Google just reminded the world who built modern AI in the first place. With Gemini 3, chip partnerships, and surging demand for its own cloud and TPUs, it’s no longer chasing OpenAI it’s overtaking it. The market knows it too: Alphabet has added nearly $1 trillion in value since October, while SoftBank (a major OpenAI backer) and Nvidia both fell. Google’s advantage is simple it owns the data, the infrastructure, and the profits to fund innovation without begging for capital. The “AI race” isn’t over, but the real power player just woke up, and it already controls the field.
HSBC’s model on OpenAI is brutal but honest even with wild optimism, the math doesn’t work. They’ve committed nearly $290 billion in compute to Microsoft and Amazon, heading toward $620 billion a year in datacenter costs by 2030. Even if OpenAI gets 3 billion users, 10% paying, and 2% of global ad spend, there’s still a $207 billion funding hole. In plain terms, this is the AI bubble concentrated in one company massive hopes, weak cash flow. Unless contracts are quietly renegotiated, this story ends with liquidity trouble, not world domination.
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🇮🇳 Happy Independence Day from Be Rich!
Celebrating the freedom, courage and spirit that make India stronger every day.
Jai Hind! 🇮🇳
#HappyIndependenceDay #BeRich #JaiHind
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forms.gle/EAnAigzWrSGmii4X6
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Wishing you all a blessed Ramadan! 🌙✨
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Republic Day Wishes 2026
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Gold flying. Dollar wobbling. Headlines screaming.
If you’re wondering what’s actually going on beneath the noise, I’ve written it all up.
Come join me on my WhatsApp channel and read the full note here
whatsapp.com/channel/0029Vb443VOI7Be7mpqWcJ31/1159
No drama. No hype. Just signals, blind spots, and what investors should really be paying attention to.
Cheers
Vinod 🫶🏼🫵🏼🙏🏼
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Happy Pongal 2026
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Google just reminded the world who built modern AI in the first place. With Gemini 3, chip partnerships, and surging demand for its own cloud and TPUs, it’s no longer chasing OpenAI it’s overtaking it. The market knows it too: Alphabet has added nearly $1 trillion in value since October, while SoftBank (a major OpenAI backer) and Nvidia both fell. Google’s advantage is simple it owns the data, the infrastructure, and the profits to fund innovation without begging for capital. The “AI race” isn’t over, but the real power player just woke up, and it already controls the field.
9 months ago | [YT] | 79
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HSBC’s model on OpenAI is brutal but honest even with wild optimism, the math doesn’t work. They’ve committed nearly $290 billion in compute to Microsoft and Amazon, heading toward $620 billion a year in datacenter costs by 2030. Even if OpenAI gets 3 billion users, 10% paying, and 2% of global ad spend, there’s still a $207 billion funding hole. In plain terms, this is the AI bubble concentrated in one company massive hopes, weak cash flow. Unless contracts are quietly renegotiated, this story ends with liquidity trouble, not world domination.
Agree?
9 months ago | [YT] | 39
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Happy Thanksgiving!
9 months ago | [YT] | 465
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19 November 2025 morning where we are at.
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