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AI competitors

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 16, 2026 by Arthur Mensch · across every show →

Everything said about AI competitors, oldest first

Jan 16, 2026 bearish
Opinion
Mensch: AI competitors are investing billions in rapidly depreciating assets
“The challenge that we see with some of our competitors is that they're investing billions or hundreds of billions into creating assets that are deprecating very fast because those are commodities.”
Arthur Mensch Jan 16, 2026 ▶ 3:12 Who Wins if AI Models Commoditize? — With Mistral CEO Arthur Mensch
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