Stratechery by Ben Thompson

Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.

OpenAI has refashioned Codex as the new ChatGPT; is the company abandoning the chat category they pioneered?

A script for what Mark Zuckerberg should say on Meta's next earnings call.

An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind.

An interview with Michael Morton about e-commerce and AI, including the challenges of unfalsifiable bear cases, distribution versus referal models, grocery, and autonomous vehicles.

Anthropic's belief in its own commitment to safety gives the company license to aggressively favor its business and even challenge the U.S. government.

We received the directive from the government today at 5:21pm (ET). The letter did not provide specific details of its national security concern. Our understanding is that the government believes it has become aware of a method of bypassing, or "jailbreak