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a16z Annual Heavyweight Report: OpenAI Struggles to Defend, Google Goes All Out, Users Only Choose One

Silicon Valley venture capital firm a16z's latest report reveals that the consumer AI assistant market is rapidly moving towards a "winner-takes-all" landscape. The vast majority of users rely on a single product, with less than 10% of ChatGPT users utilizing other services. OpenAI leads with 800-900 million weekly active users, but its "super app" strategy faces experience challenges; Google, on the other hand, drives rapid growth for Gemini through an "experimental field" model, with the growth rate of paid users reaching nearly twice that of ChatGPT. Competition has shifted from scale expansion to a deep contest of ecosystems and commercialization

Wallstreetcn·
US
GOOG
+1.60%
US
GOOGL
+1.55%
NA
OpenAI
0.00%
Wallstreetcn·
US
GOOG
+1.60%
US
GOOGL
+1.55%
NA
OpenAI
0.00%

7 of the best TV shows from 2025, from Netflix’s Adolescence to award-winning The Pitt

The article highlights seven standout TV shows from 2025, including Netflix's Adolescence and award-winning The Pitt. Other notable shows are Dept. Q, Paradise, The Studio, The Beast in Me, and Forever. These shows feature prominent actors and have received critical acclaim, with several renewed for second seasons. Streaming platforms include Netflix, Disney+, HBO Max, and Apple TV.

南华早报·
US
DIS
-0.56%
US
NFLX
+0.41%
南华早报·
US
DIS
-0.56%
US
NFLX
+0.41%

Should you buy Netflix stock before 2026?

Shares in the streaming powerhouse are having an unusually disappointing year.

MSN·
US
NFLX
+0.41%
MSN·
US
NFLX
+0.41%

Sendero Wealth Management LLC Lowers Holdings in Amazon.com, Inc. $AMZN

Sendero Wealth Management LLC reduced its Amazon.com holdings by 8.5% in Q3, owning 95,662 shares worth $21,005,000. Amazon's stock opened at $227.35, with a market cap of $2.43 trillion. Institutional investors hold 72.20% of the stock. Amazon reported Q3 earnings of $1.95 per share, beating estimates. Insiders sold 82,234 shares worth $19,076,767 recently. "Amazon Now" delivery could boost 2026 growth.

Market Beat·
US
AMZN
+0.26%
US
AMZU
+0.47%
Market Beat·
US
AMZN
+0.26%
US
AMZU
+0.47%

Meta Platforms, Inc. $META Shares Sold by NatWest Group plc

NatWest Group plc reduced its stake in Meta Platforms, Inc. by 23.5% in the third quarter, selling 5,915 shares. Meta remains NatWest's 10th largest position, valued at $14,149,000. Other institutional investors adjusted their Meta holdings, with analysts maintaining a 'Moderate Buy' consensus rating. Insider sales included Director Robert M. Kimmitt and CTO Andrew Bosworth, with significant reductions in their stock ownership.

Market Beat·
US
META
-0.85%
UK
NWG
0.00%
Market Beat·
US
META
-0.85%
UK
NWG
0.00%
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