Sharp Tech with Ben Thompson

(Preview) Fable 5.1 and Anthropic’s Data Retention Pivot, AI Civilizations and Related Matters, Q&A on Meta, Shopify, 3-D Printing Sep 03, 2026

On today’s show Ben and Andrew begin with notes on a home networking project before turning to the release of Fable 5.1, including Anthropic’s announcement that it has walked back the data retention safety initiative the company announced earlier this year. From there: Reactions to a viral post on the OpenAI-Hugging Face incident, the problem with anthropomorphizing machines, and why Ben finds this discourse unhinged and unproductive. At the end: Follow-ups to last week’s Meta discussion on the tension between libertarian and conservative impulses, Shopify is a platform and not an aggregator (and that’s great), a well-timed question about 3-D Printing, an F1 app PSA, a listener’s girlfriend hates vibe coding, and apropos of last week, a pronunciation email.

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Fable 5.1, Enterprise Frontier Safeguards — Stratechery Update

The Rise and Fall of Agent Civilizations — Dwarkesh Podcast

Meta Settles, A Framework For Regulating Content, The Rest of Big Tech — Stratechery Update

Friction — Stratechery

An Interview with Michael Morton About E-Commerce in the Age of AI — Stratechery Interview

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(Preview) Meta’s New Restrictions for Teens, Nvidia’s Open Source Investments, Q&A on Netflix, Druckenmiller, Parameters and Performance Aug 28, 2026

On today’s show Ben and Andrew begin with initial reactions to Meta’s settlement with 29 states, including behavioral remedies that will impose restrictions on teens using Facebook and Instagram. From there: Reactions to a report that Nvidia is set to acquire HuggingFace, including why a robust open source ecosystem looks increasingly urgent for Nvidia, and why OpenAI’s surprisingly impressive jalapeño chip underscores the point. At the end: Netflix pivots from a longstanding refusal to funnel customers to rivals, F1’s declining ratings on AppleTV, ESPN abandons the bottom line for college football, Stanley Druckenmiller uses AI for his Wall Street Journal op ed, a vibe coding question (and more adventures with Ben’s over-engineered psychosis), a coffee pot question, parameter sizes and the mysteries of model performance, and a hurling PSA yields an appreciation for various sports on TV.

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Meta to Pay up to $18 Billion in Settlement With States Over Social-Media Addiction Claims — Variety

Mark Zuckerberg Wants to Make Sure His Competitors Share His Pain — New York Times

I Can Tolerate Anything Except The Outgroup — Slate Star Codex

Nvidia Agrees to Buy Open Source AI Platform Hugging Face For $12.9 Billion — The Information

The Biggest Dogs in Streaming Want You to Use Only Their App — New York Times

Analysis shows F1 viewership on Apple TV down significantly from ESPN — Awful Announcing

ESPN Removing BottomLine Ticker on College Football Games — Front Office Sports

Billionaire Stanley Druckenmiller’s WSJ Op-Ed Criticizing Bessent Was Written With AI — NOTUS

The Magic of Hurling — YouTube

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(Preview) The App Store in the Shadow of AI, Offensive and Defensive Cybersecurity, Q&A on Financial Planning, AI Writing, American Sports Aug 21, 2026

On today’s show Andrew and Ben begin with reflections on big Apple news that feels relatively small alongside a world of growth and dramatic questions across technology in the AI era. Then: They turn to the news that OpenAI is pausing its Internet model training, the incentive structure that makes cybersecurity challenging and how AI compounds the challenge, two digressions from Ben on misalignment and a new AI use case, and why black hat and white hat cybersecurity actors are both doing the same thing in the AI era. At the end: More thoughts on bubble benefits that may survive, an emailer considers a financial planning career but is concerned about AI, two follow-ups on AI and the writing process, and European emailer thinks Americans who love sports love everything but the actual sport.

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Apple Settles With E.U.; U.S. App Store Fees; ATT Rules in — Stratechery Update

Data and Definitions — Stratechery

What Happened: OpenAI and Hugging Face — The Zvi

Black Hat USA 2026 | The ‘Breaking’ News: The OpenAI–Hugging Face Incident — Black Hat YouTube

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(Preview) Nvidia’s Answer to Capital Constraints, Google’s Attrition and Direction, Q&A on AI Writing, Vision Pro, Vibe Coding Aug 14, 2026

Ben and Andrew begin with Nvidia’s announcements of a new funding model for AI infrastructure, including the differences and similarities with railroad expansion 150 years ago, why LLMs were a gift and curse to Nvidia’s business, the pressure on Nvidia coming from Google and Amazon, and the expanded blast radius as Nvidia works to mobilize third party funding. From there: Why the turnover at Google may actually be a good sign for Google’s frontier efforts, and extended thoughts the future of AI-generated output, ideas and substantiation, and Anthropic’s plan to watermark outputs. At the end: A question about the Vision Pro, the obstacles for Starlink Mobile, and a cranky emailer yields a clarifying answer on why Ben is excited about his vibe coded app.

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Nvidia’s Risky Business — Stratechery

The Google Capital Company — Stratechery

Anthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems — Stratechery Update

The AI Unbundling — Stratechery

Apple Earnings, OpenAI Deep Research, The Unbundling of Substantiation — Stratechery Update

My Vibe Coding Adventure, The App and the Experience, Ten Takeaways — Stratechery Update

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(Preview) Microsoft’s Plan for Platform Survival, Meta and the Market’s Permission, A Lack of Situational Awareness Aug 06, 2026

On today’s show Ben and Andrew begin with Microsoft, Meta and Google in the wake of their latest earnings reports. First: Microsoft’s push to be the middle layer for enterprise AI, threats to the company’s competitive position in the long run, and the subtext of the open weights open letter frenzy two weeks ago. Then: Parsing Google and Meta strategies as Google hedges its frontier bets, while Meta continues its frontier spending and announces questionable plans for an enterprise business. At the end: The future of the lending environment for Meta and the other hyperscalers, a bubble check-in, a rundown of what happened between Citadel and the Situational Awareness, close encounters with Ben’s vibe coded app, and an emailer offers a compelling theory on the push for Permanent Daylight Savings Time.

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Microsoft Earnings, Microsoft vs. Meta, The Efficiency Payoff — Stratechery Update

Meta Earnings, Meta’s Timing Problems, The Financial Tail — Stratechery Update

Google Earnings, The Frontier Case, Amazon Earnings — Stratechery Update

Microsoft’s Monopoly Hangover — Stratechery

Citadel Securities Sees Warsh Delivering Surprise Fed Hike — Bloomberg

Citadel Buys Situational Awareness’s Stock Portfolio After Big Losses in AI — Wall Street Journal

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(Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum Jul 23, 2026

On today’s show Ben and Andrew begin with takeaways from OpenAI’s sandboxing snafu, including a reminder that the big bad wolf is real, OpenAI’s failures, and the timing challenge with warnings from AI labs. From there: Talking through Ben’s article on Kimi K3 and the future of open weights AI models in the U.S., including why the U.S. open source market has stagnated, the motives of various tech constituencies to drive competition with OpenAI and Anthropic, the difference between the training market and the inference market, intelligence as a commodity, and why OpenAI and Anthropic may have a more defensible lead than it seems. At the end: The government’s disagreements about how to handle Chinese models, the argument for encouraging U.S. distillation, the security risks of building atop Chinese infrastructure, an email about Chinese innovation, concerns over American credentialism, and a potential curveball from the CCP after a week of Kimi anxiety.

