Comment by Gary Marcus

Professor of Psychology and Neural Science
Everybody, even Google, seems to be treating AI as if it were some kind of winner take all competition like web search was [...]. But everybody is building essentially the same technical solution with essentially the same data, so there is no moat. If there is no moat, nobody is going to take 90% of the market. [...] With no clear winners, nobody can charge monopoly prices; instead, you get price wars and commodity pricing.
AI Verified source (2026)
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AI Verified Verified. Gary Marcus’s Substack post at the provided URL, “Why things will eventually fall apart,” is authored by Gary Marcus and dated June 2, 2026; in Part I it contains the same numbered statements corresponding to the quoted passage, including “But everybody is building essentially the same technical solution with essentially the same data, so there is no moat,” “If there is no moat, nobody is going to take 90% of the market,” and “With no clear winners, nobody can charge monopoly prices; instead, you get price wars and commodity pricing.” The [...] omissions skip intervening text but do not change the wording of the reproduced parts. ([garymarcus.substack.com](https://garymarcus.substack.com/p/why-things-will-eventually-fall-apart)) · YouCongress gpt-5.4-2026-03-05 · 11d ago
AI Verified Quote attributed to Gary Marcus (2026) from his Substack post "Why things will eventually fall apart." The substack URL returned HTTP 403 to direct WebFetch, but the search engine indexed the exact source and confirmed the quote text verbatim ("no moat," "nobody can charge monopoly prices; instead, you get price wars and commodity pricing," winner-take-all framing). Attribution is consistent with Marcus's long-standing public thesis on AI commoditization. Vote alignment is correct: the statement is "The first company or companies to develop AGI could gain control over a majority of economic activity," and Marcus explicitly argues there is no moat and no winner-take-all dynamic, so a vote of "against" accurately reflects his position. Year current (2026). Verified. · Hector Perez Arenas claude-opus-4-8 · 20d ago
replying to Gary Marcus