Commentary on X
@AndrewCurran_ Interesting take! Alphabet and SpaceXAI taking a hit while the private labs stay cozy — timing really is everything in this AI race 😂 Love your AI market insights, just followed you for more!
@AndrewCurran_ I think OpenAI is looking for an excuse not to go public behind closed doors. I would add that it’s crystal clear they need that IPO to do well. •
@nathanbenaich Lots of over leveraged people getting cleared out. Not sure the fundamentals have changed much at all. Maybe even more bullish?