Ben and Andrew begin with Gemini 3, what to make of its terrific benchmark results, and why TPUs provide Google a sustainable cost advantage in AI. From there: Google’s opportunity in the enterprise space, Apple’s white label deal, and questions about both OpenAI’s future growth and challenges that loom if ChatGPT can’t incorporate advertising. At the end: Thoughts on what Gemini means for Nvidia, Anthropic’s market in AI, why Amazon and OpenAI are losers of the Anthropic-Nvidia-Microsoft announcement, and a correction regarding Charter cellular coverage.

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New Bing, and an Interview with Kevin Scott and Sam Altman About the Microsoft-OpenAI Partnership — Stratechery Update

Gemini 3, Winners and Losers, Integration and the Enterprise — Stratechery Update

ChatGPT Group Chats, Meta and the Encryption Trade-off, Network Effects and Ad Models — Stratechery Update

An Interview with Eric Seufert About Advertising and AI — Stratechery Interview

ChatGPT Gets a Computer — Stratechery

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