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D.A. Davidson's Gil Luria says that Google is getting very good returns on capex. cc:Kelly Evans

The Exchange

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12,464 views • 6 months ago •via X (Twitter)

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"This whole story and narrative that Google has already won is going to be harder to tell when the best model is actually an OpenAI model," D.A. Davidson's Gil Luria says. He also says that OpenAI will launch that "state-of-the-art" model "over the next few days, weeks."

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“There’s the elephant in the room, which is that OpenAI hasn’t turned on advertising yet.” D.A. Davidson’s Gil Luria says. “At some point, OpenAI’s going to turn on ads.”

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