Is there a version of the bull case that spells out where the multitrillion dollar revenue will come...
TL;DR · AI 摘要
Gary Marcus质疑当前乐观预测的合理性，认为其依赖于‘相信我’的信任，而非具体的商业计划。
核心要点
- 当前乐观预测依赖于‘相信我’的信任。
- 未考虑价格战和商品竞争的影响。
- 缺乏具体的商业计划来支撑万亿级收入。
(And does it factor in the inevitable price wars and competition over a commodity?)" / X
Gary Marcus on X: "Is there a version of the bull case that spells out where the multitrillion dollar revenue will come from that doesn’t ultimately revolve around “trust me bro”? (And does it factor in the inevitable price wars and competition over a commodity?)" / X
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Is there a version of the bull case that spells out where the multitrillion dollar revenue will come from that doesn’t ultimately revolve around “trust me bro”? (And does it factor in the inevitable price wars and competition over a commodity?)
Quote
Nick
@NickSenese_
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14h
This has been the bear case for a while now and it gets more compelling with each passing day. The bull counter argument is “trust me bro, it’ll all work out,” and it’s being made by euphoric retail morons and the financial institutions profiting off their manic behavior $SPY x.com/garymarcus/sta…
Last edited Opens edit history 5:43 AM · May 9, 2026
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