Sitrep……..looking at the landscape…Google narrative shift….Open AI ambition props the whole market….Apple blinks.

There was a lot going on last week in what is best described as….Landscape defining generalisation. Strategic directions became more defined and the reality of stress more apparent. AI is a generational….once in 20 year….change in compute….and it is unsurprising that it is causing considerable….’toe stepping opportunity’….in what had previously been pretty well defined verticals...

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