The open questions about competition in AI and enterprise software, emails regarding text-to-voice podcasts and replacing Andrew with an AI agent, and a question about Amazon and the proposed tariffs on consumer goods from China. Plus: Apple Intelligence, OpenAI's naming strategy, and the daily media intake for both hosts.

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An Interview with Salesforce CEO Marc Benioff about AI Abundance — Stratechery Interview

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"What Is in the Ukraine Aid Package, and What Does it Mean for the Future of the War?": Audio Brief