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I Understand Bob Iger's Disney Deal with OpenAI
Disney CEO Bob Iger signed a deal so that consumers may use OpenAI ‘s Sora to create short-form videos that include a selection of 200 Disney (DIS…
11 hrs ago
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Jonathan Maietta
1
New CEORater Spreadsheet View
CEORater users may now toggle between the traditional “card” view (2nd image below) and the new “spreadsheet” view (1st image).
Dec 13
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Jonathan Maietta
1
A Soft Economy Will Slow AI Project Deployments
We may see signs of AI weakness in Accenture's bookings and deal pipeline this Thursday Dec. 18th when ACN reports.
Dec 13
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Jonathan Maietta
1
Do META and MSFT Reflect Adequate Downside Risk?
Interesting chart directionally.
Dec 12
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Jonathan Maietta
1
Oracle Is Praying OpenAI Survives
As it relates to Oracle (ORCL), investors have grown tired of circular deals and ever-increasing debt loads.
Dec 10
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Jonathan Maietta
1
QE in January? Probably.
The Treasury market certainly believes the Fed will cut rates today given that the 10YR yield keeps pushing higher.
Dec 10
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Jonathan Maietta
1
M&A Masterclass
I wrote several weeks ago that if PSKY’s David Ellison truly wanted Warner Bros (WBD), dad Larry Ellison would make it happen.
Dec 9
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Jonathan Maietta
1
Anthropic Continues To Throttle Usage
After spending a number of hours over the past couple of days with Anthropic Opus 4.5 (free and premium) versus Gemini 3.0 Deep Think (free and…
Dec 9
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Jonathan Maietta
1
Google Looks Smart. Can't Say the Same for META, MSFT and ORCL.
META: $30 billion public bond sale and $27 billion private capital deal for AI/LLM-related infrastructure, yet less than $5 billion in LLM-related…
Dec 8
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Jonathan Maietta
1
Time to IPO Anthropic and OpenAI
VCs know the AI Bubble is about to burst.
Dec 5
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Jonathan Maietta
1
Gemini 3 Deep Think Is Out
Google Gemini 3 Deep Think is out now for Ultra users.
Dec 4
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Jonathan Maietta
1
QE Is Coming Soon
I am in the “QE is coming soon” camp.
Dec 4
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Jonathan Maietta
1
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