Compute is scarce and has to be bought years in advance, before companies know whether revenue will ever catch up. That is exactly the natur…

Compute is scarce and has to be bought years in advance, before companies know whether revenue will ever catch up. That is exactly the nature of the largest gamble in history. Heaven help the global economy if it’s wrong. Anthropic President Daniela Amodei: The risk no one says out loud is that this entire AI industry is betting on the future Compute is scarce and has to be bought years in advance, before companies know whether revenue will ever catch up "revenue has been historic, but that can ch…

Source: Gary Marcus (X) | 2026-05-11