Facebook is Dead; Long Live Meta, Does OpenAI Need to Log Off?, Questions on Bubbles, Blackberry, and Bell Labs

Ben and Andrew discuss a monster earnings report for Meta, the mechanics of how they got there, and the newfound trust the company enjoys from investors. Then: Reactions to GPT-5 and subsequent updates from OpenAI, the strategic logic of the changes, questions about OpenAI leadership, the AGI race, and prompts to engineer the right LLM tone. At the end: A question on bubbles and the implications of our current circumstances, Apple's interests vs. America's interests, Blackberry's thin client comeback, a few fun Bell Labs facts, and Google as slime mold.

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Facebook is Dead; Long Live Meta — Stratechery (stratechery.com/2025/meta-earnings-meta-turns-…)

Meta Myths — Stratechery (stratechery.com/2022/meta-myths)

Meta and Reasonable Doubt — Stratechery (stratechery.com/2024/meta-and-reasonable-doubt)

ChatGPT 5, Product Trade-Offs, Personality and Model Upgrades — Stratechery Update (stratechery.com/2025/chatgpt-5-product-trade-o…)

A leaked Google memo compared it to slime mold — Business Insider (businessinsider.com/a-leaked-google-memo-compa…)

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