Their planned IPO is facing headwinds, trust has evaporated, and their burn rate is only getting worse
Marcus on AI
• Gary Marcus
BREAKING: OpenAI’s unraveling has begun
"Marcus has become one of our few indispensable public intellectuals. The more people read him, the better our actions in shaping Al will be." - Kim Stanley Robinson, author of Ministry for the Future
Marcus on AI
• Gary Marcus
Their planned IPO is facing headwinds, trust has evaporated, and their burn rate is only getting worse
Marcus on AI
• Gary Marcus
A theory about what went wrong, and some open questions about what might happen next
Marcus on AI
• Gary Marcus
Brief update to last’s week’s note re: the growing backlash.
Marcus on AI
• Gary Marcus
What Amodei left out
Marcus on AI
• Gary Marcus
Some strong claims, dissected
Marcus on AI
• Gary Marcus
Brief but significant news about a new poll
Marcus on AI
• Gary Marcus
Things could get bad if this all falls apart
Marcus on AI
• Gary Marcus
How The New York Times just bungled this one, and why it matters, immensely
Marcus on AI
• Gary Marcus
A new paradigm is developing, and the world is changing faster than most people realize
Marcus on AI
• Gary Marcus
Down but still in the mix
Marcus on AI
• Gary Marcus
Some predictions are off. This one is way off.
Marcus on AI
• Gary Marcus
First, abstracting from all the words in my long analysis on OpenAI Astra yesterday, the overall point was that Astra may not be the breakthrough that OpenAI wants you to think it was.
Marcus on AI
• Gary Marcus
Eight or nine misconceptions about Astra. See if you can spot the biggest fallacy.
Marcus on AI
• Gary Marcus
I wish I could say I was comforted
Marcus on AI
• Gary Marcus
🤦♂️
Marcus on AI
• Gary Marcus
His reputation is crashing
Marcus on AI
• Gary Marcus
Not that anyone even knows what that means.
Marcus on AI
• Gary Marcus
Nvidia is falling. The mood has changed.
Marcus on AI
• Gary Marcus
China is closing the gap, but it’s not because we have too much regulation on AI
Marcus on AI
• Gary Marcus
and what we should do about it
Marcus on AI
• Gary Marcus
Seven options, considered
Marcus on AI
• Gary Marcus
Good news, for once.
Marcus on AI
• Gary Marcus
Leaving you with a couple laughs
Marcus on AI
• Gary Marcus
Has the US been focused on the wrong things?
Marcus on AI
• Gary Marcus
June is not over, and anything could still happen, but a lot already has.
Marcus on AI
• Gary Marcus
Disclaimer: Anything can happen at anytime in the market; I don’t give stock picks, and as the saying goes, the market can remain irrational longer than you can remain solvent.
Marcus on AI
• Gary Marcus
Blip, or one more data point that is on trend?
Marcus on AI
• Gary Marcus
Where do we go from here?
Marcus on AI
• Gary Marcus
As James Carville might have said, “It’s the lack of a moat, stupid”
Marcus on AI
• Gary Marcus
”The only way out is through”