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it ain’t just me who sees the emperor has no clothes
it ain’t just me who sees the emperor has no clothes The AI bubble math doesn't add up. Anthropic spends 3 to make 1 and that’s before you include any and all other costs like staff or electricity. Mi
it ain’t just me who sees the emperor has no clothes The AI bubble math doesn't add up. Anthropic spends 3 to make 1 and that’s before you include any and all other costs like staff or electricity. Microsoft dumped 300B in capex, made ~18B in AI revenue. OpenAI and Anthropic alone make up 43-54% of Microsoft, Google, Amazon and…
Source: Gary Marcus (X) | 2026-05-23