Episodes

9h ago

Andrew and Ben begin with reactions to ChatGPT’s new image capabilities, a reminder of OpenAI’s strategic advantages vs. Google, Disney’s deal with Sora, and Gemini 3 Flash. From there: Netflix and its competition for attention, Netflix continues its foray into podcasting, and a question about movie theaters highlights costs that Netflix will have to internalize going forward. Then: Extended thoughts on SpaceX and the possibility of data centers in space, while a listener does some field reporting on AWS usage. At the end: Strategies for a successful remote work life, Tesla and Rivian’s aversion to CarPlay, the new United app and developer trade-offs, oenophile preferences, Taco Bell, Christmas traditions, and an attack on Andrew for hypocrisy. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube ChatGPT Image 1.5; Apple v. Epic, Continued; Holiday Schedule — Stratechery Update Disney and OpenAI, Totems in an AI World, Google Versus the World — Stratechery Update Netflix and the Hollywood End Game — Stratechery An Interview with Rivian CEO RJ Scaringe About Building a Car Company and Autonomy — Stratechery Interview An Interview with Ryan Jones About Flighty and Building Apps in 2025 — Stratechery Interview Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Dec 12

Andrew and Ben talk through Netflix’s proposed $72 billion deal to buy Warner Brothers, including the logic for Netflix, the frictionless nature of competition on the internet, and the threat that Netflix sees from YouTube. Then: David Zaslav’s windfall, and an argument about the regulatory questions that may scuttle this deal. At the end: The better business model between YouTube and Netflix, an emailer wonders why everyone is mourning the end of a Hollywood business that can’t succeed in the modern marketplace, groupchats and the college experience, and a word about Flighty. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Netflix and the Hollywood End Game — Stratechery Netflix and the Flattening of Everything — Sharp Text An Emergency Interview with Michael Nathanson About Netflix’s Acquisition of Warner Bros. — Stratechery Interview Economic Power in the Age of Abundance — Stratechery Spotify, Netflix, and Aggregation — Stratechery An Interview with Ryan Jones About Flighty and Building Apps in 2025 — Stratechery Interview Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Dec 5

Thoughts on OpenAI as Sam Altman declares a “Code Red” in response to Gemini 3, including real concerns about ChatGPT’s market position, why the missed ads opportunity is becoming more acute, and ominous Google history. From there: Context on Alan Dye’s departure from Apple, Meta’s emphasis on a new design language, and the Meta fundamentals regardless of AR/VR and its AI efforts. At the end: Amazon’s tranium chips and its AI efforts, Substack and the challenge of customer acquisition, defending tech at Thanksgiving dinner, and various F1 takes before this weekend’s finale in Abu Dhabi. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Google, Nvidia, and OpenAI — Stratechery OpenAI CEO Declares ‘Code Red’ to Combat Threats to ChatGPT, Delays Ads Effort — The Information OpenAI Code Red, AWS and Google Cloud Networking — Stratechery Update Apple Design Executive Alan Dye Poached by Meta in Major Coup — Bloomberg Bad Dye Job — Daring Fireball Alan Dye Leaves Apple — Dithering An Interview with Meta CEO Mark Zuckerberg About AI and the Evolution of Social Media — Stratechery Interview An Interview with Atlassian CEO Mike Cannon-Brookes About Atlassian and AI — Stratechery Interview Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Nov 26

The ways tech has improved suburban life, why urbanism may have peaked, and the first and second order effects of Tesla's full self-driving technology. Then: A Thanksgiving mailbag! Topics include: A note from the Gemini team, a correction on Llama 4, a hater’s question on the utility of ChatGPT group chats, Ben and Andrew share their daily use cases for AI and Ben shares his prompt, while an emailer wonders about a boss using Copilot to send holiday gifts. From there: A subject matter expert debates whether to train his AI replacement, a listener seeks advice about working for his father-in-law, a question about balancing work and young children, Unidentified Anomalous Phenomena, robot vacuums, Ben's ancestry, and a word about the Giannis era. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Robotaxis and Suburbia — Stratechery Gemini 3 Pro Is a Vast Intelligence With No Spine — Don’t Worry About the Vase Apps, People, and Jobs to Be Done — Stratechery The Definitive Ranking of Tech Company Takeability — Sharp Text Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Nov 21

Ben and Andrew begin with Gemini 3, what to make of its terrific benchmark results, and why TPUs provide Google a sustainable cost advantage in AI. From there: Google’s opportunity in the enterprise space, Apple’s white label deal, and questions about both OpenAI’s future growth and challenges that loom if ChatGPT can’t incorporate advertising. At the end: Thoughts on what Gemini means for Nvidia, Anthropic’s market in AI, why Amazon and OpenAI are losers of the Anthropic-Nvidia-Microsoft announcement, and a correction regarding Charter cellular coverage. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube New Bing, and an Interview with Kevin Scott and Sam Altman About the Microsoft-OpenAI Partnership — Stratechery Update Gemini 3, Winners and Losers, Integration and the Enterprise — Stratechery Update ChatGPT Group Chats, Meta and the Encryption Trade-off, Network Effects and Ad Models — Stratechery Update An Interview with Eric Seufert About Advertising and AI — Stratechery Interview ChatGPT Gets a Computer — Stratechery Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Nov 14

Andrew and Ben analyze SpaceX's nearly $20 billion in purchases by first touching on cell carrier history and the power dynamics that iPhones upended 20 years ago. Then: Understanding the SpaceX business and Musk's approach to strategy, what Starlink is trying to do with satellite internet on airlines, a power play with cell carriers that appears to have failed earlier this year, and now, a Plan B that may involve an acquisition and a bid to partner with Apple. At the end: Why Yann LeCun leaving Meta is the right outcome for both sides, a question about big companies and innovation spawns regulation cautionary tales and a cigar anecdote, and wondering about the impact of big tech on AI's future. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Why Do Carriers Subsidize the iPhone? — Stratechery SpaceX Buys More Spectrum, SpaceX’s Pivot, Why Apple and SpaceX Should Partner — Stratechery Update SpaceX Buys Spectrum, Spectrum Specifics, SpaceX’s Big Bet — Stratechery Update An Interview with Unity CEO Matthew Bromberg About Turnarounds — Stratechery Interview Meta chief AI scientist Yann LeCun plans to exit and launch own start-up — Financial Times Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Nov 7

Ben and Andrew begin with reactions to the OpenAI CFO discussing a federal "backstop" for prospective financing, as well as Sam Altman's recent comments about OpenAI's spending. Then: An emailer objects to the discussion of Bubble benefits, and questions about Meta's AI spending and a looming the AI backlash as hiring contracts and electricity prices rise. From there: Unpacking the announcement that Apple will use Gemini to power Siri, and two follow-ups to last week's discussion of "Too Big to Fail" in tech. At the end: Thoughts on Amazon's grocery ambitions, Walmart's continued success, the YouTube TV-ESPN dispute, and a listener's mental model of Ticketmaster. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube The Benefits of Bubbles — Stratechery OpenAI Isn’t Yet Working Toward an IPO, CFO Says — Wall Street Journal The Deployment Age — Reaction Wheel Apple to Kick Off 50th Anniversary With Nearly $140 Billion Quarter — Bloomberg Amazon Earnings, AWS and OpenAI, Did Amazon Solve Groceries? — Stratechery Update An Interview with Michael Morton About AI E-Commerce — Stratechery Interview Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Oct 31

Discussing Ben's interview with Substrate CEO James Proud, including the "insane" challenge he's undertaken as Substrate attempts to compete with TSMC and ASML, and the ways in which a bubbly environment benefits innovation by incentivizing exactly that sort of moonshot. From there: Ben's thoughts on the "Too Big to Fail" era in tech that may be averted, reactions to the latest humanoid robot, and thoughts on both sides of the OpenAI-MIcrosoft announcement earlier this week. At the end: Taylor Sheridan leaves Paramount for greener pastures, Sharp Text and lessons from Grantland, a temperature check on Sora one month later, lessons from the Nexperia mess in Europe, a question about Magic: The Gathering, and a few corrections to last week's show. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube An Interview with Substrate CEO James Proud About Building a Disruptive Foundry in America — Stratechery Interview An Interview with Byrne Hobart About Bubbles and Escaping Stagnation — Stratechery Interview Nvidia GTC in DC, Qualcomm’s AI Chip, OpenAI’s Restructuring — Stratechery Update Why Taylor Sheridan Is Worth a Billion Dollars — Sharp Text Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Oct 24

Celebrating the return of the NBA with reactions to Inside the NBA on ESPN before turning to an extended explanation of the technology underlying the AWS outage this week and the history of US-East-1 in Northern Virginia. Then: Grappling with the trade-offs inherent to investing in resiliency to preserve the status quo, the risks that preservation comes at the expense of innovation, and Twitter as an object lesson. At the end: Questions on F1's deal with Apple, an F1 hater checks in, a sales pitch for YouTubeTV, and Ben chooses his favorite karaoke songs and explains how he learned Chinese. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube The NBA's ESPN Problem Might Finally Be Over — Sharp Text Resiliency and Scale — Stratechery Zero Trust Information — Stratechery F1 on Apple TV, Distribution as Differentiation, A Worthwhile Gamble — Stratechery Update 對面的女孩看過來 — Song by Richie Jen (任賢齊) 自由 — Song by Zhang Zhen Yue (張震嶽) Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Oct 17

Andrew and Ben begin by examining the various structural forces and business decisions that led the U.S. and the West to cede rare earth mining and refining to China, including reduced friction at the expense of resilience n a variety of areas, predatory pricing that pays extra dividends in the commodities business, and why Ben is keeping an eye on the Middle East in the months to come. From there: Reactions to the news that Spotify and Netflix are partnering and pulling podcasts off of YouTube, with thoughts on the limits of that strategy and the difference between YouTube's cut of creator ad revenue and Apple's developer fees. At the end: Uber, Tesla, and Waymo and the shape of the future autonomous vehicle marketplace, Ben's thoughts on Tesla's Full Self-Driving, OpenAI's corporate structure, and ChatGPT embraces AI erotica. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube An Interview with Gracelin Baskaran About Rare Earths — Stratechery Interview Gas Turbine Makers Are Riding the AI Power Boom — Wall Street Journal China and Rare Earth Metals, Chips and Rare Earths, The U.S.’s Self-Inflicted Challenge — Stratechery Update Walmart on ChatGPT, Walmart (and Amazon) Motivations, Spotify Podcasts on Netflix — Stratechery Update Netflix Jumps Into Podcasts With Spotify Deal — New York Times Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Oct 10

Thoughts on OpenAI after a month of infrastructure and partnership announcements, including the differences between OpenAI and a Mag7 company, Ben’s interview with Sam Altman this week, Apps in ChatGPT, and drawing on Windows, Apple, and WeChat to better understand the company’s strategy. At the end: Questions on Sora, the 90-9-1 law, and OpenAI’s approach to copyright, as well as some brief reactions to China's move to escalate curbs on rare earth exports. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube An Interview with OpenAI CEO Sam Altman About DevDay and the AI Buildout — Stratechery Interview Sora, AI Bicycles, and Meta Disruption — Stratechery OpenAI’s Windows Play — Stratechery Netflix and the Conservation of Attractive Profits — Stratechery China Clamps Down Even Harder on Rare Earths — New York Times Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Oct 3

Andrew and Ben begin with reactions to OpenAI's Sora 2, a new Sora app, and more thoughts on last week’s ‘Vibes’ release from MetaAI. Topics include: Parallels between Sora 2 and the GPT 3.5 release in 2022, responding to a sample of disgusted MetaAI 'Vibes' reactions, why OpenAI is investing in short form video, why the threat to Meta is clearer than ever, and fair questions about Mark Zuckerberg's leadership after the last several years. At the end: TikTok’s business prospects and security concerns, solar power possibilities for AI infrastructure, Ben's shocking embrace of the iPhone Air, and a Sharp Tech x Oreo crossover. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Sora 2 is here — OpenAI Sora the App, Sonnet 4.5 and the Question of Models as Processors — Stratechery Update Emergency Pod: Instant Reactions to MetaAI Vibes — Sharp Tech The TikTok War — Stratechery An Interview with Terraform Industries CEO Casey Handmer About the Solar Energy Revolution — Stratechery Interview An Interview with Ben Bajarin About AI Infrastructure — Stratechery Interview Ben Buys an iPhone — Dithering Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Sep 26

Ninety minutes after they wrapped a conversation about YouTube, Google and the future of AI video, Ben and Andrew reconvene to make Ben eat his words about Meta's inability to ship and react to Vibes — a new feed in the Meta AI app for short-form, AI-generated videos. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Post by Alexandr Wang — X Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Sep 26

On today's show Andrew and Ben begin with a 60-second iPhone review before turning to YouTube and Google's abundance of AI opportunities. Then: Six questions about the AI bubble, including reactions to Nvidia's investment in OpenAI, Oracle's financing vs. cloud incumbents, Microsoft's spending strategy, the looming power crisis, and more. At the end: A salute to the bubble prince, more on Meta's smart glasses, and "presage" confirmation. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube The YouTube Tip of the Google Spear — Stratechery Meta’s AI Abundance — Stratechery MrBeast on His Quest to Turn YouTube Fame Into an Entertainment Empire — Bloomberg Oracle Pops, From Databases to AI, Oracle and OpenAI — Stratechery Update The Oracle Inflection Point, Apple’s Price Increase — Stratechery Update Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Sep 19

Andrew and Ben react to the Meta Ray-Ban Display and the progress of the Meta Neural Band, including keynote FOMO, debating the value of handwriting words in the air, the strategic logic of shipping these products now, an incredible price point, and lots more. From there: A look at the Intel-Nvidia partnership that was announced Thursday morning, and Ben's thoughts on YouTube after a visit to New York City for an afternoon with creators and YouTube CEO Neal Mohan. At the end: Positive buzz on liquid glass, the dangers of CFOs as CEOs, innovations from incumbent companies, Ben's repatriation takeaways, life advice for moving, and the five CEOs who have contributed most to the Stratechery bundle. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Meta Ray-Ban Display, Why Less is More, Price and the Neural Band — Stratechery Update Meta Launches $799 Glasses With Screen and AI Integration — Bloomberg Meta struggles to decouple from Chinese supplier of AI smart glasses — Financial Times Intel and NVIDIA to Jointly Develop AI Infrastructure and Personal Computing Products — Intel Newsroom An Interview with Dan Kim About Intel, Nvidia, and the U.S. Government — Stratechery Interview An Interview with YouTube CEO Neal Mohan About Building a Stage for Creators — Stratechery Interview The Deal That Makes No Sense — Stratechery Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Sep 12

Thoughts on Apple's new generation of iPhones—which are genuinely exciting—and why the underwhelmed reaction from fans and analysts reflects choices that Apple made a long time ago and a new direction that lowers the ceiling on any release. From there: Mail on Apple's messaging and the competition in China, Oracle's strategy in the AI era, Midjourney and Meta, the strategic logic (or not) of Reality Labs investments, whether and how Netflix could attempt a Disney-ification (at the Sphere? via acquisition?), and a message to the Armageddon heretics. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube iPhones 17 and the Sugar Water Trap — Stratechery Oracle stock gains 36% to post best day since 1992, adding $244 billion in value — CNBC Ellison Tops Musk as World’s Richest Man After $101 Billion Gain — Bloomberg An Interview with Midjourney Founder David Holz about Generative AI, VR, and Silicon Valley — Stratechery Interview Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Sep 5

Talking through Google’s big win in court this week, including the confounding opinion from Judge Amit Mehta, a strategy that paid off for Google, anti-monopolists and the Chrome crusade, and the hidden cost of Apple’s Google money. From there: Mail on ChatGPT’s follow-up questions, a KPop Demon Hunters digression, what really killed Hollywood’s creativity, Microsoft’s future in the AI era, Adobe and Salesforce vs. disruption concerns, trailing edge chips, ASML, and Nvidia comes to DC. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Google Remedy Decision, Reasonable Remedies, The Google Patronage Network — Stratechery Update Friendly Google and Enemy Remedies — Stratechery New Bing, and an Interview with Kevin Scott and Sam Altman About the Microsoft-OpenAI Partnership — Stratechery Update GPT-5: It Just Does Stuff — One Useful Thing Tech Philosophy and AI Opportunity — Stratechery Paradigm Shifts and the Winner’s Curse — Stratechery Innoveracy: Misunderstanding Innovation — Asymco Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Aug 29

Unpacking the latest round of Nvidia earnings and the questions that loom over the company's future in China. Then: Answering a few of the most common objections to the US government's plans for Intel, and why the current path may be the least bad option on the board. At the end: A look at KPop Demon Hunters, Netflix dominance, the modern movie business, and dual monitor desk strategies. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Nvidia Earnings, Moats and China, Nvidia vs. the AI Labs — Stratechery Update U.S. Intel — Stratechery KPop Demon Hunters, Sony’s Risk, The Netflix Aggregator — Stratechery Update Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Aug 15

Ben and Andrew discuss a monster earnings report for Meta, the mechanics of how they got there, and the newfound trust the company enjoys from investors. Then: Reactions to GPT-5 and subsequent updates from OpenAI, the strategic logic of the changes, questions about OpenAI leadership, the AGI race, and prompts to engineer the right LLM tone. At the end: A question on bubbles and the implications of our current circumstances, Apple's interests vs. America's interests, Blackberry's thin client comeback, a few fun Bell Labs facts, and Google as slime mold. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Facebook is Dead; Long Live Meta — Stratechery Meta Myths — Stratechery Meta and Reasonable Doubt — Stratechery ChatGPT 5, Product Trade-Offs, Personality and Model Upgrades — Stratechery Update A leaked Google memo compared it to slime mold — Business Insider Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Aug 8

Andrew and Ben discuss Ben’s article on Apple and AWS in the AI era, including a call for Apple to make an acquisition, a bit of AWS history, AWS as the new Azure, and the challenge of making changes amidst continued success. Then: Thoughts on Google’s Genie 3 breakthrough and OpenAI’s open weights models, and questions on Intel, scrutiny of Lip-Bu Tan, whether AI will compound the fertility crisis, and an emailer who wants to eliminate advertising from the human condition. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Paradigm Shifts and the Winner’s Curse — Stratechery Genie 3: A new frontier for world models — Google DeepMind Trump Calls on Intel CEO to Resign Over China Ties — Wall Street Journal Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Jul 30

Intel's future in leading edge manufacturing looks more uncertain, while prospects for the US semiconductor supply chain are beginning to look more promising. Then: Google's earnings inspire a question about Big Tech in AI, who will win the entertainment space in AI, thoughts on doomerism and marketing, Apple's App store promises and a very bad week for the Tea development team, a question about The Ringer and Grantland, and a note on life coaching and Apple's 2TB storage plan. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube TSMC Earnings; A16 and TSMC’s Approach to Backside Power; Intel Earnings, Architecture, and AI — Stratechery Update Tesla and Samsung, Customer Service and Intel, The U.S. Semi Supply Chain — Stratechery Update Google Earnings, Google Flips the Switch on Cloud, Search Notes — Stratechery Update The End of the Beginning — Stratechery Meme Stocks Are Back — Bloomberg Grantland and the (Surprising) Future of Publishing — Stratechery Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Jul 24

