underscored

@underscored

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stratechery.com
2026.23: Power Shifts

Three years ago Google looked hapless, scrambling to respond to ChatGPT, while Microsoft, thanks to their groundbreaking partnership with OpenAI, looked on top of the world. Now Google is pulling away in terms of market capitalization, which makes their decision to issue equity to Berkshire Hathaway a curious one.

Ben Thompson
1w ago

Underscored — save the words that stop you in your tracks.

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