"Marcus has become one of our few indispensable public intellectuals. The more people read him, the better our actions in shaping Al will be." - Kim Stanley Robinson, author of Ministry for the Future
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 619 | Founded | 4 years ago | Last Issue | 18 days ago |
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Generative AI in disarray
Seven brief items from Delhi.
Tech stocks were hit hard yesterday. CoreWeave, with its growing debt problems, took the hardest hit, down over 15% in one day.
It remains “very difficult [to find] actual, materially measurable financial impacts” from spending on AI, per new study
Greetings from New Delhi.
In an emailed newsletter, Laura Bratton at The Information has reported on a new study (direct link not available):
Anybody remember back in early 2023, when people imagined that ChatGPT was going to 10x every em...
Could this be the Frontier Labs’ WeWork moment?
Some ominous signs
In May, at the peak of tokenmaxxing, people were talking about OpenAI IPO’ing at a trillion dollars, Anthropic at two trillion dollars. Maybe that will still happen, but it probably shouldn’t.
We must recall open-ended AI agents with internet access from the market, now
Breaking new from The New York Times, the latest of many agent-caused incidents that are happening with frightening regularity, but this time from Anthropic and fairly serious:
I have long felt that OpenAI is handling this inadequately. Se...
Complementary remarks from Gary Marcus and Terence Tao on OpenAI’s giant math drop
OpenAI’s massive new math drop:
[This essay was written in extreme haste before a very long wifi-less flight; please forgive typos.]
Part One: My take
The real news here isn’t the result; it’s not what we were told.
1. AI once trie...
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Authors
The writers behind this newsletter.
Scientist, author and entrepreneur, known as a leading voice in AI. Six books including The Algebraic Mind, Rebooting AI, and Taming Silicon Valley; NYU Professor Emeritus.
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