Hardware
stop asking for rationality @jeffreyleefunk! it won’t happen here! (actually, it will … eventually ...)
stop asking for rationality @jeffreyleefunk! it won’t happen here! (actually, it will … eventually ...) @GaryMarcus As companies reduce AI use in effort to achieve productivity improvements in most co
stop asking for rationality @jeffreyleefunk! it won’t happen here! (actually, it will … eventually ...) @GaryMarcus As companies reduce AI use in effort to achieve productivity improvements in most cost-effective way, what will happen to excessive spending on AI models, cloud infrastructure and Nvidia chips? They will fall and so should valuations and share prices https://www.wsj.c…
Source: Gary Marcus (X) | 2026-05-29