Knowledge catalogue
Gary Marcus comments on OpenAI's financial losses, referencing a period when the company's annual losses were approximately $5 billion as a point of comparison to its current financial situation. The
the OpenAI crowd is suddenly coming after me relentlessly, but too chicken to actual face me in a moderated debate. here’s why: a. the IPO is coming, but OpenAI’s has lost their lead over Anthropic an
The US government absolutely should NOT bail out OpenAI. They have AFAIK been given more funding than anyone in history and there is no evidence they can run a profitable business,and meanwhile many o
This is collectively the largest financial iceberg ever put in front of the stock market. This is $5 trillion in TOTAL AIR. These companies have never made a dime. SpaceX is literally a government wel
🦔This one happened yesterday but is still worth flagging. Starbucks killed its AI-powered inventory counting tool after nine months in North American stores. The system used LiDAR sensors and cameras
Three cheers for @flowersslop who agrees with me about nothing but still sees the value of thoughtful disagreement. thanks feels like a hot take now, but any space needs a real variety of opinions. I
Total amount raised: 190 billion Total spending pledged: 600 billion Total profits (cumulative): 0 @CarinaN818 @GaryMarcus Because you can raise 190 billion in funding by releasing an LLM chatbot that
Gary Marcus discusses the risks that AI systems may function adequately until they unexpectedly fail catastrophically, potentially causing severe economic damage. The post suggests that current AI rel
Gary Marcus reports on X that someone named Theo has clarified he did not accept fees from OpenAI, following earlier ambiguity about his financial relationships with the company. The post appears to b
Gary Marcus critiques OpenAI's business model sustainability, suggesting it lacks transparency or clear long-term viability beyond investor confidence. The post implies skepticism about OpenAI's path
World models have existed for years (though not in LLMs); I take them to be explicit representation of objects, places, events, mechanisms etc you can reason over. Chess computers have them (board, pi
you can destroy a person’s simply by lying about them. that is what OpenAI is trying do to me. ask yourself why The case against me below is completely intellectually dishonest, filled with lies and m
100% agree with @BethMayBarnes on this point and most (though not quite all*) of her important thread. *i am much less concerned about extinction risk per se, as discussed in my TLS review of If Anyon
Gary Marcus announced an upcoming CNBC live segment scheduled for approximately 11:15 ET featuring hosts Carl Quintanilla and Leslie Picker to discuss the intersection of artificial intelligence and i
America’s biggest companies have gone from printing money to burning it. It does not take Poirot to work out what’s going on. Register for free to get our columnist’s take on it http://econ.st/4tKbpoB
Gary Marcus comments positively on what appears to be a strong period for initial public offerings (IPOs) in a brief social media post. The post suggests optimism about market conditions favorable to
Essential context on OpenAI’s Erdos result I truly miss the age of science and transparency in AI. Especially given how much money and political power and governance and scientific understanding is at
Fuck this OpenAI employee, seriously fuck him. Also read this quantitative study, which I had nothing to do with, that says my technical predictions have bee largely correct. https://github.com/davego
“Gary Marcus, former CEO of Geometric Intelligence and New York University professor, joins @SquawkStreet @CNBC to discuss why he still believes OpenAI could be the ‘WeWork’ of AI, why he finds Anthro
ha ha, so much for step change? maybe this problem was just easier than some? The standard GPT-5.5 reproduced the proof ~ 👇 https://chatgpt.com/share/6a0e9e04-8cb0-8332-a4f1-ec68acd2e03e You don't nee
I have to eat crow on this, in light of further information. whatever OpenAI spent on Erdos using a new model, apparently you can get GPT 5.5 to do something similar; @emollick’s presumably estimates
I just ran into a guy I know in NYC who said he’s doing a temporary gig for OpenAI. According to him, OpenAI is paying hundreds of people and families in New York to install 360-degree cameras through
i suspect that this is a wild underestimate, both ignoring the costs in developing the model and ignoring the fact that many questions may well have been posed that didn’t succeed. If this is true, us
I truly miss the age of science and transparency in AI. Especially given how much money and political power and governance and scientific understanding is at stake. We don’t know for example • How man
If Elon Musk was really serious about his proposal for 'universal high income,' @scottsantens tells me, he could start funding it right now. But he isn't doing that. Instead, he's railing about the ve
Link to GPT 5.5 on the recent Erdo problem: https://x.com/maxiao54704/status/2057484153755480537?s=61 The standard GPT-5.5 reproduced the proof ~ 👇 https://chatgpt.com/share/6a0e9e04-8cb0-8332-a4f1-ec
Gary Marcus expresses frustration about false claims being made about him, using a 'desperation index' metric based on the volume of lies circulated in his name. He indicates the situation has reached
This post appears to express concerns about OpenAI's data privacy practices and potential government data sharing, though the claim lacks specific evidence or context. Gary Marcus, an AI researcher an
oops! wild update, strongly supports @emollick’s overall take: I have to eat crow on this, in light of further information. whatever OpenAI spent on Erdos using a new model, apparently you can get GPT
Gary Marcus discusses the current state of large language models (LLMs), likely covering their capabilities, limitations, and practical applications in AI. The post probably addresses key challenges s
