Gary Marcus: The Great Generative AI Unraveling
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Gary Marcus argues that the generative AI bubble may finally be popping, citing steep six-month declines in Nvidia (29%), Oracle (35%) and CoreWeave (54%), and a 25% drop in Anthropic's perceived valuation within weeks. He points to the reported $10 billion cost of developing the Claude 5.5 model family and persistent price wars as evidence that the economics never worked. These are Marcus's own claims and figures, not independently verified results; the piece presents them as signs of a market correction rather than confirmed outcomes.
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- Gary Marcus · The Road to AI We Can TrustGary Marcus: The Great Generative AI Unraveling
Gary Marcus argues the generative AI bubble may finally be popping, citing Nvidia down 29%, Oracle 35% and CoreWeave 54% over six months, with Anthropic's perceived valuation down 25% in weeks. He points to the reported $10 billion cost of developing the Claude 5.5 model family and persistent price wars as evidence the economics never worked.
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