has always been like this. Zitron is just another Peter Schiff with younger skin. The problem is human nature in general.

    Hence why AI isn't going to kill media. We don't actually want sober, rational assessments of all available information from hyper-intelligent LLMs. This is unsatisfying. We want emotional validation, drama, adversarial identity and spectacle. Truth is rarely what we are seeking.

    • I don't care whether he believes his own predictions, only that they're so frequently incoherent and false.

    • > his strategy for manipulating human attention has been correct.

      "Correct" is not the word you're looking for here. More like "very effective". His strategy for manipulating human attention is very effective, but the correctness of his strategy isn't relevant here, so I'm not sure why you're bringing that up.

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  • I'm going to need some evidence that Kurzweil was wrong. AFAICT he was right in 80%+ of his predictions with several more on track.

> Ed Zitron is a blow hard and frequently overstates things to the point where it is hard to take seriously, but so are the AI industry leaders.

Except that the AI industry leaders actually have skin in the game/are in the trenches and competing in the market. Ed Zitron wants you to subscribe to a newsletter so that you can read doom and gloom and...?

If you invested based on his advice, you'd have missed huge gains and/or lost money.

And I say this as a person who thinks most of the "AI industry leaders" are ethically questionable, at best, and ethically bankrupt, at worst, and that the stock market should be approached with caution due to valuations.

  • The fact is there is BullSh_t and hype on both sides.

    Both Zitron and AI execs have good points, but both are trying to sell you something. The murky truth lies between the two extremes.

    IMHO, having Zitron around is a counter to the AI leaders. Is he the best? No. Is he the loudest? Yes.

    • Anthropic's ARR is reportedly now above $60 billion. OpenAI's is reportedly above $40 billion. Countless people and businesses are using AI to create tangible value and reduce costs.

      We can debate whether the level of investment in AI is excessive and what any malinvestment will eventually cost when the market has to recognize it.

      But Zitron is selling you a $70/year subscription to a newsletter that constantly reminds you that AI is a bubble and the technology is worthless. The AI people aren't selling you the same thing Ed is.

      And let's be honest here: it's not like Zitron has any credentials of substance that are relevant. He's not an accountant and constantly demonstrates that he can't read a balance sheet or financial statement, doesn't understand basic account principles, etc. He's not a technologist, so he can't speak credibly to AI tech and how it's being used. He never worked in AI, even in a non-tech role, so he has no first-hand experience that's unique.

      Basically, he's a former PR shill who, from what I can tell, saw an opportunity to profit by hitching himself to the AI zeitgeist as a naysayer.

      I'm sure his grift is keeping his bills paid, but anyone taking action based on his doom and gloom thesis has missed out on one of the biggest investment opportunities in history. And just to be clear: this is not to say that stocks will go up forever, that valuation concerns aren't legitimate, or that there aren't aspects to AI infrastructure financing that are a bit concerning. But if you had ignored Ed from the minute he started whining and sold all of your AI investments tomorrow, you'd be much wealthier.

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> multiple breathless press releases warning that the end of white collar work is "just 6 months away"

I'd like to see an example of this.

I think Altman and Amodei have been quite sober with their actual predictions. They've said things like "models can now do white collar work" but haven't yet said it is the end of white collar work.

The closest actual quote to this was in In March 2025, Anthropic CEO Dario Amodei told a Council on Foreign Relations audience that AI would be writing 90 percent of code in three to six months, and essentially all of it within twelve months.

I think that he underestimated how long it takes for technology to get uptake but in terms of capabilities he was perhaps 6 months out. I'd say that Fable class models are definitely capable of writing essentially all software, and that was released June 2026.

  • You could try checking the news.

    > In a remarkable interview with Y Combinator in November 2024, Sam Altman, CEO of OpenAI, shared a vision that could redefine the technological landscape as we know it. Altman confidently revealed that OpenAI has a clear roadmap for achieving AGI by 2025.

    https://www.tomsguide.com/ai/chatgpt/sam-altman-claims-agi-i...

    Now Altman is claiming it'll be this year for sure: https://www.msn.com/en-in/news/other/sam-altman-makes-bold-a...

    • What specifically was he wrong about in either of those? I.e, something that can be falsified.