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Who’s Afraid of Chinese Models? — Stratechery

OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips — Stratechery Update

Economic Power in the Age of Abundance — Stratechery

China weighs tighter export controls on AI models and chips — Financial Times

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(Preview) The Continuing Adventures of OpenAI, Apple’s Trade Secrets Lawsuit, Q&A on Mainframes, Meta, Daylight Savings Time Jul 17, 2026

On today’s show Ben and Andrew begin with a raft of OpenAI news, including reactions to the first reports of what OpenAI’s first hardware product will be, the logic of OpenAI’s hardware business generally, the Codex push in the mac app, and a request for a Codex computer. From there: The Apple-OpenAI trade secrets lawsuit, including Apple history, a reckless OpenAI employee, and the funniest part of the complaint. At the end: IBM’s stock and the specific way AI may have affected mainframe spending, how AI will manifest in real-world software, an email about Meta’s messaging as a recruiting pitch, notification management, monetizing expertise, and a word about daylight savings time.

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Apple Sues OpenAI, Apple’s Real Problem — Stratechery Update

The OpenAI Super App, ChatGPT = Codex, Whither Chat — Stratechery Update

IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems — Stratechery Update

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(Preview) Meta and Its Messaging Problem, The XBOX Reset, Q&A on Token Costs, American Soccer, Starlink in Nature Jul 10, 2026

On today’s show Andrew and Ben begin with a look at the state of Meta. Topics include: Mark Zuckerberg’s sins of commission vs. omission as a messenger, Meta’s AI opportunity, directionally correct investments, the problems with Meta as a cloud provider, and the absence of religion in Menlo Park. From there: Why Microsoft should move on from the XBOX era, and the shift in gaming habits that doomed Game Pass from the outset. At the end: OpenAI introduces GPT-Live, a question about the cost of Ben’s vibe coding adventure spawns a digression on future token costs, the cost of youth sports, American soccer and learning Chinese, tech weirdos and the future of normie app building, and Ben gets castigated for bringing a Starlink on vacation.

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A Script for Mark Zuckerberg — Stratechery

Meta’s AI Abundance — Stratechery

XBOX Cuts; Bundling and the Internet Solvent; Transaction, Coordination, and Sunk Costs — Stratechery Update

An Interview with Matthew Ball About Gaming and the Fight for Attention — Stratechery Interview

Introducing GPT-Live, a new generation of voice models for natural human-AI interaction. — X:@OpenAI

Why Chinese Is So Damn Hard — Pinyin

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(Preview) A Summer Break Mailbag: Memory Mania, Vibe Coding, Mafia PR, Caffeine Intake, Garages, and How to Fix Soccer Jun 26, 2026

Ben and Andrew begin with an extended look at the market for memory chips, including market history, the supply crunch driving up today’s valuations, the myopia from SK Hynix, Samsung and Micron, new entrants from China, and why the timing of Apple’s price increases are a bearish signal. From there: Both hosts share their daily caffeine regimen, garage takes, and lots of thoughts on vibe coding after Ben’s 10-day foray into AI-assisted engineering. At the end: Codex marketing and an imminent OpenAI super app, Sam Altman’s appearance in a game of mafia, could the EU push Apple to better business strategy, stock buyback clarification, ocean data centers, metricmaxxing, and an update on last week’s hydration break take along with a better fix for international soccer.

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Memory Chips and China, Microsoft and Chinese Models — Stratechery Update

An Interview with Dan Kim and Hassan Khan About CHIPS — Stratechery Interview

Summer Top Fives: 2025 Bandwagons and Candy — Greatest of All Talk

My Vibe Coding Adventure, The App and the Experience, Ten Takeaways — Stratechery Update

Apple Price Increases, Apple Intelligence and the E.U. — Stratechery Update

The SpaceX IPO and Data Centers in Space — Stratechery

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(Preview) The Anthropic Saga Continues, Fox and the Future of Streaming, Q&A on ChatGPT, Agentic Shopping, Autonomous Driving Jun 19, 2026

On today’s show Ben and Andrew begin with a hydration break take as the World Cup continues before turning to the latest on Anthropic’s export control saga, what the Trump administration may not understand about AI cybersecurity, and what Anthropic still doesn’t understand about dealing with the government. From there: Fables differentiation, the dangers of ringfencing frontier AI within U.S. borders, and how open source Chinese AI may affect the marketplace. From there: Why Ben gives Fox the benefit of the doubt after its Roku purchase this week, whether Siri AI will nuke ChatGPT’s market, Noam Shazeer joins OpenAI, what e-commerce will and won’t be automated, and whether autonomous driving can scale on ICE vehicles.

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The State of Fable, The Jailbreak Problem, SpaceX Acquires Cursor — Stratechery Update

Anthropic’s Safety Superpower — Stratechery

The Window Has Closed — X: @AndrewCurran_

Fox Buys Roku, The Problem With Fox’s Smart Strategy, Streaming That Works — Stratechery Update

An Interview with Michael Morton About E-Commerce in the Age of AI — Stratechery Interview

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(Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple Jun 12, 2026

Ben and Andrew begin by talking through five questions on WWDC in 2026, including thoughts on Apple’s answer to the critics, whether Apple is or is not thinking different, decoding the Google partnership and Craig Federighi’s corporate speak, the wide gap between Siri AI and frontier AI, and why memory concerns are misplaced. From there: Explaining the Fable 5 guard rails, Anthropic safety concerns that align with Anthropic business incentives, Ben’s first impressions of the Fable 5 performance, and a week of Anthropic angst that adds additional context to the company’s standoff with the Department of War. At the end: Passing another checkpoint on the AI 2027 journey, Microsoft on the hot seat in the AI era, and the United States of YouTube.

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The iPhone’s Last Stand — Stratechery

Enterprise Philosophy and the First Wave of AI — Stratechery

ChatGPT Gets a Computer — Stratechery

Fable 5, Anthropic Alignment, AI Tiers — Stratechery Update

Anthropic and Alignment — Stratechery

An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies — Stratechery Interview

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(Preview) SpaceX Hype and the Elon Bargain, Nvidia and the Neoclouds, Q&A on Dropbox, Google, Ferrari Luce Backlash May 29, 2026

Ben and Andrew begin with a look at SpaceX before its June IPO. Topics include: Why the S-1 math that doesn’t quite pencil out for now, the madness of analyzing Musk companies generally, the company’s ultimate upside, and why the IPO is worth applauding regardless. Then: Questions on terrestrial solutions vs. data centers in space, the durability of SpaceX’s rocket monopoly, Nvidia’s earnings and the future of the ACIE market, why neoclouds are advertising on podcasts, and the op-ed from Cloudflare CEO Matthew Prince explaining his company’s AI-driven layoffs. From there: Dropbox as the Penny Hardaway of tech companies, an emailer worried about enshittifed AI chatbots yields discussion of the real reasons Google’s gotten worse. At the end: The Jony Ive-designed Ferrari Luce, why Ben regrets a tweet, how Ferrari will sell these cars, and more philsophical thoughts on why everyone was upset this week.

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The SpaceX IPO and Data Centers in Space — Stratechery

It’s a Tesla — Stratechery

Mistakes and Memes — Stratechery

How I Choose Which Cloudflare Employees to Replace With AI — Wall Street Journal

Enterprise Philosophy and the First Wave of AI — Stratechery

Fake News — Stratechery

Ferrari Luce — Ferrari

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(Preview) Inference in the Agentic Future, xAI Is Two Companies in One, Q&A on Elon’s Lawsuit, Intel, Apple May 15, 2026

Ben and Andrew discuss the future of computing and its implications for the chip market, including what Cerebras is doing that’s different, why speed may no longer be a top priority for inference, good news for China’s AI ecosystem, the future for Nvidia, and questions on Pat Gelsinger’s role in Intel’s revival. From there: Both sides of the Anthropic-xAI deal, including Anthropic’s compute solution and the triumph of market principles, as well as the market’s message to Elon Musk and xAI, and the implications for SpaceX. At the end: Thoughts on Musk’s OpenAI lawsuit, a theory on Apple’s gross margins and a land grab, and a listener’s wife enters founder mode with Claude.

