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Community Commentary

Clay KellyBiolevate
on… What’s Really Driving Musk’s SpaceX-xAI Merger
OpenAI is a hubris-and-ego-driven cash incinerator, whose economics would look terrible even to a first-year business school student.
Deal DirectorInfraplay.ai
on… Google’s Gemini Sees Developer Requests More Than Double in Five Months
Regarding the margins, it's also clearly their strategy to undercut OpenAI and Anthropic and apply margin compression towards their businesses in a way that they can't afford.

Google has been quite aggressive with this strategy and it's both hurt the field (limiting the ability of those companies to scale their business relevant to the value created), as well as forced them to optimize and outcompete on efficiency and product outcomes.
Martin solerPartnerSoler & Associates
on… OpenAI Lines Up Advertisers, Reveals Key Details Ahead of Ads Launch
Cost per view model to start with is an odd choice. Safe for them. I understand the reasoning. But not so reassuring for advertisers who have been so accustomed to paying for clicks. Curious where this goes. There's a huge potential of knowing intent and context.
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