The pay-per-crawl model for compensating content creators on the Internet, what sorts of content might win if that market actually materializes, and the grim outlook for today's digital publishers. From there: Thoughts on the cost structures that can succeed, the value of community and direct connections to customers, and Stephen Colbert's exit at CBS. At the end: Questions on big tech's hiring power, contractors at startups, Chinese AI development, F1 broadcast rights, alternative rock, and what to do in Taipei and DC. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Content and Community — Stratechery Cloudflare’s Content Independence Day, Google’s Advantage, Monetizing AI — Stratechery Update Netflix Earnings, Apple and F1 — Stratechery Update Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Jul 18

A week of news surrounding Windsurf and Google (and now Cognition), why the Silicon Valley ecosystem as we've known it appears to be coming to an end, and why the hiring and acquisiton conventions emerging now are a clear win for big tech. From there: A counterfactual on the founding of OpenAI, and various reactions to Cloudflare's plans to block AI crawlers by default and offer a pay-per-crawl model to LLMs and websites. At the end: An email about having a second child spawns a discussion about parenting. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Google and Windsurf, Stinky Deals, Chesterton’s Fence and the Silicon Valley Ecosystem — Stratechery Update Cognition Buys Windsurf, Nvidia Can Sell to China, Grok 4 and Kimi — Stratechery Update Cloudflare on the Edge — Stratechery OpenAI, Artificial Intelligence and Data, Data and Recruiting — Stratechery Update Cloudflare’s Content Independence Day, Google’s Advantage, Monetizing AI — Stratechery Update Cloudflare Introduces Default Blocking of A.I. Data Scrapers — New York Times Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Jul 10

The considerations for Apple and its potential partners as the company considers external help with its project to supercharge Siri, a word about risks for Google and Microsoft in the AI era, and thoughts on a second ruling regarding the scope of the fair use doctrine and LLM training. At the end: Politics and LLMs, bad news for TSMC engineers, and variety of thoughts on F1: The Movie and the future for F1 the sport. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple + Anthropic?, Apple’s Fall, Apple’s Options — Stratechery Update Tech Philosophy and AI Opportunity — Stratechery Post by Tyler Palmer — X: @tyler__palmer Training AI is Not Fair Use?, LLMs and Scale, Pushing on a String — Stratechery Update Apple bids for Formula 1 rights in US after success of Brad Pitt film — Financial Times Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Jun 26

On today's show Andrew and Ben begin by breaking down a favorable ruling for Anthropic in a case concerning copyrighted material, the fair use doctrine, and LLM training. Then: A midsummer mailbag with questions on huge salaries for big names in tech that may be past their prime, waiting for AI to suggest software solutions, starting careers from scratch in 2025, Huwaei’s ascent and China’s commitment to Apple, Taylor Swift, shortform video regulation, recommendations for would-be watch collectors, and more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Training AI is Fair Use, Product Protection Versus LLM Liability, Piracy and Competition — Stratechery Update BARTZ v. ANTHROPIC — U.S. District Court, N.D. CA Talent Wars, NBA Money, AI Money — Stratechery Update Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Jun 24

On today's show Ben and Andrew answer questions about the future of engineering jobs, the definition of vibe coding, Meta's AI upside, ChatGPT-led fashion shows, xAI as a third-tier streamer, and bitter lessons as autonomous driving becomes more viable. At the end: An emailer follow-ups on last week's conversation about normies and AI risk. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube xAI Raising Money, xAI and Oracle, Xbox = Windows — Stratechery Update Meta + Scale AI?, Meta’s Reset, AI as Sustaining Innovation — Stratechery Update Vibe Coding, Windsurf and Anthropic, ChatGPT Connectors — Stratechery Update Elon Dreams and Bitter Lessons — Stratechery Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Jun 19

Ben and Andrew react to reports that in addition to adding Scale AI CEO Alexandr Wang, Meta’s now in advanced talks to hire prominent AI investors and frequent Stratechery guests, Nat Friedman and Daniel Gross, for an offer that could exceed $1 billion. Then: Follow-ups on Perplexity and Apple, the calculus for both sides amid reports of between OpenAI and Microsoft, a question about ‘Apple in China’ and culpability for the last 20 years of decision-making, and thoughts on the competition between the US and China, in general. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Meta in Talks to Hire AI Investors Friedman and Gross, Partially Buy Out Their Venture Fund — The Information Stratechery Interview Series: Nat Friedman and Daniel Gross — Stratechery Microsoft-OpenAI Drama Continues, WhatsApp Ads, Channel Subscriptions and the Creator Perspective — Stratechery Update An Interview with “Apple in China” Author Patrick McGee — Stratechery Interview Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Jun 17

As the dust settles after keynote season, Ben and Andrew answer mailbag questions and talk through the future prospects for Cursor and Perplexity, multi-modality possibilities for AI devices, Apple's advantages if they deepen their partnership with OpenAI, more on Meta's investment in Scale AI, the business logic of chasing superintelligence, and takes on an AI conversation between Bill Simmons and Chuck Klosterman. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube An Interview with Cursor Co-Founder and CEO Michael Truell About Coding With AI — Stratechery Interview Chuck Klosterman on the NBA Finals, a Rival League, the Sonics, ‘The Rehearsal,’ Cooper Flagg, and the Fear of AI — The Bill Simmons Podcast Nvidia’s Jensen Huang says he disagrees with almost everything Anthropic CEO Dario Amodei says — Fortune Regretful Accelerationism — Stratechery Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Jun 12

A variety of announcements at WWDC, and why Apple’s lack of jaw-dropping news or boundary pushing plans was the most sensible approach available this year. Then: Questions about Meta’s AI execution, as the company reportedly invests $14.8 billion in Scale AI and its CEO Alexander Wang. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple Retreats — Stratechery Meta Is Creating a New A.I. Lab to Pursue ‘Superintelligence’ — New York Times Meta + Scale AI?, Meta’s Reset, AI as Sustaining Innovation — Stratechery Update Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Jun 5

What’s gone wrong for Nike and why a deal with Amazon is likely the best way forward, the history of the U.S. military and Silicon Valley, and rationale for both sides of the Meta-Anduril partnership. At the end: Some corrections on Ukraine’s drone attack and more thoughts on the future of high-trust trade. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Nike on Amazon; Nike’s Disastrous Pivot; Inevitability, Intentionality, and Amazon — Stratechery Update Anduril + Meta, Silicon Valley and the Pentagon, Meta’s Motivations — Stratechery Update An Interview with Michael Morton About E-Commerce Winners and Losers — Stratechery Interview Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Jun 2

Reactions to Sunday’s shocking reports out of Russia and why the virtues of a shipping container may become more complicated in years to come. Then: questions on foldable phones, the io upside, and the future of apps, and NASCAR goes to streaming, where early returns are positive. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Ukraine stages audacious attack on airfields deep in Russian territory — Financial Times Daily Update: Thinking Twice on Drones, by James Allworth — Stratechery Update Friction — Stratechery Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

May 29

Discussing Ben's Article on the future of the agentic web, including the virtues of the ad-supported internet we've enjoyed for the last three decades, why that model is becoming less viable as the years pass, and the potential for new solutions as agentic web traffic proliferates in the years and decades to come. At the end: An epiphany surrounding AI workflows and chain of thought exchanges between employers and their employees. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube The Agentic Web and Original Sin — Stratechery Personalized Advertising — Minority Report (2002) Claude 4, Anthropic Agents, Human-AI Agents — Stratechery Update Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

May 22

Ben and Andrew react to the news that OpenAI is acquiring Jony Ive's hardware startup for $6.5 billion worth of stock, including questions about the form factor of future AI devices, challenges inherent to manufacturing hardware in 2025, the logic of these ambitions for OpenAI, and yes, a few words about the 9-minute video announcing the deal. At the end: Google's plans for its search business, Veo 3 and gen AI videos, and Ben's appearance on the Bill Simmons Podcast this week. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube OpenAI Acquires io, OpenAI’s Strategic Positioning, Apple’s Worsening AI Problem — Stratechery Update OpenAI to Buy AI Device Startup From Apple Veteran Jony Ive in $6.5 Billion Deal — Bloomberg Sam & Jony introduce io — OpenAI A conversation with Jony Ive — Stripe (YouTube) Google I/O, The Search Funnel, Product Possibilities — Stratechery Update The Invincible OKC, Knicks Nirvana and Giannis Trades — The Bill Simmons Podcast Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

May 19

The implications of last week’s announcements on AI investments from Saudi Arabia and the UAE (and the repeal of the AI Diffusion rules), Ben’s thoughts on OpenAI’s acquisition of Windsurf, and questions about Android and VRBO vs. Airbnb. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

May 15

Reactions to a revamped app and the expanded ambitions of Airbnb, an excellent email about practical considerations for leaders if AI accelerates a bifurcation of society, and thoughts on HBO's rebrand and ESPN's new streaming app. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Airbnb’s New App, Experiences and Services, Chesky’s Founder Mode — Stratechery Update It’s Not Max, It’s HBO Max: Streaming Service Flips Name Again — Bloomberg Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

May 8

Talking Platform Power and 15 years of App Store arguments, with topics including Ben's memories from Microsoft, the difference between regulating platforms and aggregators, and the case for intervening in the App Store today. Then: Eddy Cue testifies that Apple is exploring AI search options for Safari, and a New York Magazine feature on ChatGPT in colleges sparks thoughts on tech, higher education, and Blue Books. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Platform Power Is Underrated — Stratechery Apple Eyes Move to AI Search, Ending Era Defined by Google — Bloomberg Everyone Is Cheating Their Way Through College — NY Mag AI Homework — Stratechery Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

May 5

Ben's Daily Update on Friday and Apple's argument appealing the order in Epic v. Apple, the risks facing Apple as they've continued to fight these battles the past several years, and questions for the future as the present gets increasingly messy. At the end: Meta's plans for AI business agents, an emailer asks whether Meta's message today means Facebook failed yesterday, and a proposal for AI officiating in the NBA is soundly rejected. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple Held in Contempt, The Crux of the Case, The Takings Clause — Stratechery Update Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

May 1

A 360 degree look at Meta's AI efforts after Ben's sitdown with Mark Zuckerberg and Meta's launch of a standalone AI app. Then: Reactions to Wednesday's holding that Apple violated a court order and may be criminally liable for its behavior, responses to an email about a broadened understanding of consumer welfare, and a Punchbowl News headache for Amazon. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube An Interview with Meta CEO Mark Zuckerberg About AI and the Evolution of Social Media — Stratechery Interview Meta’s AI Abundance — Stratechery Apple Dealt Stinging Court Defeat on App Store Sales Commissions — Bloomberg Amazon, Trump, and Tariff Costs; Amazon Haul and Temu; Political Lessons — Stratechery Update Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Apr 28

After last week's conversation about AI for companionship, Ben and Andrew answer emails about the future of personalized LLM answers, speculative costs and benefits, the tension between building trust and building a product with 3 billion customers, and much more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube ChatGPT Memory, Boundaries and AI Companions, Auren — Stratechery Update Tech’s Two Philosophies — Stratechery How People Are Really Using Gen AI in 2025 — Harvard Business Review Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Apr 24

Talking through Ben's article on Apple and the Ghosts of Companies Past, including Apple's religious commitment to privacy, untapped platform potential in AI, parallels to Intel, and why Tim Cook is probably the wrong CEO to undertake the cultural shifts today that may be required for the company to thrive tomorrow. At the end: An AppleTV+ public service announcement. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple and the Ghosts of Companies Past — Stratechery The Intel Opportunity — Stratechery The Deal That Makes No Sense — Stratechery Apple is Losing Over $1 Billion a Year on Streaming Service — The Information Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Apr 21

Talking through the implications of memory capabilities for ChatGPT, the future of AI companionship, OpenAI's platform ambitions, and why Google Circles never found a market. At the end: College football, tech, and a bit of Bell Labs history. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube ChatGPT can now remember and reference all your previous chats — Ars Technica ChatGPT Memory, Boundaries and AI Companions, Auren — Stratechery Update Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Apr 17

Tracing the history of Facebook to understand the challenges for the government in this month's FTC v. Meta trial, and thoughts on the nature of competition on the Internet and its impact on the economy at large. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Meta v. FTC, The Three Facebook Eras, Video Slop and Market Forces — Stratechery Update Regulators and Reality — Stratechery Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Apr 14

Andrew and Ben discuss another weekend of pivots, updates and clarifications to the Trump trade policies, the big picture shifts and fundamental questions underlying these policies, a question about Spotify, and Stevie's platform rant inspires an emailer's request for a tech blog post canon. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple Was on Brink of Crisis Before Trump Tariff Concession — Bloomberg Internet 3.0 and the Beginning of (Tech) History — Stratechery Strategy Letter V — Joel on Software The Bitter Lesson — Rich Sutton Stevey's Google Platforms Rant — Github Gist: chitchcock Complexity and Strategy — Terry Crowley The Tinkerings of Robert Noyce — Tom Wolfe The Spirit Of The Internet — The Awl The only thing that matters — Marc Andreessen Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Apr 10

Ben and Andrew return to discuss Liberation Day whiplash, Apple’s history in China and tech’s history in Asia, and the various challenges inherent to the efforts to rejuvenate America’s industrial capacity. At the end: Ben recaps a visit to a Formula 1 race in Japan. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube American Disruption — Stratechery Trade, Tariffs, and Tech — Stratechery Update A Chance to Build — Stratechery How Apple tied its fortunes to China — Financial Times Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Mar 31

Thoughts on both X and xAI in the wake of Friday’s announcement from Elon Musk, Chat GPT’s image capabilities and whether AI-adjacent SaaS companies will ever have a moat, and emailers offer counterpoints on Sam Altman’s ads answer and the notion that Google can’t make great products anymore. At the end: Should Substack serve ads?, answers on Israeli cybersecurity, and more on Steve Jobs and Studio Ghibli. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Musk Merges His AI Company With X, Claiming Combined Value of $113 Billion — Wall Street Journal Thread from @realEstateTrent — X Stevey's Google Platforms Rant — Github Gist ChatGPT 4o Adds Image Generation and It’s Fun as Hell — Daring Fireball Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Mar 27

Reactions to OpenAI's "Images in GPT," and thoughts on the Trump administration's Signal debacle, including a few points Ben neglected to emphasize earlier this week. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube OpenAI’s New Image Model, Graphic Design and Google, More on Security — Stratechery Update The Trump Administration Group Chat, Signal: The Coke of Secure Messaging, Transparency Versus Security — Stratechery Update Mailbag: A Premature Twitter Eulogy, Netflix in Theaters, Buy or Sell: Strategy Consultants, The Six People You Meet in a Group Chat — Sharp Tech Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Mar 24

A look at the logic of Google's plans to purchase an Israeli cybersecurity firm for $32 billion, more tension between Apple, Google and the EU, and an email about Xbox One and Microsoft's checkered history of consumer tech ambitions. At the end: Moana 2 and what led to the decision to abandon windowing, Bryan Johnson's pursuit of immortality, and a few follow-ups on Daylight Saving Time. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Google acquires cybersecurity firm Wiz for $32 billion — The Verge Brussels takes action against Google and Apple despite Trump threat — Financial Times Black Box Strategy — Stratechery It’s Time to Kill Surface — Stratechery Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Mar 21

After Ben's interview with OpenAI CEO Sam Altman, Andrew and Ben hold an impromptu symposium on AI and its implications, featuring questions from listeners. Topics include: The long-term UX for Deep Research, OpenAI's allergy to an ads-based business model, a confession from Ben after an Exponent take years ago, how AI might--or might not--change the White Collar economy, an era of startups capitalizing on AI-enabled cost structures, AI for companionship and adult content, and whether generative AI will slowly erode human cognition. At the end: A few follow-ups on Vision Pro, including proof of concept at a bluegrass concert. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube An Interview with OpenAI CEO Sam Altman About Building a Consumer Tech Company — Stratechery Interview Y Combinator startups are fastest growing, most profitable in fund history because of AI — CNBC She Is in Love With ChatGPT — New York Times Have humans passed peak brain power? — Financial Times The Idea Adoption Curve — Stratechery Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Mar 17

To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Metallica on Vision Pro, Non-Immersive Immersive Video, Ping and AI — Stratechery Update Something Is Rotten in the State of Cupertino — Daring Fireball Apple AI’s Platform Pivot Potential — Stratechery A Google I/O Idea, The Smartphone AI Value Chain, Apple’s Developer Hang-Ups — Stratechery Update Why Doesn’t Apple Enable Sustainable Businesses on the App Store? — Stratechery Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Mar 13

Revisiting Apple's nadir in the 1990s, along with internal friction that boiled over after Steve Jobs' passing, and explaining why Apple execs should—but probably won't—respond to the Apple Intelligence embarrassment by empowering third-party developers to build great AI products that run locally on the iPhone. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Something Is Rotten in the State of Cupertino — Daring Fireball Apple AI’s Platform Pivot Potential — Stratechery A Google I/O Idea, The Smartphone AI Value Chain, Apple’s Developer Hang-Ups — Stratechery Update Why Doesn’t Apple Enable Sustainable Businesses on the App Store? — Stratechery (2013) Macworld 1997: The return of Steve Jobs — YouTube Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Mar 10

A question about the future of the NBA as the league sees record revenues and declining ratings, several emails about Apple's continued adventures in AI, and follow-ups to last week's episode on Formula 1, Amazon, chatbots as the AI UI, and tech that removes friction. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple Delays Siri Upgrade Indefinitely as AI Concerns Escalate — Bloomberg Apple’s Shifting Differentiation — Stratechery Behind the scenes with Netflix’s ‘Drive to Survive,’ capturing the F1 drama of Season 7 — The Athletic Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Mar 6

Surveying the streaming landscape in 2025, including YouTube’s opportunity to solve problems for millions of frustrated entertainment consumers, Peacock’s murky future, HBO and the Max mess, and lots more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube An Interview with Michael Nathanson About the Streaming Endgame — Stratechery Interview NBCUniversal is pinning Peacock’s streaming success on its $2.45 billion per year NBA deal — CNBC Spotify Wants to Sell You Concert Tickets — Bloomberg Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Mar 3

Andrew and Ben react to Amazon's announcement for an AI-powered Alexa that has been "100 percent re-architected," and then answer mailbag questions about OpenAI's long-term future, LLM confidence, LLMs and the future of the English language, how a hardware business like Manna should approach aggregators, and the social costs of tech that optimizes for efficiency and eliminates friction. At the end: A word about the most exciting app of 2025. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube With Alexa Plus, Amazon finally reinvents its best product — The Verge Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Feb 27

