The Nvidia - OpenAI deal is just the latest salvo in an big tech arms race that is far from peaking.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
Information
- Show
- FrequencyUpdated daily
- Published22 September 2025 at 22:09 UTC
- Length5 min
- RatingClean