The Big View

The ChatGPT creator has 900 mln users and an $840 bln valuation, yet its financial future is unsure. On this episode of The Big View, Peter Thal Larsen and tech analyst Benedict Evans discuss why scale does not guarantee profit, and how previous breakthroughs captured value.

How will OpenAI compete?

OpenAI announcement

Breakingviews: What happens if OpenAI or Anthropic fail?

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The Roman denarius and Florentine florin rose and fell with economic and military power. Will the US dollar face the same fate? In this episode of The Big View, Berkeley economist Barry Eichengreen tells Peter Thal Larsen why history suggests the greenback’s prospects are weak.

Money Beyond Borders: Global Currencies from Croesus to Crypto

The Big View: What could knock King Dollar off its throne

The Big View: Why financial warfare could backfire on the US

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The year since the US president’s ‘Liberation Day’ tariff war has produced many surprises. In this episode of The Big View, Peter Thal Larsen and IMD Business School’s Simon Evenett discuss why dire forecasts fizzled, how China levies fell to 26%, and why a larger jolt looms.

The Supreme Court Rules, Uncertainty by Design Remains – Global Trade Alert

Trade Redirection of Chinese Exports During 2025: Evidence from Full-Year Data – Global Trade Alert

The Big View: What Trump’s tariff tantrum will do to world trade

The Big View: Why Trump’s trade assault will fail and keep going

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It’s easy to be glum about a continent grappling with US tariffs, cuts to aid, and climate change. Yet Joe Studwell, author of ‘How Africa Works’, says the conditions for development are in place. In this episode of The Big View, he tells Peter Thal Larsen why he’s optimistic.

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Prime Minister Sanae Takaichi’s new government can curb excess competition and speed industrial consolidation. On this episode of The Big View, Monex’s Jesper Koll tells Una Galani that borrowing will not rise, while higher interest rates will reshape equity markets.

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