
Why OpenAI Has No Moat & LLM Prices Will Collapse Avinash Lakshman, Weilliptic
Sep 18, 2026 - 65:35
Radio and PodcastLive Radio & Podcasts
Observe AI raised $125M from SoftBank at an $850M valuation, went on to cross $50M ARR, and worked with some of the world's largest enterprises. But after 10 months everything changed. From a growth stage startup, Observ...