Gary Marcus amplifies bearish math: unit revenue down 80% while costs and interest climb is 'fast track to bankruptcy'
GaryMarcus · x · 2026-10-26
Gary Marcus endorsed a financial analysis with "no idea why this isn't obvious yet to everyone": for unit revenues falling 80% while costs rise across the board and interest on borrowed money keeps ramping up, that's generally the fast track to bankruptcy court. The thread is a pointed critique of current AI business models — growth built on collapsing unit prices and heavy debt raises serious sustainability questions.
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