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What?? Ed Zitron has repeatedly said OpenAi or Anthropic would literally die. This keeps happening - Ed makes a prediction. It gets falsified. And people say, “no actually he meant something else”.
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Ed is in public relations. He did not amateurishly claim OpenAI and Anthropic would literally die. Like any PR savvy person, he qualified his predictions by making them conditional on whether OpenAI/Anthropic could raise more money, achieve a technical breakthrough, unlock new lucrative markets, etc.

So far, OpenAI and Anthropic have raised more money. You might even be able to argue they've achieved some breakthroughs and unlocked some markets.

Regarding his predictions: The jury is still out because Ed isn't actually making the falsifiable time-bounded predictions you think he's making. He's good at making his readers think he's putting his neck out, but he's really not.

When you remove all his rhetoric and veneer, his conditional predictions are actually somewhere between bearish and cautious.

It's mostly theatre.


“what I believe could happen in the next 18 months”

“One of the major AI companies will collapse”

“OpenAI and Anthropic”

“one of these companies has to die”

AI Bubble 2027 — Ed Zitron, Aug. 27, 2025




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