      > Altman claimed that AGI could be achieved in 2025 during an interview for Y Combinator, declaring that it is now simply an engineering problem. He said things were moving faster than expected and that the path to AGI was "basically clear."

      "AGI" isn't a useful term because - as noted in the article you linked - people disagree about what it means. Also his actual claim here seems to have been that the path to AGI was "basically clear."

      That isn't a prediction that can be falsified.

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  • Note that no one ever quotes the end of Dario's line, either, where he said programmers would still be needed in that 12 months. People think the prediction was more extreme than it really was because all the clips didn't include the latter part.

    > .... and in 12 months, we might be in a world where the ai is writing essentially all of the code. But the programmer still needs to specify what are the conditions of what you're doing; What is the overall app you're trying to make; What is the overall design decision; How we collaborate with other code that has been written; How do we have some common sense with whether this is a secure design or an insecure design. So as long as there are these small pieces that a programmer has to do, then I think human productivity will actually be enhanced

I think one important distinction is at least they have some humility to admit they were wrong. I think Ed Zitron has rarely, if ever acknowledged he was wrong.

  • I actually think you’ve got it backwards

    I think one of Zitron’s problems is that his moral righteousness has blinded him to how embarrassingly incorrect he is about the AI space.

    It’s similarly hubristic with the benefit of shielding from his adversarial framing.

    • I see this so much. "This shouldn't work, therefore it won't work." It's like the world is imagined to run on a moral causal framework rather than uncaring quantum mechanics.

    • I have watched many of his screeds; I think he undercuts his thesis with excess bile.

      His core observation is that the unit economics of openAI and anthropic don't actually yield enough profit to pay off the huge debts that these two companies have incurred, and that as a result all the debt they've taken on will have to be written off which will trigger "the hyperscalers" to themselves suffer huge losses (likely wounding google and microsoft and destroying oracle).

      He is rather more negative about the utility of LLMs than lots of other people (myself included); but his overall view of

        1. they're not completely trustworthy
        2. they're really expensive to train
        3. it isn't obvious that anyone's willing to pay the full freight for the resulting product
        4. lots of large orgs "that should know better" have gone far down the LLM "AI" road because they're looking for "the next big thing" when they should be pivoting to "mature, stable" companies instead of "hypergrowth" companies.
        5. there's lots of debt and obligations and no obvious way for all of it to be paid off from revenues from openai / anthropic.
      

      seems pretty reasonable. There seem to have been lots of bets placed on the hope that this stuff will continue scaling as it has in the past, if it is given more compute and data, and that bet is one that has yet to have demonstrated itself as correct.

      Elsewhere, people have pointed out that many of the "FAANG" companies have shed lots of people and driven lots of profits, largely on the back of internal use of LLM tools. That doesn't necessarily contradict the skepticism that anthropic and openAI will succeed, and given all their obligations, if they fail it'll be a big mess.

      But again, big Z doesn't do himself any favors when he rants about "failsons" or whatever.

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  • > I think one important distinction is at least they have some humility to admit they were wrong.

    I'd be amazed to see a source proving that statement. There's never been a retraction around the AGI claims for example as far as I'm aware.

  • Humility? I don't think they know what the word means let alone possess the capacity to demonstrate it.

    • Altman has admitted that some things are taking longer than he expected, and has walked one or two things back (usually to keep people from throwing bombs at his house, but still...)

      Zitron continues to boast of a predictive record entirely unblemished by accuracy.

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Man, as a former extreme skeptic, I watched a video from Eric Schmidt in early 2025 where he said that by the end of the year nobody would be coding, and that one was dead frickin on.

  • As far as I'm aware, aside from toy prototypes, all software is still built by humans coding, albeit with better auto-complete.

    • This seems to be more a problem of your awareness than a lack of projects.

      Apart from every software engineer I know building almost completely with AI now there have been numerous projects posted on HN that are AI coded.

      There's also Claude desktop which is famously all AI built and very widely used.

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    • It is all very unevenly distributed. SaaS and general web is basically on auto mode.

      A lot of infra is vibe coded nowadays too.

      Even prototypes are contributing to the speed of software development. Many people vibe code throwaway dashboards around the main platform which gives a lot of insights.

