• PulseSignals across the stack
  • TrajectoryWhere the AI stack is heading
  • ArenaPlayers mapped by functional domain
  • RelationshipsWho's aligning, who's competing
  • ParallelsHistorical patterns that explain now
  • DossiersThe companies, in depth
  • ThreadsStories, signals, and patterns
theme
sources·policy·rss

© 2026 straced

Dossiers·OpenAI

Pieces1Founded2015
  1. tests2026-05-143 min

    The Microsoft paradox

    Every quarter the OpenAI-Microsoft relationship looks more like a divorce that's already happened. The frame of "AI's most consequential partnership" tests increasingly poorly against what's actually shipping.

PulseTrajectoryArenaRelationshipsParallels