3 chapters across the catalog
OpenAI CFO Sarah Friar appeared on CNBC to discuss the acceleration of Plus and Pro subscriptions despite user complaints about model performance. Critics within the tech community suggest that ChatGPT-5 is a failure and that the company is overpaying for "AI geniuses" poached from competitors like Meta and Google.
Microsoft is aggressively "flooding the zone" to gain market share for its Teams integration, offering deep discounts to corporations. While startups remain loyal to Slack, Microsoft's bundled approach is winning over larger enterprises. Zoom is viewed as a potentially weak long-term stock play.
John C. Dvorak recounts attending a 10th-anniversary party for NetSuite, a company he describes as "SAP in the clouds" for small to medium enterprises. The conversation shifts to Dvorak's persistent bandwidth issues on Comcast, noting the irony that their connection is often better when Curry is in England. Dvorak mentions his intention to have Comcast monitor his five-megabit upload stream to diagnose the warbling audio quality.
