I think the real story here is that anyone who set their AI budget in 2025 is going to get a shock in 2026 because agent tools that didn't work in 2025 are good enough in 2026 that their teams will be burning way more tokens than anticipated
INVESTMENT
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AI: Why Only the Best Product Matters in This Market
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A finance professor summed up every AI valuation in one line: nobody wants to use the eighth best product. That's the whole bet behind Anthropic's $1 trillion. In most industries you can be fourth and still run a good business. In AI, the theory goes, you're one of a tiny
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Confirmed again: LLMs cannot handle the truth, says Marcus
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Why LLMs rarely payoff—and what I have been saying literally for 7 years—confirmed yet again: LLMs can’t handle the truth. (Nor apparently can my critics, who keep saying I am “always wrong”, when I have been saying keeps being confirmed, over and over again.)
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Claude AI bills surge: Anthropic spends $500M in one month
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#Claude AI bills getting out of control, company spends $500 million in just one month – India Today https://
share.google/08ocxebz5YGSg6
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… #anthropic #openai #LLMs #LLM #AI #artificialintelligence #GenerativeAI #GenAI @SpirosMargaris @PawlowskiMario @mvollmer1 @gvalan @ipfconline1 -
Gary Marcus questions pronoun reference and investor returns in AI companies.
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In “most of the companies that invested massively in them will have massive returns:” does “them” refer to LLMs? and companies = OpenAI, Anthropic, xAI, Google, Meta etc?
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Hugging Face Private Models Infrastructure Growth
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Most people know Hugging Face from its public models and datasets but few realize that 50% of the models and datasets stored on HF are private. This number has been increasing with buckets (our S3 alternative for AI) and enable companies to build AI more efficiently and
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Setbacks in Major Companies’ AI Deployments
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Rough week for the "AI is taking our jobs" narrative.
— Charly Wargnier (@DataChaz) 29 mai 2026
> Amazon just axed its AI leaderboard as costs soared with no clear payoff
> Starbucks' AI can't even count coffee cups right
> Uber burning a $3.4B AI budget in just 4 months with nothing to show for it
WE ARE SO BACK. https://t.co/c242lnbww1 pic.twitter.com/MVxtdTlF5cRough week for the "AI is taking our jobs" narrative. > Amazon just axed its AI leaderboard as costs soared with no clear payoff
> Starbucks' AI can't even count coffee cups right
> Uber burning a $3.4B AI budget in just 4 months with nothing to show for it WE ARE SO BACK. -
Skepticism toward rumors about Uber’s AI budget
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I am skeptical of this whole story that Uber spent its AI budget and is disappointed with the results – I dug into the question and it seems that it rests on very shaky ground.
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Marcus warns OpenAI could be AI’s WeWork, Anthropic’s spike fleeting
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have been warning since 2023 that OpenAI might be the WeWork of AI, but also beware that Anthropic’s quarter may be a one-off trading on a brief and already dying romance with tokenmaxxing and a big one time subsidy from SpaceX.