We came across a bullish thesis on Snowflake Inc. (SNOW) on Sergey’s Substack. In this article, we will summarize the bulls’ ...

New capabilities eliminate the blockers that stall user adoption-delivering smart data sources, built-in memory, LLM flexibility and tailored user in ...

Microsoft’s partnership with OpenAI is complicated, and the pair are intertwined both technologically and financially. While ...

Google Cloud just signed a major deal with OpenAI, and no one is talking about the who the real winner of this partnership is ...

At the heart of the dispute is OpenAI's desire to restructure to a for-profit business, a move that requires Microsoft's ...

OpenAI has been trying to negotiate with its top investor for months. Here's what's reportedly causing the issues.

The partnership that made so much sense from 2019 to 2023 has now made each company too dependent on the other. Why a divorce ...