Hot take on what comes next, after the sudden decline of tokenmaxxing: - OpenAI will struggle - with the decline of tokenmaxxing Anthropic w…

Hot take on what comes next, after the sudden decline of tokenmaxxing: - OpenAI will struggle - with the decline of tokenmaxxing Anthropic will struggle (aside from this quarter) to make a profit - Google will catch up to Anthropic - some Chinese companies might, too - LLMs will become commodities; margins will be very very thin - Most of the companies that invested massively in them will struggle to make back their investments - SpaceX’s AI efforts will flail - Nvidia will eventually decline, once all of the above becomes widely recognized.

Source: Gary Marcus (X) | 2026-05-29