Episode Details
Back to Episodes
Brief: OpenAI Rewrites the Rules. Five Earnings Rewrite the Market.
Published 1 month, 4 weeks ago
Description
Microsoft and OpenAI restructured the most important deal in AI, removing the AGI clause and letting OpenAI go multi-cloud. Iran offered to reopen Hormuz if the US lifts its blockade; Rubio called it unacceptable within hours. Five Mag 7 earnings this week carry $16 trillion in market cap into the m