15h agoGary Marcus argues massive AI investments assume a flawed 'winner-take-all' market despite LLMs lacking competitive moatsJulian Togelius warns infrastructure payoffs require low price sensitivity.SentimentSentimentPos23.4%Neg76.6%Many users endorsed warnings that AI firms risk overpaying on infrastructure without durable moats, while others responded with personal attacks on the critic for doubting big tech's edge.47 comments with sentiment. View comments.