AnalysisBusinessNovember 13, 2026

Gary Marcus argues the generative AI boom is unraveling

Read original source →garymarcus.substack.com

Marcus says his August 2023 predictions — no technical moat, price wars, elusive profits — have played out, citing a reported $10B development cost for the Claude 5.5 model family. He concedes hypey valuations lasted longer than he expected.

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