By Yahoo Finance Video
Publication Date: 2026-05-06 10:00:00
00:00 Speaker A
You saw that Wall Street Journal story on OpenAI potentially missing its numbers. Like, does that is that a red flag for you?
00:05 Speaker B
You know, it’s it’s it’s too early to say there’s there’s red flags, too early not to say there’s red flags. You’ve got expanding businesses, not not not expanding at normal rates, expanding at exponential speeds of growth. Um, in a very competitive landscape, it’s hard for me to say that someone missed their numbers or didn’t miss their numbers without a lot of full transparency and full disclosure.
00:34 Speaker A
A lot of no detail.
00:35 Speaker B
But look, I think we all know that in this LLM world, there’s a lot of competition and there’s definitely a race to win the mindset and the mind share and to win your phone space or win your computer space. So I think there will be a lot of volatility in the revenue of these companies. There won’t be as much volatility on the expenses….
