(Preview) The End of OpenAI and Microsoft, Risks and Rationale of the Stargate Project, DeepSeek-R1 and Bitter Lessons for the Future

Sharp Tech with Ben Thompson - A podcast by Andrew Sharp and Ben Thompson

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On their 200th episode of the show(!), Ben and Andrew discuss the Stargate Project and what clarifies about the dynamics between OpenAI and Microsoft. Then: the risks inherent to Stargate investments, the rationale for the corporate structure announced this week, PhD-level agents in 2-3 years, and various lessons from the success of DeepSeek and its latest models.