Stratechery cover image

Google, Nvidia, and OpenAI

Stratechery

00:00

Which Company Is Most at Risk?

Ben weighs risks to NVIDIA and OpenAI, favoring OpenAI's resilience despite its financial strain.

Play episode from 02:40
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app