Big Tech's AI Growth Relies on OpenAI, Masking Unreal Revenue Loops
GaryMarcus · x · 2026-08-13
GaryMarcus shared an in-depth analysis arguing that Big Tech's reliance on OpenAI and Anthropic is systemically pervasive. Both AI companies are massively unprofitable, yet much of their spending is essentially Big Tech's own money counted right back as revenue.
This creates an illusion that core businesses are growing rapidly, but the article suggests this growth isn't real yet—it's primarily driven by market bets on what AI might eventually achieve.
Related event: Gary Marcus Warns of AI Circular Funding and Compute Bubble(3 posts)→
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