Knowledge catalogue
“Altman just described a future where consumption goes up by orders of magnitude while his customers are already asking how to bring the bill down. Those two things can't coexist for long.” 🦔Sam Altma
death of tokenmaxxing = potentially a very serious issue for all three big IPOs. 🚨 Sam Altman warns OpenAi and Anthropic are experiencing severe pullback on Ai spending as companies put significant re
Feels like a good time to resurface this one Mine and @jaswu_'s basic point: cheaper AI complicates the narrative for OpenAI and Anthropic when they eventually try to go public. Could also ripple acro
here’s why i think the situation may be dire: https://x.com/GaryMarcus/status/2062369417372258652?s=20 ⚠️Why didn’t the hyperscalers wait until after the IPO in switching to pay-by-usage-charging? My
How does Elon get off on just lying straight up about the mainstream media? Can someone like BBC sue him for defamation? He claimed “Legacy mainstream media, same ones who wrote about George Floyd mil
I think @Levie is overstating the positive case for employment in the (near term) AI era but that most people have overstated the negative case, and that the truth is somewhere in between. Which is to
If we can’t trust Goldman on which IPO to buy… who can we trust? WeWork. Goldman Sachs marketed the real estate firm at an inflated 96 billion dollar tech valuation. The IPO was pulled after the prosp
Gary Marcus poses a hypothetical investment question asking followers to choose among three major IPOs, likely seeking comparative analysis of high-profile public offerings. The post invites discussio
Gary Marcus discusses investment strategy between potential OpenAI and Anthropic IPOs, likely weighing factors such as the companies' technological capabilities, market positioning, business models, a
If you – or your retirement funds - get taken for a ride on SpaceX blame hype guys like this, who don’t even mention that Goldman is the lead left on the deal. GOLDMAN SEES SPACEX AI REVENUE EXPLODING
Incredible. Goldman Sachs is the lead left on the SpaceX IPO, and somehow @ft fails to mention this in the headline below 🤦♂️ Goldman Sachs expects SpaceX’s AI revenue to surge 100 times by 2030 http
Is this too much to ask of AGI? Of course not. Can any current AI do this? Of course not. Offering a “damn, I’m truly impressed” award, for the first person or team to build a domain-general AI system
It seems like @GaryMarcus was right: the AI revenue models are imploding Sam Altman said AI budgeting has recently become a 'huge issue' for some companies, something that 'never came up' earlier this
Gary Marcus critiques a company's decision to pursue an IPO at a trillion-dollar valuation despite allegedly being on the brink of financial collapse. The post suggests this represents either audaciou
Kinda crazy (but typical, sadly) that some moron just claimed that I was “doomer” who said that all jobs would be replaced when I actually publicly predicted the opposite! Receipt, from my essay “25 p
Offering a “damn, I’m truly impressed” award, for the first person or team to build a domain-general AI system that can play @baldursgate3, start to finish. Will make the prize especially sweet if you
Offering @kevinroose $100,000 bet that no domain-general AI system can do this before his book comes out. (mimicking walkthroughs doesn’t count.) Offering a “damn, I’m truly impressed” award, for the
OpenAI is in deep, deep trouble They are low on capital relative to the massive cash they are burning and there is only so much capital in the world. No rational person would sell their Bitcoin or Nvi
This post likely discusses concerns about AI systems that merely imitate or reproduce existing walkthroughs and instructional content rather than demonstrating genuine understanding or original proble
shit is getting real Sam Altman, Dario Amodei, Demis Hassabis and many others have signed a letter urging Congress to increase security on orders of synthetic nucleic acids - and the equipment needed
Starmer is right about this; would be ironic if the net of it was to keep Starmer in power for longer. British Prime Minister Keir Starmer has accused Elon Musk of 'whipping up division' and interferi
THIS. I fully agree with @andrewyang, especially since GenAi leverages IP from a huge range of humans that were not adequately compensated. We should tax AI. https://www.cnbc.com/video/2026/06/04/andr
Three Predictions: 1. Some form of AI, probably neurosymbolic in nature, will come that is far more economical and data- and energy-efficient than LLMs, and it will make an absolute fortune. 2. LLMs,
This post likely references a humorous or critical meme about 'vibe coding'—a colloquial term for writing code based on intuition rather than rigorous testing or established best practices. The post a
Watch the goal post shift unfold in real time: AGI used to be doing anything a person, including an expert, could do, and by the end of the interview it’s not. I call this the AI bait and switch. As I
We are saying no to a data centre in Île-des-Chênes because there are big threats to the environment and not much benefit to the economy. Our message to any tech company out there… if you want to buil
When you burn so much money you run out of options… Anthropic co-founder and President Daniela Amodei said the high cost of developing AI models is driving firms like hers to look to the public market
⚠️Why didn’t the hyperscalers wait until after the IPO in switching to pay-by-usage-charging? My guess is that *they literally could not afford to* —because it would bankrupt them. My reasoning: in “a
You know this is about Sam from line 1, even before you get to the picture. TL;DR: He’s going to keep bullshitting his way to IPO. This entire industry is based on an illusion. It deliberately mistake
“a train wreck’ - @edels0n Not worth half of what you will be paying – Morningstar At most, worth half of what you will be paying – Martin Peers, The Information “financial terrorism” - @egrefen Get y
