Thoughts on OpenAI after a month of infrastructure and partnership announcements, including the differences between OpenAI and a Mag7 company, Ben’s interview with Sam Altman this week, Apps in ChatGPT, and drawing on Windows, Apple, and WeChat to better understand the company’s strategy. At the end: Questions on Sora, the 90-9-1 law, and OpenAI’s approach to copyright, as well as some brief reactions to China's move to escalate curbs on rare earth exports.

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An Interview with OpenAI CEO Sam Altman About DevDay and the AI Buildout — Stratechery Interview

Sora, AI Bicycles, and Meta Disruption — Stratechery

OpenAI’s Windows Play — Stratechery

Netflix and the Conservation of Attractive Profits — Stratechery

China Clamps Down Even Harder on Rare Earths — New York Times

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