Thoughts on OpenAI as Sam Altman declares a “Code Red” in response to Gemini 3, including real concerns about ChatGPT’s market position, why the missed ads opportunity is becoming more acute, and ominous Google history. From there: Context on Alan Dye’s departure from Apple, Meta’s emphasis on a new design language, and the Meta fundamentals regardless of AR/VR and its AI efforts. At the end: Amazon’s tranium chips and its AI efforts, Substack and the challenge of customer acquisition, defending tech at Thanksgiving dinner, and various F1 takes before this weekend’s finale in Abu Dhabi.
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@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Google, Nvidia, and OpenAI — Stratechery
OpenAI CEO Declares ‘Code Red’ to Combat Threats to ChatGPT, Delays Ads Effort — The Information
OpenAI Code Red, AWS and Google Cloud Networking — Stratechery Update
Apple Design Executive Alan Dye Poached by Meta in Major Coup — Bloomberg
Bad Dye Job — Daring Fireball
Alan Dye Leaves Apple — Dithering
An Interview with Meta CEO Mark Zuckerberg About AI and the Evolution of Social Media — Stratechery Interview
An Interview with Atlassian CEO Mike Cannon-Brookes About Atlassian and AI — Stratechery Interview
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