AI & Data Analytics
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These are strange markets. Exhibiting the most irrational earnings responses in recent memory. The irrationality is the opportunity for astute investors. Three of the four largest Hyperscalers, the massive companies buildinh and managinh huge data centers to run their own apps and provide global cloud and Ai computing services. These Hyperscalers, just handed investors phenomenal…
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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…