By Yahoo Finance Video
Publication Date: 2026-02-09 21:47:00
00:00 Speaker A
You’re upgrading your view on Open AI and its orbit. In plain English, explain why Gil and why public market investors who are listening right now, Gil, why should they care?
00:16 Gil
Well, yes, this really is about Open AI. and if we’ve looked at the stocks for the last six months, what you’ve seen is that the market has decided that Google is the only winner and then the whole Open AI complex orbit is lost, right? So that’s why Google has outperformed Microsoft, Nvidia, Oracle so much over the last six months. What we’re arguing is that Google is a winner, but the race is not over. And while Open AI was meandering a little bit a few months ago,
00:59 Gil
they are now far more focused on what they should be, which is chat GPT and good frontier models. They’re also now scared their investors into a very large round. Microsoft, Amazon and Nvidia don’t want Google to win. They don’t want Google to run away with AI. So they’re now…
