Shifting Dynamics: The Transformation of OpenAI and Microsoft

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Stargate, The End of Microsoft and OpenAI — Stratechery Update

Microsoft Earnings; Microsoft and OpenAI, Again; GitHub Copilot Adds Gemini and Claude — Stratechery Update

The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs — Stratechery Update

Stratechery Updates, DeepSeek-R1, DeepSeek Implications — Stratechery Update

AI’s Uneven Arrival — Stratechery

An Interview with Daniel Gross and Nat Friedman about ChatGPT and the Near-Term Future of AI — Stratechery Interview

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