Sharp Tech with Ben Thompson - Andrew Sharp and Ben Thompson

New Features for ChatGPT and Spotify, Revisiting the CarPlay Discussion, TikTot on Advertising and Time Management 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

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(Preview) Microsoft’s Snafu and Apple’s Shenanigans, Car Companies with SaaS Envy, The Logic Behind Delta's SkyMiles Move 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

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An Endgame for YouTube TV, Big Disney Decisions (And Whether Bob Iger Should Make Them), The Era Beyond Peak TV 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

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(Preview) Is the iPhone Still Interesting?, Unity’s New Model for Mobile Developers, YouTube Highlights and Taylor Swift’s New Movie 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

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Charter Wins and Does Disney a Favor, Charter and the Broadband Market, SMIC Gets the US Government’s Attention 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

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Disney vs. Charter and a New ESPN Reality, The Future of the Cable Business, Risks for the NBA and Other Sports Sep 07, 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

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(Preview) Why Amazon and Shopify Went from Rivals to Partners, A More Precise Definition of Disruption, Streams and Nightmares for Warner/ESPN/Disney 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

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Your Regularly Scheduled Nvidia Hysteria, Nvidia and the Metaverse, Questions on Sony and Adyen 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

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China Turmoil and America’s Hidden Superpower, Bing vs. Google Six Months Later, Studios Disrupted Themselves to Invent Broadcast TV 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

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(Preview) The Path to an ESPN Streaming Network, Disney Follow-Up and Fox Success, Two Perspectives on Google Photos 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

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The Business of Taylor Swift, 'Eras' and Social Media, The Two Big Obstacles Preventing an Apple and Disney Merger 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

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Meta’s EU Plans and Microsoft’s AI Pricing, The Barbell Effect Hits College Football, Photo Sharing in Parenthood Aug 08, 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

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(Preview) The Week of LK-99 Intrigue, China and Trailing Edges Chips, Intel Goes to Washington Aug 03, 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

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Facebook Bowed to White House Pressure, The US Department of Technology, Fusion and Starlink and Swiftie Spotify 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

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(Preview) Why Netflix Will Keep Raising Prices, The Spotify Model in Hollywood, Twitter’s Inexplicable Rebrand and WeChat Dreams 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

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(Preview) Meta Takes Llama Open Source, Why Llama Might Be More Important than OpenAI, ChatGPT Hits a Plateau 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

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Tech and Two Strikes in Hollywood, Harsh Streaming Realities and a Big Residuals Mess, Iger’s Challenges at Disney 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

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(Preview) Microsoft Wins Its Activision Case, What's Next for the Merger and the FTC, Follow-Up Questions on Threads and Twitter 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

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The Threads Episode: How We Got Here, Meta Obstacles and Advantages, Everyone Hates Twitter (And Uses It Every Day) 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

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(Preview) The Case for Supersonic Travel, End of June Mail on TSMC/Google/Reddit, Touching Grass in Madison 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

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Spotify’s Royal Mess, Ford and GM Partner with Tesla, HBO Weighs Selling Content to Netflix 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

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(Preview) Reddit as a Business, APIs and Interest Rates and Angry Moderators, The Athletic Rethinks Its Coverage Approach 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

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An All Things Apple Mailbag: AI and the Vision Pro, Gaming Ambivalence, Immersive Memories, VR Sports Rights Jun 13, 2023

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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

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(Preview) Vision Pro at First Sight: How It Works, Why It Costs $3,500, and What It Might Mean for the Future of Computing Jun 07, 2023

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A Few Questions Before Apple Embraces Virtual Reality, Meta Tries to Crash Headset Week, Nvidia and the Omniverse Jun 04, 2023

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(Preview) An Impromptu Nvidia Symposium, A Brief History of Solaris and Sun Microsystems, The Future of AI Energy Consumption Jun 01, 2023

To email the show: email@sharptech.fm

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(Preview) Windows and the AI Platform Shift, OpenAI Enters the App Store, Follow-Up on Sports Streaming and Cable Hindsight May 25, 2023

