Google, Nvidia, and OpenAI(stratechery.com)

230 points by tambourine_man 10 months ago | 208 comments

OpenAI's misalignment and Microsoft's gain(stratechery.com)

415 points by todsacerdoti 2 years ago | 245 comments

Stratechery article by Ben Thompson analyzing Sam Altman's firing from OpenAI and his move to Microsoft, arguing it is a major win for Microsoft.

US Intel(stratechery.com)

487 points by maguay 1 year ago | 517 comments

Stratechery article by Ben Thompson analyzing the U.S. government's stake in Intel and the case for it, starting with a steelmanning framing.

OpenAI models coming to Amazon Bedrock: Interview with OpenAI and AWS CEOs(stratechery.com)

313 points by translocator 6 months ago | 103 comments

An Interview with Marc Andreessen about AI and How You Change the World(stratechery.com)

27 points by marban 3 years ago | 33 comments

Attenuating Innovation (AI)(stratechery.com)

87 points by todsacerdoti 3 years ago | 31 comments