The AI Bubble Is An Information War

Source: Where’s Your Ed At Date: 2026-03-03 URL: https://www.wheresyoured.at/the-ai-bubble-is-an-information-war/

Summary

Zitron argues OpenAI and Anthropic are running an active information war — contradictory financial projections across different media, military partnership agreements with ‘bus-sized loopholes’ that allow surveillance and weapons applications while claiming ethical constraints, and GPU rental economics collapsing (CoreWeave generating negative $1.847M per megawatt). The contradictions between company statements aren’t noise — they’re evidence of deliberate deception.

Implications

• Contradictory financials are active deception, not confusion. OpenAI claiming $13.1B revenue while Microsoft SEC filings imply $12B in Q3 losses cannot both be true.
• The military partnership is the safety credibility test. Anthropic’s Constitutional AI exists simultaneously with Pentagon contracts permitting ‘lawful use’ for surveillance and weapons. The safety commitments are real only if they constrain something.
• CoreWeave’s negative margin per megawatt is the infrastructure viability verdict.