
SOTS 2nd Hour: Novo Nordisk Oral Weight-Loss Pill, Global Market Outlook, “Aggressive Housing Reform” 12/23/25
Squawk on the Street
00:00
AI Commoditization and Model Partnerships
Steve Kovach explains shift to commoditized LLMs and product layers, citing Apple, Microsoft, Anthropic and Copilot.
Play episode from 23:30
Transcript


