Gary Marcus
@GaryMarcus
Master class in spin. Is it really a “positive for the AI infra trade” that OpenAI and Anthropic are steadily losing market share top open models and on a track to have hardly any?
What happens to Coreweave, Oracle, Nvidia etc when generative AI becomes a utility with near-zero margin? What happens to the US economy, too heavily loaded on GenAI, when a large fraction of that infrastructure moves off shore?
Was it good for horse breeds when people switched from fancy horses to cheap, mass-produced cars?
