Safety
Investors pattern matching on old movies is going to lead to a recession. There is no network effect here and no reason to think that large …
Investors pattern matching on old movies is going to lead to a recession. There is no network effect here and no reason to think that large language models will be anything other than a brutal commodi
Investors pattern matching on old movies is going to lead to a recession. There is no network effect here and no reason to think that large language models will be anything other than a brutal commodity business more like airlines than the winner-take-all fantasies these people have. Josh Brown: "These AI companies grew up learning from Jeff Bezos. They do not care about profits right now, they care about marketshare. Quite frankly, that's what they should care about, especially if it's a winner take all market." What do people think? Do we focus too much on …
Related
- I've been genuinely shocked at the complacency here. There's no evidence anyone is really doing anything! Like, that was swell of OpenAI, …
- OpenAI, which squandered its tremendous lead and is now missing its projections, is in trouble. There’s no two ways about it.
- ‼️ Could large language models turn out to be the tech industry’s Vietnam? All In’s @jason notes below that today’s students are speaking ou…
Source: Gary Marcus (X) | 2026-10-06