Subject: Re: Google vs Open AI
“ For OpenAI to justify its valuation and survive as an independent entity, the company must solve three problems simultaneously: achieve profitability or a clear path to profitability within the 115 billion dollar loss budget, maintain technological differentiation as models commoditize, and build durable competitive advantages beyond brand recognition.”

Going to be very interesting to watch it all unfold. Markets, Buffett and a lot of us have placed their bets. Amazing, GOOGL is up over 15% over the last 10 days & after Gemini 3 feedback & it now has a 3.86T market cap and has now surpassed MSFT with a 3.52T cap. Very nice to be in a very strong position in AI and otherwise!