Marcus: Anthropic isn't cooked, but a $2T valuation is crazy
GaryMarcus · x · 2026-08-23
Gary Marcus refutes the idea that Anthropic is "cooked," noting their talent, market share, and execution give them a good survival chance.
However, he criticizes the investment logic: investing at a $2 trillion valuation when premium interest is waning and competitors are undercutting prices is irrational.
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