Gary Marcus
@GaryMarcus
Gerstner: “No AI bubble” (January 2025)
Reality, over last 12 months
Nvidia is down 16%
CoreWeave is down 55%
Oracle is down 52%
the credit markets have had enough
and
Anthropic’s valuation dipped 30% in a matter of weeks.
The party is probably over. https://t.co/LQHnKLHB36
