Big Technology Podcast cover image

NVIDIA Panic Mode?, OpenAI’s Funding Hole, Ilya’s Mystery Revenue Plan

Big Technology Podcast

00:00

Model assumptions behind HSBC's numbers

Ranjan and Alex critique HSBC's revenue assumptions for search, advertising, and LLM subscriptions.

Play episode from 35:26
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