Altman’s AI halo fades as rivals surge and Apple pivots

TL;DR
Gary Marcus argues that Sam Altman’s public credibility and OpenAI’s edge are eroding as competitors like Anthropic and Google catch up, Apple shifts away from OpenAI’s tech, and costly AI systems remain unprofitable. The piece cites less impressive GPT-5 expectations, price wars driving down costs, and a growing sense that OpenAI may struggle to sustain its valuation amid evolving partnerships and market dynamics.
The rapid rise and slow decline of Sam Altman Marcus on AI | Gary Marcus | Substack
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