Knowledge catalogue
Whatever you may think of Generative AI, the Capex craze is absolutely bonkers: “we are potentially talking about AI needing to generate 10 trillion in annual sales to justify all the capex being thro
AI bull reluctantly acknowledging some cracks in the story Over the past week, we are seeing some early cracks in our GPU availability data...not going to overreact but have to call balls and strikes.
AI did not suddenly discover a cancer vaccine. That is engagement bait. Moderna and Merck reported positive Phase 3 results for Intismeran plus Keytruda in 1,137 melanoma patients after surgery. This
Karp got so much shit and was actually right. I know the feeling. 🙄 🚨OPENAI AND ANTHROPIC JUST FOLDED ON THEIR DATA RETENTION POLICY AFTER PALANTIR CEO EXPOSED THEIR REAL BUSINESS MODEL Alex Karp: >'s
Most “AI influencers” here probably don’t even understand this important (and very basic) point. okay so everyone is talking about this but you guys realize it's not an LLM/foundation model or even a
okay so everyone is talking about this but you guys realize it's not an LLM/foundation model or even a neural network, right???? it's probably just like some XGBoost or logistic regression algorithm o
🦔OpenAI's CFO held an all-hands meeting today to tell employees the company will go public by 2027 and not to worry about Anthropic beating them to it. This came days after the CRO, COO, and product c
the elephant in the room that no company wants to address: “OpenAI’s 69-page report on ChatGPT enterprise adoption doesn’t address the biggest question: ROI” by @EmilyForlini https://fortune.com/2026/
The real lesson here is that if you pick and choose your stats (and which quarters to show, and so on) you can tell any story you like. May startle the markets with this but: OpenAI is growing faster
this has always been OpenAI’s game plan. (I first warned of it in 2024, saying that surveillance might be their only viable business plane.) 🦔ChatGPT can now read your entire iMessage history and send
Couldn’t have said it better myself. AI is excellent at discovering things which are already very well understood somewhere else. How Anthropic's new results post would read without the PR: Claude orc
Counterpoint: “If alignment issues are becoming big enough that OpenAI is willing to commit 20% of research inference compute to chain-of-thought monitoring [suggesting] that suggests that alignment i
I am so tired of the PR. How Anthropic's new results post would read without the PR: Claude orchestrated open-source protein design models, PXDesign, RFdiffusion, Genie, BoltzGen, from a 30k-token exp
A forum poll posed the question, “If OpenAI falls apart or is acquired at a big discount, will that on net help or hurt Anthropic?” Participants chose among three options—help, hurt, or neutral—reflec
It is genuinely painful to me that almost nobody — not even doomers who should care deeply — seems to be paying attention to this critical point that might have truly profound consequences for humanit
Read it and weep for the AI bubble The unraveling of OpenAI sure looks like it has begun: https://garymarcus.substack.com/p/breaking-openais-unraveling-has-begun?utm_source=app-post-stats-page&r=8tdk6
Remember my discussion with @dwarkesh_sp about revenue forecasts for Anthropic? He is basically projecting continuous exponential growth for Anthropic’s revenue run rate; I have been saying it will fl
Too perfect: Deep learning literally hitting a wall*, just as OpenAI is running out of cash. *of course in conjunction with neurosymbolic AI, more complex systems are continuing to make progress. when
nobody takes Altman at his word anymore – nor should they. Altman's claim that OpenAI is slowing their frontier model training in order to focus on safety doesn't pass the sniff test.👃 For several yea
Reminder that the data that feeds large language models – and thereby influences the world - can change at any moment, without warning. looks like reddit is almost wiped from chatgpt sources the query
What can GPT 5.6 sol do that GPT 5.5 xhigh couldn’t ?? As always @GaryMarcus vindicated This isn’t a fucking issue about models getting “too smart.” Quite the opposite. ChatGPT is delaying because the
hilarious the way people are now pretending that the tech ceos never promised us AGI Anthropic CEO Dario Amodei: — There is a 'good chance' that AGI could be built within the next 1 - 3 years. — There
Many people’s blindness to this problem — AI failing to follow instructions — is like their initially blasé attitude towards hallucinations, with the same fantasy that core, endemic problems would rap
Not exactly a vote of confidence in OpenAI. Scoop from @anissagardizy8 SCOOP: We have the details behind one of the largest data center transactions in history. Our story includes the size and complex
OpenAI continues to be the most disconcerting of the major AI companies. In 2023, OpenAI pledged 20% of its entire compute to AI safety. Last month it quietly dissolved the team whose only job was cat
Some say dogs look like their owners. Generative AI CEOs have come to sound like their product: frequently wrong, never in doubt, often full of BS. Dario is full of sh@t. Birds of a feather. JUST SAY
the crux of why AI safety in systems that are built around LLMs is never going to work: they just can’t be trusted to follow instructions. Claude Code w/ Fable 5 has strict instructions in my project
Nvidia would likely experience downward pressure on pricing power and profit margins if an AI‑chip glut materializes, as excess supply from competitors (e.g., ASICs or lower‑cost GPUs) could force the
Guess who gets f_cked in the end? “.. Nvidia gets paid upfront, the borrowers and their lenders carry the default risk, and because private credit is ultimately funded by ordinary savers through instr
OpenAI has shut down the internal team that evaluated whether its AI models could pose “catastrophic risks,” a decision reported by the Financial Times on August 16, 2026. The move was announced via a
