(Preview) OpenAI Astride the World, Infrastructure Buildouts and Boundless Ambitions, More on Sora and Creation

Thoughts on OpenAI after a month of infrastructure and partnership announcements, including the differences between OpenAI and a Mag7 company, Ben’s interview with Sam Altman this week, Apps in ChatGPT, and drawing on Windows, Apple, and WeChat to better understand the company’s strategy. At the end: Questions on Sora, the 90-9-1 law, and OpenAI’s approach to copyright, as well as some brief reactions to China's move to escalate curbs on rare earth exports.

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An Interview with OpenAI CEO Sam Altman About DevDay and the AI Buildout — Stratechery Interview (stratechery.com/2025/an-interview-with-openai-…)

Sora, AI Bicycles, and Meta Disruption — Stratechery (stratechery.com/2025/sora-ai-bicycles-and-meta…)

OpenAI’s Windows Play — Stratechery (stratechery.com/2025/openais-windows-play)

Netflix and the Conservation of Attractive Profits — Stratechery (stratechery.com/2015/netflix-and-the-conservat…)

China Clamps Down Even Harder on Rare Earths — New York Times (nytimes.com/2025/10/09/business/china-rare-ear…)

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