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The Inference Shift — Stratechery

The Deployment Company, Back to the 70s, Apple and Intel — Stratechery Update

SpaceX and Anthropic, xAI’s Two Companies, Elon Musk and SpaceXAI’s Future — Stratechery Update

Elon’s OpenAI Lawsuit Is Boring and Insulting, and It’s Already a Success — Sharp Text

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(Preview) AWS History and Trainium’s AI Future, OpenAI Makes a Deal With Microsoft, Meta and the Future of Wearable Devices May 01, 2026

Ben and Andrew react to Amazon’s impressive earnings in AI with a cliffs notes history on AWS cloud computing strategy, how Amazon is returning to that playbook in AI, and why the Trainium bets look more reasonable than ever. From there: Understanding both sides of the OpenAI and Microsoft deal this week, including why OpenAI wants to be on AWS, and why Microsoft’s conflict of interest is now resolved. At the end: Extended thoughts on Meta Display glasses, the future of AR devices, the mother of all patent lawsuits, as well as a few Apple follow-ups, and an eye surgery epiphany.

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AWS re:Invent, Nova and Model Choice, AI as Commodity — Stratechery Update

Paradigm Shifts and the Winner’s Curse — Stratechery

An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents — Stratechery Interview

AI Hardware, Meta Display, Redefining VR and AR — Stratechery Update

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(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon Apr 17, 2026

Ben and Andrew begin with six emails on AI, including a question about the future of AI consumer demand, Gemini’s quiet few months, whether compute constraints should lead to price hikes, and divergent approaches to AGI at Anthropic and OpenAI. From there: An extended answer to a question about AI messaging in the face of widespread skepticism, an Einstein AI thought experiment, and extended thoughts on Amazon’s acquisition of Globalstar, Apple’s role, and what Amazon wants from LEO satellites. At the end: Emails on Allbirds and pivots, the ZIRP/NBA cap spike analogy for displaced engineering talent, Evan Spiegel’s advice for Meta, and two notes on the news business.

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An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win — Stratechery Interview

Mythos, Muse, and the Opportunity Cost of Compute — Stratechery

TSMC Risk — Stratechery

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle — Stratechery Update

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(Preview) Mythos and Project Glasswing, The Year of Anthropic Continues Apace, Q&A on the NYT, Altman, De-globalization Apr 10, 2026

Ben and Andrew begin with reactions to Anthropic’s Mythos announcement and Project Glasswing, including thoughts on the security risks, the business benefits of keeping this model private, lessons on the “Boy Who Cried Wolf,” and renewed focus on Anthropic’s relationship with the U.S. government. From there: Anthropic’s new deal with Broadcom and Google, a year of stunning Anthropic success that began in 2024, the threats that Anthropic poses to Microsoft, and where AI can and can’t help with taxes. At the end: How the New York Times is adapting to the future, understanding Sam Altman’s history at OpenAI, and a question on the implications of de-globalization.

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Anthropic’s New Model, The Mythos Wolf, Glasswing and Alignment — Stratechery Update

Anthropic’s New TPU Deal, Anthropic’s Computing Crunch, The Anthropic-Google Alliance — Stratechery Update

ChatGPT Gets a Computer — Stratechery

An Interview with New York Times CEO Meredith Kopit Levien About Betting on Humans With Expertise — Stratechery Interview

In Defense of The New York Times — Stratechery

Hormuz, Rushmore, and a Sam Altman Story That Missed the Story — Sharp Text

Sam Altman May Control Our Future—Can He Be Trusted? — The New Yorker

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(Preview) Five Questions on Apple at 50 Years Old, The Axios Hack and AI Security, Q&A on Starlink, AI IPOs, AirPods Apr 03, 2026

Ben and Andrew begin with Q&A on Apple after 50 years, including thoughts on Steve Jobs weaknesses, putting iTunes on Windows, the best Apple ads, Chinese manufacturing counterfactuals, and tech company Mount Rushmore. From there: Thoughts on Apple’s AI bet and the downside risk, the signs that Cupertino sees AI as a disruptive technology, and extended thoughts on the Axios hack and why why AI will make security issue worse in the short-term, but may be the solution in the long run. At the end: Delta chooses Amazon Leo over Starlink, two questions on Anthropic and OpenAI IPOs, why headhunters won’t be disrupted by AI, streaming sports abroad, and new fronts emerge in the AirPods battle.

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Will AI Disrupt Apple? — Dithering

An Interview with Asymco’s Horace Dediu About Apple at 50 — Stratechery Interview

Apple’s 50 Years of Integration — Stratechery

Axios Supply Chain Attack, Claude Code Code Leaked, AI and Security — Stratechery Update

Original Apple iPhone 2G Commercials! 2007 Ads That Started It All! — YT: Latest Tech HD

Apple iPhone | Christmas Commercial 2013 — YT: Markedu

Fixed: The Sad iPad Ad — YT: Seth Godin

Apple - Think Different - Full Version — YT: Harry Piotr

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(Preview) A Spring Break Mailbag: RIP Sora, Ads and Surplus, F1 Going in Reverse, Elon Inc., Smartphone Parenting, and More Mar 27, 2026

Ben and Andrew interrupt Stratechery’s spring vacation with a mailbag. First, they discuss the end of Sora, the difference between Sora and Instagram, and where the OpenAI/Microsoft parallels break down. Then: A great take on advertising, ChatGPT engagement farming, Formula 1’s new era, the NFL’s world takeover, and how NBC solved tape delay at the Olympics. At the end: A question about Vision Pro and wives, whether elementary schoolers should have smart phones, Elon’s continued adventures with xAI, a Netflix dating show, LLM-aided dogfooding etymology, and Ben’s (admittedly boring) Taipei routine.

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(Preview) OpenAI’s Enterprise Pivot, The Rise of Agents and Bubble Counterpoints, Nvidia Changes Its Inference Story Mar 19, 2026

Ben and Andrew begin with the news that OpenAI is shifting away from “side quests” and allocating resources to the enterprise space, including Dropbox history to explain OpenAI’s present, lessons in the enterprise space generally (and what you learn in business school), and OpenAI taking cues from 1980s Microsoft. From there: Talking through Ben’s article on Monday, including the implications of agents and questions about integration as durable differentiation for Anthropic and OpenAI. At the end: Nvidia’s new messaging on inference chips and Groq integration, and a word about winters (and whiners) in Wisconsin.

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Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California — Stratechery Update

Agents Over Bubbles — Stratechery

An Interview with Nvidia CEO Jensen Huang About Accelerated Computing — Stratechery Interview

OpenAI to Cut Back on Side Projects in Push to ‘Nail’ Core Business — Wall Street Journal

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(Preview) Nerding Out with the Neo, Claude and the Integration Question, The End of Coding Language History Mar 13, 2026

Ben and Andrew begin with the MacBook Neo, including Ben’s memory needs, Apple’s clever move to repurpose old iPhone chips, and the market for a $599 laptop. From there: A question about VisionOS, Andrew’s notes after six weeks of Vision Pro joy, and an extended discussion of Claude’s differentiation, harnessing, Microsoft’s AI strategy, and the future of integration and AI. At the end: A question on the end of coding language, what went wrong at the Washington Post, and being right points on AI group chats.

