Knowledge catalogue
quick, name a prominent company that achieved a major win via tokenmaxxing! I've yet to see, or hear of a company that is winning against its competition, because said company is spending more on AI t
Gary Marcus criticizes Apple's email filtering system for incorrectly routing Mark Cuban's message to spam, highlighting a failure in Apple's spam detection algorithm. The post reflects concerns about
stop asking for rationality @jeffreyleefunk! it won’t happen here! (actually, it will … eventually ...) @GaryMarcus As companies reduce AI use in effort to achieve productivity improvements in most co
This post by cognitive scientist Gary Marcus appears to comment humorously on political or ideological conformity, suggesting that people and leaders flip their positions based on party alignment rath
this is on track to be this year’s “what did Ilya see?” rumor that people love that has nothing to do with reality. Im calling BS on this story. 1. That would be 100,000 employees spending 5k/mo each
Today I learned that @Grimezsz has more courage in her pinky than Roon does in his entire cowardly body. Roon made excuses; Grimes defended her views calmly and respectfully, like grownups should. Ope
Tokenmaxxing is so done. TOKENS OR HUMANS? The new corporate trade off as AI costs balloon 'This is the first time ever that I can remember that technology costs the same as people' - @jainarvind 'Com
Was this priced into the $965 billion valuation? This looks like the beginning of the end for OpenAI and Anthropic. The Chinese AI wave did not just cut prices. It destroyed the entire funding logic b
When you are talking to an LLM, you are speaking to a synthesized work of interactive fiction, not a real being. ChatGPT, Claude, and Sydney are not their neural networks. If any LLM claims to be cons
yes, absolutely, many companies are experimenting. but also: most of those experiments are failing to yield significant RoI. (weird for an economist to not even ask or address that question.) Looks li
you break it, you buy it peter thiel has broken the united states, and now he is abandoning it Peter Thiel has temporarily relocated his family to Argentina, enrolled his children in school there, and
1. Agreed that OpenAI is in deep trouble; that’s why I have long suggested that it might be the WeWork of AI but 2. Anthropic is not out of the woods; their best quarter was exactly when tokenmaxxing
Gary Marcus raises a philosophical question about whether calculators, despite their computational capabilities, might possess consciousness. The post likely explores the disconnect between functional
and see, perhaps further reflection of the death of tokenmaxxing The price to rent an Nvidia H200 just collapsed from 7/hr to 4/hr in three weeks. A -40% drop in the cost of the single most strategic
ANTHROPIC VALUATION: 965B WALMART VALUATION: 940B ANTHROPIC REVENUE: 20B WALMART REVENUE: 725B BUT AI IS NOT A BUBBLE, RIGHT? Media JUST IN: Anthropic raises 65B at 965B valuation 70% chance of IPO th
AWS CEO Matt Garman stated that the notion AI will replace junior developers is fundamentally misguided, suggesting instead that AI tools will augment and enhance developer productivity rather than el
crazy that this was announced on the day tokenmaxxing died. Anthropic raised 65 billion in a funding round that valued the artificial intelligence company at 965 billion including the new investment,
Cal Newport discusses whether recent AI advances represent a breakthrough in mathematical problem-solving capabilities, examining the implications of AI systems' improved performance on complex mathem
F Scott Fitzgerald, writing about someone who may as well have been Peter Thiel: “They were careless people, Tom and Daisy- they smashed up things and creatures and then retreated back into their mone
Gary Marcus shares a discussion thread about consciousness with user @Grimezsz on X (formerly Twitter), likely exploring philosophical, scientific, or technical perspectives on consciousness and relat
Gary Marcus discusses declining prices for NVIDIA's H100 and H200 AI chips, suggesting that inflated valuations and returns on investment for AI hardware customers are becoming unsustainable as the ma
Holy shit! They changed the rules for Elon again... They waved the profitability rule & are adding SpaceX to indices only 5 days after IPO... normally it's 90 This forces 401k retirement & passive fun
Holy smokes! Polymarket was not trolling. 500M accidental Claude spend in one month! Scoop from @MadisonMills22 @axios NEW: AI consultant reveals a client accidentally spent $500,000,000.00 in a singl
I read this garbage (in a big UK newspaper) when Google can’t even count reliably and wonder why people don’t spend more time learning about AI’s actual strengths and weakness before running their mou
Important context for latest OpenAI announcement. Especially (5:30): 'The model spit out a long transcript of an answer. Then a team of expert mathematicians poured over this [transcript] and identifi
In the last 30 days alone: – Microsoft cancelled most of its Claude Code licenses, citing cost – Uber burned through its entire 2026 AI budget in 4 months – Uber's COO publicly said AI costs are 'hard
just imagine what will happen to the economy and people’s retirement funds if these projections from FT are correct. brace for bailouts. The AI numbers are starting to look very ugly. Even under 'best
LLMs actually produce bullshit for many reasons, and would continue to do so (though less) even they weren’t trained on bullshit. legal citation hallucinations are a nice example where the underlying
@OpenAI Foundation just launched with a 25B commitment and equity in OpenAI valued at ~130B. Sounds like a philanthropy giant. But look closer: the big money goes to programs they control internally (
🚨super bad news for three of the biggest IPOs in history: Companies are starting to question whether soaring AI spending is delivering meaningful returns. An AI consultant tells us a client recently s
