OpenAI reportedly missed its own growth and revenue expectations recently, and shares of Oracle and other companies with large deals with the AI giant are trading lower. In this episode, the team discuss the OpenAI news and much more.
Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:
- OpenAI's disappointing growth and what it means for tech investors
- Whether OpenAI and its rivals will be able to scale to profitability anytime soon
- General Motors' latest earnings and why Matt is such a big believer
- Whether investors should take the time to vote their shares
Companies discussed: ORCL, CRWV, GM, F, GOOGL, GOOG
Host: Tyler Crowe
Guests: Matt Frankel, Lou Whiteman
Engineers: Kristi Waterworth, Dan Boyd
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