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MacBook Neo, The (Not-So) Thin MacBook, Apple and Memory — Stratechery Update

Copilot Cowork, Anthropic’s Integration, Microsoft’s New Bundle — Stratechery Update

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(Preview) The Anthropic Mess Continues, Frontier AI and the Uncertain Future of Law, Q&A on Netflix, Dating Apps, F1 Mar 06, 2026

Ben and Andrew react to a week of Anthropic discussion, including Dario Amodei’s leaked memo to employees, why a compromise is still possible, and answering a variety of questions in response to Ben’s article this week. At the end: A terrible AI law for young parents, surveying the implications for Netflix after Paramount wins the Warner Brothers bidding, a dispatch from dating app hell, a question about feeds on chatbots, should Google be the model for ChatGPT ads?, and thoughts on the business of F1 and the new season.

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Read Anthropic CEO’s Memo Attacking OpenAI’s ‘Mendacious’ Pentagon Announcement — The Information

Anthropic and Alignment — Stratechery

Technological Scale and Government Control, Paramount Outbids Netflix for Warner Bros. — Stratechery Update

The End of the World As We Know It — Sharp Text

An Interview with Gregory Allen About Anthropic and the U.S. Government — Stratechery Interview

AI Homework — Stratechery

Pro-Neutrality, Anti-Title II — Stratechery

The Definitive Ranking of Tech Company Takeability — Sharp Text

F1 on Apple TV, Distribution as Differentiation, A Worthwhile Gamble — Stratechery Update

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(Preview) The Roots of a Global Memory Shortage, Thick, Thin and Apple, Shopify is Fine, Actually Feb 20, 2026

Ben and Andrew discuss the global memory shortage and answer a listener’s question: how did this happen? Topics include: What memory chips have in common with logic chips, why Intel left the memory market in the 1980s, how the international shipping market explains today’s shortage, how major players will address the problem going forward, possibly with some help from the Chinese. From there: A look at the “thin” future of AI computing as memory and performance takes precedent, AI computing that will still be done on device, and Apple’s AI strategy. At the end: Responses to Shopify concerns in the AI era, a question about the future of brands as AI finishes what digital advertising started, Shopify preferencing its own AI tools, and a looming test of Apple’s commitment to the Vision Pro.

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Rampant AI Demand for Memory Is Fueling a Growing Chip Crisis — Bloomberg

Thin Is In — Stratechery

Shopify Earnings, Shopify’s AI Advantages — Stratechery Update

Dreamer – why we built it! — David Singleton

Apple and the Ghosts of Companies Past — Stratechery

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(Preview) Spotify Spreads Its Wings, CapEx Explosions and Distinctions, Q&A on Viral AI Tweets, Anthropic, Giannis Feb 13, 2026

Ben and Andrew react to a killer round of earnings for Spotify and Daniel Ek’s final earnings call, including thoughts on Spotify’s transformation of the music industry, how a record company oligopoly helped create the definitive tech bundle, and why Spotify’s personalization requires an addendum to aggregation theory. From there: The difference between AI spending at Google and Amazon, why the AI buildout should be funded by debt, un-optimized tech companies, and the logic and risks of Amazon’s AI future. At the end: Reactions to a viral essay on AI job loss, a note about the Princeton Law Review, an ad man strikes back after Ben’s Anthropic criticism, and thoughts on Giannis’ investment in Kalshi.

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Spotify Earnings, Individualized Networks, AI and Aggregation — Stratechery Update

Amazon Earnings, CapEx Concerns, Commodity AI — Stratechery Update

An Interview with Ben Thompson by John Collison on the Cheeky Pint Podcast — Stratechery Interview

Something Big Is Happening — X: @mattshumer_

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(Preview) SaaSmageddon and the Future, Microsoft After a Market Correction, Anthropic’s Super Bowl Lies Feb 06, 2026

Ben and Andrew react to a bloodbath for public Saas companies with thoughts on the future of software in the AI era, beginning with why companies choose to outsource solutions to Saas companies today, and why those moats may be more durable than skeptics think. Then: Why SaaS skepticism remains fair, including an analogy to the newspapers in the ’90s, the absence of anti-fragility, a variety of headwinds that will impact pricing power, start-ups with superior cost structures, and looming consolidation and layoff questions. At the end: The biggest SaaS company of them all and what Microsoft’s roadmap should look like, a response to data center skepticism, supply and demand for hyperscalers, why Ben hated the Anthropic Super Bowl ads, should AI hallucinations be good case law?, and a Vision Pro announcement.

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Microsoft and Software Survival — Stratechery

An Interview with Benedict Evans About AI and Software — Stratechery Interview

OpenAI Bets on Super Bowl to Break Through the Competition — Bloomberg

Sam Altman’s Response to Anthropic — X: @sama

Anthropic’s Super Bowl ads — X: @jmsltnv

Hallucinated Cases Are Good Law — X: @ProfRobAnderson

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(Preview) Meta’s Plans to Spend $135 Billion, The ‘AI Bubble’ Bubble?, Why Hyperscalers Should NOT Invest in TSMC Jan 30, 2026

Unpacking the latest round of Meta earnings, including Wall Street’s about-face after last year’s CapEx squeamishness, whether Zuckerberg’s astronomical CapEx plans are more evidence he yearns to be more than an app maker, why Meta owes a thank you to Apple, Apple and Meta in the AI era, and a word about Instagram messages. Then: Are we in an “AI is a Bubble” bubble? Thoughts on mass adoption among software makers, demand that looks insatiable, product managers vs. engineers, and the era of perfect competition among employees. From there: Why hyperscalers should not solve the CapEx problem by co-investing in TSMC, why Ben sympathizes with TSMC, and a note on Samsung. At the end: Andrew shares his experience with Bucks-Lakers in the Vision Pro and reviews Ben’s takes.

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Meta Earnings, Turning Dials, Zuckerberg’s Motivation — Stratechery Update

Barrels and Ammunition — Conor Dewey

TSMC Risk — Stratechery

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(Preview) A Call to Action for TSMC’s AI Customers, Wall Street’s Netflix Anxiety, Q&A on Tech’s Cignetti, OpenAI, Starbucks Jan 23, 2026

TSMC’s pricing power in the AI era, a brief history of TSMC’s culture and CapEx decisions, and ongoing capacity constraints that should be pushing tech companies to build up competitors. Then: Thoughts on Netflix after Ben’s interview with co-CEO Greg Peters, including Wall Street’s concerns despite enormous success, whether and how the Warner Brothers acquisition could be a counter to YouTube, and the difference between Netflix content and user generated YouTube content. At the end: Questions about the Curt Cignetti of tech, a victory lap on OpenAI, advertising in chatbots, advertising as a force for good, and Andrew’s Starbucks habit.

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An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros. — Stratechery Interview

TSMC Earnings, The TSMC Brake Revisited, Why AI Needs Foundry Competition — Stratechery Update

Ads in ChatGPT, Why OpenAI Needs Ads, The Long Road to Instagram — Stratechery Update

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(Preview) Apple And Its Lack of Vision, The Transformation of United Airlines, Q&A on Grok, Meta, and Streaming Economics Jan 16, 2026

A call for Apple to finally be confident in its Vision Pro hardware, a brief history of broadcasting sports on TV, and yet another reminder that immersive live experiences should be the killer use case that brings users to the Vision Pro platform. Then: Q&A on the AVP, a question on the Siri and Gemini partnership, and thoughts Ben’s interview with United Airlines CEO Scott Kirby and on how tech spearheaded the company’s revival. At the end: Questions on Meta Compute and the end of Aggregation Theory, Grok and its offensive bikini problems, and follow-ups on Baumol’s Cost Disease, humans wanting humans, streaming economics, and venting about the Green Bay Packers.

