Safety
lNot only is this “no moat” regime literally what I predicted in August 2023 but China maybe seems to be understanding the full implications…
lNot only is this “no moat” regime literally what I predicted in August 2023 but China maybe seems to be understanding the full implications of that faster. (Perhaps informed by their painful housing
lNot only is this “no moat” regime literally what I predicted in August 2023 but China maybe seems to be understanding the full implications of that faster. (Perhaps informed by their painful housing debacle.) Consequences may be profound. In general hype is stronger here, and that may prove costly. No moat. http://Z.AI usage is exploding. The models are getting better. Inference is getting cheaper. And the stock is ~74% below its 52-week high. This is what happens when intelligence becomes abundant. The model isn’t the moat. And Chinese investors understand that no company …
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Source: Gary Marcus (X) | 2026-09-20