Dude can’t even get a loan on his OpenAI shares …
but I actually agree … AI will be huge …
That said, I think Masa bet too early, and on the wrong horse.
Too much on LLMs; too much on Sam; too early.
Better AI will definitely come.
This generation of AI, however, won’t live up to expectations. The fundamentals aren’t sound.
Users criticize SoftBank's AI bet as premature hype, likening LLMs to a dot-com bubble without buildings and flagging liquidity problems for private shares.
Masa can hype AI all he likes, but apparently he can’t even get a loan on his OpenAI shares. 🤔
But I actually half agree—and it might surprise some of my critics to hear this, especially those who haven’t listened carefully—with what he said below: AI *will* be huge. Maybe 50x Dotcom. like he says.
But I think Masa bet too early, and on the wrong horse.
Too much on LLMs; too much on Sam; too early.
Better AI will definitely come.
This generation of AI, however, won’t live up to expectations. The fundamentals aren’t sound.
@GaryMarcus wait so he can borrow against $OPEN but SoftBank stock is fine?
you see the hierarchy right there
@GaryMarcus 50x bigger but same liquidity issues as private shares
guess the revolution needs a check first
@GaryMarcus the margin call on hype timelines is wild
wait so LLMs are the dot com bubble but without the buildings
Dude can’t even get a loan on his OpenAI shares …
but I actually agree … AI will be huge …
That said, I think Masa bet too early, and on the wrong horse.
Too much on LLMs; too much on Sam; too early.
Better AI will definitely come.
This generation of AI, however, won’t live up to expectations. The fundamentals aren’t sound.