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The Generative AI Fizzle™

Gary Marcus
Jun 25, 2026 at 15:51
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The Generative AI Fizzle™

Disclaimer: Anything can happen at anytime in the market; I don’t give stock picks, and as the saying goes, the market can remain irrational longer than you can remain solvent.Still:My joke/warning about SpaceX and tulip mania (look it up if you don’t know what it is) 9 days ago:That actually looks kinda on track so far:Thoughts and prayers for those that bought 10 days ago at 225. Give a gift subscriptionYesterday I coined a new term, the Generative AI Fizzle™. There is no doubt in my mind that a lot of things in AI are overvalued, but that doesn’t mean they will deflate at all once. They might, but maybe what we will see is more like a slow decline, as investors lose enthusiasm for the ratio between hype (insane)...

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