20hOpinion
AI Capex: It's Not All Or Nothing
Diversification, as ever, remains essential. Rather than a single “AI mega-theme,” we expect multiple micro-themes across ...
Discusses Vision and Strategy for AI and Data Economy, Product Innovations, and Go-to-Market Approach December 1, 2025 12:00 ...
OpenAI and Nvidia are both under threat from Google; I like OpenAI’s chances best, but they need an advertising model to beat ...
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