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(Photo by Ethan Miller\/Getty Images)<\/p>\n(Photo by Ethan Miller\/Getty Images)<\/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 Earnings Exposure. From a content perspective, earnings can be overwhelming, especially when they all drop on the same day. Sometimes, however, the juxtaposition is clarifying. That\u2019s exactly how I felt this quarter: Meta<\/a>, Microsoft<\/a>, Amazon and Google<\/a> are all spending astronomical amounts of money building infrastructure from AI. Wall Street\u2019s reaction, however, differed markedly, based on the cost of the frontier (or not), the potential for immediate monetization (or not), and the clarity of vision (or not). We tied all of these strings together on an in-person episode of Sharp Tech<\/a>. \u2014 Ben Thompson<\/p>\n OpenAI\u2019s Answer to Apple.\u00a0Last month Apple sued OpenAI and alleged that hardware chief Tang Tan, along with other Apple vets in the OpenAI hardware division (but not Jony Ive!), had stolen trade secrets as part of the company\u2019s efforts to develop competing devices.\u00a0Ben covered the initial complaint well with an Update in mid-July<\/a>; this week, though, OpenAI\u00a0told its side of the story\u00a0<\/a>and presented evidence that undermines Apple\u2019s narrative. I loved Thursday\u2019s Dithering episode<\/a> reiterating the implications of Apple\u2019s arguments for the tech ecosystem and and the stakes of all this that are easy to forget: Apple, by the terms of its own lawsuit, is trying to kill OpenAI\u2019s hardware division. \u2014 Andrew Sharp<\/p>\n All About LeBron in Philly.\u00a0As you\u2019ve probably heard by now, LeBron James stunned the NBA two weeks ago when he announced he\u2019d be joining the 76ers. Next to a slew of underwhelming free agency options, he chose a team that will present him with young and old personalities to manage, on-court chemistry questions to answer, genuine Finals upside, as well as some wonderful downside potential in a city that\u2019s internationally renowned for booing. We hit all of it on Greatest of All Talk: first with an emergency episode<\/a> that we recorded two weeks ago (you can hear our disbelief an hour after the news broke), and then with a longer, 45-minute discussion this week<\/a>.\u00a0Two weeks later, I\u2019m still shocked we\u2019re here, and thrilled as a basketball podcaster. \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<\/p>\n Sharp Tech with Andrew Sharp and Ben Thompson<\/p>\n