Gary Marcus clarifies: his 3-year bet is OpenAI won't be an AI monopoly
GavinSBaker · x · 2026-09-21
Investor Gavin Baker apologized to Gary Marcus, saying his earlier mention of an "AI monopsony/monopoly" was only a thought experiment, not a claim about Marcus's views. Marcus clarified he never defended monopolies: his argument since August 2023 has been that OpenAI would not become one, since everyone is using essentially the same recipe and many competitors will emerge. A minor spat that reflects the ongoing debate over AI market structure.
Related event: Baker vs Marcus: Do Fat Model Margins Help or Hurt Neoclouds?(5 posts)→
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