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Big Tech's reliance on OpenAI and Anthropic for growth is systemically pervasive. Both companies are massively unprofitable — and much of wh…
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
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 revenue. Despite the illusion that core businesses are on fire, most of that growth isn't even real yet — it's just people betting on what AI might eventually do.
Related
- money talks: after putting 50B into OpenAI • Amazon ratted on Anthropic • dropped their skeptical film about Sam Altman
- This is actually a pretty measured bet compared to spending of the U.S companies. OpenAI alone is about twice as much. If things falls apart…
- @GaryMarcus OpenAI and Anthropic desperately need to raise prices. We seem to be faced with one of three choices for them: 1. Bailout 2. Ban…
Source: Gary Marcus (X) | 2026-08-12