Safety
when capex quadruples relative to revenue in five years it just can’t be good.
when capex quadruples relative to revenue in five years it just can’t be good. FT: 'It is not yet clear that either [OpenAI or Anthropic] has a sustainable business model. For sure, both have built as
when capex quadruples relative to revenue in five years it just can’t be good. FT: "It is not yet clear that either [OpenAI or Anthropic] has a sustainable business model. For sure, both have built astonishing AI models that have won ecstatic user acclaim and generated rocketing revenues. But the maths is daunting. The costs of remaining at the frontier of …
Source: Gary Marcus (X) | 2026-07-06