How accurate have Ed Zitron's AI skeptic predictions been?
Points and comments are a snapshot, not live.
Ed Zitron's AI skeptic predictions are systematically wrong, says Dan Luu.
Dan Luu evaluates Ed Zitron's predictions about AI and tech companies, finding them repeatedly incorrect. He examines Zitron's claim that Meta, Google, and Microsoft are dying, citing their growing revenues and profits (Meta's 2024 revenue $165B, up 22%; Google's $350B, up 14%). Luu argues Zitron's reasoning is flawed, relying on cherry-picked data like Similarweb MAU estimates. A list of 18 predictions from 2024-2025 shows nearly all wrong, including claims that AI had peaked, data would run out, and OpenAI growth would stall. Luu cites HN commenter Juho Snellman calling Zitron's analysis intentional deception.
What commenters are saying
Commenters split: some defend Zitron as a source for leaked financial data despite his bias, others call his analysis intentionally deceptive. One top comment notes Zitron broke news but wrapped it in biased commentary, making evaluation hard. Another says his economic analysis is 'absolute trash' with systematic errors. Critics point to his refusal to acknowledge AI coding tool adoption among developers, blocking critics who provided survey data. Supporters argue his core thesis about an AI bubble and circular financing is correct, and his personality shouldn't distract from leaked balance sheets.