

Ranjan Roy
Technology and business analyst at Margins who appears as a recurring Friday guest to discuss AI industry developments, fundraising, and product strategy.
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Jan 23, 2026 • 56min
OpenAI’s $50 Billion Fundraise, AI Advertising Game Theory, Apple’s AI Wearable Pin
Ranjan Roy, technology and business analyst at Margins, returns to unpack Davos news, OpenAI’s reported $50B raise and what that means for monetization and IPO timing. He digs into ads appearing in ChatGPT and the strategic game of AI advertising. They also unpack rumors of an Apple AI wearable pin and which hardware form factors might win.