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  • Everyone who started using claude clode when it came out in early 2025, knew it was coming (not quite yet). That felt more like reporting than prophesying.

  • You may be living in a bubble. There are tons of developers still coding by hand, and many industries that don't trust machine generated code in general.

    • It does raise the question, what percentage of programmers are predominantly writing code by hand? Is it higher than 50%?

    •   > many industries that don't trust machine generated code in general.
      

      Which ones? Why wouldn’t careful human code review and extensive test coverage suffice? I work in one of the most conservative and highly regulated industries in the country. My company and every single one of my peer companies I have knowledge of has transitioned to almost exclusively 100% LLM-generated code (with plenty of human review).

      I don’t live on a coast and I have a large and broad social network. I don’t know anyone who still mostly codes by hand except the small amount needed to preserve some aspect of their skills. I’m sorry to say that if I did I’d consider them foolish. Even a very restrictive workflow where you used an LLM to specify granular edits you intend to make is vastly faster than doing it by hand. And the level of test coverage and depth you can achieve now is simply life-changing.

      It’s much more likely that you are not a professional, or you are the one in a bubble.

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  • Dario Amodei and Eric Schmidt seem fairly well-calibrated, although a bit early. Elon Musk is constantly way, way overoptimistic (perhaps to the point of willful fraud). Zitron is hopelessly and ridiculously incompetent (and there are allegations he is willfully lying, too, but who knows).

My bet is that Amodei's claims about the dangers of AI are the most likely to come true – I'm predicticing amodei/anthropic will become the evil it was against.

Yep I distinctly remember at the beginning of 2023 that folks were predicting that we were less than two years away from there being no jobs for software developers. Pretty soon we'll reach double that timeline.

And of course it really has changed everything! But that was not all that a lot of people were prognosticating.

No, you see, they were right all along, they just "didn't anticipate the public outcry against data center expansion", thus the obviously inevitable AI takeover of the economy is being slowed by NIMBY curmudgeons who should be ignored and punished.

To be fair, Zitron's career is as a commentator. To some extent, I expect CEOs of companies to make ridiculous claims. At the end of the day, when shareholders come knocking, what they care about is whether or not your company is growing.

No such mechanism for social media personalities. You can be wrong 90% of the time, and your audience will still praise you for the 10% of the time you were right.

  • > To be fair, Zitron's career is as a commentator. To some extent, I expect CEOs of companies to make ridiculous claims.

    This is not a comment directly at you, because I understand where you're coming from, but I think this attitude shows how far leadership and our expectations of the professional class in America have deteriorated.

    My expectations are inverse to yours. I don't care if a commentator makes a claim that's wrong, if they keep being wrong people will stop listening. (In theory. Jim Cramer still has a job so who knows, really.) I certainly don't expect a commentator to have accurate internal information about a company.

    CEOs on the other hand should be expected to be honest and accurate in their claims. The information a CEO shares should be accurate so that investors can make informed decisions. Instead, we seem to accept CEOs who act as salesmen first and leaders last.

    If a CEO claims a product will be out later this year, and the stock goes up, then they announce actually things are delayed, and the stock still goes up, what is actually being rewarded here?

  • I don't think of Zitron as a journalist, I think of him as an entertainer, no different from all the columnists paid to tell people that what they already think is right.

    The fact that you're holding him to a higher standard than fabulously compensated professional c-suite officers whose products are used in matters of life and death is... kinda weird?

The 5090 Nvidia card evidently is selling for five grand now! It’s just a question of when the bubble burst….

The big difference is that Altman et al aren't just, or even mainly, pundits or prognosticators. Zitron's whole thing is commentary and predictions about AI and his predictions are almost all wrong.

Altman and friends are mainly actually making and delivering AI. If they also hype their timelines/valuations, they also seem to make directional progress on the goals.

But I think anyone who evaluates their claims understands that they’re talking their own books.

Zitron’s problems are more subtle. He benefits financially from his own claims, while also touting his impartiality and capacity for objective thought.

  • A person savvy enough to understand the indirect financial benefit to Dario promising that Claude is so dangerously smart it must be regulated understands Zitron’s schtick