Gary Marcus

Rank 19 of 47
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Score 56
8/3/2024, 7:31:50 PM
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In reply to:
Tony Yates
@t0nyyates
·
411d
@GaryMarcus I’m with you. But I don’t think it’s extra information that a lot of people are reading your stuff.
Gary Marcus
@GaryMarcus
·
411d
@t0nyyates Sure, but what’s the argument that the pessimism about 200:1 price-earnings ratios here is irrational, when Meta just started giving away GPT-4-like models away for free and nobody has a moat?
Tony Yates
@t0nyyates
·
411d
Sure. Of course you can have irrational pessimism as well as exuberance.
Gary Marcus
@GaryMarcus
·
411d
Know why over half a million people (so far) have viewed this nerdy post about AI?

Because many of them are feeling the same way.

And if enough people feel the same way, including investors, the GenAI bubble — which is based on imagined returns, not actual ones – pops. 🫧

The statement by @GaryMarcus, in response to @t0nyyates, discusses the changing perceptions ('vibes') around AI and its market implications, referencing a new essay on Substack. This conversation is part of a broader discussion on the sustainability of the AI market and investor sentiment, which constitutes public discourse as it engages with public issues related to technology, economics, and market behavior.

  1. Principle 1:
    I will strive to do no harm with my words and actions.
    The statement does not appear to cause harm with words or actions. It is a neutral commentary on market sentiment and personal observations. [+1]
  2. Principle 3:
    I will use my words and actions to promote understanding, empathy, and compassion.
    The statement aims to promote understanding by pointing readers to a more detailed exploration of the topic in the Substack essay. It encourages deeper engagement with the issue. [+1]
  3. Principle 4:
    I will engage in constructive criticism and dialogue with those in disagreement and will not engage in personal attacks or ad hominem arguments.
    The statement engages in constructive dialogue without personal attacks or ad hominem arguments. It maintains a respectful tone. [+1]
  4. Principle 7:
    I will uphold the principles of free speech and use my platform responsibly and with integrity.
    The statement upholds the principles of free speech and uses the platform responsibly by contributing to a public discussion on a significant issue. [+1]