Between the domes, the minarets and the dusty color, I thought Cramer was in the Gulf. Turns out he’s in Boise. Memory is the new oil confirmed.
Berber Jin
@berber_jin1
ai reporter for @wsj
- a random thought the problem i have with all the ARR numbers being thrown around is that, while they can give a good snapshot of current company performance, they're also arbitrary and almost always leaked in some form by the companies to hype up their businesses
- here is some interesting data out from ramp today that shows OAI is gaining ground in enterprise as of the start of Q3 the q on my mind is how much OAI is buying market share in an effort to catch up ... last quarter, the co spent $4 for every new $1 in revenue
- openai has been tossing out a lot of vague ARR numbers, so we decided to take a deeper look. the company grew revenue by just 18% to $6.7 billion from q1 to q2, while its losses sank further into the red not a great sign ahead of an IPO w/ @cdriebusch via @WSJ
- Can a 30-person start-up build Britain’s answer to OpenAI? ft.trib.al/B5K2yly
