Investors Punish Big Tech AI Spending That Delivers Slower Growth
Investors punish Big Tech AI spending that delivers slower growthBy Aditya Soni and Deborah Mary Sophia
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Then MSFT. Their deep ties with OpenAI will be their doom, too heavily invested in this money losing pit, all their nice profits will be burned too. Their big bet on OpenAI will fail epicly, like SBUX bet on stores in China during Covid.
Further, what products does OpenAI have that give them an edge over the compeition? None. Even if they do porn in the future, xAI does it (though illegal porn). For developers, Anthropic's Opus 4.5 is the best followed by Gemini.