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FUNDA
@FundaAI
The full-stack research platform for public equity investors. sales@funda.ai
Joined November 2012
1.2K Following    38.7K Followers
These are all “gray rhino” risks—obvious threats that the market continues to underappreciate. Everyone knows ChatGPT will have an impact on Google, but amid the focus on what has happened over the past year, that threat has been overlooked. Meta, too, has spent years laying the groundwork to improve its performance in historically weaker verticals.
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