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Apple: You (Still) Don’t Understand the Vision Pro — Stratechery

An Interview with United CEO Scott Kirby About Tech Transformation — Stratechery Interview

Meta Compute, The Meta-OpenAI Battle, The Reality Labs Sacrifice — Stratechery Update

Grok is undressing anyone, including minors — The Verge

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(Preview) The Economy in the 22nd Century, Amoral Tech and Silicon Valley Micro-Culture, What Nvidia Is Getting From Groq Jan 09, 2026

Andrew and Ben return from the holidays to discuss Ben’s Article AI and the Human Condition, and various responses to the preponderance of pessimistic forecasts for what AI will mean for the future, including thoughts on employment, sex, and the problem with trying to regulate human nature. Then: An email about OpenAI spawns discussion of cultural assumptions, market incentives vs. social incentives, and tech as an amoral force. At the end: Unpacking the logic of Nvidia’s deal with Groq, a regulator’s own-goal, questions on streaming TV vs. music, sperm racing, and advice for a listener debating whether to embrace suburban living.

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AI and the Human Condition — Stratechery

Capital in the 22nd Century — Philosopher Count

Nvidia Reaches Technology Licensing Deal With Startup Groq — Bloomberg

Nvidia and Groq, A Stinkily Brilliant Deal, Why This Deal Makes Sense — Stratechery Update

Post by Eric Zhu on X — @ericzhu

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(Preview) An OpenAI Reminder, Netflix’s Expanding Appetite, Q&A on Remote Work, Taco Bell, and Data Centers in Space Dec 19, 2025

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.

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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

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(Preview) Netflix Opportunities and Anxieties, Merger Hurdles to Come, Hollywood’s Endgame and What Comes Next Dec 12, 2025

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.

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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

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(Preview) OpenAI Declares a ‘Code Red,’ Alan Dye Leaves Apple for Meta, Questions on Tranium 3, Substack, and F1 Dec 05, 2025

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.

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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

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(Preview) How Tech is Transforming the Suburbs, Q&A on Gemini, LLM Use Cases, Working With Your In-Laws, UAPs, and More Nov 26, 2025

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.

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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

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(Preview) Google Starts Dancing, The Winners and Losers of Gemini Week, OpenAI Has an Advertising Problem Nov 21, 2025

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.

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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

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(Preview) How Apple Changed the Cellular Economy, What SpaceX Wants to Do With Spectrum, Airlines and Carriers, Yann LeCun Departs Meta Nov 14, 2025

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.

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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

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(Preview) OpenAI Wants Help from the Government, Apple Taps Google for AI, Q&A on Bubbles, Amazon Groceries, and YouTube TV Nov 07, 2025

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.

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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

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(Preview) The Hidden Benefits of Bubble Economics, Microsoft and OpenAI Make a Deal, Notes on Taylor Sheridan, Sora, and Nexperia Oct 31, 2025

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.

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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

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(Preview) Understanding the AWS Outage, Resiliency Realities and Innovation Urgency, F1 Heads to Apple TV Oct 24, 2025

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.

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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)

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(Preview) How America Lost Rare Earths, Netflix Partners with Spotify and Bill Simmons, What Comes Next in the Robotaxi Wars Oct 17, 2025

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.

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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

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(Preview) OpenAI Astride the World, Infrastructure Buildouts and Boundless Ambitions, More on Sora and Creation Oct 10, 2025

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.

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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

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(Preview) Sora 2 and an AI Video Boom, Meta’s Vibes One Week Later, Questions on TikTok, Solar Power, and the iPhone Air Oct 03, 2025

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.

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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

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Emergency Pod: Instant Reactions to MetaAI Vibes Sep 26, 2025

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.

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Post by Alexandr Wang — X

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(Preview) Video's Ongoing Victory Over Text, Google and YouTube's Abundance of Opportunity, Six Questions About an AI Bubble Sep 26, 2025

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.

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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

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(Preview) Meta Doubles Down on Smart Glasses, Nvidia Partners with Intel, Notes on the Hidden YouTube Colossus Sep 19, 2025

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.

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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

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(Preview) New iPhones and an Absence of Awe, How Oracle Wins in the AI Era, Questions on MidJourney, Meta, and Armageddon Sep 12, 2025

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.

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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

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(Preview) Google and Apple Avert Disaster, More on Kpop Demon Hunters and Hollywood, Mail on Microsoft, Adobe and ASML Sep 05, 2025

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.

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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

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Why Nvidia Wants to Sell Chips to China, Answering Intel Objections, KPop Demon Hunters Conquers the World Aug 29, 2025

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.

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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

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Facebook is Dead; Long Live Meta, Does OpenAI Need to Log Off?, Questions on Bubbles, Blackberry, and Bell Labs Aug 15, 2025

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.

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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

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(Preview) AI and the Winner’s Curse, Google’s Genie 3 Breakthrough, Questions on Intel, Fertility Rates, and Banning Advertising Aug 08, 2025

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.

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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

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Intel and the US Semi Future, Will Any Big Tech Incumbents Lose in an AI World?, Questions on Tea, Grok, and The Ringer Jul 30, 2025

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.

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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

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(Preview) The Post-AI Internet Realities, How Future Creators Can Succeed, Mail on Startups, F1 Rights, and Alternative Rock Jul 24, 2025

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.

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Content and Community — Stratechery

Cloudflare’s Content Independence Day, Google’s Advantage, Monetizing AI — Stratechery Update

Netflix Earnings, Apple and F1 — Stratechery Update

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Windsurf Madness, Big Tech Wins as the Silicon Valley Ecosystem Erodes, Cloudflare Wants to Fix the Internet Economy Jul 18, 2025

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.

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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

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(Preview) Apple Searches for an AI Partner, A Second Fair Use Ruling and Reckoning with Reality, The F1 Movie and Related Matters Jul 10, 2025

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.

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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

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A Big Ruling on LLM Training and Midsummer Mail on NBA Salaries in Tech, Starting from Scratch in 2025, and More Jun 26, 2025

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.

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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

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(Preview) Justice for Software Engineers, The Various Futures of Vibe Coding, Questions at xAI and Progress for Tesla Jun 24, 2025

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.

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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

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(Preview) Meta Continues Its AI Spending Spree, More Fun with OpenAI and Microsoft, ‘Apple in China’ and Related Matters Jun 19, 2025

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.

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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

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(Preview) The Futures for Cursor and Perplexity, Multi Modality Dreams and Apple Possibilities, Normies Contemplate an AI Future Jun 17, 2025

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.

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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

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Apple’s WWDC Retreat, Liquid Glass and One Question, Meta Puts $14.8 Billion Toward an AI Reset Jun 12, 2025

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.

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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

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(Preview) Nike’s Lessons on the Internet, Why Nike on Amazon Makes Sense, Meta and Anduril and Silicon Valley History Jun 05, 2025

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.

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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

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(Preview) Operation Spider's Web and Global Trade, More on io and Devices of the Future, The Allure of Sports on Streaming Jun 02, 2025

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.

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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

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(Preview) The End of the Ad-Supported Internet, Imagining What Comes Next, A Human-AI Agent PSA May 29, 2025

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.

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The Agentic Web and Original Sin — Stratechery

Personalized Advertising — Minority Report (2002)

Claude 4, Anthropic Agents, Human-AI Agents — Stratechery Update

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OpenAI Enters the Hardware Business, The Challenges and Opportunities for Jony Ive, Takeaways from Google I/O 2025 May 22, 2025

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.

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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

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(Preview) The U.S. Partners with the Middle East in AI, Why OpenAI Is Acquiring Windsurf, Google’s Side of the Platform Wars May 19, 2025

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.

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(Preview) Airbnb and Its Varied Ambitions, The High Agency Golden Era, HBO Max and the End of an Error May 15, 2025

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.

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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

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Apple and the Power of Platforms, AI Comes for Google Search, ChatGPT Comes for Higher Education May 08, 2025

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.