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ESPN as Cable’s Grim Reaper, How the Cable Bundle Crumbled, What Taylor Swift Can Teach Content Companies May 22, 2023

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(Preview) What Google Wants to Do with AI, The Tensions Inherent to AI Regulation, Can an Apple Headset Revive VR? May 17, 2023

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(Preview) Google’s Lesson for Hardware Dreamers, How Facebook and Apple Can Help Each Other, A Case for Touching Parchment May 11, 2023

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The Chip Ban Seven Months Later, China's Response, More on Intel and Tower Semiconductor May 08, 2023

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(Preview) Venture-Backed Businesses of the Past Decade, Why Streamers Want Sports Rights, The Suns Choose Reach over RSN Fees May 04, 2023

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What’s the Deal with Micropayments?, Costs and Benefits and Twitter Blue, More Thoughts on Microsoft-Activision May 01, 2023

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(Preview) The UK Blocks Microsoft-Activision, Globalized Companies and Local Regulations, Antitrust and Innovation Apr 27, 2023

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Netflix as a Sleeping Ad-Supported Giant, 'Max' and the Other Streamers, Whether Nvidia Shall Inherit the Earth Apr 24, 2023

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(Preview) Fair Use Follow-Up, LLMs in Litigation, Positives and Negatives for Zoom, The Ultimate Apple Mystery Apr 20, 2023

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Generative AI and Copyright, When AI Hits the Music Business, The Social Media that Comes After Twitter Apr 17, 2023

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Clown Car History Lessons, Both Sides of the Twitter-Substack Fight, Parenthood Tech Strategies Apr 10, 2023

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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

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(Preview) A Twitter Temperature Check, Reactions to that AI Open Letter, The Technical Logistics of a TikTok Ban 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

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Evaluating AI Risk and Entering an Era of Incredible Unknowns Mar 27, 2023

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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

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Appropriate Fear of Microsoft, A Workplace Efficiency Counterpoint, Artifact and Substack in the Modern Era 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

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(Preview) A Big Week for AI, Closed Source vs. Open Source Development, Meta in the "Year of Efficiency" Mar 16, 2023

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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

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The SVB Collapse, How the Government Responded, and the Era in Tech that Ended This Weekend 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

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(Preview) Xbox History and VR’s Future, The TikTok Ban, Much to Consider Before a Pivot from Big Tech Mar 09, 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

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What the NBA Can Learn from Formula 1, Why ESPN May Need to Pivot Too, The EPL Outlier and Apple's MLS Experiment Mar 06, 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

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The Google Culture Question, A Law of Large Companies, Twitter's Algorithm Plans, Apple's Attempt at Glucose Monitoring 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

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(Preview) What Spotify Learned About Podcasting, The RSN Train Wheezing Along, Does ESPN Need the NBA? 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

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A Viking Funeral for Sydney the Chatbot, Meta’s Verified Experiment, Algorithms and Liability as Section 230 Takes Center Stage 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

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(Preview) The Bing to Sydney Epiphany, Search as an AI Red Herring, Moving to a Cabin in an Undisclosed Location 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

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(Preview) Google vs. Bing Begins, Bear Cases for AI, Apple's Lost Hardware Opportunity, The Implications of the Bally Sports Bankruptcy Feb 09, 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

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Meta Comes Roaring Back, What the Market Missed Last Fall, The Compromises that Define the Modern Internet Feb 06, 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

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(Preview) Cloudflare in 2023, Macro Conditions and Microsoft, Questions and Answers on the Tech Layoffs, Diving Deeper (literally) on MVNOs Feb 02, 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

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Solving Online Groceries, Explaining Those Cheap New Cell Phone Plans, Autonomous Deliveries, Tech vs. Humans in Content Development 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

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(Preview) How Google Conquered Ads, What the DOJ Wants to Do About It, Follow-Ups on Free Netflix, Checking in with Peloton 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

