Gary Marcus. By all accounts, he doesn't understand how LLMs work, so usually he's wrong about technical matters.[a] But here, I think he's right about busines

Gary Marcus. By all accounts, he doesn't understand how LLMs work, so usually he's wrong about technical matters.[a] But here, I think he's right about business matters. The massive investment in computing capacity we've seen in recent years, by Open AI and others, can generate positive returns only if the technology continues to improve rapidly so it can overcome its limitations and failure modes in the short run. If the rate of improvement has slowed down, even temporarily, OpenAI and others like Anthropic are likely to face financial difficulties. --- [a] In the words of Geoff Hinton: https://www.youtube.com/watch?v=d7ltNiRrDHQ https://www.youtube.com/watch?v=d7ltNiRrDHQ --- Note: At the moment, the OP is flagged. To the mods: It shouldn't be, because it conforms to the HN guidelines.