Google, with its structural advantages, is a threat for both OpenAI and Nvidia; OpenAI has a real moat with 800M+ ChatGPT users, but needs an advertising model (Ben Thompson/Stratechery)

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Summary

— It's really called the TriFold and it's really coming to the US. … It'll launch first in Korea on December 12th, with a US launch planned for the first quarter of 2026.

First seen: 2025-12-02 04:52

Last seen: 2025-12-02 11:53

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