{"id":205273,"date":"2025-10-11T11:05:11","date_gmt":"2025-10-11T11:05:11","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/205273\/"},"modified":"2025-10-11T11:05:11","modified_gmt":"2025-10-11T11:05:11","slug":"its-openais-world-were-just-living-in-it-stratechery-by-ben-thompson","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/205273\/","title":{"rendered":"It\u2019s OpenAI\u2019s World, We\u2019re Just Living in It \u2013 Stratechery by Ben Thompson"},"content":{"rendered":"

\"\"<\/a>(Stratechery<\/a>)<\/p>\n

Welcome back to This Week in Stratechery!<\/p>\n

As a reminder, each week, every Friday, we\u2019re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone. Additionally, you have complete control over what we send to you. If you don\u2019t want to receive This Week in Stratechery emails (there is no podcast), please uncheck the box in your delivery settings<\/a>.<\/p>\n

On that note, here were a few of our favorites this week.<\/p>\n

OpenAI\u2019s Windows Strategy. The current touchpoint for platform power is the smartphone, where Apple and Google share a duopoly. A better analogy for OpenAI\u2019s ambitions, however, is Microsoft and the way that Windows controlled the PC industry<\/a>: platform power didn\u2019t just come from controlling applications on top of Windows, but the OEM ecosystem underneath. If OpenAI builds AI for everyone, then they are positioned to extract margin from companies up-and-down the stack \u2014 even Nvidia. And, as a necessary bonus, they position themselves to be the primary recipient of all of the speculative investment in AI, thus making the newly promised $1 trillion of infrastructure deals a reality. \u2014 Ben Thompson<\/p>\n

Sam Altman and Boundless Ambition. This week\u2019s Stratechery Interview with Sam Altman<\/a> was shorter than most (40 minutes) but dense with thought-provoking\u00a0answers on OpenAI\u2019s business, including about 10 different thoughts from Ben and Altman that could have turned into hour-long conversations of their own. Specifically, though, in the midst of daily hand wringing\u00a0over whether today\u2019s AI investing is\u00a0rational, it was clarifying to hear from the CEO at the center of all the frothiness, as the story of the moment is actually quite simple: Altman sees once-in-a-lifetime opportunities in both the consumer and enterprise spaces (\u201cit\u2019s not like you use Google at home and a different company at work\u201d), and given the progress he sees on the research side and where he expects models to be in the near future, OpenAI is placing \u201ccompany scale\u201d bets today to ensure they have infrastructure ready for tomorrow\u2019s demand. Whether those bets pay off, and how, are questions that will occupy the entire tech ecosystem for the next several years.\u00a0\u2014 Andrew Sharp<\/p>\n

The Future of Creation. We\u2019re one week out from Sora madness, and I enjoyed Ben\u2019s Article on Monday comparing the underwhelming reception of MetaAI\u2019s Vibes update with the rapturous adoption of Sora<\/a>. What I found most interesting about Sora is that for the first few days after joining I could not spend more than two minutes in the app before getting sick of the content (one can only handle so many Sam Altman cameos and\/or Pikachu movie parodies). By the weekend, though,\u00a0I\u2019d learned how to make videos starring my dog, Ollie, and then Bill Bishop\u2019s dog<\/a>, and found myself spending far more time in the app and sharing videos with friends. According to Sam Altman, I was not alone (\u201c30-something percent of active users were active creators\u201d). The profound implications of that sort of shift\u2014from AI-enabled consumption to AI-enabled creation\u2014anchor the second half of Ben\u2019s analysis on Monday, including questions about the future of creative expression, and perhaps the future of Meta\u2019s business.\u00a0\u2014 AS<\/p>\n

Stratechery Articles and Updates<\/p>\n

Dithering with Ben Thompson and Daring Fireball\u2019s John Gruber<\/p>\n

Asianometry with Jon Yu<\/p>\n

Sharp China with Andrew Sharp and Sinocism\u2019s Bill Bishop<\/p>\n

Greatest of All Talk with Andrew Sharp and WaPo\u2019s Ben Golliver<\/p>\n

Sharp Tech with Andrew Sharp and Ben Thompson<\/p>\n

This week\u2019s Stratechery video is on The YouTube Tip of the Google Spear<\/a>.<\/p>\n<\/p>\n

Get notified about new Articles<\/p>\n

Please verify your email address to proceed.<\/p>\n","protected":false},"excerpt":{"rendered":"(Stratechery) Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we\u2019re sending out…\n","protected":false},"author":2,"featured_media":205274,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[256,254,255,64,63,105],"class_list":{"0":"post-205273","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-au","12":"tag-australia","13":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/205273","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=205273"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/205273\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/205274"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=205273"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=205273"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=205273"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}