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Cory Weinberg

Senior Reporter, The Information · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

journalisthost@coryweinberg ↗coryweinberg.com ↗

Cory Weinberg is a business journalist at The Information who reports on frontier AI companies, venture capital, and late-stage tech IPOs. He is widely known for breaking stories on the internal financials and projections of major AI companies, including OpenAI and Anthropic.

7statements → 4claims → 1claims resolved → 3.43/5average certainty → 2.86/5average debate potential → ≈4.0/5argument clarity, estimated → 4said about them ↓

1 supported 0 partly supported 0 contradicted 3 not checkable as stated how the 4 claims stand · each chip opens the sources

1 prediction · 3 assertions · 3 opinions · every statement was checked. The prediction and assertions are the 4 claims: statements the public record can support or contradict. 1 is resolved, and 3 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Cory argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Prediction Held up
Weinberg: OpenAI Will Need to Raise Capital Again by 2026
“My back of the envelope would say 20, 26 at the latest”
Cory Weinberg Oct 11, 2024 ▶ 23:45 OpenAI's Leaked Financial Data

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Cory Weinberg on measured tape to publish a rate. This says nothing about how they speak.

Everything Cory Weinberg said on Big Technology that made the record, most notable first. Filter by type, assessment or year in the ledger →

Opinion
Weinberg: OpenAI's API Access Is Underpriced and Vulnerable to Commoditization
“And it seems like the API revenue is, is, you know, maybe they're kind of giving away, giving it away more than they are actually like charging the full value of it. And it's also more easily commoditized.”
Cory Weinberg Oct 11, 2024 ▶ 2:57 OpenAI's Leaked Financial Data
Assertion Not checkable as stated
Weinberg: OpenAI's True Cash Burn Masked by Microsoft Compute Credits
“You look at sort of the actual cash Leaving open AI. And it's a lot lower than you would think compared to their income statement. Losses because so much of the expense is tied up in Microsoft compute credits, which is not technically a cash item.”
Cory Weinberg Oct 11, 2024 ▶ 16:34 OpenAI's Leaked Financial Data
Assertion Not checkable as stated
Weinberg: OpenAI CFO Tells Staff Compute Sourcing Will Expand Beyond Microsoft
“Sarah Fryer, open AI CFO has told employees that look, we're going to spend some of the six, And a half billion dollars you know, racing also to develop data centers with other potential sort of companies.”
Cory Weinberg Oct 11, 2024 ▶ 17:27 OpenAI's Leaked Financial Data
Prediction Held up
Weinberg: OpenAI Will Need to Raise Capital Again by 2026
“My back of the envelope would say 20, 26 at the latest”
Cory Weinberg Oct 11, 2024 ▶ 23:45 OpenAI's Leaked Financial Data
Opinion
Weinberg: Bear Case Suggests OpenAI Revenue Driven by Experimenting Early Adopters
“I think right now the bear case is like a lot of this revenue is from early adopters who are, you know, sort of playing around with the stuff.”
Cory Weinberg Oct 11, 2024 ▶ 21:09 OpenAI's Leaked Financial Data
Assertion Not checkable as stated
Weinberg: OpenAI Was Down to $1B Cash Before Recent $6.6B Fundraise
“Look, they had a billion dollars on their balance sheet when they went out to raise the 6.6 billion dollars.”
Cory Weinberg Oct 11, 2024 ▶ 23:26 OpenAI's Leaked Financial Data
Opinion
Weinberg: Sam Altman's Fundraising Prowess Is OpenAI's Edge Over Anthropic
“This is their competitive advantage is over like anthropic is clearly Sam Altman being one of the best fundraisers in the world.”
Cory Weinberg Oct 11, 2024 ▶ 23:45 OpenAI's Leaked Financial Data

The other half of the tape: Cory Weinberg's own voice is left out of every number here. Other people bring the name up 3 times in 2 episodes on Big Technology. 1 statement on the record names them. every mention, with the transcript →

Who brings them up most Alex Kantrowitz 2Ed Zitron 1

Statements about Cory Weinberg, by other people (1)

Assertion Supported
Kantrowitz: Leaked Projections Show OpenAI Losing $14B in 2026
“And Corey, you report that their loss, excluding stock comp could be fourteen billion in 20, 26.”
Alex Kantrowitz Oct 11, 2024 ▶ 18:32 OpenAI's Leaked Financial Data

Every mention by year

tap a year for its mentions
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01120242025episodes it came up in
0010.52120242025episodesmentions per episode
2025 1 mention in 1 episode
2024 2 mentions in 1 episode

Appearances (1)

EpisodeDateSpeaking time
OpenAI's Leaked Financial Data Oct 11, 2024 11m
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