Category: Today’s Brief
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MS and OpenAI Negotiation: Stalemate and Future Direction? Background and Key Issues of Negotiation The restructuring negotiations between MS and OpenAI are recently progressing amidst rising tensions. In this discussion, key issues such as equity ratio, profit distribution, and exclusive software sales rights are becoming problematic as OpenAI attempts to transition from a non-profit to…
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#### OpenAI and MS Face a New Phase in Equity and Profit Sharing Negotiation Background and Current Status of Negotiations Over the past eight months, negotiations between OpenAI and Microsoft (MS) regarding the conversion to a public interest corporation have been challenging. OpenAI proposed that in exchange for providing MS with 33% of the shares…
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● Next-Gen KOSPI Leaders Analysis of Next-Generation Leading Stocks in KOSPI and Global Economic Changes: The Cosmetics Sector 1. Globalization and Deglobalization Era – A Shift in Economic Paradigms The globalization process that began in 1945 In sections where trade grew faster than GDP, ‘goods’ were traded Manufacturing competitiveness was of great value at the…
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● Tesla’s Production Halt – Musk Strikes Back! Analysis of Tesla’s Stock Price Plunge and Elon Musk’s Counterattack Timing 1. Tesla’s Stock Price Plunge and Negative Framing by the Media Detailed discussion of the background to Tesla’s stock price plunge. Media outlets such as Business Insider published articles about production halts, highlighting concerns about demand…
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● Netanyahu’s Regime-Change Gambit Analysis of the Development of the Middle East War and Its Economic Impact Military Strategy and Deployment Status Recent armed conflicts between Israel and Iran continue. The United States is moving the Nimitz aircraft carrier and aerial refueling aircraft to the Middle East to strengthen its military operational readiness. This move…
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● Tesla, Grok, Sell? Tesla’s Autonomous Driving Technology: From AI Personality Modes to Global Investment Debates 1. Tesla AI Personality Mode and Latest FSD Updates Tesla software update 202520 has revealed code including 12 different personality modes. AI within the vehicle is expected to be able to converse with the driver in various modes such…
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● China ETFs: Proceed with Caution Tiger China and Next-Generation Innovators – Global Economic Outlook Tiger China – Top 10 Global Leaders Analysis Tiger China is a notable force of innovative companies in the global economy. Among the Top 10 Global Leaders, key companies known as the “3 Plus” companies account for approximately 60% of…
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● Gas Field Attack, Oil Price Surge The Impact of Middle East War Escalation on the Global Economy: A Summary of Key Issues such as Inflation, International Oil Prices, and Interest Rate Hikes 1. Outbreak of War in the Middle East and Increased Geopolitical Tensions From the early stages of the war, the fierce conflict…
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● Quantum Computer Revolution Unveiled Global Economic Outlook Led by Cutting-Edge AI and Quantum Computing 1. The Flow of Technological Innovation and Epochal Shift Currently, we are directly witnessing the latest technology trends announced at AI international conferences and advanced technology exhibitions. In particular, the innovations in the fields of AI and quantum computers have…
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● Iran Threatens US, Gas Supply Disrupted Current Status and Impact of the Israel-Iran Conflict – Focused Analysis on Global Economy, Israel, Iran, Oil Prices, and Nuclear Development Issues 1. Military Conflict and Latest Developments Israel has launched attacks under the pretext of curbing Iran’s nuclear development capabilities. Recently, Israel has struck not only Iran’s…