Intro

OpenAI's latest valuation and the value of the ChatGPT brand, the AGI clause in the OpenAI-Microsoft partnership, a follow-up on Waymo's data and the Bitter Lesson, a twist in the AI device form factor conversation, and a question about Orion and the importance of elite talent in big tech.

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OpenAI’s New Model, How o1 Works, Scaling Inference — Stratechery Update

OpenAI DevDay, OpenAI’s Wrenching Transition, Lonely At the Top — Stratechery Update

Microsoft and OpenAI’s Close Partnership Shows Signs of Fraying — New York Times

Elon Dreams and Bitter Lessons — Stratechery

An Interview with Hugo Barra About Orion and Meta’s AR Strategy — Stratechery Interview

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