Stratechery

OpenAI is forming a new company to deploy AI, reinforcing the thesis that the technology's impact will require top-down implementation, with other labs expected to follow suit. Separately, Apple has e…

Elon Musk’s SpaceX has partnered with Anthropic and xAI to advance artificial intelligence capabilities, marking a strategic shift for the aerospace company. The deal positions SpaceX to serve other c…

Cerebras Systems plans to raise the size and price of its initial public offering as soon as Monday, with a new price range of $150-$160 per share, up from $115-$125, and an increase in marketed share…