January 19, 2026

Gary Marcus on the Massive Problems Facing AI & LLM Scaling | The Real Eisman Playbook Episode 42

57 minutes

On this episode of The Real Eisman Playbook, Steve Eisman is joined by Gary Marcus to discuss all things AI. Gary is a leading critic of AI large language models and argues that LLMs have reached diminishing returns. Steve and Gary also discuss the business side of AI, where the community currently stands, and much more.

00:00 - Intro

01:29 - Gary's Background with AI & Where We're At Currently

12:51 - AI Hallucinations

22:27 - Gemini, ChatGPT, & Diminishing Returns

26:46 - The Business Side of AI

28:39 - Where the Computer Science Community Stands

33:58 - What's Happening Internally at These Companies?

37:23 - Inference Models vs LLMs

42:54 - What AI Needs To Do Going Forward

49:51 - World Models

55:17 - Outro

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