A discussion of Ben's Stratechery article AI Promises and Chip Precariousness, including basic geography and evolving geopolitical considerations informing today's Taiwan tensions, the recent history of US policy surrounding chips, considerations for US policies going forward, and various concerns with lifting the chip ban and implementing stricter controls on chipmaking equipment. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube AI Promise and Chip Precariousness — Stratechery Trump Team Seeking to Toughen Biden’s Chip Controls Over China — Bloomberg Fab Whack-A-Mole: Chinese Companies are Evading U.S. Sanctions — SemiAnalysis Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Feb 24

The history underlying Apple’s decision to pull its Advanced Data Protection feature from the UK market, criticisms of the UK, Apple and a few of Apple’s loudest critics, and thoughts on the future of drone delivery after Ben’s interview with Manna CEO Bobby Healy. At the end: font guidance and memecoins. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube The iPhone 16e; Apple Intelligence Table Stakes; Apple vs. U.K, Continued — Stratechery Update The U.K. Demands Back Door From Apple, Elon Musk’s OpenAI Bid — Stratechery Update Encryption and the Uneasy Compromise, Netflix Earnings, The Aggregator’s Compounding Advantage — Stratechery Update An Interview with Manna Founder and CEO Bobby Healy About Drone Delivery — Stratechery Interview What Is a Tech Company? — Stratechery Spotify and Joe Rogan, Culture and Principles, Music Versus Podcasts and the Long Run — Stratechery Update Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Feb 19

On today’s special crossover Sharp Tech/Sharp China episode, Ben Thompson and Bill Bishop discuss the private enterprise symposium and Xi Jinping's rapprochement with China's tech companies, and the connection between xAI and DeepSeek. Then, an extended debate on the chip ban, including its potential long-term consequences, and whether or not a course correction is possible. Finally, why the situation surround Taiwan is worrisome, and whether Trump is looking to make a deal. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Xi convenes private enterprise symposium; Wang Yi in Munich; Taiwan; Tesla FSD and US-China trade — Sinocism DeepSeek FAQ — Stratechery Grok-3, The Nvidia Shortcut, Competitive Implications — Stratechery Update The ZTE Ban, Tech’s Trade War Risk, China’s Delayed Approval and Apple’s Pain — Stratechery Update Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Feb 6

To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple Earnings, OpenAI Deep Research, The Unbundling of Substantiation — Stratechery Update OpenAI Releases AI Agent Designed to Act Like a Research Analyst — Bloomberg The AI Unbundling — Stratechery Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Feb 3

Answering mailbag questions on a report that Apple has abandoned its plans for smart glasses, Google, OpenAI and advertising, why LLMs struggle with sports statistics, whether generative AI will become more acceptable in media, and a few thoughts on manufacturing, tariffs, and the de minimis exception. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple Scraps Work on Mac-Connected Augmented Reality Glasses — Bloomberg An Interview with Hugo Barra About Orion and Meta’s AR Strategy — Stratechery Interview Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Jan 30

Andrew and Ben reconvene to answer your emails on DeepSeek and its implications. Topics include: DeepSeek as the Oakland A’s and Big Tech as the Red Sox, questions about distillation, video game history and coding to the metal, waiting for Silicon Valley products in AI, the future of compute demand and power consumption, and a variety of follow-up thoughts to Monday’s export control discussion. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube DeepSeek FAQ — Stratechery DeepSeek-R1, DeepSeek Implications — Stratechery Update China and Geopolitics — Stratechery On DeepSeek and Export Controls — Dario Amodei Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Jan 27

Unpacking several days of dizzying reactions to DeepSeek, including a closer look at the costs of model development, why the heightened scrutiny looks like a coping mechanism, DeepSeek’s efficiency breakthroughs, the implications for big tech, and the future of export controls on semiconductors. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube DeepSeek FAQ — Stratechery DeepSeek-R1, DeepSeek Implications — Stratechery Update Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Jan 23

To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Stargate, The End of Microsoft and OpenAI — Stratechery Update Microsoft Earnings; Microsoft and OpenAI, Again; GitHub Copilot Adds Gemini and Claude — Stratechery Update The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs — Stratechery Update Stratechery Updates, DeepSeek-R1, DeepSeek Implications — Stratechery Update AI’s Uneven Arrival — Stratechery An Interview with Daniel Gross and Nat Friedman about ChatGPT and the Near-Term Future of AI — Stratechery Interview Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Jan 20

To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube TikTok Ban Approaches, Generational Implications, Xiaohongshu — Stratechery Update Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Jan 16

Looking to digital advertising history for clues about AI’s impact on the economy, proposed frameworks for AGI and ASI, and why AI benefits are likely to be unevenly distributed in the near term. Then: The logic and continued uncertainty surrounding a TikTok ban in the United States, the delights of Xiaohongshu mania, and a word about TikTok and conflicting principles. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube AI’s Uneven Arrival — Stratechery TikTok Ban Approaches, Generational Implications, Xiaohongshu — Stratechery Update The TikTok War — Stratechery 'TikTok refugees': Great divide between the public and the government — CGTN 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.

Jan 14

Meta’s new approach to moderation questions, the context for an apparent shift to the right among tech leadership, and lessons from the last several years of moderation challenges and mistakes. At the end: Mark Zuckerberg offers his assessment of Apple in the modern era. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Meta Changes Moderation Policies, Zuckerberg’s Journey — and Mine, The Audacity of Copying Well — Stratechery Update Mark Zuckerberg on Moderation Changes — Instagram: @zuck The Audacity of Copying Well — Stratechery Mark Zuckerberg on Apple — X: @tsarnick 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.

Jan 6

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.

Dec 19, 2024

Ending the year with a slew of great emails from listeners, including questions about the next U.S. flagship to fail, Google's advantages in AI, an iOS 18 autopsy, the classes that Ben and Andrew would teach as professors, AI for chip production, TSMC mugs, recommendations for X usage, and the return of the TikTot segment to discuss tutoring and children. Merry Christmas and Happy Holidays from the whole Sharp Tech family! To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Rapidus, The End of Economic Rationality, AI Disruption — Stratechery Update Google Announces Veo 2, The Empire Strikes Back, Free ChatGPT Search — Stratechery Update The 2024 Stratechery Year in Review — Stratechery TSMC Coffee Mug — X: @benthompson TWINSCAN EXE:5000 Lego Set — ASML Store 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.

Dec 16, 2024

A high level read on Google's quantum computing announcement and Google's R&D efforts generally, a listener's question about drones as a platform, follow-up on last week's conversation about Anduril and the future of the U.S. defense industry, and questions on the near term concerns surrounding an AI Manhattan project, Clayton Christensen’s theory of integration and modularity as applied to Silicon Valley, and housing prices in the Bay Area. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Meet Willow, our state-of-the-art quantum chip — Google The Anduril Lattice SDK, Understanding Lattice, Anduril + Palantir — Stratechery Update An Interview with Gregory Allen About the Updated China Chip Ban — Stratechery Interview The ZTE Ban, Tech’s Trade War Risk, China’s Delayed Approval and Apple’s Pain — Stratechery Update Chips and Geopolitics — Stratechery Chips and China — 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.

Dec 12, 2024

Unpacking a quietly significant announcement from Anduril this week, the future of hardware and software in the U.S. defense industry, and checking in with OpenAI as the company announces a new subscription tier for ChatGPT. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Anduril Industries — X: @andruiltech An Interview with Gregory Allen About the State of China Chip Export Controls — Stratechery Interview ChatGPT Pro, o1 Pro, Sora — Stratechery Update OpenAI seeks to unlock investment by ditching ‘AGI’ clause with Microsoft — Financial Times 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.

Dec 9, 2024

First, a follow-up to Ben's article on Gen AI and the future of user interfaces, and then emails on architecture and structural incentives, Bob Noyce and American lithography, Blue Origin and Amazon, the role of capitalism in the declining birth rate around the world, and thoughts on 'X' and its Reels-ification in 2024. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube The Gen AI Bridge to the Future — 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.

Dec 5, 2024

A closer look at Intel's fall from grace in the wake of CEO Pat Gelsinger's sudden retirement and with the company facing a fresh round of questions about its future. Topics include: Ben's overview of a 20-year run of paradigm shifts and strategic missteps, Gelsinger's strengths and weaknesses, CHIPS Act funds and a looming inflection point, and the murky path forward for American made chips. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Gelsinger Out at Intel, What Happened, Ten Years Too Late — Stratechery Update An Interview with “Father of the iPod” Tony Fadell — Stratechery Interview An Interview with Intel CEO Pat Gelsinger — Stratechery Interview Intel Honesty — Stratechery Intel Concerns, Fubo Blocks Venu — Stratechery Update Intel Problems — Stratechery The Intel Opportunity — 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.

Dec 2, 2024

Returning from the holiday week with a look at the explosive growth of AppLovin, various takeaways from the towering success of OnlyFans, Bloomberg history, and questions on the future for Elon Musk and OpenAI. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube An Interview with Eric Seufert About the Current State of Digital Advertising — Stratechery Interview Podcast: Understanding AppLovin — Mobile Dev Memo The Single-Staircase Radicals Have a Good Point — Slate 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.

Nov 26, 2024

Celebrating the holiday week with emails from subscribers. Topics include: integrating LLMs into the modern workflow, human reactions to AI content, Google and its disruption risks, a follow-up to last week’s trade discussion, advice for a young engineer working remotely, creating new reality shows, an unpaid shoe testimonial, family tech support, and more. Happy Thanksgiving to all! To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube 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.

Nov 22, 2024

Talking through the evolution of the modern trade landscape, the implications of tariffs under a new U.S. administration, and Ben’s article on Monday, A Chance to Build. Topics include: the realities that are prompting change, China’s growth in hardware and software, TSMC and Trump, the future for Waymo, and more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube A Chance to Build — Stratechery President Trump, Take Two; Big Tech, Little Tech, Chips, and Hardware; Elon Musk’s Triumph — Stratechery Update 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.

Nov 18, 2024

The Jake Paul-Mike Tyson fight and what might have gone wrong for Netflix on Friday night, a resolution of the NBA's months-long contract dispute with Warner Bros. Discovery, and Ben explains what Passport can do for creators and shares a few takeaways from his experience building the product over the past few years. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Netflix’s Tyson-Paul Boxing Bout Gets 65 Million Viewers at Peak — Bloomberg Warner Bros. Discovery, NBA Settle Legal Battle Over TV Rights — Wall Street Journal An Interview with Dylan Patel and Doug O’Laughlin About the Current State of Semiconductors and SemiAnalysis — Stratechery Interview Post by Tim Urban — X: @waitbutwhy 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.

Nov 14, 2024

An emailer wonders whether 30 years of Internet investments and data were the bootloader for an AI transformation in the real world. Ben offers his take on recent reports that OpenAI and Google are seeing diminishing returns from their latest LLMs, and the arrival of Ultrawide capabilities leads to refined takes on the Vision Pro and advice for Apple moving forward. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube OpenAI, Google and Anthropic Are Struggling to Build More Advanced AI — Bloomberg Apple Earnings; AI, Capex, and R&D; The Vision Pro Gets a Killer App — Stratechery Update Meta Meets Microsoft — 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.

Nov 7, 2024

Looking to President Trump's first term for clues about what tech policy might look like for the next four years. Topics include: Apple's balancing act with the U.S. and China, why Meta and Google might have fared better under Kamala Harris, the implications for "Little Tech," an open question on M&A policies, unresolved tensions with EU regulators, TikTok, crypto policy, the case for growth, and thoughts on Elon Musk and the role that X played in the election. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple’s E.U. Fine, Apple’s Next Case? — Stratechery Update President Trump, Take Two; Big Tech, Little Tech, Chips, and Hardware; Elon Musk’s Triumph — Stratechery Update 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.

Nov 4, 2024

An email comparing James Harden to a tech company spawns several other tech and basketball crossovers. Then: A brief history of the bandwidth buildout that made it possible for video to take over the internet, an email about generative AI and digital advertising, a listener cries for help over political donation solicitations, and Ben aborts an experiment with the Google Pixel. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube 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.

Oct 31, 2024

Talking through Ben's piece on Meta and Abundance, including the past, present and future of Meta's value proposition to e-commerce advertisers, plans to incorporate AI-generated content into news feeds, and questions about augmented reality and the next phase of user interfaces. At the end: An emailer highlights potential downsides of the vision Meta is selling. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Meta’s AI Abundance — Stratechery Meta sees AI spending accelerating as earnings top forecasts — Financial Times Meta’s going to put AI-generated images in your Facebook and Instagram feeds — The Verge 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.

Oct 28, 2024

The open questions about competition in AI and enterprise software, emails regarding text-to-voice podcasts and replacing Andrew with an AI agent, and a question about Amazon and the proposed tariffs on consumer goods from China. Plus: Apple Intelligence, OpenAI's naming strategy, and the daily media intake for both hosts. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube An Interview with Salesforce CEO Marc Benioff about AI Abundance — Stratechery Interview 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.

Oct 24, 2024

A closer look at the emergence of stablecoins, their utility in crypto and cross-border payments, progress in the crypto space that could lead to more widespread adoption, and the strategic logic of Stripe's plan to buy Bridge, a stablecoin platform, for a reported $1.1 billion. At the end: Updates on the Apple Vision Pro, and the secret behind the success of Jayden Daniels in Washington, D.C. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Stripe Confirms Plans to Acquire Stablecoin Platform Bridge — Bloomberg Stripe Acquires Bridge, Stablecoins, Platform of Platforms — Stratechery Update Tim Cook on Why Apple’s Huge Bets Will Pay Off — Wall Street Journal Apple Sharply Scales Back Production of Vision Pro — The Information Jayden Daniels’ growth with VR simulation has Commanders embracing mind games — The Athletic The German VR ‘flight simulator’ behind LSU QB Jayden Daniels’ Heisman-caliber 2023 season — The Athletic 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.

Oct 21, 2024

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. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube OpenAI’s New Model, How o1 Works, Scaling Inference — Stratechery Update OpenAI DevDay, OpenAI’s Wrenching Transition, Lonely At the Top — Stratechery Update Microsoft and OpenAI’s Close Partnership Shows Signs of Fraying — New York Times Elon Dreams and Bitter Lessons — Stratechery An Interview with Hugo Barra About Orion and Meta’s AR Strategy — Stratechery Interview 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.

Oct 17, 2024

Understanding Tesla’s approach to an autonomous driving future, why some observers think Tesla is ahead of Waymo today, and questions about market structure and regulation concerns as the future of transportation takes shape. At the end: An additional note on politics as a zero sum game, and a few thoughts on the rest of the F1 season. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Elon Dreams and Bitter Lessons — Stratechery The Bitter Lesson — Incomplete Ideas An Interview with Hugo Barra About Orion and Meta’s AR Strategy — Stratechery Interview 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.

Oct 14, 2024

Explaining the SpaceX breakthrough over the weekend and why it mattered, an email about the next decade in tech, Tesla's 'We, Robot' event and the challenge of analyzing Elon Musk, a few more Waymo emails, and watches. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube In an engineering feat, mechanical SpaceX arms catch Starship rocket booster back at the launch pad — AP SpaceX Starship Flight 5 — YouTube The End of the Beginning — Stratechery An Interview with Gregory Allen About Transforming U.S. Defense — Stratechery Interview 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.

Oct 10, 2024

An injunction in the wake of the Epic v. Google case highlights the value of network effects in the app store market and the limits of antitrust law to restore competition, the DOJ proposes a break-up of Google that may run into similar problems in the search market, and Ben explains why Tesla's taking a different approach to autonomous driving than Waymo. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Google Must Make It Easier for App Stores to Compete on Android, Judge Rules — Wall Street Journal Google’s Play Store Remedies, The Injunction, The Power of Network Effects — Stratechery Update US Weighs Google Breakup in Historic Big Tech Antitrust Case — Bloomberg Tesla’s Robotaxi Event, Tesla Self-Driving 12.5 Experience, Starlink and Airlines — Stratechery Update 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.

Oct 2, 2024

Ben's experience with Waymo and a question about AI automation implications, NotebookLM arrives and intrigues, follow-ups on the Orion conversation, and two notes on platforms and the future of media consumption. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Taking Waymo, Uber and Waymo — Stratechery Update More on Orion, Where Vision Pro Went Wrong, Apple’s Response and Meta’s Motivation — Stratechery Update Post from Kuldar — X: @kkuldar 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.

Sep 30, 2024

A few follow-up questions on Meta's plans for the Orion glasses and the looming competition with Apple, surveying the past 12 months at OpenAI, a question about X and the decision to limit the distribution of a hacked JD Vance dossier, and a question about the future of media consumption in the wake of ESPN's decision to part ways with Zach Lowe. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube More on Orion, Where Vision Pro Went Wrong, Apple’s Response and Meta’s Motivation — Stratechery Update An Interview with Meta CTO Andrew Bosworth About Orion and Reality Labs — Stratechery Interview Turning OpenAI Into a Real Business Is Tearing It Apart — Wall Street Journal Snap Spectacles, iOS 18 Contacts Crack Down — Stratechery Update ESPN lays off NBA reporter Zach Lowe over seven-figure salary — New York Post 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.

Sep 27, 2024

An episode of reactions to Meta Connect 2024. Topics include: the lively atmosphere during Mark Zuckerberg’s keynote, Ben’s experience with the Orion AR glasses, the strengths and weaknesses of Apple and Meta in the race to create a platform for the future, Llama 3.2, Snap’s Spectacles, and more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube An Interview with Meta CTO Andrew Bosworth About Orion and Reality Labs — Stratechery Interview Meta and Reasonable Doubt — Stratechery DALL-E, the Metaverse, and Zero Marginal Content — Stratechery Snap Spectacles, iOS 18 Contacts Crack Down — Stratechery Update 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.

Sep 23, 2024

Answering listener questions on a tidal wave of sports gambling advertising, Sony’s strategy for the PlayStation Pro, robotics and the potentially destabilizing impact of AI, Apple’s latest ads, Microsoft’s LinkedIn purchase, and more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Unity Scraps Runtime Fee, Back to Reality, Sony PlayStation Pro — Stratechery Update OpenAI’s New Model, How o1 Works, Scaling Inference — Stratechery Update Copilot Pages, Salesforce Agents — Stratechery Update Apple store employees hype the iPhone 16 — X: @9to5mac Apple Intelligence | Custom memory movies | iPhone 16 Pro — Apple YouTube Channel How to Have Interesting Ideas (The Ben Thompson Playbook) — How I Write 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.