@sethharpesq OpenAI spent $1.60 for every dollar it earned in 2025. We need more journalism that cuts through all of the accounting gimmicks to get to the heart of what is really happening in the US A
Dr. Catharine Young noted on Twitter that someone should pursue an internship at the U.S. Food & Drug Administration (FDA). On August 16, Polymarket reported that Anthropic CEO Dario Amodei predicted
If Astra was AGI or the dawning of the Singularity would 9 execs have just quit OpenAI? Would Nvidia have just dialed back its commitments to OpenAI? Of course not. The bullshit about OpenAI far excee
The FT reports this weekend that OpenAI quietly disbanded its preparedness team at the end of last month, with responsibilities for individual areas of the preparedness framework distributed across ot
Wrong! If an AI leverages symbolic operations (conditionals, operations over variables, code interpreters, etc) and neural networks it is neurosymbolic. If it doesn’t, it’s not. ( I laid all of this o
$3 trillion in capex into a technology that has zero correlation with value creation what could possibly go wrong? wow! new OpenAI study shows “no correlation between how often employees use AI and ho
I follow the AI & math discourse a bit - without understanding the actual math. I thought I might offer some thoughts as a scientist in structural biology - a field transformed by various tech over th
neurosymbolic world models – *exactly* what I argued for in 2020 in the Next Decade in AI – for the win. Jeremy's excellent work here is a great illustration of a very powerful type of approach: LLM-g
remember how i said OpenAI might turn out to be the WeWork of AI? OpenAI is falling apart right now. 9 of their most important leaders have left the company recently, and Altman is about to ask the pu
that should be fairly obvious even now Looking back with a few year's perspective, it seems pretty likely to me that @hlntnr was correct that ending OpenAI due to firing CEO Sam Altman 'would actually
This graph from the @FT does not look good for @dwarkesh_sp’s prediction that Anthropic’s “likely ends the year with ~100-150B revenue [run rate]” Rumor has it they made ~11.5B revenue in Q2 — which i
“This nightmare will only cost you eleventy trillion dollars…” Wild that to hear tech people speculate that the growing AI backlash is some kind of “Chinese op” when, like, “we’re taking your job and
wow! new OpenAI study shows “no correlation between how often employees use AI and how much money they make. The ROI of the latest tech boom is still very much up in the air.” Let that sink in. This p
anthropic’s best hope is that OpenAI falls apart. which it might. NEW from Ramp AI Index: disappointing adoption of Fable 5 We've heard several reasons from businesses...mainly Fable 5 is just too exp
Gary Marcus posted on 13 Aug 2026 that, as a scientist, he is uncertain whether his conjectures about generative AI will be proven correct but remains confident that critics of the technology are pres
This is so much bigger than one company, and orders of magnitude more dangerous to the economy and investors than Enron. Nvidia’s AI push has echoes of Enron, says Big Short investor https://www.teleg
Big Tech's reliance on OpenAI and Anthropic for growth is systemically pervasive. Both companies are massively unprofitable — and much of what they spend is Big Tech's own money, counted right back as
🦔Nvidia announced agreements yesterday with the six biggest names in private capital, Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR, to raise over $500 billion so its own customers
On August 11 2026, Gary Marcus commented that if the symbolic components were removed from Claude’s Riemann implementation it would fail to work, highlighting a concrete win for hybrid neurosymbolic A
Literally for years I have been warning everyone: @GaryMarcus, December, 2022: “GPT-4 will still, like its predecessors, be a bull in a china shop, reckless and hard to control.” @GaryMarcus, November
Really important point and nicely explained! Two further points worth noting: (1) if an AI system relies on a harness (which as Gary notes in other writing is increasingly improtant in top models), th
When @QualiaQuanta took a shot at the Riemann, half in jest, people called her a crackpot. When Anthropic uses Claude to do the same thing, it gets a hundred thousand views in 30 minutes. It might wel
In a recent Twitter exchange, Luca Ambrogioni stated that large‑language models (LLMs) likely possess fundamental limitations that may be obscured by progress in reasoning and agentic pipelines, thoug
and we agree with @GaryMarcus. Training and running frontier class AI on CPUs, at a fractional cost, saving the planet, while building human aligned AI is the 2nd innings of AI race. CPUs and the rise
CPUs and the rise of neurosymbolic AI by @garymarcus (with implications for what Artificial Intelligence implies about natural intelligence -- Gary's & my interest ever since we worked together 37 yea
Among proponents of neurosymbolic architectures, there had been some debate over the years about whether the outer level would be symbolic (i.e. a harness that calls neural models) or whether the oute
anyone confused about neurosymbolic AI—and its recent enormous victory—should read this. complete and total vindication for what I have been saying here all along. (see also my essays on Claude Code a
C’mon, it’s not game over for Google Seven reasons why not, excerpted from my newsletter: Jeff Dean and Demis Hassabis are the two most important AI executives at Google. Jeff is leaving and Demis is
critical history and context that a lot of people have conveniently forgotten For a very long time most high-performing AI models were end-to-end neural models; vector input -> vector output, with onl
Gary Marcus won! @GaryMarcus I would have assumed it was fairly obvious, but in case it's not: a million-line codebase (also known as a 'harness'), running at inference time, orchestrating thousands o