Gary Marcus: Rising revenue doesn't guarantee AI profitability

GaryMarcus · x · 2026-08-17

Gary Marcus agrees with the view that despite rising revenues in chips, cloud, and AI labs, the industry faces challenges: hyperscalers may be on the hook for much higher spending than reported, and closed-weight models might be less profitable than anticipated.

Related event: Gary Marcus Slams Misleading AI Revenue Claims(2 posts)→

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