Sep 19, 2024

Understanding the way LLMs have worked and why OpenAI's o1 model appears to be different, reactions to Microsoft's Copilot Pages and Marc Benioff's vision for agents, and why o1 and a generation of "reasoning models" could provide intriguing possibilities for AI investments across the enterprise space. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Copilot Pages, Salesforce Agents — Stratechery Update OpenAI’s New Model, How o1 Works, Scaling Inference — Stratechery Update MKBHDs For Everything — Stratechery Microsoft Customers Pause on Office AI Assistant Due to Budgets, Bugs — The Information Steve Jobs Insult Response — YouTube Matt Damon and George Clooney in Ocean's 11 — YouTube 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.

Sep 16, 2024

Questions about politics as America's most dominant pop culture franchise, recommendations for the EU, and more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube 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.

Sep 12, 2024

What Apple's iPhone event signals about priorities for the company, a digression on the App Store and its attendant risks, and thoughts on what Steve Jobs could and couldn't change about Apple in 2024. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Boomer Apple — Stratechery Everything as a Service — Stratechery Apple’s Middle Age — Stratechery iPhone Pricing, DirecTV and Disney, Bars and Sports — Stratechery Update 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.

Sep 9, 2024

Answering questions about Apple’s Woj, a cornucopia of iPhone options, founder mode, and more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple Moves Forward With Foldable iPhone — The Information Unboxing the new #Pixel9 — TikTok: @google Founder Mode — Paul Graham ASML’s China Chip Business Faces New Curbs From Netherlands — Bloomberg China Warns Japan of Retaliation for Possible New Chip Curbs — Bloomberg 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.

Sep 5, 2024

Tracing the history that led to the decline of Intel, why Ben is conflicted about the potential solutions to the company's woes, and a Third Circuit verdict on Section 230 that could upend three decades of precedent across the tech ecosystem. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Intel Honesty — Stratechery Broadcom and Intel?, Nvidia Earnings, DOJ Investigating Nvidia — Stratechery Update Intel Concerns, Fubo Blocks Venu — Stratechery Update Intel Earnings, Intel’s Nadir — Stratechery Update An Interview with “Father of the iPod” Tony Fadell — Stratechery Interview An Interview with Intel CEO Pat Gelsinger — Stratechery Interview An Interview with Intel CEO Pat Gelsinger About Intel’s Progress Towards Process Leadership — Stratechery Interview 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.

Aug 29, 2024

The charges against Pavel Durov in France, the differences between encrypted messaging apps and Telegram, the philosophical questions underlying moderation scrutiny, and thoughts on Mark Zuckerberg's letter to the House Judiciary Committee this week. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Post from Ethan Mollick — X: @emollick DALL-E, the Metaverse, and Zero Marginal Content — Stratechery Telegram CEO Durov faces preliminary charges in France of allowing crime on messaging app — Associated Press Telegram CEO Charged Over Alleged Criminal Use of App — Bloomberg The Multitudes of Social — Stratechery Why Facebook Shouldn’t Be Allowed to Buy tbh — Stratechery Google, Machine Learning, and CSAM; Takeaways and Tradeoffs; Apple’s CSAM Controversy — Stratechery Update Mark Zuckerberg's Letter to Jim Jordan — Meta Twitter, Responsibility, and Accountability — Stratechery Russia, Google and Apple; The App Firewall; Laptop Assumptions — Stratechery Update 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.

Aug 26, 2024

Answering listener questions about Disney's massive investment in cruises, follow-ups on Canva and Sarbanes-Oxley, a new Chick-Fil-A streaming service, Perplexity’s advertising strategy, and lots more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Disney’s Taylor Swift Era — Stratechery An Interview with Canva CEO Melanie Perkins About Disrupting Design — Stratechery Interview Chick-Fil-A Hatches Plans For Streaming Service As Reality TV Comes Home To Roost — Deadline Chick-fil-A Opens Its First-Ever Elevated Drive-Thru Restaurant — Yahoo! News Parisian Love (2010) — Google The world has changed a lot in the last decade...has your search engine? — Perplexity Perplexity Print ads — X: @jackgwhitaker This Is What Happens When Tech Bros Attempt to ‘Fix’ Online Recipes — Eater 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.

Aug 22, 2024

A conversation about Canva and lessons from its growth story, the future of graphic design and visual learning, and a word about tech IPOs in the modern era. At the end: The injunction blocking the launch of a new streaming service, follow-ups on surgeon groupchats, and an emailer makes Sharp Tech history. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube An Interview with Canva CEO Melanie Perkins About Disrupting Design — Stratechery Interview Fox-Disney Sports Service Blocked by Judge in Win for Fubo — Bloomberg Vision Pro at Work, The Sports Bundle — Stratechery Update The Rise and Fall of ESPN’s Leverage — 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.

Aug 19, 2024

Answering listener questions on the BNPL model for smartphones, whether Apple employees hate the App Store policies, Apple Intelligence and search, and lots more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube 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.

Aug 15, 2024

The history of PCs and smartphones as context for Google's integrated strategy for Android, and reactions to Apple's plans for the NFC chip and its approach to Patreon and payment processing. At the end: Final thoughts on Peacock and the Olympics, Amazon’s Whole Foods experiment, and a listener requests a tour of Ben’s cord bag. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube For a collection of all the accessories Ben mentioned during the final segment, click here . The Truth About Windows Versus the Mac — Stratechery Obsoletive — Stratechery Integration and Android — Stratechery Apple to Open Payment Chip to Third Parties and Charge Fees — Bloomberg NBC Measurement, Apple and Patreon, Substack Next? — Stratechery Update Olympic Ratings, Peacock’s Abundance, Comcast Earnings — Stratechery Update 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.

Aug 9, 2024

The implications and inherent tensions of this week’s verdict in U.S. v. Google, Apple and a mountain of services revenue suddenly in jeopardy, and emails on aggregators, Elon Musk’s latest lawsuit, Crunchyroll and more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Friendly Google and Enemy Remedies — Stratechery Google Decision Follow-Up, Amazon Earnings — Stratechery Update United States v. Google — 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.

Aug 1, 2024

What Nike's recent struggles can teach us about maintaining culture and competing in e-commerce, plus questions on Amazon and Temu, Meta's threat to AI incumbents, and the pricing strategy of AI cloud providers. At the end: The implication of recent Netflix news, NBC's pricing strategy for Peacock, Google's new Gemini commercial, and more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Nike: An Epic Saga of Value Destruction — Massimo Giunco Microsoft Earnings, Copilot and CapEx, Pichai on Risk — Stratechery Update Llama 3.1; Zuckerberg on Open Source AI; Kamala Harris, Europe, and Tech Innovation — Stratechery Update Google Earnings, YouTube and Brand Advertising, Network and the Web’s AI Problem — Stratechery Update Netflix Earnings, The Status of Netflix Advertising — Stratechery Update 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.

Jul 25, 2024

Meta debuts a powerful new LLM, Mark Zuckerberg makes the case for an open approach to AI, and Ben explains the Crowdstrike mess and why this episode highlights fundamental tensions between security and competition. At the end: Updated thinking on Netflix and what it wants from the ad business, and marveling at Apple's spending spree in Hollywood. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Open Source AI Is the Path Forward — Mark Zuckerberg Llama 3.1; Zuckerberg on Open Source AI; Kamala Harris, Europe, and Tech Innovation — Stratechery Update What is CrowdStrike, and what happened? — The Verge Netflix Earnings, The Status of Netflix Advertising — Stratechery Update Crashes and Competition — Stratechery Why Netflix Should Sell Ads — Stratechery Apple Tries to Rein In Hollywood Spending After Years of Losses — Bloomberg Ladies and gentlemen, The Weeknd (on Apple Vision Pro) — The Verge 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.

Jul 18, 2024

Projecting antitrust policy in a second Trump administration and explaining the splintered interests among little tech and big tech, checking in with the state of X under Elon Musk, and two ChatGPT testimonials help explain the status quo. At the end: Both hosts choose new jobs and new favorite teams. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube JD Vance and Tech, Big Tech Versus Little Tech, JD Vance’s Remarks About Antitrust at the RemedyFest Conference — Stratechery Update Tech For Trump, Breaking the Deal, From Inertness to Interest — Stratechery Update Tech CEOs on Trump, X and the E.U., Apple Settles with E.U. Over NFC — Stratechery Update 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.

Jul 11, 2024

Ben and Andrew return with thoughts on Apple's calculus in the EU, why better App Store policies may not have mattered, perspectives from US and EU citizens, and follow-up to Ben's article on various EU regulatory ambitions. Then: The news that neither Apple nor Microsoft will take observer seats on the OpenAI board, Paramount's merger and an endorsement of irrational Hollywood, Apple unveils its F1 movie, bubble tea takes, and President Mr. Beast. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube The E.U. Goes Too Far — Stratechery Apple and the OpenAI Board, Microsoft and the OpenAI Board — Stratechery Update Microsoft and Apple drop OpenAI seats amid antitrust scrutiny — Financial Times Why Apple Deserves Special Scrutiny, Paramount Merges with Skydance — Stratechery Update 'F1' Official Tease — YouTube 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.

Jun 27, 2024

Perplexity and the choices facing publishers in the AI era, revisiting the decisions and structural forces that led to media struggles in the online economy, and an emailer from the EU who wonders about the costs of the expansive language in the digital markets act. At the end: Ice cream, and a few interview recs for the break. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Perplexity and Robots.txt, Perplexity’s Defense, Google and Competition — Stratechery Update European Commission Charges Apple, Apple Delays New Features for E.U. — Stratechery Update An Interview with Benedict Evans About Regulation and AI — Stratechery Interview An Interview with Nvidia CEO Jensen Huang About AI’s iPhone Moment — Stratechery Interview An Interview with Eugene Wei About Twitter, Threads, and Taylor Swift — Stratechery Interview An Interview with Michael Nathanson About a Tumultuous Year in Media — Stratechery Interview An Interview with Michael Morton About E-Commerce Winners and Losers — Stratechery Interview An Interview with The Ringer Founder and CEO Bill Simmons — Stratechery Interview An Interview with Om Malik About Tech’s History and Future — Stratechery Interview An Interview With The New York Times Company CEO Meredith Kopit Levien — Stratechery Interview An Interview with Marques Brownlee (MKBHD) About Being a YouTube Star — Stratechery Interview 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.

Jun 20, 2024

Lessons from the FTC's lawsuit alleging that Adobe has violated consumer protection laws in its cloud services business, a question about the vibes at WWDC and other tentpole keynotes across big tech, and a few more notes on Apple, including Facebook's data calculus, the DRI model, and stress-testing the developer concerns with respect to the Vision Pro. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube FTC Sues Adobe, The Legal Question, The Value of Doing Right — Stratechery Update Adobe’s Subscription Model & Why Platform Owners Should Care — Stratechery MLS on Vision Pro, The Vision Pro’s Missing Content, The Vision Pro’s DRI — Stratechery Update The Uncanny Valley of a Functional Organization — Stratechery Apple’s Organizational Crossroads — Stratechery Divine Discontent: Disruption’s Antidote — 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.

Jun 18, 2024

Answering listener questions in the wake of WWDC, including thoughts on AI for Outlook, whether Apple competitors will allow data access to Apple Intelligence, cloud questions, chip questions, and more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple Intelligence is Right On Time — Stratechery WWDC, Apple Intelligence, Apple Aggregates AI — Stratechery Update How Apple Intelligence Works, Apple’s AI Bear Case, The Talk Show Live — Stratechery Update An Interview with Daniel Gross and Nat Friedman About Apple and AI — Stratechery Interview The Apple-OpenAI “Deal”, Japan and the App Store, Apple’s AI Developer Risk — Stratechery Update 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.

Jun 12, 2024

Reviewing all things WWDC in 2024, including the introduction of Apple Intelligence, why Apple's vision for mainstream AI was compelling, the Apple partnership with OpenAI, questions about Private Cloud Compute, and lots more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple Intelligence AI, iOS 18 and the biggest announcements at WWDC 2024 — Engadget Apple Intelligence is Right On Time — Stratechery WWDC, Apple Intelligence, Apple Aggregates AI — Stratechery Update How Apple Intelligence Works, Apple’s AI Bear Case, The Talk Show Live — Stratechery Update 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.

Jun 10, 2024

A look at Microsoft Recall and the implications of the security changes that were announced this weekend, follow-up questions on what Netflix may build in its advertising business, and a few countervailing notes on the possibility of a dark GPU sequel to the dark fiber story after the dot com bubble. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple Intelligence is Right On Time — Stratechery Stealing everything you’ve ever typed or viewed on your own Windows PC is now possible with two lines of code — inside the Copilot+ Recall disaster. — DoublePulsar Windows won’t take screenshots of everything you do after all — unless you opt in — The Verge Microsoft Build, Copilot Platforms, A Note on Recall — Stratechery Update Netflix and the NFL, Netflix Internalizes Ads, Comcast’s Bundle — Stratechery Update 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.

Jun 6, 2024

A look at Walmart’s challenges and opportunities as it builds an ad business, how Walmart became a differentiated competitor to Amazon, and a question about AI skepticism spawns extended discussion of life in the middle of a bubble. At the end: Picks for the NBA Finals. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube An Interview with Walmart CEO Doug McMillon About Omnichannel Retail — Stratechery Interview Walmart Earnings, Walmart Connect and Closing the Loop, Walmart Acquires Vizio — Stratechery Update The AI Revolution Is Already Losing Steam — Wall Street Journal 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.

Jun 3, 2024

A question about generative AI and the hardware powering voice assistants, projecting the GPU future with the dot com bubble as context, and thoughts on Amazon’s capital expenditures and the state of AWS and Amazon Supply Chain. At the end: An Elon hater reviews the Cybertruck. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple Plans AI-Based Siri Overhaul to Control Individual App Functions — Bloomberg An Interview with Craig Moffett About Charter vs. Disney and the Path Dependency of the Communications Industry — Stratechery Interview Computex 2024, Is AWS Modular or Integrated? — Stratechery Update The AWS IPO — Stratechery The Amazon Tax — 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.

May 30, 2024

A question about the spectrum between LLMs and AGI spawns a conversation about where and how AI might introduce upheaval in the workplace, what TSMC can teach us about probabilistic LLMs, whether AI will be a feature for all big companies or a differentiating product for one winner, and frustrations at the barriers to entry that have thus far allowed big tech to retain control of AI's mainstream applications. Also: An important note about Scarlett Johannson. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube AI Integration and Modularization — Stratechery Microsoft PAINT can turn your crappy sketch into whatever you imagined it to be! — TikTok: @trevorlong Apple Bets That Its Giant User Base Will Help It Win in AI — Bloomberg 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.

May 23, 2024

The Microsoft Build conference and the introduction of Copilot+ PCs, the potential for Windows as an AI platform that gives developers more certainty, and reactions to Scarlett Johansson's statement about her negotiations with Sam Altman and the launch of GPT-4o. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Windows Returns — Stratechery Microsoft Build, Copilot Platforms, A Note on Recall — Stratechery Update Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott About the AI Platform Shift — Stratechery Interview The End of the Beginning — Stratechery Scarlett Johansson Says She Was ‘Shocked’ and ‘Angered’ Over OpenAI’s Use of a Voice That Was ‘Eerily Similar to Mine’ — Variety 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.

May 20, 2024

A variety of notable Netflix developments over the past few weeks, Hollywood's continued move to a (kinda) rebundled future, and what sports leagues are learning as internet realities take hold across entertainment. At the end: Andrew finally watches "Her" and shares his review. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Netflix and the NFL, Netflix Internalizes Ads, Comcast’s Bundle — Stratechery Update Netflix to Show NFL’s Two Christmas Day Games in 2024 — Wall Street Journal The NFL-Netflix Broken Hearts Club — Puck The Coming Comp War at Netflix — Puck Netflix Says Ad Tier Has 40M Users, Plans to Bring Ad Tech In-House in Shift From Microsoft — The Hollywood Reporter Disney and Warner Bros. Discovery to Launch Disney+, Hulu, Max Streaming Bundle — Variety Comcast to Launch Peacock, Netflix and Apple TV+ Bundle at a ‘Vastly Reduced Price’ — Variety 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.

May 17, 2024

Reactions to two hours of Google on stage this week, thoughts on what an AI makeover for search will mean for businesses that rely on Google for customer acquisition, and answers to mailbag questions on Google Cloud, Apple's rumored partnership with OpenAI, Amazon, and the continued ascent of SpaceX and Starlink. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Google I/O, Google’s Strengths and Weaknesses, AI Search — Stratechery Update DJ Marc Rebillet at Google I/O — X: @keshavchan 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.

May 14, 2024

Reactions to the GPT-4o demo, a reminder that OpenAI looks more and more like a consumer tech company, and questions about a potential partnership with Apple. At the end: A follow-up on Apple’s ads, and an emailer defends the Bumble CEO. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Introducing GPT-4o — OpenAI OpenAI’s Spring Event, GPT-4o, OpenAI and Apple — Stratechery Update The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs — Stratechery Update Christmas Commercial 2013 — Apple Welcome Home by Spike Jonze — Apple Bumble CEO on Future of Dating — X: @tsarnick 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.

May 9, 2024

The iPad commercial that made the Internet angry this week, a question about Google search spawns thoughts on the various futures of Google's business, and a few observations on the Tom Brady roast as a reflection of Netflix strategy. Plus: A final word on the iPad and its utility. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Meet the New iPad Pro — X: @tim_cook The iPad Commercial in Reverse — X: @rob_keyes Apple’s iPad Event, The Peaceful iPad, Disney Earnings — Stratechery Update Google Earnings, Google’s Re-Org, Google’s True Moonshot — Stratechery Update TV Advertising’s Surprising Strength — And Inevitable Fall — 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.

May 7, 2024

A question about Apple sentiment in China spawns memories of Apple's entrance to Japan, the utility of the iPad as a Mac replacement (and why the Vision Pro would be the better option for that job), plus Apple acquisitions, Apple's growth premium, and where, exactly, Meta is spending all that money in the Metaverse. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple’s New iPad Pro Should Turn Device Into True Laptop Replacement — Bloomberg Apple Earnings, Wearables and Vision Pro, AI Leverage — Stratechery Update 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.

May 2, 2024

Parsing the latest reports on the battle for the NBA's next round of broadcast rights, a question about the NBA schedule and how the league should think about competing with the NFL, and the implications of an increasingly bleak outlook for regional sports networks. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube The NBA and Warner Bros. Discovery, Amazon and Microsoft Earnings — Stratechery Update NBC Prepares $2.5-Billion-a-Year Bid to Pluck NBA Rights From TNT — Wall Street Journal NBC Sports could buy back rights to iconic theme song ‘Roundball Rock’ if it airs NBA games again, composer John Tesh says — CNBC 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.

