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
加入 December 2010
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“.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.
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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.
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