Gary Marcus: ‘Just Say No to Anthropic’s IPO’

Daring Fireball
By John GruberNov 10, 2026, 5:16 pm108 pts
Gary Marcus: When a business needs exponentially increasing amounts of capital to make modest increases in quality in an intensely competitive market and still owes far more money than it has ever made, there is a serious problem. I continue to believe that there is no moat in AI models. None. But the entire…

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