Big Tech's AI revenue also reliant on a few labs
The host argued that the revenue concentration problem extends to big tech cloud providers, whose AI revenues are heavily dependent on spending from just OpenAI and Anthropic.
PROF G MARKETS CHANGED ITS VIEW
BULLISH FOR 9 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.