A marketing company just told Wall Street it's building its own chip. That's the headline grabbing attention. But the real story is AthenaOS. Zeta Live had four announcements total, and AthenaOS is the one actually aimed at Steinberg's $10B target Closest precedent: ServiceNow did a classic land-and-expand, starting in IT services, then into HR and customer service. Its market cap went from $15.2B to $106.5B in four years. AthenaOS has no customers yet, and rollout isn't until 2027. Want the full breakdown of all four announcements? Check out my newest video: https://youtu.be/Q-c8jlqEc5Y I own shares. Not financial advice.
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1 Comments
Nate
@hoodnate · 10d
the servicenow comparison stuck with me. never thought a marketing company would build a chip
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