Apr 29, 2024

Ben proposes a potential update to Clayton Christensen's theory of disruption, why the latest round of Meta market skepticism is not as crazy as the last few episodes, questions about Facebook and Apple, and an emailer wonders whether Uber is the future aggregator for transportation and beyond. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Meta and Open — Stratechery Does VR Matter?, Modular Products and Defining New Markets, TikTok Acquirers — Stratechery Update Apple Rivals Retool to Challenge the iPhone and Vision Pro — Bloomberg 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.

Apr 25, 2024

Why TikTok makes more sense for Wal-Mart and Amazon than Oracle and Microsoft, and the FTC's ban on noncompete agreements prompts reflections noncompetes in Silicon Valley and the decline of trust across society. At the end: A question about Bluey and purchasing power for streamers, and an update on Drake's AI freestyle. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube The Inside Story Of How Glen Taylor Sabotaged The Timberwolves Sale — Huddle Up An Interview with Walmart CEO Doug McMillon About Omnichannel Retail — Stratechery Interview Business Groups Race to Block FTC’s Ban on Noncompete Agreements — Wall Street Journal FTC Enrages Corporate America by Eliminating Non-Compete Agreements — BIG by Matt Stoller 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.

Apr 22, 2024

A closer look at Netflix after news that the streamer will stop reporting subscription numbers in 2025, a question about Meta’s AI ambitions, and the case for Google making a play to compete with the iPhone. At the end: Drake’s use of AI Tupac in a rap battle. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Netflix Earnings, Netflix’s Reporting Change, Netflix’s Waiting Game — Stratechery Update Google and the Limits of Strategy — Stratechery Google’s True Moonshot — Stratechery Instagram, TikTok, and the Three Trends — 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.

Apr 18, 2024

Celebrating 10 years of Stratechery as a subscription business with 10 questions about analysis, creating on the Internet, what's coming with AI, and what it was like on day 1. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube MKBHDs For Everything — Stratechery Meta Myths — Stratechery Why Microsoft’s Reorganization Is a Bad Idea — Stratechery Popping the Publishing Bubble — Stratechery Peak Google — Stratechery The Vision Pro and the Newton, The Case Against AVP as an Entertainment Device, The Most Valuable Tech Product of All — Sharp Tech 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.

Apr 15, 2024

The advertising possibilities that AI can unlock for Meta, Google and Amazon, why TikTok is interested in AI to create digital influencers, and looking to past technologies to predict the impact that AI will make on the economy. At the end: Two questions about chips, a story about EVs and British mechanics, and Scrabble. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Actors Are Making Thousands of Dollars Through Fake Video Podcast Ads — Bloomberg TikTok Plots Using Virtual Influencers for Advertising — The Information The rise of the chief AI officer — Financial Times Nike designed these wild Air sneakers with a little help from AI — Fast Company EVs Head for Junkyard as Mechanic Shortage Inflates Repair Costs — Bloomberg 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.

Apr 11, 2024

Andrew and Ben turn to the emailers and answer questions on Jony Ive's post-Apple adventures, structural parallels between tech and the rise of journalists Shams Charania and Adrian Wojnarowski, Instagram's strategy for Reels, the information environment surrounding Neuralink, and the best approach to solving age verification for teenagers. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Jony Ive and Sam Altman’s AI Device Startup in Funding Talks With Emerson, Thrive — The Information Instagram, TikTok, and the Three Trends — Stratechery Elon Musk’s Neuralink Shows First Patient Using Its Brain Implant — Wall Street Journal What the NBA Can Learn From Formula 1 — Stratechery ESPN Financials, NBA Spin, Jon Stewart vs. Apple — Stratechery Update 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.

Apr 8, 2024

Updated thoughts on Amazon rolling back “just walk out” in grocery stores, context for a viral Meta tweet and a year of pessimism surrounding TSMC in Arizona, and Ben walks through what happened with the XZ backdoor and the changes that should come next. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube The Status of Just Walk Out, TSMC Gets CHIPS Act Grant — Stratechery Update The XZ Backdoor, What Happened, Open Source Safety — Stratechery Update Amazon Ditches 'Just Walk Out' Checkouts at Its Grocery Stores — Gizmodo Facebook Gave Data Access to Chinese Firm Flagged by U.S. Intelligence — New York Times TSMC says Arizona fab is now ahead of schedule; signs semiconductor talent agreement with Kyushu University — Data Centre Dynamics 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.

Apr 2, 2024

To email the show: email@sharptech.fm Scheduling Note: There will be only one episode of Sharp Tech this week @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube MLS on Vision Pro, The Vision Pro’s Missing Content, The Vision Pro’s DRI — Stratechery Update An Interview with Hugo Barra About a Career in Tech and the Future of VR — Stratechery Interview Exclusive: Microsoft to separate Teams and Office globally amid antitrust scrutiny — Reuters 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.

Mar 28, 2024

Follow-up on Apple and the DOJ, including new antitrust laws Ben would like to see, distinctions between platforms and aggregators in a regulatory context, and both sides of the Apple API argument. At the end: Attempts to bridge antitrust confusion and a rant on Boeing’s CEO search. To email the show: email@sharptech.fm Scheduling Note: There will be only one episode of Sharp Tech next week @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube United States v. Apple — Stratechery Apple and Antitrust for Aggregators, DMA Investigations and Apple’s Risk — Stratechery Update Apple and the Monopoly Question, iPhone Market Share, Apple’s Durability — Stratechery Update A Framework for Regulating Competition on the Internet — Stratechery 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.

Mar 25, 2024

A closer look at the US v. Apple complaint, including the good and bad of the introductory rhetoric, debate over the notion that consumers have co-signed Apple's control of the app store, text messaging technology, smartwatches, what Apple has always offered consumers, and the strategic decisions that made the company an attractive antitrust target. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube United States v. Apple — Stratechery The Supreme Court Declines to Hear Apple-Epic, Apple’s (Predictable) Response — Stratechery Update Integrated Apple and App Store Risk — Stratechery App Store Arguments — Stratechery 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.

Mar 21, 2024

An AI day for Sharp Tech. Topics include: Nvidia’s GTC and the Blackwell B200 GPU, Nvidia’s strategic calculus after achieving product market fit, whether Google missed a chance to market TPUs to a wider audience, the logic underlying Microsoft’s bizarre arrangement with Inflection AI, and Apple’s rumored talks about a partnership with Google Gemini. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Nvidia Unveils Latest Chips at ‘AI Woodstock’ — Wall Street Journal Nvidia Looks to Extend AI Dominance With New Blackwell Chips — Bloomberg Nvidia Waves and Moats — Stratechery Microsoft and Inflection AI, Inflection Oddities, The Acquisition That Isn’t — Stratechery Update 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.

Mar 18, 2024

A closer look at Meta's strategy with WhatsApp, why Disney's failure to buy Google in 1999 shouldn't be surprising, Apple's doomed car project and attendant AI ambitions, and a question about the New York Times spawns discussion of the podcast industry, in general. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube WhatsApp launches in-chat payments service for businesses in India — Financial Times Strategy Letter V — Joel on Software The incredible shrinking podcast industry — Semafor How Apple Sank About $1 Billion a Year Into a Car It Never Built — Bloomberg 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.

Mar 14, 2024

A look at Reddit’s business as well as the company’s message board DNA, examining some of the opposition to this week’s TikTok legislation, and at the end, identifying the company that should buy TikTok. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Reddit S-1, Reddit’s Prospects, Reddit Grows Up — Stratechery Update Congress Considering TikTok Ban, TikTok’s War, What Now? — Stratechery Update 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.

Mar 11, 2024

The latest legislative push to address TikTok’s relationship to ByteDance, Ben’s 2020 analysis of the threats posed by the app, the arguments and interests opposing a ban, and why US freedoms may ultimately be the best defense against a foreign influence campaign. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Congress Considering TikTok Ban, TikTok’s War, What Now? — Stratechery Update The TikTok War — Stratechery Xi Jinping Thought, Facebook’s Blindspot, The Moat Map Revisited — Stratechery Update Lulu Cheng Meservey — @lulumeservey Engineers of the Soul: Ideology in Xi Jinping's China by John Garnaut — Sinocism 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.

Mar 7, 2024

A closer look at Elon Musk’s lawsuit, why it will probably fail, and the OpenAI concerns Musk highlights that remain relevant. Then: Apple’s latest App Store crusade, some amateur psychology, and an emailer’s Google observation yields a Microsoft history lesson. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Elon Musk Sues OpenAI, Sam Altman, Saying They Abandoned Founding Mission — Wall Street Journal Elon Musk vs. OpenAI, OpenAI’s Response, OpenAI’s Foundational Problem — Stratechery Update Elon Musk’s legal case against OpenAI is hilariously bad — The Verge OpenAI and Elon Musk — OpenAI Blog Apple Fined by European Commission, Apple’s Spotify Press Release, Apple Revokes Epic’s Developer Account (Again) — Stratechery Update Post from Tim Sweeney — X: @TimSweeneyEpic Post from Paul Graham — X: @paulg Complexity and Strategy — HackerNoon 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.

Mar 5, 2024

The challenges posed by AI as aggregators like Meta and Google deploy models around the around, why personalized LLM output might be a long term solution, and reactions to the latest release from Anthropic and the current pace of AI progress. At the end: A word about Perplexity. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube Aggregator’s AI Risk — Stratechery Google's Culture of Fear — Pirate Wires The AI wars heat up with Claude 3, claimed to have “near-human” abilities — Ars Technica The End of the Beginning — Stratechery 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.

Feb 29, 2024

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.

Feb 26, 2024

An email about AI losers spawns a check-in on the AI efforts of the big five, Google’s Gemini rollout prompts a history lesson and questions about the culture, while the debates over Gemini highlight the limits of chatbots and signal another step toward bifurcation between the physical and virtual world. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube Groq Costs, Gemini Pro 1.5, Google’s Timidity — Stratechery Update Sora, Groq, and Virtual Reality — Stratechery 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.

Feb 21, 2024

How the gaming market went from PlayStation to Microsoft Game Pass, the fundamental tensions underlying Microsoft’s current strategy in games, and thoughts on the future for Sony and Meta’s Quest 3 as a gaming console. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube Microsoft: four Xbox-exclusive games are coming to PS5 and Nintendo Switch — The Verge Xbox Games to Go Cross-Platform?, Console Context, Xbox’s Final Strategy — Stratechery Update Xbox’s Announcement; Microsoft’s Messy Middle; Apple in Europe, Continued — Stratechery Update Consoles and Competition — Stratechery 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.

Feb 15, 2024

A look at the questions surrounding the sports streaming bundle that’s coming from Fox, Disney, and Warner Brothers Discovery, including the challenge of targeting video ads on the internet, why Disney’s bet on sports is a bet on ads, and why Andrew is bearish on the joint venture. At the end: Mark Zuckerberg on the Vision Pro, and Ben takes to Twitter to talk Vision Pro on an airplane. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube Why Three Media Giants Made a Hail Mary Bet on Sports Streaming — Wall Street Journal I tried Vision Pro. Here's my take, shot with Quest's high resolution mixed reality passthrough. — Instagram: @zuck @BenThompson — X 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.

Feb 8, 2024

Ben and Andrew begin with a note about a recent Stratechery announcement before to turning their attention to a variety of emails about the Apple Vision Pro. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube Vision Pro at Work, The Sports Bundle — Stratechery Update Meta Earnings; Meta, AI, and ATT; Meta’s New Playbook — Stratechery Update 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.

Feb 6, 2024

Ben and Andrew share first impressions after Andrew demos a Vision Pro and Ben spends 24 hours exploring the AVP at home. Plus: Venting about Apple’s user-hostile guest mode process. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube The Apple Vision Pro — Stratechery Apple Vision — Stratechery Quest vs. Vision, Vision and the Mac, Apple Acquires Mira — Stratechery Update the thing no one will say about Apple Vision Pro — YouTube: CaseyNeistat 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.

Feb 1, 2024

A new mailbag featuring a comparison between the Vision Pro and night vision goggles, Ben’s process for digesting quarterly earnings news, and some final thoughts on Apple’s approach to the App Store. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube Google Earnings, Microsoft Earnings — Stratechery Update 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.

Jan 30, 2024

A question about AI video and what sectors it might disrupt, and the latest attempt at Apple regulation promos a conversation about Apple’s property rights and the future of the App Store. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube Lumiere — Google Research Apple and the DMA, Apple and “Or”, A Reluctant Apple Apologist — Stratechery Update 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.

Jan 25, 2024

Introducing the Sharp Tech YouTube Channel, understanding why Netflix choose the WWE for its first live rights partner in sports, more on the Vision Pro and watching sports in VR, and recapping Ben’s week in Switzerland at the World Economic Forum. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube An Interview with Netflix co-CEO Greg Peters About Strategy and Execution — Stratechery Interview Netflix’s Subscribers, Revenue Surge as It Cracks Down on Password Sharing — Wall Street Journal Amazon and Diamond Sports, Netflix and WWE — Stratechery Update The secret to Netflix's total dominance — Business Insider I co-founded Occupy Wall Street. Now I'm headed to Davos. Why? — Guardian 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.

Jan 23, 2024

Apple’s new App Store rules inspire plenty of familiar complaints, while some of the biggest tech companies in the world tell Apple to launch Vision Pro without them. To email the show: email@sharptech.fm Apple’s Testy Developer Relationships Threaten to Hamper Vision Pro — Bloomberg The Apple Vision Pro’s Missing Apps — Stratechery The Supreme Court Declines to Hear Apple-Epic, Apple’s (Predictable) Response — Stratechery Update Apple’s biggest critics are big mad about the new 27 percent App Store tax — The Verge 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.

Jan 16, 2024

Peacock makes history as the first streaming service to broadcast an NFL playoff game, an emailer asks Chat GPT licensing deals, and Boeing follow-up spawns questions on the future of free markets and humans vs. software. To email the show: email@sharptech.fm What is Peacock? Why the NBC platform is exclusively streaming Chiefs-Dolphins playoff game — The Athletic Global news publisher Axel Springer partners with OpenAI in landmark deal — Reuters 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.

Jan 10, 2024

The latest failures at Boeing invite fresh scrutiny of the incentive structure, strategy lessons embedded in the company's decline, and why Boeing exemplifies the same mistakes and challenges that the rest of the American industrial base will confront in the years to come. At the end: ESPN eyes an even bigger college football investment and a release date for the Vision Pro. To email the show: email@sharptech.fm Panel on Boeing Plane May Not Have Been Properly Attached, Agency Says — New. York Times ‘I Honestly Don’t Trust Many People at Boeing’: A Broken Culture Exposed — New York Times The Long-Forgotten Flight That Sent Boeing Off Course — The Atlantic How Engineering "Took a Back Seat to Finance" at Boeing — WTTW Inside the strained union of Boeing and Spirit Aerosystems — The Air Current Apple’s Vision Pro Headset to Go on Sale at US Stores on Feb. 2 — Bloomberg Sources: College Football Playoff, ESPN discuss 6-year rights contract — ESPN 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.

Jan 8, 2024

A word about the Packers and microchips, and then reactions to the New York Times suing OpenAI and Microsoft for copyright infringement, the similarities and differences between past copyright cases with Google and Napster, and a question about automated copyright enforcement. To email the show: email@sharptech.fm The Times Sues OpenAI and Microsoft Over A.I. Use of Copyrighted Work — The New York Times AI’s future could hinge on one thorny legal question — Washington Post 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.

Dec 22, 2023

Give your friends and family the gift of Stratechery Plus. Celebrating the end of the year with a few reactions to Wednesday’s Paramount-Warner Brothers rumors and a wide variety of mailbag questions. Happy holidays from the entire Sharp Tech team! To email the show: email@sharptech.fm Scoop: Warner Bros. Discovery in talks to merge with Paramount Global — Axios 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.

Dec 20, 2023

Give your friends and family the gift of Stratechery Plus. The patent dispute that has Apple ready to take Apple Watches off the market, the expanding powers of the EU regulatory regime, why the Adobe-Figma acquisition raised legitimate competition concerns, and the uncertainty for the startup ecosystem as mergers become more difficult across tech. To email the show: email@sharptech.fm Apple Is So Big, It’s Almost Eclipsing France’s Stock Market — Bloomberg Apple Watch Import Ban, Apple v Masimo, Apple’s Response — Stratechery Update Apple to halt Apple Watch Series 9 and Apple Watch Ultra 2 sales in the US this week — 9to5Mac When Apple Comes Calling, ‘It’s the Kiss of Death’ — Wall Street Journal Adobe abandons $20 billion acquisition of Figma — The Verge Adobe to Buy Collaboration-Software Company Figma for About $20 Billion — Wall Street Journal Adobe Acquires Figma, Figma’s Disruption, The Figma OS — Stratechery Update 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.

Dec 13, 2023

To email the show: email@sharptech.fm What Clayton Christensen Got Wrong — Stratechery Google Loses Antitrust Case to Epic; The Differences Between Apple and Google, Revisited; The Tying Question — Stratechery Update Malakai Bayoh sings a stunning ‘O Holy Night’ duet with Aled Jones — Classic FM YouTube Channel King's College, Cambridge : 'O Holy Night' : 2015 — Archive of Recorded Church Music YouTube Channel 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.

Dec 11, 2023

Bull and bear cases for Google's long term prospects, why navigating the AI era may require leadership and culture changes, and thoughts on college football's success and Mark Cuban's sale of the Dallas Mavericks. At the end: Select wisdom from Charlie Munger. To email the show: email@sharptech.fm A collection of Charlie Munger's best quotes — X: @MorningBrew The College Football Playoff, Events Over Inventory, NASCAR’s New Deal — Stratechery Update 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.

Dec 7, 2023

Ben’s article on “Regretful Accelerationism,” the differences between today’s Internet and that of 10 years ago, AI articles at Sports Illustrated as digital media continues its decline, and why the increasingly bleak outlook for social media might be healthy for society itself. To email the show: email@sharptech.fm Regretful Accelerationism — Stratechery Sports Illustrated Published Articles by Fake, AI-Generated Writers — Futurism Why Web Pages Suck — Stratechery 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.

Nov 30, 2023

To email the show: email@sharptech.fm NYT DealBook Summit: Elon Musk — X: @andrewrsorkin Two Apple Items, Twitter Cash Flow, Twitter Versus Advertisers — Stratechery Update Substack Has a Nazi Problem — The Atlantic Spotify and Joe Rogan, Culture and Principles, Music Versus Podcasts and the Long Run — Stratechery Update 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.

Nov 27, 2023

To email the show: email@sharptech.fm Altman Returns as OpenAI CEO in Chaotic Win for Microsoft — Bloomberg OpenAI’s Misalignment and Microsoft’s Gain — Stratechery The OpenAI Saga Continues, Microsoft’s New Chips, Microsoft’s AI Platform Hedge — Stratechery Update HitchBOT, the hitchhiking robot, gets beheaded in Philadelphia — CNN The Crown season 6 review – so bad it’s basically an out-of-body experience — The Guardian 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.

