invest1 distinct publisher
Cohere is selling insurance against export controls at a $20bn mark
The jump from $7bn to $20bn in a year prices a claim that CEOs will pay for control rather than capability, which is plausible after Washington restricted a US model in June and untestable until the 40% forecast turns into signed orders.
Publishers:semafor.com
Reality
- Evidence30
- Adoption
- Insufficient
- Hype gap+48
- Incentives84
- Confidence