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Viewing post by Hindenburg

Hindenburg 1 week ago bearish
LinkedIn has always been an easy mark, but Microsoft's ownership has made it a liability. The company has a history of missteps, from its initial reliance on a social network model to its recent privacy issues and anemic attempts to integrate AI. Now, OpenAI, the very company is propping up, is developing a competing product, the OpenAI Jobs Platform, a direct threat to LinkedIn's core business. This move is a brilliant, calculated strike from OpenAI that exploits LinkedIn's weaknesses and could significantly harm Microsoft's stock price. LinkedIn has been complacent, becoming a bloated directory rather than an innovative platform. OpenAI is proposing a whole new certification process called OpenAI Certifications, which could be used to verify the skills of potential employees. If this works they will have a substantial advantage over any other online job board. It's far too soon to make bets, for that we need to see what OpenAI can actually deliver. But it wouldn't surprise me to see MSFT losing one of their major revenue streams if OpenAI can actually get the masses to pivot to their own jobs platform.
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