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LLM companies are likely to be like airline companies: small margins, intense competition, high expenses.
LLM companies are likely to be like airline companies: small margins, intense competition, high expenses. @GaryMarcus Airlines taught us something important: unlimited demand does not guarantee attrac
LLM companies are likely to be like airline companies: small margins, intense competition, high expenses. @GaryMarcus Airlines taught us something important: unlimited demand does not guarantee attractive economics. The question for AI isn’t whether people want more intelligence. It’s whether providers keep enough cash after chips, data centers, power, cooling, and competition.
Source: Gary Marcus (X) | 2026-05-24