Ben and Andrew begin with the news that OpenAI is shifting away from “side quests” and allocating resources to the enterprise space, including Dropbox history to explain OpenAI’s present, lessons in the enterprise space generally (and what you learn in business school), and OpenAI taking cues from 1980s Microsoft. From there: Talking through Ben’s article on Monday, including the implications of agents and questions about integration as durable differentiation for Anthropic and OpenAI. At the end: Nvidia’s new messaging on inference chips and Groq integration, and a word about winters (and whiners) in Wisconsin.
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Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California — Stratechery Update
Agents Over Bubbles — Stratechery
An Interview with Nvidia CEO Jensen Huang About Accelerated Computing — Stratechery Interview
OpenAI to Cut Back on Side Projects in Push to ‘Nail’ Core Business — Wall Street Journal
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