Is OpenAI Overhyped? Mizuho Weighs In
Update: 2025-10-26
Description
Is OpenAI about to dethrone Google? Not so fast, says Mizuho! This episode dives into why the investment bank believes fears of OpenAI's dominance are overblown, drawing parallels to past tech panics involving Amazon, TikTok, and Meta. Discover why investor focus is shifting back to good old-fashioned earnings and Google's upcoming Gemini 3 launch, plus fresh data revealing a slowdown in OpenAI usage. Is the hype bigger than the reality? Tune in to find out!
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