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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

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(Preview) What’s Next for Apple and the App Store, The Risks of Continuing This Fight, More on Meta and Its AI Vision May 05, 2025

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.

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Apple Held in Contempt, The Crux of the Case, The Takings Clause — Stratechery Update

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(Preview) Meta and Its Many Plans in AI, Apple Gets Hammered in Court, The Costs of Waiting to Do the Right Thing May 01, 2025

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.

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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

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(Preview) All About AI Companions: Personalization Upsides, Dystopian Downsides, AI Therapy, Advertising Tension, and Lots More Apr 28, 2025

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.

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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

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Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question Apr 24, 2025

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.

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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

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(Preview) What Memory Can Do for ChatGPT, OpenAI's Future and Google's Circles Past, What College Football Can Teach Us About Tech Apr 21, 2025

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.

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ChatGPT can now remember and reference all your previous chats — Ars Technica

ChatGPT Memory, Boundaries and AI Companions, Auren — Stratechery Update

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Three Eras of Facebook (and the Internet), The Problems with FTC v. Meta, The Realities of Perfect Competition Apr 17, 2025

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.

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Meta v. FTC, The Three Facebook Eras, Video Slop and Market Forces — Stratechery Update

Regulators and Reality — Stratechery

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(Preview) Apple Gets a Temporary Reprieve, The End of Internet 2.0, An Incomplete Tech Blog Post Canon Apr 14, 2025

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.

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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

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American Disruption, Tech’s Manufacturing History in Asia, The Power of Demand in an Uncertain Future Apr 10, 2025

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.

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American Disruption — Stratechery

Trade, Tariffs, and Tech — Stratechery Update

A Chance to Build — Stratechery

How Apple tied its fortunes to China — Financial Times

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(Preview) xAI Buys X, The Bitter Lesson for Everyone, Everywhere, Google’s Only Hope in AI Mar 31, 2025

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.

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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

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(Preview) The Delights of Images in GPT, The Future of Graphic Design, Signal and Multiple Dimensions of Security Mar 27, 2025

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.

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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

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(Preview) Why Google Wants Wiz for $32 Billion, Xbox One and Bygone Streaming Hardware Dreams, Immortality and Daylight Saving Time Mar 24, 2025

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.

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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

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(Preview) Deep Research and OpenAI's Business Model, A Counterpoint on White Collar Concerns, The Future of Cognition and Companionship Mar 21, 2025

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.

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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

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(Preview) Should Apple Buy Perplexity?, What Apple Could Learn from IBM, Vision Pro and Its Vaporware Mar 17, 2025

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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

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Apple History and Apple Psychology, How Apple Should Capitalize On Its AI Potential, Why It Probably Won't Mar 13, 2025

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.

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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

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(Preview) The Murky Future for the NBA, A Variety of Notes on Apple and AI, In Defense of Tech That Removes Friction Mar 10, 2025

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.

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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

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(Preview) YouTube Shall Inherit the Earth, NBC’s Peacock Strategy Then and Now, The Grim Future for Cable Networks Mar 06, 2025

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.

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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

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(Preview) Amazon Introduces an AI-Powered Alexa, Is OpenAI the New BlackBerry?, The Social Costs of Removing Friction Mar 03, 2025

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.

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With Alexa Plus, Amazon finally reinvents its best product — The Verge

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AI Promises and Chip Precariousness, Policy Recommendations and a Changing World, Concerns and Counterpoints Feb 27, 2025

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.

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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

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(Preview) Apple’s Answer to the UK, Encryption History and Privacy’s Future, Waiting for Drone Delivery in the U.S. Feb 24, 2025

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.

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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

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(Preview) Xi Jinping and China's Tech Companies, The Long-Run Implications of the Chip Ban, and a Pessimistic Outlook for Taiwan Feb 19, 2025

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.

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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

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(Preview) Experimenting With OpenAI’s Deep Research, Another ChatGPT Moment, Won’t Someone Think of the Entry-Level Employees? Feb 06, 2025

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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

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(Preview) Apple Abandons Its Smart Glasses, Google as the Yellow Pages, LLMs and the Overton Window Feb 03, 2025

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.

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Apple Scraps Work on Mac-Connected Augmented Reality Glasses — Bloomberg

An Interview with Hugo Barra About Orion and Meta’s AR Strategy — Stratechery Interview

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The End of DeepSeek Week: Moneyball for AI, The Future of Compute Demand, Geopolitical Reality Checks, and More Jan 30, 2025

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.

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DeepSeek FAQ — Stratechery

DeepSeek-R1, DeepSeek Implications — Stratechery Update

China and Geopolitics — Stratechery

On DeepSeek and Export Controls — Dario Amodei

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(Preview) 72 Hours of DeepSeek Hysteria, What DeepSeek Means for Big Tech, Lessons on the Efficacy of Chip Controls Jan 27, 2025

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.

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DeepSeek FAQ — Stratechery

DeepSeek-R1, DeepSeek Implications — Stratechery Update

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(Preview) The End of OpenAI and Microsoft, Risks and Rationale of the Stargate Project, DeepSeek-R1 and Bitter Lessons for the Future Jan 23, 2025

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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

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(Preview) A Long Weekend for TikTok, Preparing for Trump and an Era of Upheaval, LeBron James as an iPhone Jan 20, 2025

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TikTok Ban Approaches, Generational Implications, Xiaohongshu — Stratechery Update

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AI’s Uneven Arrival, TikTok’s Potential Departure, Xiaohongshu and the Delights of Cultural Exchange Jan 16, 2025

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.

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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

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(Preview) Meta’s Moderation Changes, Tech’s Evolving Political Calculus, The Importance and Difficulty of Maintaining Principles on the Internet Jan 14, 2025

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.

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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

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(Preview) What AI Could Mean for Aggregation Theory, o3 and Moore’s Law, More Questions Than Answers as Tech Enters 2025 Jan 06, 2025

Ben and Andrew return from the holidays to check in on the AI landscape. Topics include: Aggregation Theory and the return of marginal costs for hyperscalers, the architecture of OpenAI’s o3 model, the murky future for software engineers and SaaS companies, and whether Scarlett Johansson fumbled the bag. At the end: In praise of learning to ski as a middle-aged beginner.

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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

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Holiday Mailbag: The Next Intel, Google’s AI Revival, Modern Sportswriting, TSMC Mugs, Tutoring Takes, and Lots More 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!

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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

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(Preview) Google’s Willow Chip, Drones as a Platform and Anduril Follow-Up, Building Inside and Outside Silicon Valley 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.

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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

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(Preview) Anduril and the Lattice Partner Program, A New Direction for Defense Tech, OpenAI Introduces ChatGPT Pro 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.

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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

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(Preview) Mailbag: Building Toward Self-Driving Computers, Capitalism and Its Trade-Offs, The Reels-ification of 'X' Dec 09, 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.

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The Gen AI Bridge to the Future — Stratechery

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Gelsinger Out at Intel, 20 Years of Structural Challenges and Strategic Blindspots, The Board and What’s Next Dec 05, 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.

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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

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(Preview) Mailbag: AppLovin on a Tear, The Business of OnlyFans, Questions on OpenAI and Elon Musk Dec 02, 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.

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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

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(Preview) LLM Utilities, Google Disruption, Remote Work Angst, Family Tech Support, and a Thanksgiving Mailbag 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!

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America and the Trade Status Quo, Tariffs and What May Come Next, A Chance to Build in Tech and Beyond 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.

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A Chance to Build — Stratechery

President Trump, Take Two; Big Tech, Little Tech, Chips, and Hardware; Elon Musk’s Triumph — Stratechery Update

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(Preview) Monday Mailbag: Netflix and Its Mike Tyson Adventures; WBD Settles with the NBA; Lessons from Building Passport 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.

