Tag: Sundar Pichai
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China’s Zhipu is closing in on top U.S. AI models with Anthropic and OpenAI held back
Zhipu’s GLM 5.2 shows the AI fight is shifting to who delivers the most intelligence per dollar, making open source suddenly a real contender.
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OpenAI and Anthropic face new AI reality as companies shift from tokenmaxxing to efficiency
Companies are tightening their AI budgets to focus on getting a return on their investment, and that could dampen growth rates at OpenAI and Anthropic.
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Google’s online dominance is showing signs of cracking in AI era
While Google remains in a position of strength in the eyes of Wall Street, the AI era is complicating the company’s story.
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As OpenAI leans into enterprise business, Apple and Google set sights on the masses
OpenAI’s aggressive push into the enterprise, where it competes with Anthropic, coincides with efforts by Apple and Google to bring advanced AI to consumers.
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Wall Street needs a crash course in the token economy ahead of AI IPOs. SpaceX offers a preview
When OpenAI and Anthropic make their IPO prospectuses available to the public, investors are going to have to learn about a whole new economy.
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Alphabet is seeking fresh capital as stock’s 4-week losing streak tests investor appetite
Alphabet expects capex to reach up to $190 billion this year, double last year’s spending, and the company is turning to investors to help fund its expansion.
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