Sure does look like @GavinSBaker is “suggesting that public companies are materially inflating their remaining performance obligations”. yet…

Sure does look like @GavinSBaker is “suggesting that public companies are materially inflating their remaining performance obligations”. yet another way the Ai industry is trying to con retail investors, it would seem. Pretty sure the lawyers take them very seriously Gavin! If not, why does Anthropic list $413 billion of spending commitments as non-cancellable? Also, are you suggesting that public companies are materially inflating their remaining performance obligations? Clear this up man

Source: Gary Marcus (X) | 2026-10-12