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Seth Fiegerman

๐Ÿ‘ค Speaker
52 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Obviously, those are key aspects for Anthropic and for OpenAI as well.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Interestingly, the Gemini 3 model also offers a more premium tier.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

I think it's $250, something like that,

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

A month and you get to do even more intense reasoning where you can test different hypotheses.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

And we'll see.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

But they're all competing with the same kind of benchmark claims here to try to be the dominant force.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

Yeah, I think it's really probably the most promising or one of the two most promising coming out of Europe right now.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

A lot of the vibe coding leaders are from the U.S., including Cursor, and you can argue Anthropic and others.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

I think Level has seen pretty strong organic demand and pretty promising growth in recurring revenue.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

But this is a crowded market, and if Google's model changes the game overnight for coding capabilities, that might have disruptions further on down the line.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

It's very much to be seen.

Bloomberg Tech
Microsoft, Nvidia Commit $15 Billion to OpenAI Rival

You certainly ask interesting questions.

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