In this Breaking Analysis, David Floyer and I set forth our thinking around what we believe is a misplaced narrative in the market. We’ll explain what we think the market is missing and why NVIDIA’s forthcoming product lineup will reset the narrative. We’ll also look at the economics of search, LLMs and chatbots and share why OpenAI, while facing many challenges, is in a stronger position than many believe; and why Google, while clearly a leader in AI, remains challenged to preserve what many...
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In this Breaking Analysis, David Floyer and I set forth our thinking around what we believe is a misplaced narrative in the market. We’ll explain what we think the market is missing and why NVIDIA’s forthcoming product lineup will reset the narrative. We’ll also look at the economics of search, LLMs and chatbots and share why OpenAI, while facing many challenges, is in a stronger position than many believe; and why Google, while clearly a leader in AI, remains challenged to preserve what many...
Why NVIDIA Maintains its Moat and Gemini Won’t Kill OpenAI
Breaking Analysis with Dave Vellante
49 minutes
3 weeks ago
Why NVIDIA Maintains its Moat and Gemini Won’t Kill OpenAI
In this Breaking Analysis, David Floyer and I set forth our thinking around what we believe is a misplaced narrative in the market. We’ll explain what we think the market is missing and why NVIDIA’s forthcoming product lineup will reset the narrative. We’ll also look at the economics of search, LLMs and chatbots and share why OpenAI, while facing many challenges, is in a stronger position than many believe; and why Google, while clearly a leader in AI, remains challenged to preserve what many...
Breaking Analysis with Dave Vellante
In this Breaking Analysis, David Floyer and I set forth our thinking around what we believe is a misplaced narrative in the market. We’ll explain what we think the market is missing and why NVIDIA’s forthcoming product lineup will reset the narrative. We’ll also look at the economics of search, LLMs and chatbots and share why OpenAI, while facing many challenges, is in a stronger position than many believe; and why Google, while clearly a leader in AI, remains challenged to preserve what many...
