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Author: longtimebrk   😊 😞
Number: of 387 
Subject: Google vs Open AI
Date: 11/23/25 2:03 PM
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No. of Recommendations: 6
this is quite good. Scam Altman is puckered up...

https://substack.com/inbox/post/179701197?r=6p7b5o...

A leaked internal memo reveals the tectonic shift reshaping artificial intelligence, where platform economics are defeating venture-backed innovation at the exact moment markets assumed the opposite.

Long GOOG.

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Author: tecmo   😊 😞
Number: of 387 
Subject: Re: Google vs Open AI
Date: 11/24/25 6:57 PM
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No. of Recommendations: 4
https://www.cnbc.com/2025/11/24/alphabets-gemini-p...

“We have to recognize that Gemini’s the biggest threat to ChatGPT we’ve seen so far,” he said. “There’s simply no two ways about it — Gemini’s existential for OpenAI.”


Alphabet has an edge over other ChatGPT challengers because it’s been able to integrate Gemini with its Google platform, Cramer continued.


tecmo
...

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Author: WEBspired 🐝  😊 😞
Number: of 387 
Subject: Re: Google vs Open AI
Date: 11/24/25 7:47 PM
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No. of Recommendations: 5
“ 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!
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Author: mungofitch 🐝🐝 SILVER
SHREWD
  😊 😞

Number: of 387 
Subject: Re: Google vs Open AI
Date: 11/25/25 7:27 AM
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No. of Recommendations: 6
...platform economics...

Wait, the cost of providing a service matters?
I'm shocked! Shocked to find this out.

Jim
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