Gary Marcus+

Anthropic’s $30 trillion fantasy

And you thought the SpaceX S-1 was ridiculous

Two ways it might all fall apart

Not mutually exclusive

A few words about Canada and the US

Sorry, this one is not about AI. But sometimes one must speak out.

BREAKING: More bad news for the frontier AI companies

Cheaper tools are thriving. What does this mean for the upcoming IPOs?

ARR vs ARR. Watch out for this one sly trick.

What’s in an acronym? How to read between the lines.

Data center madness

Two estimates of how crazy AI Capex has gotten, and four new signs that public opinion has totally soured

OpenAI is becoming a surveillance company

It’s not even really trying to hide it

Leopold’s Folly

How what one young man did might come to symbolize an entire era

Breaking: The Republican party is panicking over its ties to Big Tech

And panicking with good reason

BREAKING: OpenAI’s unraveling has begun

Their planned IPO is facing headwinds, trust has evaporated, and their burn rate is only getting worse

Google’s biggest mistake?

A theory about what went wrong, and some open questions about what might happen next

Breaking: U.S. young adults are now more concerned about AI than enthusiastic

Brief update to last’s week’s note re: the growing backlash.

No, Dario Amodei, we will not be curing cancer and “most human disease” in five to ten years

What Amodei left out

The hyping of Anthropic’s IPO

Some strong claims, dissected

The one issue unifying the American public

Brief but significant news about a new poll

BREAKING: Circular financing reaches new heights

Things could get bad if this all falls apart

Open-source is NOT the same as open-weight

How The New York Times just bungled this one, and why it matters, immensely

CPUs and the rise of neurosymbolic AI

A new paradigm is developing, and the world is changing faster than most people realize

Seven reasons I wouldn’t count Google out

Down but still in the mix

Elon Musk’s preposterous and possibly harmful prediction about robotic surgery

Some predictions are off. This one is way off.

Two critical updates re: Astra and mathematics

First, abstracting from all the words in my long analysis on OpenAI Astra yesterday, the overall point was that Astra may not be the breakthrough that OpenAI wants you to think it was.

OpenAI’s amazing — but vastly oversold — new model Astra

Eight or nine misconceptions about Astra. See if you can spot the biggest fallacy.

Three reactions to Anthropics’s latest apologia

I wish I could say I was comforted

The seven most shambolic things that happened in AI today.

🤦‍♂️

Dario takes it on the chin

His reputation is crashing

Sorry, Sam and Elon, we have not reached the Singularity

Not that anyone even knows what that means.

Circular financing ain’t what it used to be

Nvidia is falling. The mood has changed.

An open letter to David Sacks

China is closing the gap, but it’s not because we have too much regulation on AI

OpenAI’s disconcerting hack of HuggingFace

and what we should do about it

China has all but caught up. The US is not going to “win” the AI war. Here’s what we should do instead.

Seven options, considered

Breaking: Demis Hassabis endorses preflight safety testing for AI

Good news, for once.

Off for adventures

Leaving you with a couple laughs

China catches up

Has the US been focused on the wrong things?

The month Generative AI lost its mojo

June is not over, and anything could still happen, but a lot already has.

Accenture: Then and now, and how it may signify things to come

Blip, or one more data point that is on trend?

Breaking: Trump asks the impossible of Anthropic

Where do we go from here?

OpenAI’s lead is dwindling fast

As James Carville might have said, “It’s the lack of a moat, stupid”

What Washington must do

”The only way out is through”

The White House’s shambolic AI policy

Also , why states are taking things into their own hands, and what might be better

Breaking news: US Commerce Department effectively shuts down Anthropic’s latest models

After two years of underregulating AI, the US government suddenly takes the nuclear option

You can’t get more 2026 than that

Hallucination of the day:

Breaking: OpenAI is pondering “drastic” price cuts.

And that’s a sign of weakness

Maybe Section 230 doesn’t shield AI companies from liability, after all

An idea inspired by the new German ruling that could turn everything upside down

Breaking: Google liable for hallucinations

Sorry to bother your mailbox again but this legal decision is potentially huge, especially if it spreads and other countries make similar decisions.

Breaking news, and how the end might begin

A flashback to my most recent interview with Steve Eisman, and some potentially critical news

The revenge of Claude Mythos

🙄

An entire industry is being propped up by math that is insane.

Welcome to fantasy land

Slop, productivity, and why the AI-fueled world is going nowhere mighty fast

Just saw a graph at the FT from John Burn-Murdoch that really distills something I have been trying to articulate.

AI’s Black Friday

Some thoughts on what just happened

No, Anthropic did not call for a pause on AI development

Not really

Sir Demis Hassabis vs Sir Demis Hassabis

Two AI Timelines

No need to panic about Anthropic’s new blog

The twitterverse is all verklempt with Anthropic’s latest blog.

Breaking: When dreams for AI sanity come true

A true life moment for your correspondent

Why things will eventually fall apart

The math, and the psychology

Misplaced panic over AI progress

Breaking down what METR’s latest “time horizon” graph does and does not show

Agents and ROI

Remember that MIT study that showed that the ROI for generative AI wasn’t really there for most businesses?

Breaking news: “they hadn’t figured out how OpenAI would pay for it”

Sign of things to come?

What matters (or should matter), at the Musk-OpenAI trial

Two perspectives on what’s transpired so far

Breaking: Autonomous Agents are a Shitshow

Sorry to use a technical term in the title

The growing AI backlash

Nobody should be surprised

Have LLMs improved patient outcomes?

A new review suggests otherwise

Richard Dawkins and The Claude Delusion

The great skeptic gets taken in

“A model that produces code which compiles and passes the tests it was given is not the same as a model that produces correct, secure, maintainable, well-architected software”

A lot of code is being written by AI, but what does it mean?

The greatest capital misallocation in history?

People are starting to worry

Three thoughts on the Musk-OpenAI lawsuit

It’s hard to root for either side, but Musk has a point.

Dario Amodei, hype, AI safety, and the explosion of vibe-coded AI disasters

What the AI cheerleaders don’t tell you

ChatGPT doesn’t know its whisk from its elbow

Medical illustrators can rest easy

ChatGPT's “powerful new image engine”

Regurgitating ≠ understanding

Please don’t trust your chatbot for medical advice

Four separate studies all point in the same direction

Peak absurdity, Part II

You can’t make this up

Claude Mythos, evaluated

How afraid should we be?

Even more good news for the future of neurosymbolic AI

And vindication for Apple’s unfairly maligned 2025 reasoning paper

The biggest advance in AI since the LLM

Why Claude Code changes everything

Three reasons to think that the Claude Mythos announcement from Anthropic was overblown

No need to panic just yet