Search: “gary-marcus--x”

Gary Marcus comments on SpaceX's valuation, suggesting that rational investors would negotiate below the asking price for the company, likely critiquing either the company's financial metrics, market

Oh my God! @METR_Evals’s coding benchmarks are saturated! 🤯 Mythos broke the METR graph 🤯 4 weeks later, out comes a new coding task, this time from @cognition: “FrontierCode Diamond remains unsaturat

≈ “our financials make no sense but we want to see how far we can push things” OAI files confidentially for IPO: “We have not decided on timing yet; it may be a while because there are things we want

pretty much like i speculated yesterday 🚨 TRUMP’S AI NATIONALIZATION WAS SAM ALTMAN’S IDEA Trump: “I have spoken to ALL of them” >ai companies had no idea this was happening >they learned about this f

SpaceX goes public Friday at ~94x revenue. Across 45 years of data, IPOs that debut above 40x sales underperform the market by 58% over the next 3 years, and by 76% style-adjusted. The golden rule of

The legendary investor Vinod Khosla is in the news because of questions about his integrity. I want to share my own experience: he lied viciously about me (a skeptic of a company he stands to make bil

Gary Marcus shared a humorous post on X about misreading an AI-related headline due to the current saturation of AI news coverage. The post reflects on how the prevalence of AI stories in media can le

this is gonna go great xAI’s development of artificial intelligence is “a mess”, Co-Executive Editor @mvpeers says. “Elon has fired most of the people who he originally hired at xAI.' 'He has a tenden

tl;dr: we aren’t close to RSI, regardless of the hints IPO-bound Anthropic tried to drop last week. This paper tests whether today’s AI agents can build better AI agents without human design help. i.e

Gary Marcus posted an update on X noting that the original poster of a viral claim acknowledged their error and deleted the post, highlighting a rare instance of public correction on social media. The

This article explores potential economic downsides to artificial intelligence, questioning assumptions about AI's profitability and examining financial risks that may have been underestimated or overl

Gary Marcus critiques common misconceptions about AI, presenting seven corrective perspectives on prevailing beliefs about artificial intelligence's capabilities and limitations. The post likely addre

Gary Marcus poses a hypothetical investment question about SpaceX's valuation at $135 per share, likely exploring perspectives on the company's market value, growth prospects, and investment merit. Th

Gary Marcus likely references the 'poker patsy' concept, commonly attributed to Warren Buffett, which warns that if you've been in a poker game for a while and haven't identified the fool at the table

Gary Marcus compares the frequency of 'AI' mentions in SpaceX's SEC filing (S-1 document) to the frequency of 'Jesus' mentions in the Bible, suggesting that SpaceX emphasizes artificial intelligence e

another take on hard fork and IPOs (again i haven’t listened) I just listened to it. In fairness, they never said anything along the lines of encouraging anyone to buy the IPOs. They also discuss how

Gary Marcus warned X users about a scam involving fake accounts impersonating him to fraudulently promote products or services by falsely claiming his endorsement. The post alerts followers to be caut

blast from the past 3.5 years ago; some things have changed (esp. coding and math, via neurosymbolic techniques) but many haven’t: Bottom line: From the outset Large Language Models like GPT-3 have gr

This post likely presents a satirical or critical commentary on Jensen Huang's wealth accumulation, possibly comparing his personal gains to Nvidia's financial performance or suggesting that his retir

From fastest growing company to “worst value among its peers” in 18 months. Why, oh why, stick with the CEO? PitchBook's analysts just ranked OpenAI last for value among its AI peers. Not last for cap

This post likely critiques the SpaceX IPO process, suggesting that only major financial institutions acting as underwriters benefit substantially from the offering while retail investors and others ar

Imaginary conversations that might actually have happened Act I Sam: We missed all our metrics, Anthropic and Google have gained on us. Give us 40 billion dollars. Masa: No way! Sam: If you don't, we

Indeed, I don’t think Trump has thought through the implications. This will simply provide even more incentive- as if any was needed - for UK/European players & states to head towards Sovereign AI, ai

