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Analysts highlight Microsoft’s massive generative AI opportunity

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"We believe what will make this differentiated product very difficult for rivals to emulate is the optimization of the LLM (exclusive GPT-3 license, access to OpenAI code and processes) with Microsoft's orchestration engine (OpenAI's supercomputer exclusively resides on Azure), linking to the enormous corpus of 1.5B users' existing ecosystem data and files and other applications through Graph," they said.


Bumble currently has one of the best growth rates within Citi's internet coverage, with expected modest EBITDA margin expansion as well. Most importantly, the core Bumble app has seen continued share gain within the online dating world, and recent product launches are leading to better conversion of paid users as well.






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