Kunst: AI may not match insane costs with revenue in the short term
Sarah Kunst, Managing Director at Cleo Capital, says Nvidia’s OpenAI deal is clever, warns of an AI bubble, and stresses ...
Thursday, July 2, 2026
Tag: Kunst
Kunst: Nvidia and TSMC have unique offerings, Oracle does not
Sarah Kunst, Managing Director at Cleo Capital, doubts Oracle’s AI revenue promises, citing weak moats, reliance on DC ties, and ...
Stay updated with DeFi Daily, your trusted source for the latest news, insights, and analysis in finance and cryptocurrency. Explore breaking news, expert analysis, market data, and educational resources to navigate the world of decentralized finance.