They’re both AI companies
In the way that Michael Jordan and myself are both basketball players
One of which has more capacity and wants even more, one of which has less capacity and is renting it out.
One is an ad company the other a lifestyle venture?
In the sense that if you want to sell anything whatsoever today it must an AI story.
All companies are now AI companies. Just like a while ago all companies were suddenly Ads companies. The entire tech sector is one big FOMO - once you reach certain scale you do exactly the same thing as everyone else.