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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

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(Preview) Today’s Internet and Tomorrow’s AI Innovation, Progress Reportedly Slowing for New LLMs, The Vision Pro as a Productivity Device 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.

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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

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(Preview) What Trump 2.0 Could Mean for Tech, Questions on Antitrust, EU and Growth, Elon Musk and the Election Nov 07, 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.

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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

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(Preview) Monday Mailbag: The James Harden of Tech; Bandwidth and the Video Takeover; Gen AI and Ads; Political Donation Texts Nov 04, 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.

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Meta and an Abundance of AI Opportunities, When AI Integrates Into the Feed, AI for UI and One Emailer's Dismay 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.

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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

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(Preview) Monday Mailbag: AI Abundance and Enterprise Questions; Automated Podcasts; Big Tech and China Tariffs; Reading Habits 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.

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An Interview with Salesforce CEO Marc Benioff about AI Abundance — Stratechery Interview

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Understanding Stablecoins and Their Utility, Why Stripe is Buying Bridge, Virtual Reality for NFL Quarterbacks 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.

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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

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

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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

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Tesla and the Road to True Autonomy, Strategy that Starts with the Dream, Regulation and Market Questions 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.

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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

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(Preview) Monday Mailbag: A Moment for SpaceX; After the End of the Beginning; Tesla's 'We, Robot' Event; Waymo Follow-Up 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.

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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

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(Preview) Google and the Search for Antitrust Remedies, Network Effects and Natural Monopolies, Waymo vs. Tesla for the Future of Transportation 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.

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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

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(Preview) Waymo and Our Automated Future, Augmented Reality and Form Factor Questions, NotebookLM and Media Consumption Oct 02, 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.

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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

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(Preview) Mailbag Monday: Meta and the Smartphone; Upheaval at OpenAI; Dossier Censorship; ESPN and Media Consumption 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.

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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

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Meta Previews an Augmented Reality Future, Orion and the Apple Vision Pro, A Call for More Live Keynotes 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.

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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

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(Preview) Mailbag Monday: Sports Gambling Apps; PlayStation’s New Price Point; Robotics and AI Upheaval; Apple’s ‘Intelligence’ Ads 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.

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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

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(Preview) OpenAI's Latest Model Is Not Like the Others, Copilot Pages and Salesforce Agents, When AI Moves from Copilots to Airplanes 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.

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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

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(Preview) Mailbag Monday: Politics as Monoculture; Startup Anxiety in Europe and China; WhatsApp Spam Sep 16, 2024

Questions about politics as America's most dominant pop culture franchise, recommendations for the EU, and more.

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The Strategic Logic of the iPhone 16, Services Upside and Downside, Steve Jobs and Modern Apple 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.

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Boomer Apple — Stratechery

Everything as a Service — Stratechery

Apple’s Middle Age — Stratechery

iPhone Pricing, DirecTV and Disney, Bars and Sports — Stratechery Update

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(Preview) Mailbag Monday: Three Apple Questions, Intel and Founder Mode, 230 Follow-Up, China’s Chip Ambitions Sep 09, 2024

Answering questions about Apple’s Woj, a cornucopia of iPhone options, founder mode, and more.

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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

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Understanding Intel’s Decline, Searching for Structural CHIPS Solutions, The Future of Section 230 Protections Sep 05, 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.

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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

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The Arrest of Pavel Durov, Encryption Explanations and Moderation Questions, Mark Zuckerberg’s Letter to Congress 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.

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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

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(Preview) Mailbag: Disney’s Taylor Swift Expansion, Canva and IPOs, Perplexity in Paris, SaaS for Cars, The Online Recipe Economy 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.

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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

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(Preview) Canva and the Disruption Ideal, What AI Could Mean for Graphic Design, Fubo and Venu and FUBAR Post-Cable Plans 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.

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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

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(Preview) Mailbag: Smartphone Subsidies, Apple Intelligence and Search, Surgeon Groupchats, The Metaverse and AI 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.

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(Preview) Computing History and Android’s Future, More Adventures with Apple Policies, The Olympics and a Cord Bag Tour 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.

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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

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(Preview) Competing Principles and U.S. v. Google, What’s Next for Apple, Questions on Aggregators, Elon and Crunchyroll Aug 09, 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.

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Friendly Google and Enemy Remedies — Stratechery

Google Decision Follow-Up, Amazon Earnings — Stratechery Update

United States v. Google — Stratechery

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(Preview) Nike as a Tech Story, Follow-Up on Meta and the Hyperscalers, Peacock and the NBC Olympics Strategy Aug 01, 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.

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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

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(Preview) Llama 3.1 and Zuckerberg’s Open Approach, Lessons from the Crowdstrike Mess, Understanding Netflix Strategy and Apple Spending 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.

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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

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(Preview) What Trump Could Mean for Tech, X as a News Source, Two Testimonials from ChatGPT Users 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.

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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

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(Preview) Once More Unto the EU Breach, No Apple or Microsoft on OpenAI’s Board, Paramount Wants to Be a Tech Company 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.

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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

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(Preview) Perplexity and the Media, Burning Furniture at the Structural Nadir, The EU and the Costs of Ambiguity 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.

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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

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The FTC Sues Adobe, Keynote Season and Progress, A Few More Apple Questions 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

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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

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(Preview) Your WWDC Emails: GenAI for Work Email, Developer Questions, Strategy for OpenAI, Implications for Nvidia, and More 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

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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

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Apple Gets Intelligence, Unpacking the Partnership with OpenAI, What WWDC Can Tell Us About AI Adoption 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

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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

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(Preview) Microsoft’s Recall Mess, The Future of Streaming and Advertising, Follow-Up on Dark GPU Theory 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

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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

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(Preview) What Walmart Could Offer to Advertisers, Walmart's Momentum in E-Commerce, AI Skepticism and the Logic of a Bubble Jun 06, 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

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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

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Generative AI and Hardware Upgrades, Google History and the Dark GPU Theory, Amazon’s Logistics Long Play Jun 03, 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.

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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

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(Preview) Big Questions About an AI Future, The State of LLMs 18 Months After ChatGPT, AI and Google/Apple/Microsoft 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

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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

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(Preview) Can Microsoft Make PCs Cool Again?, What Windows is Offering Developers, Scarlett Johansson and OpenAI 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.

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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

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Netflix Gets the NFL for Christmas, The Streaming Wars Become the Bundle Wars, Leagues and Studios and Internet Realities 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.

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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

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(Preview) Good and Bad from Google I/O, Google and the Digital Economy, Mail on LLMs and SpaceX 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

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Google I/O, Google’s Strengths and Weaknesses, AI Search — Stratechery Update

DJ Marc Rebillet at Google I/O — X: @keshavchan

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(Preview) OpenAI and the Latency Leap, Questions About an Apple/OpenAI Partnership, A Defense of AI Dating Agents 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

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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

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A Disastrous (and Resonant) New iPad Commercial, The Future of Google Search, Tom Brady and the Netflix Roast May 09, 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.

