OPENAI directional thesis
Against the chorus of OpenAI FUD (departures, secondary marks below the last round, the New Yorker rehash), Gerstner makes a present-tense buy call, betting the imminent Spud model and Codex ramp put OpenAI firmly back on the wave.
“I'm a buyer of the shares today, notwithstanding all of the vibes that you describe.”1:00:21claim_id
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