2 Comments
Jun 21Liked by Arbitrage Andy

It is peculiar that Ecuador revoked the open door policy for Chinese immigrants headed to the US border this week. Any concerns that a DEM DOJ could target Gemini now or with a win in the fall?

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Initial Apple / Gemini talks presented an opening for DOJ investigation, which (imo) led Apple to pivot to OpenAI at the last minute. Most likely DOJ will stay quiet until after the election…too much background noise and political spend going into Nov.

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