2 December 2025

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 (Ben Thompson/Stratechery)

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 …

Posted from: this blog via Microsoft Power Automate.

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