OpenAI’s Stargate announcement and revised deal with Microsoft mark the end of the relevant portion of their partnership. DeepSeek, a Chinese company, has a reasoning model similar to o1, except that ...

An interview with Daniel Gross and Nat Friedman about Stargate, DeepSeek, and where the margins and moats will come with models.

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. A ...