"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 | 543 | Founded | 4 years ago | Last Issue | 4 days ago |
| Active | |||||
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The Generative AI Fizzle™
Disclaimer: Anything can happen at anytime in the market; I don’t give stock picks, and as the saying goes, the market can remain irrational longer than you can remain solvent.
Still:
- My joke/warning about SpaceX and tulip mania (loo...
Accenture: Then and now, and how it may signify things to come
Last September, Accenture was crowing about how AI was going to transform its business:
Today, as I write this, the stock has dropped around 18%, almost 23% for the week, well over 50% from the 52 week high, after a disappointing quarter....
Breaking: Trump asks the impossible of Anthropic
In January 2024, I warned that the politics and inadequacy of guardrails would become a central issue for our times.
It took longer than I expected, but well, here we are:
Where do we go from here? At least with respect to LLMs, the secu...
OpenAI’s lead is dwindling fast
As I predicted here in January 2024, with everybody building the same thing, there can be no moat:
That’s been catching to OpenAI ever since. The numbers don’t lie.
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And it’s not just the dwindling market share. Microsoft was for a long...
What Washington must do
Washington has made a huge mess.
Even some people on the right see this, like Dean W Ball, who helped the current Trump administration establish its AI policy
What the White House did seems arbitrary. And maybe even corrupt
It doesn’t h...
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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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