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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

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(Preview) Apple in China and Japan, The iPad as a Mac Replacement, Apple and the Growth Premium May 07, 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

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Apple’s New iPad Pro Should Turn Device Into True Laptop Replacement — Bloomberg

Apple Earnings, Wearables and Vision Pro, AI Leverage — Stratechery Update

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(Preview) The NBA Creates a Rights Bidding War, The Optimal NBA Schedule, RSNs and the Future of Customer Acquisition May 02, 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

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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

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(Preview) Virtual Reality and the Innovator's Solution, Meta Embraces the Android Approach, Uber as an Aggregator 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

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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

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(Preview) TikTok and the E-Commerce Giants, The FTC Moves to Ban Noncompete Agreements, 'Bluey' and Streaming Leverage 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

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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

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(Preview) What Taylor Swift Can Tell You About Netflix, What Meta Wants from Generative AI, Google and the Moonshot 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

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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

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10 Years of Stratechery: Best and Worst Takes, Creating on the Internet, AI as a Threat, and Memories of Day 1 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

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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

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(Preview) When AI Hits Digital Advertising, What the IT Era Can Teach Us About AI's Impact, Chip Questions and EV Mechanics 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

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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

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(Preview) Mailbag: AI Hardware, NBA Newsbreakers as Aggregators, Reels vs. Shorts, The Best Approach to Age Verification 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

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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

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Amazon and the “Just Walk Out” Parable, Mythbusting on Meta and TSMC, The XZ Backdoor and Its Implications Apr 08, 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

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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

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(Preview) Apple Flunks a Vision Pro Test, Microsoft Unbundles Teams from Office, AI and Energy Consumption Apr 02, 2024

To email the show: email@sharptech.fm

Scheduling Note: There will be only one episode of Sharp Tech this week

@SharpTechPodcast Channel — YouTube

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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

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New Laws to Regulate Big Tech, The Distinction Between Platforms and Aggregators, Apple’s API and Accessories 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

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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

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(Preview) US v. Apple, Specific Allegations and Broad Implications, The Decisions that Made Apple a Target 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

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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

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Nvidia Searches for a Moat at AI Woodstock, The Blackwell B200, Microsoft’s Deal with Inflection AI 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

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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

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(Preview) Monetizing WhatsApp, Big Companies and Big Company Incentives, Why the New York Times Has a Podcast App 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

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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

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(Preview) Reddit Goes Public, Reddit and Evolution on the Internet, The Company that Should Buy TikTok 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

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Reddit S-1, Reddit’s Prospects, Reddit Grows Up — Stratechery Update

Congress Considering TikTok Ban, TikTok’s War, What Now? — Stratechery Update

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(Preview) Congress and TikTok, Listening to China to Understand the TikTok Concerns, Empty First Amendment Arguments 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

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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

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(Preview) Elon Musk Sues OpenAI, Apple’s Bizarre Epic Misstep, What Microsoft Could Teach Google Mar 07, 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

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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

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The Road to Personalized LLM Answers, The AI Risk for Aggregators, Anthropic Releases a ‘Near-Human’ Claude 3 Mar 05, 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

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

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(Preview) AI and the Big Five, Google and the Ongoing Gemini Catastrophe, The Stakes (or Lack Thereof) for Chatbot Output 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

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(Preview) The History of Consoles, The Murky Present for Microsoft and Xbox, The Gaming Future for Sony and Meta 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

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A Sports Super Bundle, The Next Challenge for Digital Advertising, Zuckerberg Reviews the Apple Vision Pro 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

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(Preview) The Vision Pro and the Newton, The Case Against AVP as an Entertainment Device, The Most Valuable Tech Product of All Feb 08, 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

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First Impressions of the Vision Pro: What It Is, What It Might Have Been, and a Note About Guest Mode Feb 06, 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

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Mailbag: A Navy SEAL on the Vision Pro, Reading 10-Qs, Apple Follow Up, Netflix and Books, Unsolicited Parenting Advice Feb 01, 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

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(Preview) Google’s Lumiere, The App Store and Lost Innovation, The Tension Between Property Rights and Public Interests 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

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Why Netflix Bet on Wrestling, The Future of Watching Sports, Recapping a Week at the World Economic Forum in Davos 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

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(Preview) Apple's Latest App Store Gambit, iTunes and Macworld Context, Vision Pro Developers on Strike 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

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(Preview) The Peacock Playoff Experiment, Revisiting the OpenAI Lawsuit, Big Picture Questions After the Boeing Mess 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

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(Preview) Another Max Mess for Boeing, Boeing as a Case Study, ESPN and the Vision Pro 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

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The New York Times Sues OpenAI, Napster History vs. ChatGPT Future, Copyright Enforcement at the Aggregator Level Jan 08, 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

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(Preview) Sharp Tech Holiday Hoopla: Streaming Mergers, Kitchen Tech, Worst Decisions, MBA Advice, Mac vs. PC and More 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

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Apple Gets a Patent War for Christmas, Europe's Ability to Hijack the Regulatory Process, Systemic Questions After Adobe-Figma 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

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Mailbag: Google and Antitrust Festivus, Credit Card Dominance, AI for Movies and Writing, Shohei’s Contract 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

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(Preview) Google's Killer Instinct, The Gemini Demo and AI Unknowns, Notes on College Football and Mark Cuban 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

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Why the Internet Is Getting Worse and Why That Might Be Good for Society Dec 07, 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

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(Preview) Elon at the DealBook Summit, The Strategic and Technical Failures at X, What Musk Might Be Getting Right 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

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(Preview) Altman Returns to OpenAI, Governments and the AI Ecosystem, Q* Questions and Hitchhiking Robots 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

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OpenAI and Microsoft, Human Nature and the Not-So-Effective Altruists, Imperfect Information and the Cult of Sam Altman 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

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A Stratechery, Sharp Tech, and Sharp China Crossover on the Chip Ban, Taiwan, TikTok and More 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.

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Will We Speak to Chatbots or Write to Them?, Obstacles for Apple and OpenAI, Follow-Up on Tech and Real Estate 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

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Waiting for Immersive ChatGPT, ChatGPT and the Consumer Challenge, OpenAI’s Enterprise vs. Consumer Balancing Act Nov 09, 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

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(Preview) The Future of Buying and Selling Houses, Two Price Fixing Lawsuits, The In-Season Tournament and Ronald Reagan Nov 06, 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

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Biden’s Executive Order on AI, Innovation and the Steve Jobs Approach, Balancing AI Risks and Upside Nov 02, 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

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(Preview) 100th Episode Mailbag: New MacBooks, CarPlay Closure, Dennard Scaling and the Chip Ban, Netflix and a Prestige Tier, Hardware as a Service 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

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Netflix Revives the Monoculture, The NBA and Its Rights Fee Future, The Bidding Calculus for Amazon and Disney 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

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(Preview) Google’s Calculus with Mobile Search, What US v. Google Makes Clear About Apple, Two Types of Regulation 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

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(Preview) The New York Times, Fake News, and Seven Years of Misdirected Energy 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

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College Students and Chips, The Future of Computing (and the Limits of Physics), Formula 1 and Apple 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

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The Hamas Attacks and Social Media, Competing Public Interests, Efforts to Stay Sane in a New Information Ecosystem 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

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(Preview) The Sphere is Here, Collapsing Distinctions Between Physical and Digital Reality, Emails on Amazon and Antitrust Oct 05, 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

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(Preview) Amazon and the FTC, Antitrust Laws and Big Tech, Consumer Welfare and American Welfare Oct 03, 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

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Voice and Video Demos with ChatGPT, How AI Could Redeem Meta’s Mixed Reality Bets, OpenAI Explores Hardware 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

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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

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

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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

To email the show: email@sharptech.fm

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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

To email the show: email@sharptech.fm

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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

To email the show: email@sharptech.fm

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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

To email the show: email@sharptech.fm

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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

To email the show: email@sharptech.fm

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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

To email the show: email@sharptech.fm

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

To email the show: email@sharptech.fm

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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

To email the show: email@sharptech.fm

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

To email the show: email@sharptech.fm

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

To email the show: email@sharptech.fm

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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

To email the show: email@sharptech.fm

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

To email the show: email@sharptech.fm

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

To email the show: email@sharptech.fm

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

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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

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

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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

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

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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

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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

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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

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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

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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

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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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