Investor and Gary Marcus Clash Over LLM Economics and Neoclouds

Investor Gavin Baker and Gary Marcus debated AI infrastructure economics: Baker challenged the car-steel-oil analogy for tokens, while Marcus argued that weak LLM provider profits could drag down neoclouds like CoreWeave, Oracle, and Nvidia.

2026-09-21 ~ 2026-09-21 · 2 related posts

• Why model-layer margins should be negatively correlated with CoreWeave, Oracle and Nvidia — GavinSBaker · 2026-09-21
• Gary Marcus invokes steel-mill decline to argue neoclouds hinge on LLM profitability — GaryMarcus · 2026-09-21