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D.A. Davidson analyst Gil Luria wrote that since September, OpenAI has "corrected a few missteps" and refocused on ChatGPT and its core cutting-edge models. "This includes moving towards opening up an advertising business, which is crucial for increasing monetization capabilities and reducing cash burn. Management also seems to realize that they need to align with Nvidia, Microsoft and Amazon, rather than trying to compete with them," Luria wrote.
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