OpenAI’s Memos, Frontier, Amazon and Anthropic
OpenAI circulated an internal memo outlining competitive strategy against Anthropic in enterprise markets, signaling intensified rivalry between the two frontier AI labs for B2B dominance.
85
Stratechery
https://stratechery.com/ · Editorial weight 8/10
Mythos, Muse, and the Opportunity Cost of Compute
Stratechery examines whether Aggregation Theory remains viable as AI compute becomes scarce, arguing that controlling demand—rather than supply—will determine market power in constrained environments.
73