“If there is a deflation of the AI bubble, the optimists say that the new infrastructure will remain even if the companies do not — just as railways survived the 19th-century railway bust. However, this fails to reckon with the reality of depreciation (few pieces of silicon hold… pic.twitter.com/TaiMJqUzne
— Gary Marcus (@GaryMarcus) June 26, 2026
Friday, June 26, 2026
This very expensive AI infrastructure depreciates fast; if you don't make profits soon, you won't make them ever.
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