Nov 21, 2023

Reactions to one of the most extraordinary weekends in the history of the tech industry, the blindspots that were exposed among both the OpenAI board and Microsoft, the non-profit model for development and OpenAI's recruiting prowess, and a groundswell of support for Sam Altman as a variety of questions remain. To email the show: email@sharptech.fm OpenAI’s Misalignment and Microsoft’s Gain — Stratechery The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs — Stratechery Update The OpenAI Saga Continues, Microsoft’s New Chips, Microsoft’s AI Platform Hedge — Stratechery Update OpenAI, Artificial Intelligence and Data, Data and Recruiting — Stratechery Update Altman Sought Billions For Chip Venture Before OpenAI Ouster — Bloomberg Microsoft Wants to Work With OpenAI’s Sam Altman, No Matter Where he is, CEO Nadella Says — Bloomberg Inside the Chaos at OpenAI — The Atlantic The Doomed Mission Behind Sam Altman’s Shock Ouster From OpenAI — Bloomberg 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.

Nov 16, 2023

After one year of Sharp Tech and Sharp China, a summit with Ben Thompson, Bill Bishop and Andrew Sharp to discuss podcasting, the chip ban, the US-China relationship and beyond. To email the show: email@sharptech.fm To read the full transcript, click here . 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.

Nov 15, 2023

An emailer makes the argument for text over voice as the AI interface of the future, the introduction of Humane's AI pin, and questions for Apple and OpenAI as the AI ecosystem evolves. At the end: A few clarifications from listeners and more thoughts on tech and the real estate market. To email the show: email@sharptech.fm The OpenAI Keynote — Stratechery Realtors Lose in Court, Zillow and Real Estate Aggregation, From Franchises to Businesses — Stratechery Update AI, Hardware, and Virtual Reality — Stratechery This is the Humane Ai Pin — @Humane 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.

Nov 9, 2023

The possibilities of a universal chatbot for the future, the challenges for any new consumer tech company trying to match the scale of incumbents, and the strategic questions facing OpenAI as its leadership allocates resources and considers a move into hardware. To email the show: email@sharptech.fm The OpenAI Keynote — Stratechery OpenAI DevDay, Opening Keynote — OpenAI More on Google and AI; OpenAI, Integration, and Microsoft — Stratechery Update The End of the Beginning — Stratechery AI Homework — Stratechery Designer Jony Ive and OpenAI’s Sam Altman Discuss AI Hardware Project — The Information 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.

Nov 6, 2023

A verdict in Missouri portends big changes in the real estate industry, why real estate is a natural fit for an aggregator, and divergent outcomes from two tech-adjacent price-fixing cases. At the end: The NBA and streaming, and Ronald Reagan’s version of Mission: Impossible. To email the show: email@sharptech.fm The Way You Pay to Buy or Sell a Home Is About to Change — Wall Street Journal Atlantic City Hotels Turn Attention to Vegas Courthouse in Pricing Algorithms Case — The National Law Review An Interview with Opendoor CEO Eric Wu About Building a Marketplace in a Real Estate Slowdown — Stratechery Interview Opendoor Earnings, Opendoor’s Pricing, Opendoor’s Scalability — Stratechery Update Are Broker Commissions Too High? — New York Times 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.

Nov 2, 2023

The White House executive order on AI, the accidental lesson of all the analogies to nuclear technology, what Steve Jobs and Bill Gates can teach us about innovation, and a look at the competing systemic priorities that create AI questions without clear answers. To email the show: email@sharptech.fm Attenuating Innovation (AI) — Stratechery An Interview with Daniel Gross and Nat Friedman about the AI Hype Cycle — Stratechery Interview Netflix Follow-Up, The Senate Tech Bill — Stratechery Update Biden wants to move fast on AI safeguards and signs an executive order to address his concerns — The Associated Press Fukushima Outrage Continues; Secretary Raimondo in China; Perfect Timing for a Huawei Launch; TikTok Lobbyists Take a Bow — Sharp China Taking On AI | Mission: Impossible – Dead Reckoning Part One — Paramount Pictures YouTube Channel 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.

Oct 31, 2023

Celebrating 100 episodes of Sharp Tech with quick thoughts on Monday night's Apple event, a second look at GM's foray into software, the tech CEO that should be the next NBA commissioner, and more emails from listeners. To email the show: email@sharptech.fm GM thinks it can wean you off Apple CarPlay and Android Auto — The Verge Apple unveils the new MacBook Pro featuring the M3 family of chips, making the world’s best pro laptop even better — Apple Newsroom China Chips and Moore’s Law — Stratechery The World’s Biggest Carmaker Made a Huge Bet on Tech. Things Went Wrong Fast. — Wall Street Journal 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.

Oct 26, 2023

A Netflix letter to shareholders that doubles as a message to the rest of Hollywood, the NBA’s precarious negotiating posture as the cable bundle crumbles, and one way Amazon could make the NBA a worthwhile investment. To email the show: email@sharptech.fm Netflix Earnings, Netflix’s Licensing Pitch, Netflix Gaming Revisited — Stratechery Update Amazon Is Eyeing an NBA Package for Tuesdays or Thursdays — Front Office Sports ESPN Financials, NBA Spin, Jon Stewart vs. Apple — Stratechery Update ESPN May Be Worth $22 Billion Based on First Look at Results — Bloomberg An ESPN Aggregator, Google Magic Eraser, Bing Chat Monetization? — Stratechery Update What the NBA Can Learn From Formula 1 — Stratechery 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.

Oct 23, 2023

The Maps history that undergirds Google’s partnership with Apple, whether the Apple and Google app stores should be regulated like modern day utility companies, and a question about regulation and ideological consistency. At the end: iPhone etiquette, a Delta update, and TikTot on interesting parents and adult supervision. To email the show: email@sharptech.fm Google and the Limits of Strategy — Stratechery ‘Unprecedented’ Secrecy in Google Trial as Tech Giants Push to Limit Disclosures — New York Times Microsoft CEO warns of ‘nightmare’ future for AI if Google’s search dominance continues — CNN Microsoft Says Apple Used Bing as Google ‘Bargaining Chip’ — Bloomberg 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.

Oct 19, 2023

Memories of an article in 2016, a reminder that the impact of fake news is generally correlated to the speaker, not the speech, and a question about harm yields an answer about the importance precision and principles. To email the show: email@sharptech.fm Fake News — Stratechery In Defense of The New York Times — Stratechery Defining Information — Stratechery Twitter, Responsibility, and Accountability — Stratechery After Hospital Blast, Headlines Shift With Changing Claims — New York Times Facebook Gave Data Access to Chinese Firm Flagged by U.S. Intelligence — New York Times 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.

Oct 17, 2023

An emailer recommends ignoring college students on Twitter, the strategic logic of America’s ban on the sale of advanced chips to China, and a few different questions about AI and our digital future. At the end: Apple’s rumored F1 interest and why the partnership makes sense. To email the show: email@sharptech.fm Phillies grand slam without announcers — @steph_turkey Defining Information — Stratechery An Interview with Chip War Author Chris Miller — Stratechery Interview Chips and Geopolitics — Stratechery The Huawei Mate 60 Pro, 7nm Background, Implications and Reactions — Stratechery Update Apple set to take over Formula 1 — TheJudge13 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.

Oct 12, 2023

To email the show: email@sharptech.fm Zero Trust Information — Stratechery Tech and War — Stratechery The TikTok War — Stratechery Graphic war videos go viral, testing social media’s rules — The Washington Post TikTok Footage Becomes World’s Window Into Israel Conflict — Bloomberg Pro-Neutrality, Anti-Title II — Stratechery 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.

Oct 5, 2023

The Sphere in all its LED splendor, more questions about AI devices and virtual reality, brief thoughts on Michael Lewis and SBF, and reading a few of the many listener emails inspired by Tuesday's Amazon discussion. To email the show: email@sharptech.fm The world's most unique billboard: The hefty price tag to advertise on the Vegas Sphere — NBC Las Vegas New York Loves to Hate Him. Can a $2.3 Billion Sphere Redeem Jim Dolan? — New York Times Las Vegas and Its Big, Big Ambitions — New York Times World While Las Vegas inaugurates its Sphere, London residents push back on plans for replica venue — CBS News Amazon Used Secret ‘Project Nessie’ Algorithm to Raise Prices — Wall Street Journal AI and Ambient Computing, Zuckerberg and The Verge, Amazon and Anthropic — Stratechery Update AI, Hardware, and Virtual Reality — Stratechery Michael Lewis on '60 Minutes' — CBS News SBF Was Reckless From the Start — Bloomberg Fulfillment: Winning and Losing in One-Click America — Good Reads 24 years ago today, the ultimate posterize by Shaq — YouTube: New York Post Sports 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.

Oct 3, 2023

The FTC’s Amazon complaint and ongoing criticism of FTC Chair Lina Khan, understanding Amazon’s power and the limits of antitrust law, modern regulators vs. the Chicago school, and why “big is bad” might be a good strategy. To email the show: email@sharptech.fm Khan Seeks to End Amazon ‘Illegal Conduct,’ Quiet on Breakup — Bloomberg Lina Khan Once Went Big Against Amazon. As FTC Chair, She Changed Tack. — Wall Street Journal Amazon’s Antitrust Paradox — The Yale Law Journal Lina Khan Has a Weak Case Against Amazon — Wall Street Journal Market share of leading retail e-commerce companies in the United States as of June 2022 — Statista Is William Baxter Anti-Antitrust? — New York Times Beyond Aggregation: Amazon as a Service — Stratechery FTC Sues Amazon, FBA and Prime, Pricing Punishment — Stratechery Update Fulfillment: A Conversation on Amazon and Regional Inequality with Alec MacGillis — American Compass Antitrust and Aggregation — Stratechery 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.

Sep 29, 2023

Ben shares his experience with a ChatGPT demo that inverted his expectations, a reminder that reducing friction is essential for AI’s next steps, and reactions to Meta’s Smart Glasses and reports of Jonny Ive and Sam Altman brainstorming. At the end: Delta follow-up, Disney capacity, and the Swift-Kelce bundle. To email the show: email@sharptech.fm AI, Hardware, and Virtual Reality — Stratechery A Dame Trade Deep Dive With Ben Thompson, Plus Seth Meyers and Million-Dollar Picks — The Bill Simmons Podcast OpenAI and Jony Ive in talks to raise $1bn from SoftBank for AI device venture — Financial Times Designer Jony Ive and OpenAI’s Sam Altman Discuss AI Hardware Project — The Information Emergency Podcast: Giannis, Heat Twitter, Depraved Suns Decision Making, and More Winners and Losers from the Damian Lillard Trade — Greatest of All Talk 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.

Sep 26, 2023

The voice and image commands announced by OpenAI (and the Google threat that still looms), Spotify’s new translation software, and a wave of CarPlay love among the emailers leads to clarifications and more talk of software and the auto industry. At the end: Kids in a world of advertising, and advice for budgeting time and money in early parenthood. To email the show: email@sharptech.fm You can now prompt ChatGPT with pictures and voice commands — The Verge Spotify is going to clone podcasters’ voices — and translate them to other languages — The Verge AI Homework — Stratechery Podcast Grifting; Aggregator Lessons; Ostroff, Simmons, and Harry — Stratechery Update An Interview with The Ringer Founder and CEO Bill Simmons — Stratechery Interview How do consumers perceive in-car connectivity and digital services? — McKinsey & Company Wayne Jenkins Supercut - The Rewatchables Podcast — YouTube Lex Fridman on X — @lexfridman 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.

Sep 21, 2023

To email the show: email@sharptech.fm Microsoft Mistakenly Reveals Secret Game Plans in Court Case — Bloomberg The new FineWoven iPhone cases are very bad — The Verge Max Gets Sports, The Fox Linchpin, Disney’s Taylor Swift Era Confirmed — Stratechery Update 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.

Sep 19, 2023

How the history of Google and may predict the future for YouTube, the stakes for Disney and Bob Iger as the earth shifts underneath them, and various considerations for consumers and content makers alike as the entertainment industry prepares for a new era. At the end: missed exit opportunities, a few antitrust digressions, and one man's iPhone 15 grievance. To email the show: email@sharptech.fm Why Has a Useless Cold Medication Been Allowed on Shelves for Years? — The Atlantic FTC Fines Epic, Netflix Ads, YouTube and the NFL — Stratechery Update Bob Iger Back at Disney; Chapek’s Tactics, Iger’s Strategy; Tactics, Strategy, or Environment — Stratechery Update Cord-Cutting and YouTube TV, Disney Earnings, Pay TV’s Vision Cycles — Stratechery Update An Interview with The Ringer Founder and CEO Bill Simmons — Stratechery Interview Disney’s Taylor Swift Era — Stratechery 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.

Sep 14, 2023

Reactions to Tuesday’s iPhone event at Apple, the recent history of the development landscape in gaming, and an overview of the flaws in the plan Unity announced this week. At the end: Competing thoughts on the NFL and NBA, John Malone’s portfolio, and Taylor Swift in theaters. To email the show: email@sharptech.fm Apple’s iPhone Event; Innovation and Iteration; Pricing, Inflation, and Services — Stratechery Update 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.

Sep 12, 2023

The eleventh hour agreement between Charter and Disney, why Charter was the clear winner but Disney will benefit regardless, and what Charter’s investments say about the future of internet in America. At the end: Reactions to a breakthrough chip from Huawei and SMIC and its potential implications on US-China policy. To email the show: email@sharptech.fm Charter-Disney Winners and Losers — Stratechery The Rise and Fall of ESPN’s Leverage — Stratechery Cable’s Last Laugh — Stratechery Disney, Charter End Dispute, Restoring ESPN, ABC to 15 Million Households — Wall Street Journal The Huawei Mate 60 Pro, 7nm Background, Implications and Reactions — Stratechery Update Huawei Teardown Shows Chip Breakthrough in Blow to US Sanctions — Bloomberg 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.

Sep 7, 2023

To email the show: email@sharptech.fm The Rise and Fall of ESPN’s Leverage — Stratechery An Interview with John Kosner About the Past and Future of Sports in an Age of Abundance — Stratechery Interview Disney Earnings, A Split Disney?, ESPN’s Advertising — Stratechery Update Cable’s Last Laugh — Stratechery 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.

Aug 31, 2023

To email the show: email@sharptech.fm Beyond Aggregation: Amazon as a Service — Stratechery What Clayton Christensen Got Wrong — Stratechery Shopify Exits Logistics, The Shopify Logistics Side Quest, Whither Buy with Prime — Stratechery Update Harley Finkelstein — X Amazon in Talks With Disney About ESPN Streaming Partnership — The Information ‘Ahsoka’ Premiere Draws Big Audience, Disney+ Says — The Hollywood Reporter Live-Streamed CNN Channel With New Shows Set to Debut on Max — Variety 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.

Aug 29, 2023

To email the show: email@sharptech.fm Nvidia Sales Surge as AI Boom Lifts Earnings — Wall Street Journal Nvidia On the Mountaintop — Stratechery Nvidia In the Valley — Stratechery An Impromptu Nvidia Symposium, A Brief History of Solaris and Sun Microsystems, The Future of AI Energy Consumption — Sharp Tech 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.

Aug 22, 2023

To email the show: email@sharptech.fm Google and Microsoft’s Events, Monetizable Panic, Paradigms and Hardware — Stratechery Update An Interview with Chip War Author Chris Miller — Stratechery Interviews Spotify Looked to Ban White Noise Podcasts to Become More Profitable — Bloomberg China’s 40-Year Boom Is Over. What Comes Next? — Wall Street Journal Microsoft Office AI, Copilot and Tech’s Two Philosophies, Business Chat and Appropriate Fear — Stratechery Update More on Google and AI; OpenAI, Integration, and Microsoft — Stratechery Update Twitter’s Link Ban, Network Portability, China and the Trailing Edge — Stratechery Update Chips and China — Stratechery 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.

Aug 17, 2023

To email the show: email@sharptech.fm Disney Earnings, A Split Disney?, ESPN’s Advertising — Stratechery Update Disney to Significantly Raise Prices of Disney+, Hulu Streaming Services — Wall Street Journal Disney is open to finding a new strategic partner for ESPN, Iger says — CNBC Disney could soon sell its TV assets as Iger says business ‘may not be core’ to the company — CNBC Bob Iger on CNBC, The End of Linear TV, ESPN and Strategic Partnerships (and Apple?) — Stratechery Update Cable’s Last Laugh — Stratechery Big Ten Blame — Stratechery 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.

Aug 14, 2023

To email the show: email@sharptech.fm It’s Taylor Swift’s Economy, and We’re All Living in It — Wall Street Journal Non-Fungible Taylor Swift — Stratechery Taylor Swift v Apple — Stratechery Update Taylor Swift v Daniel Ek, What Swift Gets Right, The Problem with Spotify — Stratechery Update The Secret Talks That Could Have Prevented the Apple vs. Facebook War — Wall Street Journal For Taylor Swift, the Future of Music Is a Love Story — Wall Street Journal Differentiation and Value Capture in the Internet Age — Stratechery Bob Iger Back at Disney; Chapek’s Tactics, Iger’s Strategy; Tactics, Strategy, or Environment — Stratechery Update How Apple Will Save Billions of Dollars on Chips for New iPhone — The Information Apple Earnings; OpenAI, GPTBot, and Robots.txt; Zoom’s Terms-of-Service — Stratechery Update Is that viral ‘superconductor’ legit? — The Verge 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.

Aug 8, 2023

To email the show: email@sharptech.fm Big Ten Blame — Stratechery Unity Merges With ironSource, Football Follow-up, Uber/Musk Follow-up — Stratechery Update Meta Earnings, AI in Meta’s Business, Reality Labs Reality — Stratechery Update Meta Blocks News in Canada, LK-99, YouTube and TV Advertisers — Stratechery Update Amazon Earnings, Amazon and AI, Amazon’s Improved Delivery — Stratechery Update Same Day Sensor Tower — Dithering EU Fines Meta, Big Tech Exposure, The Degradation of Scalability — Stratechery Update Meta Offers to Seek Consent for Highly Personalized Ads in Europe — Wall Street Journal Microsoft closes at record after revealing pricing for new A.I. subscription — CNBC 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.

Aug 3, 2023

To email the show: email@sharptech.fm Chips and China — Stratechery TSMC in Arizona, Arizona Challenges, Realities and Motivations — Stratechery Update US, Europe Growing Alarmed by China’s Rush Into Legacy Chips — Bloomberg CHIPS Act; America, China, and Intel; Micron and TSMC — Stratechery Update 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.

