More regulatory meddling.
Too big, too expensive, no ecosystem.
Early contracts could make OpenAI the cost leader.
I don’t expect this fight to last long.
OpenAI – Price cuts will be catastrophic Adobe FQ26 – Unnecessary uncertainty pt. II
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Qualcomm Investor Day – Pick and Mix
4 hyperscalers in the bag.