I was thinking of this article where he compares OpenAI to enron: https://www.wheresyoured.at/what-happens-if-openai-dies/

▲ dgellow 10 hours ago | parent [-]

Do you mean this section?

> If you are going to look at this and say “actually it didn’t” because of its Enrontastic accounting treatment, I also need to warn you — that identical guy in the bathroom is actually a thing called a “mirror,” a reflective surface that is showing you a reflection of you, not another person who is dressed like you and copies everything you do. I can’t imagine how scared you’ve been, and hope this has helped.

That’s his weird writing style, so I’m not 100% sure, but I don’t think he literally means that OpenAI is committing Enron style fraud. More of a stylistic way to say it’s a mess

	▲	jrflo 10 hours ago \| parent [-]
		He also alludes to it here: >What follows may be an Enron-Lehman Brothers hybrid, one that leaves unbelievable destruction in its wake, an avoidable systemic risk empowered and enabled by a kneecapped media industry and sell-side analysts incapable of seeing further than two quarters in the future. He also mocks the financial statements from the companies in a way that alludes to them being fraudulent (from the OP): > February 2025: Anthropic making $34.5B in revenue 2027 is "is laughable on many levels, chief of which is that OpenAI, which made around twice as much revenue as Anthropic did in 2024, barely made a billion dollars from API calls in the same year." `Wrong (whether or not they make that in 2027, their 2026 ARR greatly exceeding that makes the 2027 estimate non-laughable)` > Oct 2024: OpenAI's forecast of $3.7B revenue in 2024 and $11.6B in 2025 and $100B in 2029 are absurd, "a statement so egregious that I am surprised it's not some kind of financial crime to say it out loud" `Wrong (2025 goal exceeded, 2029 TBD but not an egregious financial crime level of implausible)` I'm realizing that he is very good at alluding to gross financial crimes without outright accusing them of it (probably as a hedge against libel or something)