Safety
🚨The endgame of commoditization and falling prices and lack of a moat that I warned was inevitable in August 2023 took three years. But tha…
🚨The endgame of commoditization and falling prices and lack of a moat that I warned was inevitable in August 2023 took three years. But that moment has come. TBD whether OpenAI and Anthropic can survi
🚨The endgame of commoditization and falling prices and lack of a moat that I warned was inevitable in August 2023 took three years. But that moment has come. TBD whether OpenAI and Anthropic can survive it. Token prices in historic freefall as compute shifts to cheap Chinese models
Source: Gary Marcus (X) | 2026-08-05