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Encouraging Netflix Earnings, Continuing Questions, and How the Model Might Evolve 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

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A Beginner's Guide to ARM, Amazon and Buy with Prime, Apple in the 90s, Who Wants to Own WWE? 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

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What's Going on at Amazon? and AI Language Barriers 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

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GPT in 2023: A Marriage with Microsoft, The Bull and Bear Case for Google, Compute Questions and More 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

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Sharp Tech Holiday Hoopla: Gift Recs and YouTube TV, Microchips and Remote Work, Could ChatGPT Run a Basketball Team? 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

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Another Weekend with Musk: More Chaos, Fewer Options, and an Object Lesson in the Importance of Principles 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

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The Past/Present/Future of Tech Antitrust Arguments and More on TSMC in Arizona Dec 15, 2022

To email the show: email@sharptech.fm

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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

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Making Advanced Microchips in Arizona and Imagining a Remote Work Future 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

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When AI Moves Faster than Products, Microsoft's Evil Genius, Australian Rules for America's Ad Market, Questions on YouTube/Twitter/Spotify Dec 08, 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

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A Beginner’s Guide to ChatGPT: How It Works, Why Tech Twitter is Euphoric, and What the Next Challenges Look Like Dec 05, 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

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Apple's Exposure in a Musk War, Alexa: Find 10 Billion Dollars, YouTube’s Rev Share Model, The Next Great Tech Movie Dec 01, 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

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The Cult of Iger and the Future at Disney and ESPN 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

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Mailbag: A Premature Twitter Eulogy, Netflix in Theaters, Buy or Sell: Strategy Consultants, The Six People You Meet in a Group Chat 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

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A Closer Look at Opendoor and Cloudflare and Responses to Your FTX Emails 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

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Making Sense of the FTX Catastrophe and a Reality Check on Twitter Under Musk 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

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A Beginner's Guide to Spotify and Emails on Antitrust and Algorithms 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

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Mailbag: Down the 230 Rabbit Hole, A Third Door Moderation Approach, Twitter Follow-Up, Andrew Responds to the Nicest Angry Emails Ever Nov 07, 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

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The First Week of New Twitter and Apple/Netflix/Taiwan Follow-Up Nov 03, 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

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Mailbag: How to Read an Earnings Report, TikTok's ATT Challenges, The Net Impact of Social Media, Lessons of a Young Tech Employee 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

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Google/Facebook/Snap Earnings and Another Dimension of Automation 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

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Good News for Netflix Believers and the Latest TikTok Reporting 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

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Mailbag: Chip Ban Follow Up, What About Tik Tok?, Validating AI Work Product, Coaches and GMs as CEOs 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

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Questions, Concerns and Unknowns after the China Chip Ban 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

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Mailbag: Metaverse Week Concludes, A Hater's Take on Virtual Reality, The Apple Question, Touring the Stratechery Travel Kit 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

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New Metaverse Dreams and Old Metaverse Questions 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

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Mailbag: Two Musk Questions, Streaming Follow Up, Ad-Supported Businesses, Interrogating Andrew on Tech Oct 07, 2022

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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

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Cable Temperature Check and a Bundle Experiment Oct 04, 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

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Mailbag: Apple Privacy Counterpoint, Covid and Content Moderation, Phoenix Suns Sale, Justice for Gamers 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

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Nvidia Backlash and the China Conundrum 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

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Mailbag: Adobe and Antitrust, Engagement Quality vs. Quantity, The Cult of Musk, Porcupine Lore 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

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Introducing Sharp Tech Sep 20, 2022

To email the show: email@sharptech.fm

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The Greatest of All Talk, an NBA podcast — GOAT

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What AI Is Today and What It Might Be Tomorrow Sep 13, 2022

To email the show: email@sharptech.fm

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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

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Google-as-Government and Netflix vs. HBO Max Aug 24, 2022

To email the show: email@sharptech.fm

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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

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Apple's Privacy Power Play and TikTok Concerns Aug 17, 2022

To email the show: email@sharptech.fm

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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

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