The Appeal of Bundled Products and the Concern over Scale

The possibilities of a universal chatbot for the future, the challenges for any new consumer tech company trying to match the scale of incumbents, and the strategic questions facing OpenAI as its leadership allocates resources and considers a move into hardware.

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The OpenAI Keynote — Stratechery

OpenAI DevDay, Opening Keynote — OpenAI

More on Google and AI; OpenAI, Integration, and Microsoft — Stratechery Update

The End of the Beginning — Stratechery

AI Homework — Stratechery

Designer Jony Ive and OpenAI’s Sam Altman Discuss AI Hardware Project — The Information

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