OpenAI
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OpenAI is making a play to be the Windows of AI: the all-encompassing platform that controls both hardware supplier and software developers.
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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.
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OpenAI’s developer keynote was exciting, both because AI was exciting, and because OpenAI has the potential to be a meaningful consumer tech company.
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An Interview with “Apple in China” Author Patrick McGee
An Interview with “Apple in China” Author Patrick McGee about Apple’s reluctant shift to outsourcing and how its position relative to its supply chain has shifted over time.
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Vibe Coding, Windsurf and Anthropic, ChatGPT Connectors
AI coding is much broader than vibe coding, the dynamics of AI coding, and why OpenAI wants to own everything.
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Claude 4, Anthropic Agents, Human-AI Agents
Anthropic is focused on the agent opportunity, which requires scaffolding; meanwhile, I think there is a huge underserved opportunity in multi-user AI chatbots.
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OpenAI Acquires io, OpenAI’s Strategic Positioning, Apple’s Worsening AI Problem
OpenAI is acquiring io, Jony Ive’s hardware company. Is the company actually focused on displacing Apple? Apple needs to spend big in response.
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OpenAI Restructuring, Microsoft’s Rights, Simo and Windsurf
OpenAI is tying up all its loose ends in preparation for being the user interface for AI
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An Interview with Eric Seufert About Digital Advertising During Political Uncertainty
An interview with Eric Seufert about the impact of the trade war on digital advertising, the Google Ads antitrust case, and why the biggest platforms keep on winning.
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ChatGPT Memory, Boundaries and AI Companions, Auren
ChatGPT’s memory feature is pretty basic, but it’s the sort of product feature that can build a moat, particularly if it’s extended to other use cases.
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OpenAI’s New Image Model, Graphic Design and Google, More on Security
OpenAI’s new image generation capabilities feel like another AGI domino; then, yes, security is about more than encryption.
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An Interview with OpenAI CEO Sam Altman About Building a Consumer Tech Company
An interview with OpenAI CEO Sam Altman about building OpenAI and ChatGPT, and what it means to be an accidental consumer tech company.