Derya recalls winning his bet vs Gary Marcus: OpenAI valuation doubters got it wrong
TinfoilTricorn · x · 2026-10-27
Derya Ünial points out he won a bet against Gary Marcus, who claimed OpenAI would be worth under $86B by end of 2025. He also quotes highlights from a 20-month-old bearish essay on Anthropic — dismissing its $12B 2027 revenue projection as made up, arguing it wasn't worth $60B, and calling its CEO a conman. His take: these skeptics got AI advances unbelievably wrong, some are still doubling down, and AI remains underhyped.
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