OpenAI’s deal with Broadcom makes perfect sense, because OpenAI already knows exactly what workloads it needs to optimize.

China is instituting controls on rare earths, which are essential for technology, that look like chip controls; we can fix ...

OpenAI’s DevDay evolution mirrors the hype cycle; Microsoft’s Game Pass price raise is an admission of failure; and Verizon decides it doesn’t want to be under the thumb of ...

OpenAI is making a play to be the Windows of AI: the all-encompassing platform that controls both hardware supplier and software developers.

Sora is going viral, suggesting there is a big opportunity in unlocking creativity. If that’s true, that’s good for humanity — and bad for Meta.

The best Stratechery content from the week of October 6, 2025, including the arrival of the AI Slop Era, what “China Hawk” really means, and Steve Ballmer and the Clippers catastrophe.

OpenAI has its own AI video app with Sora, powered by Sora 2; I’m not sure how compelling it will be in the long run. Then, Cognition’s experience with a new Anthropic model suggests ...