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Rob Sanderson
Loop Capital Markets
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Rob Sanderson (Loop Capital) says Fiji Simo's unplanned departure leaves a hole but OpenAI's deep bench and talent pull mean the company will be just fine.
They have a very deep bench and they've got, I think, a lot of resources and they're obviously a huge magnet for talent across the tech sector, so I think they'll be just fine.
Rob Sanderson says it is premature to suggest OpenAI needs a leadership change at the top given its capital, profile and product success.
I think it's very premature to make a suggestion that there needs to be a leadership change up top.
Rob Sanderson says Reddit is down this year because of upcoming licensing renewals with Google and OpenAI and a user drop after Google's algorithm changes, not because its data is no longer needed.
So the issues that are plaguing the stock though, really the upcoming licensing renewals at Google and open AI, both important, Google more important, and then more recently a drop in users following Google's recent algorithm changes.
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