Maros Szentkereszti
OpenAI is shifting towards enterprise. Shutting down Sora and losing a potential $ 1B Disney deal isn’t necessarily bearish. It looks more like a pivot: from high-cost consumer AI towards scalable, monetizable products. For $MSFT (Microsoft) this likely strengthens the direction towards enterprise AI, Copilot, Azure integration. AI is moving from hype to business model.
Not investment advice. The author may have financial interests in the mentioned instruments.
Bullish signal?
100.00%
Bearish signal?
100.00%
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