(Preview) The End of OpenAI and Microsoft, Risks and Rationale of the Stargate Project, DeepSeek-R1 and Bitter Lessons for the Future

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Stargate, The End of Microsoft and OpenAI — Stratechery Update (stratechery.com/2025/stargate-the-end-of-micro…)

Microsoft Earnings; Microsoft and OpenAI, Again; GitHub Copilot Adds Gemini and Claude — Stratechery Update (stratechery.com/2024/microsoft-earnings-micros…)

The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs — Stratechery Update (stratechery.com/2023/the-accidental-consumer-t…)

Stratechery Updates, DeepSeek-R1, DeepSeek Implications — Stratechery Update (stratechery.com/2025/stratechery-updates-deeps…)

AI’s Uneven Arrival — Stratechery (stratechery.com/2025/ais-uneven-arrival)

An Interview with Daniel Gross and Nat Friedman about ChatGPT and the Near-Term Future of AI — Stratechery Interview (stratechery.com/2022/an-interview-with-daniel-…)

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