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I bought Alphabet shares today for under $320 First purchase after I called it last year at $195 and it doubled this year hitting a high of $399 per share. It’s quarterly earnings were good, outlook solid but investors spooked by the increased investment in AI infrastructure. Having the infrastructure is key to long-term success…
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Evaluated side-by-side using the AI Business Quality framework by Pitchbook, OpenAI is priced at $188 billion per point of business quality. That represents a 60% premium over Anthropic, which sits at $118 billion per point. This wide spread raises a pressing question for pre-IPO invesors: is OpenAI truly worth that premium, or is it a…
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Satya Nadella, the CEO of Microsoft just issued a massive warning to every company using AI. You’re paying twice! The first payment is financial, but the second is extracted in something far more valuable than cash. Your proprietary knowledge. By introducing the Reverse Information Paradox, Nadella has fundamentally shifted how organizations must view their software…