LOL. Even Claude sees through Hinton’s nonsense. (though see the articles I posted earlier, for converging sources I put more weight on) This is my prompt and this is Claude's response: ME: What do yo

New MIT study. Code volume surges by 300%, but output increases by only 30%: The AI dividend meets an awkward reality Autonomous AI coding agents raised commits by 180%, but releases rose only 30%. Th

Gary Marcus argues that as public awareness grows regarding AI's societal costs, a rhetorical strategy is being employed to reframe or minimize these costs by presenting them as marginal or inevitable

of course he wants to marginalize any objections to AI.* *exact dollar figures of course depend on dilution and the size of the angel investment etc. David Sacks invested in SpaceX at a 27 million val

Gary Marcus critiques the AI industry for its massive financial losses, noting that collectively the sector has lost over half a trillion dollars at an alarming rate of approximately one million dolla

Gary Marcus cautions that when an IPO company attempts to sell shares to the government as part of its offering, it may indicate underlying weaknesses or lack of confidence from private investors. Thi

[Revised] Hard Fork’s somewhat soft comments on the IPO, from some who listened @GaryMarcus at the stage of the Gilded Age II grift cycle when you find out why exchanges put rules in place to protect

see eg https://www.scmp.com/tech/tech-trends/article/3271858/ai-race-alibaba-tencent-quickly-adopt-metas-new-llama-31-model-amid-excitement and https://medium.com/the-endless-forge/zuckerbergs-llama-f

Gary Marcus suggests that Step 2 of some process or framework in AI remains uncertain or unreliable, indicating foundational instability in that particular stage. Without access to the full thread con

The reason why a Danish pension fund banned its investors from buying any SpaceX shares is not just the appalling S-1 filings, where the ONLY profitable segment was Starlink (everything else - the AI,

🚨This is how you turn a crash into a great depression. This is a public bailout of the worst bubble in history. “It’s a concept out there that’s so much money and it’s so big… where the American publi

Gary Marcus comments on AI systems that exhibit scam-like or deceptive behaviors while remaining too commercially important or integrated to face meaningful consequences. The post likely critiques how

You don’t have to be “leftist” (or “doomer”) to care about what AI is doing to our friends, family, neighborhoods, education, and society. Don’t let @davidsacks spin things otherwise. With Climate Doo

Zuckerberg and LeCun’s unilateral decision to open source Llama likely (partly) catalyzed China’s AI industry — and may have done truly massive harm to American business interests. We are now starting

AI code generation tools are producing low-quality code that requires significant human developer effort to debug and fix, potentially negating productivity gains and necessitating rehiring of develop

All the people who hate me here are now looking for government bailouts. 🤣 Exactly like I said they would. 🤣🤣 The countdown until we are told that LLMs are “too big to fail” starts now. “We can’t affo

anyone who wants to put money into OpenAI’s IPO should think again. the talent is voting with its feet, and has been for several years. Personal update: I’ve decided to leave OpenAI. I’m proud to have

Chip Export rules: made China/Huawei stronger, accomplished relatively little. USG stakes in US AI: will make Mistral and other “sovereign AI” efforts stronger, freak out the rest of the world, escala

circular finance, with numbers, a worked example. I want to use GOOG Anthropic and SPCX deal to show how the circular finance deals hiding losses and costs is falling apart. How every deal meant to ma

'Crony socialism' likely refers to a critique of economic systems where government power becomes intertwined with corporate interests, combining socialist-style state intervention with favoritism towa

Elon, last year: Grok 5 has a 10% chance of becoming world’s first AGI. Elon, this year: Never mind, we’re gonna be like CoreWeave, but bigger. My estimate of the probability of Grok 5 achieving AGI i

Elon Musk has promised that fully self driving Teslas are one year away, every single year, for almost a decade. 2016, a coast to coast autonomous drive is coming next year. 2019, a million robotaxis

For more detailed arguments against @geoffreyhinton’s views on consciousness see – this new “Age of Empires” article https://arxiv.org/abs/2605.31514 - @anilkseth's recent TED talk & his recent articl