Thoughts on OpenAI as Sam Altman declares a “Code Red” in response to Gemini 3, including real concerns about ChatGPT’s market position, why the missed ads opportunity is becoming more acute, and ominous Google history. From there: Context on Alan Dye’s departure from Apple, Meta’s emphasis on a new design language, and the Meta fundamentals regardless of AR/VR and its AI efforts. At the end: Amazon’s tranium chips and its AI efforts, Substack and the challenge of customer acquisition, defending tech at Thanksgiving dinner, and various F1 takes before this weekend’s finale in Abu Dhabi. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Google, Nvidia, and OpenAI — Stratechery OpenAI CEO Declares ‘Code Red’ to Combat Threats to ChatGPT, Delays Ads Effort — The Information OpenAI Code Red, AWS and Google Cloud Networking — Stratechery Update Apple Design Executive Alan Dye Poached by Meta in Major Coup — Bloomberg Bad Dye Job — Daring Fireball Alan Dye Leaves Apple — Dithering An Interview with Meta CEO Mark Zuckerberg About AI and the Evolution of Social Media — Stratechery Interview An Interview with Atlassian CEO Mike Cannon-Brookes About Atlassian and AI — Stratechery Interview Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Analysis: done · source seed