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Don’t put your future in one AI basket: Nokia Risk, the real economics of ChatGPT, and why prudence is strategic
Apple's first-ever mobile phone was the iPhone The corporate rush into large language models is not driven by curiosity. It is driven by pressure. Boards are asking what the AI plan is. Clients are asking whether delivery will be faster. Employees are asking whether roles will be redesigned around new tools. In several sectors, AI has become a relevance test, not an innovation option. That is exactly why the most valuable posture right now is not blind acceleration, but disci

Jefferies & Partners
Feb 289 min read


Sassination or Hypernation
Markets move at the speed of narrative. Organisations move at the speed of coordination. A recent Bloomberg Odd Lots discussion on the ‘SaaSpocalypse’ highlights a growing gap between how software is priced from a terminal and how it is used to run day-to-day operations.

Cabe Jefferies
Feb 203 min read
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