Gary Marcus: 'Hope is not a business plan' for big AI companies

GaryMarcus · x · 2026-10-13

Gary Marcus amplified a CFO's argument that the big AI companies have no viable business model: capex is supremely wasteful, opex is no better, and there is no visible path to profitability or positive cash flow. Marcus endorsed the take with the line "Hope is not a business plan," continuing his skepticism about AI industry spending.

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