Tootfinder

Two interesting articles about the dubious financials of OpenAI and the recent NVIDIA earnings report (which regardless of positive outcome triggered a sell-off):
The Structural Collapse: How Google’s Integrated Stack Is Dismantling the OpenAI Thesis
https://shanakaanslemperera.substack…

The Structural Collapse: How Google’s Integrated Stack Is Dismantling the OpenAI Thesis
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.