(Preview) Pichai's Gemini Letter, Nvidia and TSMC and Market Structure, The End of the Apple Car

The letter from Sundar Pichai in the wake of a Gemini’s disastrous week, the relationship between TSMC and Nvidia (and why Intel is part of the conversation), and an emailer asks Ben to compare Apple’s now-abandoned car ambitions with Google’s investment in Waymo. At the end: A Vision Pro question and a new Formula One season. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube Gemini and Google’s Culture — Stratechery Google CEO says Gemini AI diversity errors are ‘completely unacceptable’ — The Verge An Interview with Nat Friedman and Daniel Gross Reasoning About AI — Stratechery Interview Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.