Gary Marcus：AI 概念股大跌，CoreWeave 等 neocloud 与芯片商遭重挫
Breaking: Mayhem in the market 🫧
Gary Marcus 在 X 预告 AI 公司不再享受免费通行后科技股将崩，次日市场分化，CoreWeave 等 neocloud 与芯片商大跌，亚马逊、苹果、谷歌反而反弹。他称今天行情截然不同，几乎无公司幸免，是一场"屠杀"。
I am old enough to remember when I posted this yesterday on X and got a huge amount of shit for it, from Sabine Hossenfelder and a slew of bots and tech bros:
And, yesterday, after I posted it, the market was actually mixed, split hard between chipmakers and neocloud companies like CoreWeave that got hit hard (much as I anticipated), and big companies like Amazon, Apple, and Google that didn’t, and instead got a bounce.
One theory was that people were rotating out of the smaller neocloud companies, and into the bigger tech companies that could better weather the cash crunch:
Another similar theory was the hyperscalers were up because (in light of the public resistance to data centers which came clear on Tuesday) investors thought that the hyperscalers might finally settle down on their wild CapEx expenditures:
Today looks pretty different. It’s a slaughter. Almost no company is exempt.
来源：Gary Marcus：The Road to AI We Can Trust · garymarcus.substack.com