Gary Marcus clashes with Gavin Baker: OpenAI won't be a monopoly because everyone shares the same recipe
GaryMarcus · x · 2026-09-21
Gary Marcus pushed back on investor Gavin Baker, denying he ever defended monopsonies. Marcus says his argument since August 2023 has been that OpenAI would NOT become one, since everyone uses essentially the same recipe and competition will proliferate. Baker countered that a single lab with 99.999999% margins would be disastrous for neoclouds and suppliers, citing extensive cross-industry evidence that monopsonists squeeze suppliers. The exchange touches on core disagreements about AI market structure and compute-supplier bargaining power.
Related event: Baker vs Marcus: Do Fat Model Margins Help or Hurt Neoclouds?(5 posts)→
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