AI debt financing is on an insane trajectory, per @SemiAnalysis_: - 惯性聚合

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Gary Marcus(@GaryMarcus)

super interesting - and a reminder that language models model language and not ideas per se. also a... nope! OpenAI would not have the nerve. If you care about AI, and want a nuanced view, you should watch this. I promise it will be worth yo... Please please don’t let the Chinese steal from us ,but can we please have a huge copyright exemption... The AI boom is just not sustainable; Apollo’s Torsten Slok joins the chorus. ⚠️ Wow. The Treasury Department reportedly knows that the massive GenAI build out poses systemic ris... this is a bit confused. should I unpack it? Reposting for no particular reason If that happens, where does it leave Anthropic and OpenAI? And Oracle, CoreWeave, Nebius, xAI, etc... GenAI isn’t good enough to replace millions of employees, so there is basically no way the capex is ... Fact: Dario Amodei didn’t invent overhyping the impact of neural networks on employment, Geoff Hinto... ha ha Geoff Hinton in 2016 completely overhyping where deep learning was at then amazing how much shit @ylecun used to give me for saying basically this pathological that he won’t... when capex quadruples relative to revenue in five years it just can’t be good. me, 2023: profits will be meager; LLMs will become a commodity. today: LLMs are in fact literally a... unconscionable, if these death numbers are even vaguely correct update: https://t.co/AWG7aqRVjG sug... over a million deaths attributable to DOGE and counting: https://t.co/AWG7aqRVjG, with sources so much for recursive self improvement, to the degree that it requires scientific taste “This study cuts through the optimism surrounding medical AI by showing how easily benchmark success... “What has really happened is VC built the wrong AI, you’ll pay a high price for this error with your... Pop quiz: Can you explain the contrast here, between AI’s coding ability and their less compelling r... true. a lot of people here just don’t have the historical context. “AI is now costing some companies more than the people it was supposed to replace.” and vice versa @yudapearl!! If this doesn’t chill you, I don’t know what will. 😱 “A president with the authority that Trump is... Indeed: if we actually had AGI we would not need forward deployed engineers. as expected by whom? 🤔 congrats @yudapearl! A small tax on every token produced could be transformative, without putting the government into bed... in case you needed more evidence that tokenmaxxing was a stupid idea Should we be spending literally trillions on a speculative bet when we can’t even solidly document c... That day when @elonmusk starts to sound a bit like my 2023 TED Talk, which called for “a global, non... Reselling “excess AI processing capacity”: first $SPCX, now $META. In a rational world these moves ... hard to see how anyone makes much money from all this in the long run. more like the airline indust... GLM 5.2 is the ultimate culmination of what i have argued here for the last three years. no technica... wild. 🤡 Another case of what I call The Klarna Effect. 🤣 Ladies and gentlemen, I am pleased to announce that staplers & pencil erasers will once again be... more arbitrariness, more favoritism. THIS. The reason the US Government seems out of its depth now is because people Andreessen and Sacks... Know why $SPCX is so volatile? Because it’s a meme stock with a rocket company thrown in. So the p... remember my botched bicycle examples? here’s an actual REI ad, h/t Oren Etzioni: June has been a dark month for the US generative AI industry, between hamfisted US policy and the tr... even polymarket sees it now People want jobs, not subsidies: Always playing checkers and never chess. Correction: contemplated delaying their IPO, per NYT report.

AI debt financing is on an insane trajectory, per @SemiAnalysis_:

Gary Marcus · 2026-07-07 · via Gary Marcus(@GaryMarcus)

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