i started writing about it in september, see my essay called Peak Bubble.
@garymarcus
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AI Labs Accelerate Product Development, Leading to Rapid Output
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would be very surprising if he didn’t. let’s see who can spot them first.
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AI Assistants Still Corrupt Documents Despite Trillion-Dollar Scaling
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Ouch! Current AI assistants often corrupt documents. Sounds like an intern you can’t trust — once again. A trillion dollar investment in scaling hasn’t solved this.
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Oracle Stock Drops 50% After OpenAI Deal Declared Peak Bubble
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Oracle has dropped 50% since I declared that the OpenAI deal they made was “peak bubble”. And, as @edzitron lays out below, they may fall a lot further yet. At which point the entire house of cards could collapse.
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Ethical AI Governance: Nonprofit Control Over System Releases
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sure but you might have someone more ethical (making eg decisions about whether to release certain systems) esp if control reverted to nonprofit that was pledged for the benefit of humanity.
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GenAI Cognitive Dependency Threatens Innovation Among Graduates
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Warning: GenAI-induced cognitive surrender may kill innovation. Consider the following, from CEO @wadhwa
’s newsletter: “I have been speaking with recent graduates in India, many of them highly recommended, and on paper they look exceptional. The emails are polished, the resumes -
Oracle as Bellwether for the AI Bubble Bursting
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“If you want to know whether the AI bubble is bursting, there’s only one publicly traded company that will tell you: Oracle…” “Oracle has the lowest credit rating. It also has the greatest debt load, even before the infrastructure buildout came into play…” “OpenAI… is by
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AI Leadership: Why No Company Maintains Competitive Advantage
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Crazy how many people expect some company or country to achieve a “insurmountable lead” in AI, when in reality no company seems to hold a lead of more that a few weeks or at most a few months before someone overtakes them.
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Trillion Dollar AI Narrative: Bullshit or Reality Check?
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“roughly $1.35 trillion of pure narrative” is the best euphemism for pure bullshit that I have ever seen, @gnoble79. 👏 https://t.co/KOkB9AlfVf
— Gary Marcus (@GaryMarcus) 29 avril 2026“roughly $1.35 trillion of pure narrative” is the best euphemism for pure bullshit that I have ever seen, @gnoble79
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Tech Giants Spend Manhattan Project Sums Monthly on AI Losses
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Sheer insanity. Amazon, Google, Microsoft, and Meta collectively are spending more money than the Manhattan Project *every single month*. More than 12x the Manhattan Project every year. And what they have got to show for it? None are making major profits on AI; none has a