Gary Marcus cites Claude-Gemini report pegging AI bubble at $12-14T above trend
GaryMarcus · x · 2026-11-07
Gary Marcus amplifies an analysis where Claude and Gemini jointly examined the AI bubble: AI-linked stocks $30T (40% of US market), $12-14T value above long-run trend, $1-2T funded AI debt plus $4-5T purchase/lease commitments, S&P 500 CAPE at 41 vs dot-com peak 44, market cap/GDP 229% — compared against the 2008 subprime crisis. Clearly bearish-leaning, LLM-generated analysis.
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