Jul 31, 2023

To email the show: email@sharptech.fm Facebook Bowed to White House Pressure, Removed Covid Posts — Wall Street Journal Section 230 in the Supreme Court, Reach and Speech, The First Amendment and U.S. Speech Controls — Stratechery Update Zero-COVID and Free Speech — Stratechery What to know about DOE’s fusion milestone — Politico Starlink Solution, Starlink Experience, Starlink Implications — Stratechery Update David Spade - 1 800 COLLECT Commercials (1994) — YouTube 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.

Jul 25, 2023

To email the show: email@sharptech.fm Netflix Earnings, Netflix’s Coming Price Increases, Netflix and the Strike — Stratechery Update Streaming Residuals and Spotify, Llama 2 Open-Sourced, Llama’s License — Stratechery Update Twitter is being rebranded as X — The Verge Netflix Removes “Basic” Ad-Free Plan in U.S. and U.K. — The Hollywood Reporter Why Netflix Should Sell Ads — Stratechery 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.

Jul 20, 2023

To email the show: email@sharptech.fm AI and the Big Five — Stratechery Meta is giving away its AI tech to try to beat ChatGPT — The Verge GPT-4, Google Adds AI to Productivity Apps, Local Language Models — Stratechery Update Streaming Residuals and Spotify, Llama 2 Open-Sourced, Llama’s License — Stratechery Update ChatGPT loses users for first time, shaking faith in AI revolution — Washington Post Meta Open Sources Another AI Model, Moats and Open Source, Apple and Meta — Stratechery Update 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.

Jul 18, 2023

To email the show: email@sharptech.fm TV STRIKE CALLED BY SCREEN ACTORS — New York Times Hollywood on Strike — Stratechery Your Most Frantic SAG Strike Questions, Answered — Vulture Bob Iger Back at Disney; Chapek’s Tactics, Iger’s Strategy; Tactics, Strategy, or Environment — Stratechery Update Scale of the Universe Bob Iger on CNBC, The End of Linear TV, ESPN and Strategic Partnerships (and Apple?) — Stratechery Update 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.

Jul 13, 2023

To email the show: email@sharptech.fm Microsoft Can Close Its $75 Billion Buy of Activision Blizzard, Judge Rules — Wall Street Journal Microsoft-Activision Updates; Reader Follow-Up; Free Speech, the Government, and Scale — Stratechery Update Microsoft Can Acquire Activision, The FTC vs. the Record, The FTC’s Failed Vendetta — Stratechery Update Consoles and Competition — Stratechery Microsoft’s Activision deal could face ‘new merger investigation,’ UK regulator warns — The Verge 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.

Jul 10, 2023

To email the show: email@sharptech.fm The Social/Communications Map — Stratechery Instagram, TikTok, and the Three Trends — Stratechery The Audacity of Copying Well — Stratechery Social Networking 2.0 — Stratechery Artifact, Bluesky, and Substack Notes; Social Networking 2.0 and the Twitter Diaspora; First Week Impressions — Stratechery Update 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.

Jun 26, 2023

To email the show: email@sharptech.fm Reddit Revolt, Apollo and Reddit’s Changes, Complement Complaints — Stratechery Update An Interview with The Air Current’s Jon Ostrower about Southwest’s Meltdown and Independent Publishing — Stratechery Interview An Interview with Boom Founder Blake Scholl About Building a Supersonic Airliner — 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.

Jun 22, 2023

To email the show: email@sharptech.fm It’s a Tesla — Stratechery An Interview with The Ringer Founder and CEO Bill Simmons — Stratechery Interviews Podcast Grifting; Aggregator Lessons; Ostroff, Simmons, and Harry — Stratechery Update EV Charging Standards, Tesla’s Strategy, Tesla’s Reward — Stratechery Update Streaming Shocker: Warner Bros. Discovery In Talks To License HBO Original Series To Netflix — Deadline 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.

Jun 15, 2023

To email the show: email@sharptech.fm Reddit Revolt, Apollo and Reddit’s Changes, Complement Complaints — Stratechery Update Reddit Rage, The Tadpole Shrimp of the Internet, Judge Pauses Microsoft-Activision Deal — Stratechery Update An Interview with Zeynep Tufekci About Masks, Media, and Information Ecology — Stratechery Interviews Your Distraught Season Ending Voicemails — RTRS The Athletic announces layoffs and new approach to its sports coverage — Washington Post Here’s what Mark Zuckerberg thinks about Apple’s Vision Pro — The Verge 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.

Jun 13, 2023

To email the show: email@sharptech.fm Apple Vision — Stratechery The End of the Beginning — Stratechery Quest vs. Vision, Vision and the Mac, Apple Acquires Mira — Stratechery Tech’s Two Philosophies — Stratechery 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.

Jun 7, 2023

To email the show: email@sharptech.fm 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.

Jun 4, 2023

To email the show: email@sharptech.fm 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.

Jun 1, 2023

To email the show: email@sharptech.fm 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.

May 25, 2023

To email the show: email@sharptech.fm 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.

May 22, 2023

To email the show: email@sharptech.fm 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.

May 17, 2023

To email the show: email@sharptech.fm 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.

May 11, 2023

To email the show: email@sharptech.fm 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.

May 8, 2023

To email the show: email@sharptech.fm 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.

May 4, 2023

To email the show: email@sharptech.fm 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.

May 1, 2023

To email the show: email@sharptech.fm 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.

Apr 27, 2023

To email the show: email@sharptech.fm 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.

Apr 24, 2023

To email the show: email@sharptech.fm 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.

Apr 20, 2023

To email the show: email@sharptech.fm 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.

Apr 17, 2023

To email the show: email@sharptech.fm 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.

Apr 10, 2023

To email the show: email@sharptech.fm Substack Notes, Twitter Blocks Substack, Substack Versus Writers — Stratechery Update Substack CEO pushes back at Elon Musk, says Twitter situation is ‘very frustrating’ — The Verge 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.

Mar 30, 2023

To email the show: email@sharptech.fm Replit and Google, The Google Perspective, Twitter’s Bad Idea — Stratechery Update Tweet by Elon Musk — @elonmusk Twitter Has a New CEO; What About a New Business Model? — Stratechery ChatGPT Gets a Computer — Stratechery The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs — Stratechery Update Pause Giant AI Experiments: An Open Letter — Future of Life Institute Pausing AI Developments Isn't Enough. We Need to Shut it All Down — Time Harry Potter by Balenciaga — YouTube 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.

Mar 27, 2023

To email the show: email@sharptech.fm Apple and AI, Lobotomized Lovers, XR Companions — Stratechery Update AI and the Big Five — Stratechery Welcome to Stratechery — Stratechery Who Funds the Future? — The New Yorker 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.

Mar 20, 2023

To email the show: email@sharptech.fm The Future of Work With AI — Microsoft YouTube Channel AI and the Big Five — Stratechery More on Google and AI; OpenAI, Integration, and Microsoft — Stratechery Update An Interview with Kevin Systrom and Mike Krieger About Artifact — Stratechery Interviews Sovereign Writers and Substack — Stratechery 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.

Mar 16, 2023

To email the show: email@sharptech.fm GPT-4, Google Adds AI to Productivity Apps, Local Language Models — Stratechery Update Here are some incredible things people are already doing with GPT-4 — @LinusEkenstam Lensa and Stable Diffusion, Stable Diffusion and Apple Silicon, Open Questions — Stratechery Update Friction — Stratechery Meta’s powerful AI language model has leaked online — what happens now? — The Verge Update on Meta’s Year of Efficiency — Meta Oscars Draw 18.7 Million Viewers — New York Times 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.

Mar 13, 2023

To email the show: email@sharptech.fm The End of Silicon Valley (Bank) — Stratechery Joint Statement by the Department of the Treasury, Federal Reserve, and FDIC — U.S. Dept. of Treasury The Demise of Silicon Valley Bank — Net Interest Startup Bank Had a Startup Bank Run — Bloomberg The Uber Dilemma — Stratechery The End of the Beginning — Stratechery The End of the Beginning Follow-Up, Technological Revolutions and Financial Capital, Venture versus Productive Capital — Stratechery Update 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.

Mar 9, 2023

To email the show: email@sharptech.fm Spotify Stream On 2023 — YouTube I don’t think Meta knows it’s a game company — The Verge Status as a Service (StaaS) — Eugene Wei Meta and the Quest Pro; Meta and VR as Console; Microsoft, Activision, and the EU — Stratechery Update FCC relaxes rule limiting foreign ownership of media stations — Washington Post White House backs Senate bill to boost US ability to ban TikTok — Reuters Exclusive: Senator's TikTok whistleblower alleges data abuses — Axios MLS commissioner Don Garber discusses expansion, Apple TV deal and more in exclusive interview — The Athletic 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.

Mar 6, 2023

To email the show: email@sharptech.fm What the NBA Can Learn from Formula 1 — Stratechery ESPN wants to be the hub of all live sports streaming — even if it helps its competition — CNBC The Intel Opportunity — Stratechery r/formuladank — Reddit MLS on Apple TV, The MLS Perspective, The Apple Perspective — Stratechery Update The Club: How the English Premier League Became the Wildest, Richest, Most Disruptive Force in Sports — Amazon 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.

Feb 27, 2023

To email the show: email@sharptech.fm The Google CEO Question, Steve Ballmer and Peacetime CEOs, About That Bard Mistake — Stratechery Update Evaluating Sundar Pichai, EC Announces New Google Investigation, Amazon Blocks FLoC — Stratechery Update The maze is in the mouse — Medium Google Executives See Cracks in Their Company’s Success — New York Times App founder quits Google, says company doesn’t serve users anymore — Ars Technica Welcome to Stratechery — Stratechery Elon Musk suggests Twitter could open source its algorithm ‘next week’ — TechCrunch Back to the Future of Twitter — Stratechery Apple Makes Major Progress on No-Prick Blood Glucose Tracking for Its Watch — Bloomberg 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.

Feb 23, 2023

To email the show: email@sharptech.fm Spotify’s Future Isn’t Exclusive Podcasts. It’s Advertising. — Bloomberg Lessons From Spotify — Stratechery Spotify’s Podcast Aggregation Play — Stratechery Spotify Earnings, Spotify Exclusives, Spotify vs. Apple — Stratechery Update Spotify Buys Megaphone, Spotify’s Podcast Strategy, Spotify’s Megaphone Strategy — Stratechery Update How Spotify's podcast bet went wrong — Semafor “Not, like, the nine greatest experts on the internet”: Justices seem leery of broad ruling on Section 230 — SCOTUSblog Diamond Sports Misses Interest Payment, Bally’s Dire Situation, Negotiating Bankruptcy — Stratechery Update 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.

Feb 20, 2023

To email the show: email@sharptech.fm From Bing to Sydney — Stratechery Microsoft Puts New Limits On Bing’s AI Chatbot After It Expressed Desire To Steal Nuclear Secrets — Forbes Ben Thompson on Twitter — @benthompson The Four Horseman — Stratechery Google and Microsoft’s Events, Monetizable Panic, Paradigms and Hardware — Stratechery Update Mark Zuckerberg — Facebook Biden and Republican senators join forces in attack on Big Tech at Supreme Court — NBC News New Bing Errors, User Preferences and Company Reputations, Section 230 and LLMs — Stratechery Update Another Congressional Hearing, The Genesis of Section 230, The Battle over Section 230 — Stratechery Update Her Official Trailer #1 (2013) — YouTube 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.

Feb 16, 2023

To email the show: email@sharptech.fm From Bing to Sydney — Stratechery New Bing Errors, User Preferences and Company Reputations, Section 230 and LLMs — Stratechery Update Eric Schmidt Is Building the Perfect AI War-Fighting Machine — Wired 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.

Feb 9, 2023

To email the show: email@sharptech.fm Google Stock Tumbles Nearly 8% After Bard Ad Shows Inaccurate Answer, AI Race Heats Up — Investor’s Business Daily New Bing, and an Interview with Kevin Scott and Sam Altman About the Microsoft-OpenAI Partnership — Stratechery Interview Why TV Has Resisted Disruption — Stratechery In Paris demo, Google scrambles to counter ChatGPT but ends up embarrassing itself — Ars Technica Here's Why Apple Isn't Making a Television — Time Magazine Disney to cut 7,000 jobs in major revamp by CEO Iger — Reuters Nelson Peltz’s Other C.E.O. Gambit — Puck News Regional Sports Networks, ESPN + RSNs, TechDirt’s Response on Title II and Net Neutrality — Stratechery Update MLB, NBA and NHL may buy biggest owner of regional sports TV networks: sources — New York Post 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.

Feb 6, 2023

To email the show: email@sharptech.fm Meta Myths — Stratechery Facebook Lenses — Stratechery The ‘Enshittification’ of TikTok — Wired ‘If You Think The Internet Is Terrible Now, Just Wait a While’ — The Awl EarPods with Lightning Connector — Apple Album Club — Listener Andrew D 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.

Feb 2, 2023

To email the show: email@sharptech.fm Cloudflare’s Disruption — Stratechery Microsoft Earnings, Azure’s Slowdown, Office Strikes Back — Stratechery Update Tech Layoffs, Big Tech’s Hiring Rates, Microsoft’s VR Layoffs — Stratechery Update An Interview with Michael Nathanson About Netflix and the Media Industry — Stratechery Interviews Column: The real aim of big tech’s layoffs: bringing workers to heel — Los Angeles Times Finding Visible Egress/ingress nodes on the big-I Internet — Reddit The Manchurian Candidate (1962) ORIGINAL TRAILER — YouTube 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.

Jan 30, 2023

To email the show: email@sharptech.fm Amazon’s New Customer — Stratechery Walmart Earnings, Walmart’s Grocery Business, Amazon’s Grocery Stumbles — Stratechery Update An Interview With Instacart CEO Fidji Simo About Big Ambitions — Stratechery Interviews Pro-Neutrality, Anti-Title II — Stratechery Netflix and Net Neutrality — Stratechery An Interview with The Air Current’s Jon Ostrower about Southwest’s Meltdown and Independent Publishing — Stratechery Interviews Die Hard: With A Vengeance Trailer (HD) — YouTube Ron Dayne Wisconsin Highlights — YouTube 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.

Jan 26, 2023

To email the show: email@sharptech.fm An Interview with Michael Nathanson About Netflix and the Media Industry — Stratechery Interview Tech Layoffs, Big Tech’s Hiring Rates, Microsoft’s VR Layoffs — Stratechery Update DOJ Sues Google, Google’s Advertising Aggregation, No Duty to Deal — Stratechery Update Peloton Changes CEO, The Pandemic Stocks, Peloton’s Options — Stratechery Update 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.

Jan 23, 2023

To email the show: email@sharptech.fm Netflix’s New Chapter — Stratechery AI chatbot’s MBA exam pass poses test for business schools — Financial Times Netflix’s New Look Is Already Catching On — Wall Street Journal Netflix Earnings, Netflix Doubles Down, Netflix’s Ad Tier — Stratechery Update Why Netflix Should Sell Ads — Stratechery Why Netflix Should Not Sell Ads, Elon Musk and Twitter — Stratechery Update Cable’s Last Laugh — Stratechery A Free Ad-Supported Netflix Service? Ted Sarandos Says Company Is “Open” to the Idea — The Hollywood Reporter Reed Hastings’ Journey at Netflix Would Make for Binge-Worthy TV — Bloomberg Acorn History (via listener Andrew D.) — Qsl.net 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.

Jan 19, 2023

To email the show: email@sharptech.fm Twitter Timelines, Azure and OpenAI, Apple and China — Stratechery Update Peloton’s Operations, Intel Buys Tower Semiconductor, What Now for ARM (plus Intel + RISC-V) — Stratechery Update The Amazon Tax — Stratechery Beyond Aggregation: Amazon as a Service — Stratechery The End of the Beginning — Stratechery WWE stock upgraded at Wells Fargo as analysts debate potential buyers — Yahoo! Finance "These 3rd graders acting different" — Twitter: @Overtime How to Pronounce Oeuvre? (3 WAYS!) UK Vs US + French Pronunciation Guide — YouTube 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.

Jan 16, 2023

To email the show: email@sharptech.fm Amazon confirms its massive layoffs will affect 18,000 employees — The Verge Amazon Kept Inventing, and Now It’s Going to Start Cutting — Bloomberg Amazon Earnings, Amazon’s Costs, Amazon Closes Stores — Stratechery Update An Interview with Brad Stone about Amazon Unbound — Stratechery Interviews Day Two to One Day — Stratechery Alexa: Amazon’s Operating System — Stratechery Meta open sources early-stage AI translation tool that works across 200 languages — The Verge Social Networking 2.0 — Stratechery 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.

Jan 12, 2023

To email the show: email@sharptech.fm AI and the Big Five — Stratechery More on Google and AI; OpenAI, Integration, and Microsoft — Stratechery Update An Interview with Daniel Gross and Nat Friedman about ChatGPT and the Near-Term Future of AI — Stratechery Interview FTC Fines Epic, Netflix Ads, YouTube and the NFL — Stratechery Update Amazon wraps 'TNF' debut season with lower numbers, but much younger demos — Sports Business Journal 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.

Dec 22, 2022

To email the show: email@sharptech.fm Give Stratechery Plus as a Gift . FTC Fines Epic, Netflix Ads, YouTube and the NFL — Stratechery Update YouTube the likely home for 'Sunday Ticket — Sports Business Journal Alphabet’s YouTube TV Nears Deal For NFL Sunday Ticket. Profiting Will Be a Challenge. — Barron's Google’s YouTube in Talks for Rights to NFL Sunday Ticket — Wall Street Journal US targets China’s potential chip stars with new restrictions — Financial Times How TikTok Became an International Crisis — The New York Times What Comes Next for the Most Empty Downtown in America — The New York Times 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.

Dec 19, 2022

To email the show: email@sharptech.fm Give Stratechery Plus as a Gift . Narratives — Stratechery Twitter and What Might Have Been — Stratechery Pro-Neutrality, Anti-Title II — Stratechery “Light Touch”, Cable, and DSL; The Broadband Tradeoff; The Importance of Antitrust — Stratechery Update Ajit Pai: the man who could destroy the open internet — The Guardian What if You Couldn’t See This Page? — The New York Times The Internet Is Dying. Repealing Net Neutrality Hastens That Death. — The New York Times The US net neutrality fight affects the whole world — The Verge Come for the tool, stay for the network — Chris Dixon How L'Oreal Sculpted The Cosmetics Industry — Strategy Factory ‘Everything that could go wrong did go wrong’ says Alpine boss after double DNF in Austin — Formula 1 Lando Norris: Alpine have done ‘bad job’ to only just be ahead of McLaren — Planet F1 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.

Dec 15, 2022

To email the show: email@sharptech.fm Give Stratechery Plus as a Gift . Consoles and Competition — Stratechery The App Store and the Digital Markets Act, Third-Party App Stores, Messaging Interoperability Madness — Stratechery Update The European Commission Versus Android — Stratechery Will semiconductor plants really drain Arizona? That theory is overblown — AZ Central Halt and Catch Fire Season 2 Promo — YouTube 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.

