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$BABA · China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner
now playing · $BABA
$BABA···bullish· mediumbill gurley
Alibaba commoditizes AI models to neutralize platform threats
Backing multiple open-source model efforts lets Alibaba commoditize a potential competitive threat, protecting the value of its cloud and application distribution rather than rely…
$GOOGL···bearish· highbrad gerstner
ChatGPT breaks Google's two-decade monopoly on consumer intent
Google remains exceptionally well positioned, but its historical control of the consumer query entry point is eroding as ChatGPT captures answer-seeking behavior and shifts value…