Gary Marcus calls it: November marks the beginning of the end of the AI bubble
GaryMarcus · x · 2026-11-14
Gary Marcus declares that, given the events of the past 10 days, November marks "the beginning of the end of the bubble." A quoted reply goes further, blaming Microsoft's bloated codebase on Satya Nadella's push to replace engineers with AI and calling it the start of an AI crash — a high-profile bubble call riding on Microsoft's recent outage.
Related event: Gary Marcus Declares November the Start of the AI Bubble's End(2 posts)→
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