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OpenAI’s $18 Billion Chip Financing Trouble Rattles AI Boom Narrative

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Dmitry Shevelenko: Consumer AI usage has plateaued, revenue is a more reliable metric than user numbers, and the gap between AI capabilities and consumer behavior hinders growth | Big Technology

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Yoni Assia: Financial software complexity limits market access, younger generations demand user-friendly solutions, and the US is moving towards tokenizing capital markets | Raoul Pal

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