“As long as the scaling = AGI myth persisted, Nvidia…continued to rise like a rocket. But all that changed on August 7th [2025]. That was the day that Altman introduced…GPT-5 to the world, alleging…that it could do anything a PhD could do. …people tried out the…model immediately, and just as quickly realized that what Altman said wasn’t true.”
—Gary Marcus
https://garymarcus.substack.com/p/sam-altman-and-the-day-nvidias-meteoric
#samaltman #openai #nvidia #ai