Gary Marcus(@GaryMarcus):“.the core question is whether demand keeps outgrowing committed cost.” Anthropic’s slower Q3 combined with its massive future commitments suggests it won’t. In which case it all falls apart.

Gary Marcus

@GaryMarcus

OG GenAI Skeptic; spoke at US Senate. Warned about hallucinations in 2001. Advocating world models & neurosymbolic AI ever since. Author, Marcus on AI & 6 books

Joined December 2010

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Gary Marcus@GaryMarcus

2026.10.29 03:19

“.the core question is whether demand keeps outgrowing committed cost.” Anthropic’s slower Q3 combined with its massive future commitments suggests it won’t. In which case it all falls apart.

sridhar@RamaswmySridhar

2026.10.27 19:10

15/16 also, don't confuse exposure with failure. anthropic had $16.3b of first-half revenue; compute expense was 55% of sales versus 201% a year earlier. the core question is whether demand keeps outgrowing committed cost.