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Welcome back to This Week in Stratechery!
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On that note, here were a few of our favorites this week.
Google and Microsoft. 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: I try to figure out what it means in The Google Capital Company. As for Microsoft, my first question to CEO Satya Nadella in this week’s Stratechery Interview was a simple one: is he happy with Microsoft’s competitive position? — Ben Thompson