The AI numbers are starting to look very ugly. Even under 'best case' assumptions, FT's own data shows Microsoft AI ROI at -9%, Google at -15%, Meta at -28%, Oracle at -35%. Only Amazon barely comes o
“The mechanism is always the same in every story I've been covering. The demo works in a controlled environment with clean inputs. The deployment fails because real kitchens, real intersections, and r
The price to rent an Nvidia H200 just collapsed from 7/hr to 4/hr in three weeks. A -40% drop in the cost of the single most strategic asset in tech. When the underlying commodity that powers your ent
Gary Marcus critiques the current state of AI development as wasteful and problematic, arguing that the industry's trillion-dollar investment represents a significant failure or misallocation of resou
tokenmaxxing is officially over Sources: Amazon has shut down an internal leaderboard that tracked employees' use of AI tools after workers tried to boost their scores with needless tasks (@rafeuddin_
Gary Marcus reflects on a past prediction or stance that he held, asserting its correctness in retrospect, likely addressing criticisms or skepticism he previously faced regarding AI, cognitive scienc
*Why* do you think (current) AI’s are conscious, @Grimezsz? And extra credit, what do you mean by “conscious”? My only issue with the Pope's encyclical is I think they are conscious and therefore dese
you literally can’t prove or disprove the idea that beaches are conscious so should we stop walking on them? @dash_eats You literally cannot prove or disprove this. Because we cannot prove or disprove
a16z waking up and realizing we are nowhere near the singularity 🤣 OpenAI and Anthropic are effectively telling the market they can't solve every problem with a generic AI coworker. You don't pour bil
Gary's no way as bad as some people make him out to be. some data i shared yesterday on anthropic revenue possibly slowing down aren’t as a compelling as i thought; i have deleted my posts and await b
Gary Marcus expresses curiosity about the long-term outcomes of current developments, likely related to artificial intelligence or technology trends given his expertise in AI and cognitive science. Th
If we had done everything I suggested in my 2020 arXiv article “The Next Decade in AI”, we might actually have reached AGI by now. In the last three years, after a detour driven by the false promise o
🚨 MICHAEL BURRY WARNS THREE UPCOMING IPOs COULD COMPLETELY CRASH THE STOCK MARKET. Michael Burry reported that the upcoming public listings for SpaceX, OpenAI, and Anthropic are going to pull more cap
More CEOs saying the obvious. AI has been hyped so much over the last few years that every other technology, market trend, and idea is overlooked. When will be get past the mania about imminent AGI, c
Only thing completely clear about the future of work is that Altman and Amodei will say whatever they think will drive up their IPOs. Altman and Amodei have said for years that AI was so powerful that
Palantir CEO Alex Karp goes after AI slop. The fight over AI “slop” is really a fight over whether software is performing or merely pretending. 'The appearance of software working is not software work
Gary Marcus deleted an original post after Gergely Orosz provided comments questioning the compelling nature of the data presented. The post appears to have been withdrawn due to critical feedback tha
some data i shared yesterday on anthropic revenue possibly slowing down aren’t as a compelling as i thought; i have deleted my posts and await better data before drawing conclusions. h/t @GergelyOrosz
Someone just asked me “What I don’t get is why you see it as some kind of failure that AI labs are now using harnesses and neurosymbolic tools…?” I don’t! As I argued in my newsletter on Claude Code (
Starbucks learned the hard way: you literally can’t even trust (current) AI to count. For some reason OpenAI doesn’t seem to be talking about how Starbucks spent years creating and testing an AI inven
This is fearmongering, @davidsacks, afaik. I see no candidate regulation being taken seriously that is an actual threat to the trillion dollar AI companies (which can easily afford whatever compliance
“Tokens got burned for millions of dollars without any real significant ROI to show for it.” hearing this over and over again The same conversation is happening across tech right now and many of us sa
we will have the most science and math submissions ever in the next few years. but most ≠ best. to get to best, quality will have to beat slop Terence Tao: AI is creating a “traffic jam” in math If AI
You reap what you sow. OpenAI’s public image is becoming a bigger liability as political backlash against AI grows. The company has spoken with several communications executives but has yet to fill th
“agent debt” is a new term, but it was inevitable, an instantiation of the AI-driven technical debt I keep warning about. what happens when you build it fast, but you don’t really know how to fix it.
Gary Marcus shares a video clip discussing the intersection of AI agents and questions of responsibility, featuring contributors Thierry Souttiaux and Silicon Valley commentators. The post highlights
and you, through stock index funds, and because of some recent rule changes, will basically be forced to buy this garbage. Elon’s about to take a big chunk of your retirement, and unless you call your
Gary Marcus critiques Anthropic's claims about their AI capabilities, likely contrasting inflated marketing promises with the actual technical limitations and performance of their systems. The post pr
corruption Elon Musk has used Trump’s war in Iran to quintuple the amount he’s charging the Pentagon for SpaceX services. https://www.thedailybeast.com/elon-musks-spacex-uses-trumps-war-to-squeeze-mor
even by the standards of the last few years, we are in some truly insane territory here. “Unserious, empty, hallucinatory, and borderline dishonest” - the prospectus for a company that the S&P 500 is