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Strategies & Market Trends : The Art of Investing

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Oct 31 5:00 PM EST

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To: Johnny Canuck who wrote (10273)	10/8/2025 3:40:28 PM
From: Sun Tzu	Read Replies (1) of 10488

There's a bit of bait and switch in what she says. She is comparing comparing OpenAI and others to mature SAS enterprises. But as I said, the best comparison model of OpenAI and others are the early Google and similar companies. Goggle gives me email, search, online drive, etc and I've never had to pay a penny for it. Nonetheless Google grew to be one of the largest and most successful companies. The point I am making is that every thing that she said about OpenAI applies to Google in its early days and possibly to AWS. But she is right that this is the kind of business in which there can be only one dominating company in each niche. However, she did not do a good job of analyzing what niches OpenAI, Google, and Claude are going after. They each have very different businesses in mind. So broad brushing them all as "GenAI" is misleading.

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