Jordi Visser of 22V Research predicts Sam Altman may no longer lead OpenAI within a year due to internal pressures and strategic missteps favoring consumer over enterprise AI monetization. Talent is migrating to Anthropic, seen as the current winner in the AI race, highlighted by key figures like Andrej Karpathy moving there. Rising token production costs and simultaneous capital raises signal financial strain across AI labs, while demand for AI services is rapidly increasing. Investors should watch leadership changes, enterprise deals, and token cost trends to gauge the sector's future.
ARK Innovation ETF (ARKK) has lost 33% over five years, while cheaper alternatives like Nasdaq 100 tracker QQQ gained over 110%. ARKK charges a high 0.75% annual fee plus risks from concentrated holdings and frequent trading, which can also trigger t...
Tesla is increasing its investment in artificial intelligence, particularly in scaling production of its Cybercab robotaxi for ride-hailing services. Analysts at Oppenheimer suggest that monitoring Tesla's capital expenditures could provide investors...
The traditional 'Magnificent 7' tech stocks that dominated market returns are losing their exclusive spotlight as AI innovation broadens the field. New groups like the 'FAB 10' now include private AI leaders such as OpenAI, Anthropic, and SpaceX, alo...
SpaceX's recent IPO introduces short-term dilution risk for Tesla as investors now have another Musk-led AI investment option. Tesla's stock weakness is mainly due to valuation multiple compression, not worsening fundamentals, presenting a buying opp...
Jordi Visser of 22V Research argues that building data centers in space may be more cost-effective than on land due to high terrestrial costs for power, cooling, and land. SpaceX plans orbital data centers costing $5 billion versus $60 billion for a ...