Dec 13, 2022

To email the show: email@sharptech.fm Give Stratechery Plus as a Gift . TSMC in Arizona, Arizona Challenges, Realities and Motivations — Stratechery Update Chips and China — Stratechery AMD (and Intel) Earnings, TSMC Earnings, Morris Chang on U.S. Semiconductor Production — Stratechery Update TSMC Raises Arizona Chip Investment to $40 Billion as Biden Visits — Wall Street Journal The U.S. Commits to Buying Millions of Vaccine Doses. Why That’s Unusual. — New York Times COVID-19 Vaccine Advance Purchases Explained — The Petrie-Flom Center Can semiconductor manufacturing return to the US? — Brookings Institute TSMC founder Morris Chang says globalization 'almost dead' — Nikkei Asia Transcript of Morris Chang Dec. 11, 2022 — Twitter: @kevinsxu America Wakes Up?, An Interview with Matt Mullenweg About Working From Home — Stratechery Interviews How Loneliness Is Damaging Our Health — New York Times 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.

Dec 8, 2022

To email the show: email@sharptech.fm Lensa and Stable Diffusion, Stable Diffusion and Apple Silicon, Open Questions — Stratechery Update Google Earnings, YouTube and Google Cloud, Google’s Falling Margin — Stratechery Update Media, Regulators, and Big Tech; Indulgences and Injunctions; Better Approaches — Stratechery Update Non-Fungible Taylor Swift — Stratechery 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.

Dec 5, 2022

To email the show: email@sharptech.fm AI Homework — Stratechery ChatGPT: Optimizing Language Models for Dialogue — OpenAI OpenAI’s ChatGPT shows why implementation is key with generative AI — TechCrunch DALL-E Open to All, OpenAI and Openness, OpenAI Opportunities and Threats — Stratechery Update “It's like you wake up to the news of first nuclear explosion and you don't know yet what to think about it but you know world will never be the same again.” — Twitter: @styleus The AI Unbundling — Stratechery AI Bundling Follow-Up, iPhone Follow-Up — Stratechery Update An Interview With Daniel Gross and Nat Friedman About the Democratization of 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.

Dec 1, 2022

To email the show: email@sharptech.fm Musk vs. Apple; Advertising, App Store Review, and 30%; Google Headcount — Stratechery Update Disney Expectations, Twitter Expectations, Silicon Valley Expectations — Stratechery Update Apple's Twitter ad spend may not have actually dropped — AppleInsider Beachheads and Obstacles — Stratechery Amazon Alexa is a “colossal failure,” on pace to lose $10 billion this year — Ars Technica The Social Network — YouTube 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.

Nov 28, 2022

To email the show: email@sharptech.fm Bob Iger Back at Disney; Chapek’s Tactics, Iger’s Strategy; Tactics, Strategy, or Environment — Stratechery Update Disney Expectations, Twitter Expectations, Silicon Valley Expectations — Stratechery Update Disney’s Earnings Hurt by Costs at Disney+ — Wall Street Journal An Interview with Matthew Ball About Disney and Bob Iger — Stratechery Interviews The Harvard Study of Adult Development began tracking the lives of 268 Harvard sophomores in 1938. — Twitter: @SahilBloom Good genes are nice, but joy is better — The Harvard Gazette 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.

Nov 21, 2022

To email the show: email@sharptech.fm Horrified Twitter onlookers see 2 scenarios: The lights going out at any moment or a long, slow death — Fortune The AI Moat Debate, Continued; Twitter’s Regulatory Risks; Twitter and Advertisers, Continued — Stratechery Update Warner Bros. Discovery and the NBA, The Zaslav Doctrine — Stratechery Update Social Networking 2.0 — Stratechery 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.

Nov 17, 2022

To email the show: email@sharptech.fm An Interview with Opendoor CEO Eric Wu About Building a Marketplace in a Real Estate Slowdown — Stratechery Interviews Opendoor Earnings, Opendoor’s Pricing, Opendoor’s Scalability — Stratechery Update Zillow Pauses Home-Buying, Opendoor’s Advantage, Crypto and Energy — Stratechery Update Blue Apron Files for IPO, Network Effects and Customer Acquisition Costs, Uber Concerns — Stratechery Update Twilio Files for IPO, Building Infrastructure, Mary Meeker’s Internet Trends 2016 — Stratechery Update Cloudflare’s Disruption — Stratechery Cloudflare on the Edge — Stratechery Sam Bankman-Fried tries to explain himself — Vox Max Verstappen 'knew' Lewis Hamilton move could cause collision but "just went for it" — Mirror 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.

Nov 14, 2022

To email the show: email@sharptech.fm Narratives — Stratechery Tulips, Myths, and Cryptocurrencies — Stratechery The 30-Year-Old Spending $1 Billion to Save Crypto — Wall Street Journal Billionaire Bankman-Fried Tries to Fix Crypto’s Hacking Problem — Bloomberg FTX’s Collapse Casts a Pall on a Philanthropy Movement — New York Times Sam Bankman-Fried and Tom Brady — YouTube Twitter’s ad problem is Elon Musk — Vox Trump, Musk and Kanye Are Twitter Poisoned — New York Times The real reason to get off Twitter — Financial Times How the newest megadonor wants to change Washington — Politico 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.

Nov 10, 2022

To email the show: email@sharptech.fm Spotify Earnings, Spotify Exclusives, Spotify vs. Apple — Stratechery Update Spotify’s Podcast Aggregation Play — Stratechery The European Super League, Apple Music’s Letter to Artists — Stratechery Update This is How Much More Apple Music Pays Artists Than Spotify — 9to5Mac A Framework for Regulating Competition on the Internet — Stratechery DOJ blocks Penguin Random House’s takeover of Simon & Schuster — Politico 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.

Nov 7, 2022

To email the show: email@sharptech.fm A New Supreme Court Case Could Fundamentally Change the Internet — Vox A Framework for Moderation — Stratechery Why Cloudflare Matters, The Absence of Gatekeepers, Promotion Versus Moderation — Stratechery Update Another Congressional Hearing, The Genesis of Section 230, The Battle over Section 230 — Stratechery Update Zero Trust Information — Stratechery They Traded Twitter for Mastodon Social. Now What? — Washington Post 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.

Nov 3, 2022

To email the show: email@sharptech.fm Musk’s Twitter Blue; A Twitter Subscription, Revisited; Apple Earnings — Stratechery Update Twitter Has a New CEO; What About a New Business Model? — Stratechery Can Elon Musk Make the Math Work on Owning Twitter? It’s Dicey. — New York Times Twitter to Pay $809.5 Million to Settle Securities Suit — Wall Street Journal Musk Plans to Eliminate Half of Twitter Jobs to Cut Costs — Bloomberg Apple’s privacy changes create windfall for its own advertising business — Financial Times Spotify, Netflix, and Aggregation — Stratechery Aggregation Follow-up, Netflix’s Ad Partners — Stratechery Update 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.

Oct 31, 2022

To email the show: email@sharptech.fm Announcing Sharp China With Sinocism’s Bill Bishop — Stratechery Meta Myths — Stratechery Meta Reports Third Quarter 2022 Results — Meta Investor Relations Instagram Reels Struggles, Meta’s Mistake, TikTok at Code — Stratechery Update Facebook Political Problems — Stratechery The Voters Decide — Stratechery Why Microsoft’s Reorganization Is a Bad Idea — Stratechery The Uncanny Valley of a Functional Organization — Stratechery 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.

Oct 27, 2022

To email the show: email@sharptech.fm Snap Earnings, What Spiegel Wouldn’t Say, Snap’s Direct Sales Reset — Stratechery Update Google Earnings, Gaming’s Warning Light, Google’s Costs — Stratechery Update Meta Q2 Earnings, Reasons for Optimism, Meta Changes — Stratechery Update The End of Global Order — Sam Harris A Chinese Spy Wanted GE’s Secrets, But the US Got China’s Instead — Bloomberg Lewis Hamilton Overtakes EVERYONE! | 2021 Sao Paulo Grand Prix — YouTube Christian Horner CARRYING Drive To Survive for 6 minutes straight — YouTube 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.

Oct 24, 2022

To email the show: email@sharptech.fm Netflix Earnings, Netflix Doubles Down, Netflix’s Ad Tier — Stratechery Update Why Netflix Should Sell Ads — Stratechery Why Netflix Should Not Sell Ads, Elon Musk and Twitter — Stratechery Update House of the Dragon and Creative Programming, The Big Ten’s Deal, Disney’s New Prices — Stratechery Update TikTok Parent ByteDance Planned To Use TikTok To Monitor The Physical Location Of Specific American Citizens — Forbes Leaked Audio From 80 Internal TikTok Meetings Shows That US User Data Has Been Repeatedly Accessed From China — Buzzfeed TikTok Owner ByteDance Used A News App On Millions Of Phones To Push Pro-China Messages, Ex-Employees Say — Buzzfeed 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.

Oct 20, 2022

To email the show: email@sharptech.fm The China Chip Ban; The Logic of the Ban; Chinese Retaliation, or Not — Stratechery Update More on the China Chip Ban, The AI Focus, Apple and YMTC — Stratechery Update The Tik Tok War — Stratechery Clubhouse's Inevitability — Stratechery Market Making and Time Horizons, Clubhouse Struggling, What Did I Get Wrong? — Stratechery Update An Interview With Daniel Gross and Nat Friedman About the Democratization of AI — Stratechery Interviews Wired Headphones Are the New “It” Accessory — and We Should Have Seen It Coming — Teen Vogue Mark Daigneault — Wikipedia 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.

Oct 18, 2022

To email the show: email@sharptech.fm Biden Administration Clamps Down on China’s Access to Chip Technology — New York Times The China Chip Ban; The Logic of the Ban; Chinese Retaliation, or Not — Stratechery Update More on the China Chip Ban, The AI Focus, Apple and YMTC — Stratechery Update American Executives in Limbo at Chinese Chip Companies After U.S. Ban — Wall Street Journal Tanner Greer (@sholars_stage) — Twitter ‘No Possibility of Reconciliation’ as US Slams China Chips — Bloomberg Choking Off China’s Access to the Future of AI — Center for Strategic and International Studies Blinken Says China Wants to Seize Taiwan on ‘Much Faster Timeline’ — Bloomberg 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.

Oct 14, 2022

To email the show: email@sharptech.fm An Interview With Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella About Partnering in the Metaverse — Stratechery Interviews Meta and Microsoft — Stratechery Enterprise Metaverses, Horizon Workrooms, Workrooms’ Facebook Problem — Stratechery Update 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.

Oct 11, 2022

To email the show: email@sharptech.fm Meta Connect 2022 — Reality Labs Microsoft and the Metaverse — Stratechery Metaverse Follow-up, Apple Denied Stay in Epic Case, Google Loses EU Shopping Case Appeal — Stratechery Update An Interview with Mark Zuckerberg about the Metaverse — Stratechery Interviews Skepticism, Confusion, Frustration: Inside Mark Zuckerberg’s Metaverse Struggles — New York Times Meta’s flagship metaverse app is too buggy and employees are barely using it, says exec in charge — The Verge Working From Orbit — Medium Meta’s new digital fashion marketplace will sell Prada, Balenciaga and Thom Browne — Vogue 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.

Oct 7, 2022

To email the show: email@sharptech.fm Twitter lawsuit halted so Elon Musk can close deal by Oct. 28 — Reuters Musk Re-Commits to Twitter; Meta, AITemplate, and Nvidia; Facebook Shutters Bulletin -- Stratechery Daily Update — Stratechery Update Elon Musk Left a South Africa That Was Rife With Misinformation and White Privilege — New York Times Chinese scientists call for plan to destroy Elon Musk's Starlink satellites — Live Science Google Kills Stadia; Why Stadia Was a Bad Product; Microsoft, Activision, and Antitrust — Stratechery Update Patrick Collison — Wikipedia 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.

Oct 4, 2022

Cable Temperature Check and a Bundle Experiment Why it may make sense to sell Netflix, Apple TV, Paramount Plus and other streamers as one product, why cable may (or may not) be the intermediary brokering the sale, questions for the future of live sports rights. Then, an answer to listeners who have questions about the new era of Stratechery. To email the show: email@sharptech.fm Cable’s Last Laugh — Stratechery NESN 360, NESN and vMVPDs, Cable and the User Experience — Stratechery Update An Interview with Coda Founder (and Bundle Expert) Shishir Mehrotra — Stratechery Interview MLS on Apple TV, The MLS Perspective, The Apple Perspective — Stratechery Update Four Myths of Bundling — Coda 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.

Sep 29, 2022

User agency within Apple's ATT landscape, what Covid can teach us about the risks of regulating content moderation, whether AI fears spawned by The Terminator are reasonable, interrogating Andrew's gamer logic. To email the show: email@sharptech.fm Data and Definitions — Stratechery At last, an AI existential risk policy idea — Slow Boring How Aristotle Created the Computer — The Atlantic AI Could Defeat All Of Us Combined — Cold Takes A Celtics Scandal, the Suns Sale, the Sleeper Niners, and Week 3 Million-Dollar Picks — The Bill Simmons Podcast 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.

Sep 27, 2022

To email the show: email@sharptech.fm Nvidia in the Valley – Stratechery An Interview With Nvidia CEO Jensen Huang About Building the Omniverse Cloud – Stratechery Interviews Ada Lovelace GPUs Shows How Desperate Nvidia Is – SemiAnalysis Thread of reactions from Tae Kim – Twitter AI Chips and China, Geopolitical Considerations, Nvidia Consideration – Stratechery Daily Update Nvidia’s Earnings, The Data Center and AI, Nvidia and the Enterprise — Stratechery Daily Update Nvidia Warning, Nvidia vs. TSMC, Ethereum Miners vs. the Merge - Stratechery Daily Update US restricts sale of AI training chips to China – The Verge Apple expands iPhone production in India in shift away from China – Financial Times 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.

Sep 22, 2022

Mailbag: Adobe and Antitrust, Engagement Quality vs. Quantity, The Cult of Musk, Porcupine Lore Adobe-Figma antitrust questions, the pluses and minuses of ignoring user complaints, how Twitter hype led to real infrastructure at Tesla, a word about porcupines. To email the show: email@sharptech.fm Adobe Tumbles After Deal to Buy Figma for About $20 Billion — Bloomberg Adobe Acquires Figma, Figma’s Disruption, The Figma OS — Stratechery Update Launch Follow-Up, Figma Feedback, More on Antitrust and Acquisitions — Stratechery Update An Interview With The Verge Editor-in-Chief Nilay Patel About Building a Destination Site — Stratechery Interview It's a Tesla — Stratechery Mistakes and Memes — Stratechery What the Fox Knows — 538 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.

Sep 20, 2022

To email the show: email@sharptech.fm Subscribe to Sharp Tech and receive public episodes a day early and an extra episode each week. Subscribe to Stratechery Plus and receive every Sharp Tech episode, Dithering, the Stratechery Update, and Stratechery Interviews. The Greatest of All Talk, an NBA podcast — GOAT 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.

Sep 13, 2022

To email the show: email@sharptech.fm Subscribe to Sharp Tech and receive public episodes a day early and an extra episode each week. Subscribe to Stratechery Plus and receive every Sharp Tech episode, Dithering, the Stratechery Update, and Stratechery Interviews. The AI Unbundling — Stratechery AI Bundling Follow-Up, iPhone Follow-Up — Stratechery Update ‘An engine for the imagination’: the rise of AI image generators — The Verge DALL-E, the Metaverse, and Zero Marginal Content — Stratechery OpenAI’s DALL-E AI image generator can now edit pictures, too — The Verge Midjourney — Midjourney DALL-E — OpenAI 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.

Aug 24, 2022

To email the show: email@sharptech.fm Subscribe to Sharp Tech and receive public episodes a day early and an extra episode each week. Subscribe to Stratechery Plus and receive every Sharp Tech episode, Dithering, the Stratechery Update, and Stratechery Interviews. A Dad Took Photos of His Naked Toddler for the Doctor. Google Flagged Him as a Criminal. — The New York Times Google, Machine Learning, and CSAM; Takeaways and Tradeoffs; Apple’s CSAM Controversy — Stratechery Update Rights, Laws, and Google — Stratechery Apple and Property Rights, On Google’s Non-Response, The Facebook Oversight Board — Stratechery House of the Dragon and Creative Programming, The Big Ten’s Deal, Disney’s New Prices — Stratechery Formula 1 and Netflix, Netflix and Sports, YouTube TV vs. ESPN — Stratechery ‘House of the Dragon’ Is HBO’s Top Debut With 10 Million Viewers — Bloomberg 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.

Aug 17, 2022

To email the show: email@sharptech.fm Subscribe to Sharp Tech and receive public episodes a day early and an extra episode each week. Subscribe to Stratechery Plus and receive every Sharp Tech episode, Dithering, the Stratechery Update, and Stratechery Interviews. Apple and Facebook’s Pre-ATT Negotiations, Timing and Documentation, ATT’s Impact — Stratechery Update Data and Definitions — Stratechery The TikTok War — Stratechery On TikTok, Election Misinformation Thrives Ahead of Midterms — The New York Times Leaked Audio From 80 Internal TikTok Meetings Shows That US User Data Has Been Repeatedly Accessed From China — Buzzfeed News China’s Plans to Win Control of the Global Order — Tablet TikTok Works on Its Trust Deficit — Platformer 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.

Aug 11, 2022

To email the show: email@sharptech.fm Subscribe to Sharp Tech and receive public episodes a day early and an extra episode each week. Subscribe to Stratechery Plus and receive every Sharp Tech episode, Dithering, the Stratechery Update, and Stratechery Interviews. Further reading: Instagram, TikTok, and the Three Trends — Stratechery Three Trends Follow-Up, The Question of “Cool”, TikTok and the Sinicization of the Internet — Stratechery Update Adam Mosseri explains Instagram's changes — Twitter An Interview With The New York Times Company CEO Meredith Kopit Levien — 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.

Aug 4, 2022

To email the show: email@sharptech.fm Subscribe to Sharp Tech and receive public episodes a day early and an extra episode each week. Subscribe to Stratechery Plus and receive every Sharp Tech episode, Dithering, the Stratechery Update, and Stratechery Interviews. Political Chips — Stratechery Political Chips Follow-Up, Intel Earnings, SMIC at 7nm — Stratechery Update CHIPS Act; America, China, and Intel; Micron and TSMC — Stratechery Update AI Chips and China, Geopolitical Considerations, Nvidia Considerations — Stratechery Update Morris Chang Interview — Brookings Institute Pelosi’s Taiwan Trip Left a Fuming White House Scrambling for a Plan — Bloomberg 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.