Uploaded June 2026 | Updated September 2026, 2 weeks ago

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Are there moats in AI? Gary Marcus claims there are no moats, focusing on AI models like ChatGPT, Gemini, Claude and Grok. Warren explains where the moats really are and why they matter.

Plus AI Stocks Report with the latest AI news and updates on AI companies and their stocks.

0:00 Moats in AI Gary Marcus
2:32 Moat Enough Compute
3:40 Elon Musk Compute
5:55 AI Stocks AI News
8:35 AI Stock Options

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#ai #garymarcus #moats