OpenAI Dev Day: confusing but with vision, Stratechery says

What happened

Stratechery published a piece after OpenAI's Dev Day, saying the showcased product is, frankly, pretty confusing, but that there is more vision than it might seem.

Why it matters

For readers weighing OpenAI's direction, the takeaway is that the event's surface confusion may not reflect a lack of product intent, according to Stratechery's reading.

What to watch

The full Stratechery analysis sits behind a subscription ($15 / month or $150 / year), so the detailed reasoning is not public; the judgment hinges on whether that vision holds up as the product rolls out.