Wrong. Confidently wrong. Emphatically wrong. Still wrong.
Ed Zitron’s been wrong about AI so many times it’s hard to count.
But then somebody did. Dan Luu found 25 wrong predictions between February 2024 and November 2025. Here are four of the worst:
- 𝗢𝗰𝘁 𝟮𝟬𝟮𝟰, on OpenAI forecasting $3.7B revenue in 2024 and $11.6B in 2025: "a statement so egregious that I am surprised it's not some kind of financial crime to say it out loud." [OpenAI hit both]
- 𝗙𝗲𝗯 𝟮𝟬𝟮𝟱: Google's 500M Gemini goal was "a number so unrealistic that someone at Google should have been fired, and that someone is Sundar Pichai." [Gemini hit 750M]
- 𝗔𝘂𝗴 𝟮𝟬𝟮𝟱: "Is Cursor worth $10 billion? Nope!" [Cursor sold for $60B]
- 𝗢𝗰𝘁 𝟮𝟬𝟮𝟱, asked when the bubble pops: "No later than Q2 2026." [It's September]
I was at Google when Zitron’s 2024 article “The Man Who Killed Google Search” came out. It surfaced DOJ emails few had read, and made him a name outside of tech. When someone sent me his article “The AI Industry is Losing,” I was eager to read it.
Boy, was I disappointed. It was a litany of one-sided claims and vitriol. He called tech leaders "losers" 28 times.
Ed Zitron is entertaining. He says things that seem true, that we want to be true, delivered with such conviction that it’s easy to believe him. If chatbots have taught us anything, it's that confident and correct aren’t the same thing.
Ed’s prediction of an AI bubble will likely come true at some point. Every investment cycle overshoots. So if you like Ed, go ahead and listen.
Just be careful quoting him at your Labor Day cookout.
See: https://danluu.com/zitron/