Alphabet's ad business under siege from OpenAI
A bearish concern was raised that OpenAI's emerging, fast-growing ad-supported business could become a competitive threat to Alphabet's core digital advertising revenue over time.
CNBC FAST MONEY CHANGED ITS VIEW
BULLISH FOR 0 DAYS, THEN THE TURNKeep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.