Gary Marcus: post-midterm rates and pushback mean AI fundraising will tighten next year
GaryMarcus · x · 2026-11-06
Gary Marcus offers a rare partial disagreement with Fred Wilson, who argued that Anthropic's $100B IPO and the hyperscaler debt binge signal an even crazier fundraising year ahead. Marcus counters that in light of recent events — midterms, the market correction, rising rates, and pushback on the OpenAI IPO — next year's fundraising will fall well below projections: "everything will be tighter."
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