‘I warned these guys’: American scientist hits back at Oracle’s Larry Ellison on AI’s big problem

American scientist Gary Marcus has hit back at Oracle founder Larry Ellison’s claim that AI models like ChatGPT, Gemini, Grok, and Llama are commoditised because they train on the same public data. Marcus says he warned of this exact “no moat” problem two years ago, predicting price wars and weak differentiation. He argues Silicon Valley’s refusal to listen will cost the industry billions.