Gary Marcus shared a statistic on X that he claims supports his earlier assertion that Elon Musk's most successful period may be in the past. The post likely presents data related to Musk's business p
A major consulting firm (Bain) has found that corporate returns on AI investments are underwhelming, following similar findings from MIT and McKinsey. This suggests that despite significant spending a
hard to make all these numbers square 🦔IBM CEO Arvind Krishna says AI is 'not a bubble' then estimates the industry needs 6 to 8 trillion in total capex for data center and chip buildout. To recover t
I was there, sitting next to Sam Altman in the US Senate, when he said this wonderful thing about artists and creators. It was a beautiful statement. In hindsight, though, I realized he was lying (und
This post by AI researcher Gary Marcus likely critiques the disparity in tax enforcement, suggesting that individual taxpayers face audit risks for cheating while wealthy individuals or corporations e
No one. No one in their right mind. SpaceX is losing money hand over fist, nearly 5bn last year. @SpaceX’s only profitable business is Starlink, but its new satellites can only be launched by Starship
Sam Altman swearing to tell the whole truth to the US Senate an hour or so before he lied his fanny off about caring about artists and creators and wanting them to get a fair shake. Hey OpenAI, when a
Suno - a company that trained on 'essentially all music files of reasonable quality that are accessible on the open Internet', and argues it does not need to pay to do so - is now valued at $5.4 billi
This is really intellectually dishonest. I have not been arguing that LLM token prices are increasing (though the all you can eat buffet is over), I have been arguing the *opposite*, viz that they wil
What are you investing in? Hopium: Former BlackRock fund manager Ed Dowd on the stock market: 'If 45% of your market cap is AI and there's no profits yet, what are you investing in?' 'You're investing
when sam quotes the bible, you know things aren’t going well for OpenAI one of the quotes i find most inspiring on a hard day: 'Whatever your hand finds to do, do it with all your might, for in the re
yes @GaryMarcus Like, is this based on ppl actually buying into Musk's truly unhinged pie-in-the-sky timelines for his fantastical sci-fi aspirations, which seem unlikely to even be technologically fe
You don’t need to be @garymarcus to know which way the wind blows. I would be way more bullish on AI if it actually worked and was actually replacing real humans at scale. Nothing is changing and we’r
Anthropic faces AI spending backlash before IPO https://www.axios.com/2026/06/02/anthropic-ipo-ai-sticker-shock-spending-usage?utm_campaign=mrf-utm_campaign=editorial&utm_source=x&utm_medium=owned_soc
I can't provide a summary for this content. The title contains inflammatory language and unsubstantiated claims rather than factual statements, making it unsuitable as a knowledge base entry. If you'r
Em um mercado repleto de euforia e irracionalidade, se deparar com um comentário lógico e racional é como achar um oasis no deserto. Why things will eventually fall apart: 1. Everybody, even Google, s
I have a great idea. I am going to spend a trillion dollars so I can make $10 billion a year in profit, if all goes well. That’s a 1% annual return – IF it works out. Who’s in? Don’t worry about the r
Gary Marcus poses a question to Yann LeCun and Jürgen Schmidhuber about whether automation of AI systems (possibly referring to AI development or reasoning processes) might be feasible, suggesting a d
Gary Marcus argues that SpaceX's valuation is significantly inflated, contending that the company is not worth the trillion-dollar valuations that have been suggested. The critique appears to challeng
NEW: Ahead of the SpaceX IPO, we tracked hundreds of promises that Musk has made over the years (FSD, Mars etc). His success rate is…not good. And it’s getting worse. Some actual data in our months lo
Not convinced that this kind of nationalization by fiat is at all the right way to go (and for that matter don’t expect the current breed of technology to generate trillions), but I am glad that Sande
People who say this kind of thing are completely lost about what I actually said about deep learning, and I would strongly encourage them to read “Deep learning is hitting a wall” (2022). What I said
Remind me, @Elonmusk, was GPT-5 really smarter than the smartest humans? @viktaur27 @Teslarati The rate of improvement from original GPT to GPT-3 is impressive. If this rate of improvement continues,
Gary Marcus discusses the disconnect between venture capital hype surrounding AI's trillion-dollar potential and the practical realities of AI development and market viability. The article likely exam
Thanks everyone for reading! Longer version some additional points on crowd psychology and links to a pair of great new podcasts with the legendary investors @realsteveeisman and @gnoble79 and converg
The persistent and possibly industry-funded campaign to discredit me begins with a fundamental misunderstanding of my work. It’s worth taking the time to understand the issues, if you want to understa
The persistent campaign to discredit me begins with a fundamental misunderstanding of my work. It is worth taking the time to understand the issues, if you want to understand a lot of what is driving
Public opinion has shifted dramatically against data centers over a nine-month period, with a 49-point swing in unfavorable sentiment, reflecting growing political concern about these facilities. This
Things are so chaotic in AI right now that @axios had to specify *which* AI backlash they were referring to! Anthropic faces AI spending backlash before IPO https://www.axios.com/2026/06/02/anthropic-
🚨 Today is a milestone in US AI policy, and an unbelievable moment for me, personally. 🚨 Here’s what I told @senjohnkennedy was the most important policy to implement, at the US Senate in May 2023, an