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OpenAI Can't Make Money, X Won't Die, and Google Search Got Worse On Purpose
I started teaching a new semester this week. Digital Strategy, week one, the same three theories I open with every year. Ten minutes in I realised I wasn't teaching theory anymore. I was reading the news out loud with citations attached.
Three frameworks, three stories happening right now:
Platform economics. OpenAI built the most talked-about product of the decade, has hundreds of millions of users, and is reportedly losing billions a year. Microsoft has the distribution. Every startup on earth is building margin on top of infrastructure OpenAI runs at a loss. Creating value and capturing…
The skinny
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