(Preview) What AI Could Mean for Aggregation Theory, o3 and Moore’s Law, More Questions Than Answers as Tech Enters 2025

Ben and Andrew return from the holidays to check in on the AI landscape. Topics include: Aggregation Theory and the return of marginal costs for hyperscalers, the architecture of OpenAI’s o3 model, the murky future for software engineers and SaaS companies, and whether Scarlett Johansson fumbled the bag. At the end: In praise of learning to ski as a middle-aged beginner. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube 2025 AI & Semiconductor Outlook — Fabricated Knowledge Enterprise Philosophy and The First Wave of AI — Stratechery ChatGPT Gets a Computer — Stratechery The End of the Beginning — Stratechery Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.