Gary Marcus pushes back: open models are taking share, what happens to the AI infra trade
AlexTensor · x · 2026-09-19
Gary Marcus quotes Gavin Baker's claim that open models keep taking share — more money now spent on open models than on OpenAI — and calls the bullish spin a "master class." He asks what happens to CoreWeave, Oracle and Nvidia when generative AI becomes a near-zero-margin utility, and what it means for a US economy heavily loaded on GenAI if infrastructure moves offshore, closing with the horse-to-car analogy.
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