This analysis from yesterday looks even more apt today — especially after we heard that the model providers have gone to Washington in searc…

This analysis from yesterday looks even more apt today — especially after we heard that the model providers have gone to Washington in search of handouts. ⚠️Why didn’t the hyperscalers wait until after the IPO in switching to pay-by-usage-charging? My guess is that they literally could not afford to —because it would bankrupt them. My reasoning: in “all you can eat” agent era they were hemorrhaging money. So the hyperscalers prob…

Source: Gary Marcus (X) | 2026-06-06