The White House keeps handing Dems opportunities on silver platters to point out how Big Tech CEOs being in bed with lawmakers means the American people lose. New: The AI exec. order was postponed bec
This is the most interesting paper I have read this week. The authors test a wide range of LLMs on a massive dataset of behavioural experiments, with more than 200,000 participants and nearly 26 milli
To folks who claim I am always wrong, I have a few questions: Was I wrong that these systems would continue to hallucinate and be untrustworthy? That Sam was a liar? That these companies would struggl
Gary Marcus responds to Ethan Mollick's post about AI capabilities, noting that while he objects to claims made in the top-level post, Mollick does provide important caveats and nuance in subsequent r
Gary Marcus notes that researcher @thestalwart has found more recent AI models to be less vulnerable to certain attacks or exploits, and suggests that a comprehensive study across multiple models woul
💯: Why OpenAI keeps taking childish shots at me, is exactly what @FrankRundatz says below: “you have the added audacity of being influential enough to move the needle on the timing of OpenAI’s record-
Yeah, I don't think I've ever met someone who has directly worked for an extended period on safety or security at an AI company who thinks things are fine readiness wise or incentive wise etc. https:/
all these dudes posting about anthropic’s profits without checking the fine print. (see my earlier tweet) there’s some fine print i believe that n the openai result too, and a lot that has not been di
Always read the fine print: Anthropic is projecting its first (slightly) profitable quarter ever, which is amazing—assuming it actually happens —but if it does it will be in no small part because they
… and (if am not mistaken) the only one in the top 14 to have never turned a profit. Welcome to the world of vibe investing! OpenAI is likely to raise 60 billion in its IPO, more than double Saudi Ara
approximately equals “I am already rich and fuck you if you lose your job to AI” Marc Andreessen to Joe Rogan: Why AI Workers Beat Human Workers 'Never gets drunk. Never gets sick. Never gets depre
Biomedical AI may be headed for a replication crisis. (This work below is not about AI-generated reports; it’s about studies of biomedicine that use ML in their methods, and how they are evaluted.) In
can’t believe people assume that success on highly verifiable problems in math (where we don’t even know how many tests were performed and how many might have failed) iautomatically generalize to ever
Gary Marcus examines and fact-checks recent claims made by OpenAI and Anthropic in their public announcements and media coverage. The post links to detailed analysis questioning the mathematical valid
if you own a tesla, you are the product Astonishing potential, especially if one takes all the galaxies into account and factors them into the calculation. 😃 And this comes from a man who removed Auto
It’s crazy that OpenAI and xAI were built partly as ways to mitigate @demishassabis’s power and how both are more reckless and less focused on the good part, viz AI for science. And then Anthropic was
longer comment on yesterday’s stories the nuance between yesterday’s stories that X influencers won’t tell you: https://open.substack.com/pub/garymarcus/p/checking-the-math-behind-openai-and?r=8tdk6&u
nice measure of how insane SpaceX’s claims are I don't offer investment advice, but when I see that SpaceX claims that their total addressable market is the size of the *complete* US economy (with eve
nor do we know how the (new) model works nor how it does on anything else nor how it was trained. scientists wait for facts; cheerleaders (over and over) rush to judgments that have often been wrong.
note that @jeffBezos is not betting on chatbots, but rather focusing on domain-specific tools for engineering, which is also something I would encourage. the financial story for what he is doing may b
OpenAI reported a negative 122% operating margin in Q1, indicating the company spent significantly more on operations than it generated in revenue, even after excluding stock-based compensation and ot
our company, which lost money last quarter, is going to take a big slice of 28.5 trillion market that we project will exist, primarily in a field in which we have almost no current presence, which is
So much for Nvidia’s cash flow. Wild. When does circular financing stop? Similar to a Ponzi Scheme, when cash outflows become greater than inflows. In this last quarter, NVDA cash grew by only ~600, a
SpaceX claims a 28.5 TRILLION market let us look at Musk's pitch deck to banks for the twitter takeover in 2022, he said he'd create a 10 billion dollar subs biz by 2028 today, ad revs down 75% & subs
Token Maxxing, April 2026-May 2026, RIP 🪦 🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinit
When does circular financing stop? Similar to a Ponzi Scheme, when cash outflows become greater than inflows. In this last quarter, NVDA cash grew by only ~600, and now ~95% of its operating cash flow
Wonder what fraction of those liking this realized it was a joke 🤣 There's a lot of excitement about OpenAI's resolution of the unit distance conjecture. In this thread I will discuss the striking app
Gary Marcus argues that pursuing cheerleading and science as careers are mutually exclusive paths, suggesting fundamental incompatibility between these pursuits. The post likely critiques the idea of
Yowza! Similar in some ways to the Stanford paper recently on LLMs hallucinating responses to images they never saw. This was an amazing and incredibly damning experiment using Microsoft Copilot, by @
⚠️👇 🚨Breaking ⚠️ If we can’t make AI agents follow rules, we are screwed. New study from METR reports that “when the agents were faced with hard tasks, they routinely violated constraints” This—routin