(Preview) Monday Mailbag: The Value of the ChatGPT Brand; OpenAI and Its AGI Clause; Bitter Lesson Follow-Up; Orion and Big Tech Recruiting

OpenAI's latest valuation and the value of the ChatGPT brand, the AGI clause in the OpenAI-Microsoft partnership, a follow-up on Waymo's data and the Bitter Lesson, a twist in the AI device form factor conversation, and a question about Orion and the importance of elite talent in big tech.