AI competition is pushing prices down, helping customers but squeezing profits and challenging high valuations, says Spiros Margaris. As users switch between OpenAI, Anthropic and cheaper models, companies are losing pricing power.
published
AI competition is pushing prices down, helping customers but squeezing profits and challenging high valuations, says Spiros Margaris. As users switch between OpenAI, Anthropic and cheaper models, companies are losing pricing power.
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I sold the $AAPL $320 Puts for 11/20 - $5.30
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