Lou Whiteman, a Motley Fool analyst focused on tech and consumer companies, and Asit Sharma, a specialist in technology trends, dive into OpenAI's ambitious $100 billion capital raise. They explore the profitability of AI models, contrasting enterprise and consumer focuses, and discuss Alphabet's AI comeback with Gemini's cost advantages. The conversation includes a playful discussion on which executives deserve 'candy or coal' for their performance, while examining big tech's pricing strategies and the uncertain future of legacy brands like Starbucks.
