Ben Thompson / Stratechery:

Google, with its structural advantages, is a threat for both OpenAI and Nvidia; OpenAI has a real moat with 800M+ ChatGPT users, but needs an advertising model  —  A common explanation as to why Star Wars was such a hit, and continues to resonate nearly half a century on from its release …

Ben Thompson / Stratechery:

Google, with its structural advantages, is a threat for both OpenAI and Nvidia; OpenAI has a real moat with 800M+ ChatGPT users, but needs an advertising model  —  A common explanation as to why Star Wars was such a hit, and continues to resonate nearly half a century on from its release …

Source: TechMeme
Source Link: http://www.techmeme.com/251201/p37#a251201p37