FAR more scary than the misunderstood METR time horizon graph everyone here seems to be (wrongly) panicking about.

FAR more scary than the misunderstood METR time horizon graph everyone here seems to be (wrongly) panicking about. The #AI circular funding bubble is already twice the size of the outstanding debt in the 2008 subprime mortgage crash. We will see a massive market correction, and soon. 40% of US retirement funds are based on AI stocks, so a lot of people are going to suffer when it happens.

Source: Gary Marcus (X) | 2026-05-10