Lawrence McDonald(@Convertbond):Riddle Me This... .@elonmusk bought X and its impressive moat for $44B, that fits 28x into OpenAIs lastest valuation and tonight, @Jack says Frontier Models (like OpenAI) have "no moat."

Lawrence McDonald

@Convertbond

NY Times Bestselling Author, over 1 million copies sold, now published in 12 languages globally. Long-time @CNBC Contributor, founder of the @BearTrapsReport

参加 March 2009

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Lawrence McDonald@Convertbond

2026.10.24 23:45

Riddle Me This... .@elonmusk bought X and its impressive moat for $44B, that fits 28x into OpenAIs lastest valuation and tonight, @Jack says Frontier Models (like OpenAI) have "no moat."