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Feb 17
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LONG
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Thread Guy
Crypto influencer, independent
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"Open Claw corporate plan... That's a trillion dollar market opportunity... businesses can use it and it's going to go [__] vertical." OpenAI (and by proxy, Microsoft) is moving to capture the enterprise market by integrating secure, agentic workflows directly into business operations (Slack, company flow). This creates a massive new revenue stream as every white-collar job incorporates these tools. LONG. Enterprise security breaches leading to bans on AI agents in corporate environments. |
Thread Guy
This OpenAI Acquisition Changes Everything..
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Feb 12
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WATCH
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Deirdre Bosa
Anchor/Reporter, CNBC Tech Check
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OpenAI dismantled its safety team, researchers are resigning citing "ethical concerns," and the company is pouring $125M into a PAC to block state regulation. The company is aggressively prioritizing speed and dominance (the "Facebook playbook" of ads and growth). While this drives short-term progress, the "internal civil war" and loss of key talent create significant reputational and operational tail risks. If a safety incident occurs, OpenAI will be the primary target for regulators. WATCH (High Regulatory & Execution Risk). Successful deregulation lobbying could allow them to compound their lead unhindered. |
CNBC
AI insiders sound the alarm on safety
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Feb 11
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LONG
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Deirdre Bosa
Anchor/Reporter, CNBC Tech Check
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"The race among top AI companies... is only accelerating." Anthropic has only ~4,000 employees but has caused "billions and billions in disruption." Value is shifting from labor-heavy legacy firms to lean, capital-efficient AI model providers. These companies generate massive disruption with a fraction of the overhead. LONG. These are the engines of the disruption, capturing the value lost by the software and services sectors. Regulatory hurdles or rapid commoditization of the models themselves. |
CNBC
AI disruption fears rattle stocks
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Feb 06
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WATCH
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Deirdre Bosa
Anchor/Reporter, CNBC Tech Check
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The market is "clearing out the old guard" to make room for new autonomous/AI-native companies. The pace of AI progress is accelerating. Things deemed impossible for AI are being achieved weeks later. This suggests the next generation of "billion-dollar companies" (like OpenAI and Anthropic) will capture the value lost by legacy tech. "One person, billion-dollar company" is now within sight due to AI leverage. These companies are currently private; investors must wait for IPOs to access them directly. |
CNBC
Megacap tech stocks sells off as AI spending ...
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Feb 06
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LONG
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Jensen Huang
CEO of Nvidia
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Both companies are described as having crossed an inflection point where AI is no longer just "curious" but "super useful" and profitable. These companies are currently compute-constrained. If they had twice the hardware, their revenue would quadruple. They are generating "profitable tokens," meaning the cost to produce the AI output is lower than the value they sell it for. Described as "$20 billion run rate companies" with accelerating growth and profitable revenues. These are private assets (hard to access) and face intense competition from open-source models. |
CNBC
Nvidia CEO Jensen Huang: AI is going to funda...
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Feb 06
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WATCH
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Deirdre Bosa
Anchor/Reporter, CNBC Tech Check
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OpenAI is preparing for a potential $1 Trillion IPO, and Anthropic is reportedly in early talks to go public. Currently, the market is guessing about the profitability of pure-play AI. When these companies file for IPOs, they will be forced to open their books. This will reveal the "hard numbers"—revenue, margins, and burn rates—finally confirming or denying if the AI business model makes economic sense. Reports of upcoming public filings. If the disclosed numbers show unsustainable burn rates or low margins, it could crash the broader AI sentiment across the entire market. |
CNBC
The market's AI contradictions
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