Sharp Tech with Ben Thompson

Latest Episodes:

(Preview) Your WWDC Emails: GenAI for Work Email, Developer Questions, Strategy for OpenAI, Implications for Nvidia, and More Jun 18, 2024

Show notes

Answering listener questions in the wake of WWDC, including thoughts on AI for Outlook, whether Apple competitors will allow data access to Apple Intelligence, cloud questions, chip questions, and more.

To email the show: email@sharptech.fm

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Apple Intelligence is Right On Time — Stratechery

WWDC, Apple Intelligence, Apple Aggregates AI — Stratechery Update

How Apple Intelligence Works, Apple’s AI Bear Case, The Talk Show Live — Stratechery Update

An Interview with Daniel Gross and Nat Friedman About Apple and AI — Stratechery Interview

The Apple-OpenAI “Deal”, Japan and the App Store, Apple’s AI Developer Risk — Stratechery Update

Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Apple Gets Intelligence, Unpacking the Partnership with OpenAI, What WWDC Can Tell Us About AI Adoption Jun 12, 2024

Show notes

Reviewing all things WWDC in 2024, including the introduction of Apple Intelligence, why Apple's vision for mainstream AI was compelling, the Apple partnership with OpenAI, questions about Private Cloud Compute, and lots more.

To email the show: email@sharptech.fm

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Apple Intelligence AI, iOS 18 and the biggest announcements at WWDC 2024 — Engadget

Apple Intelligence is Right On Time — Stratechery

WWDC, Apple Intelligence, Apple Aggregates AI — Stratechery Update

How Apple Intelligence Works, Apple’s AI Bear Case, The Talk Show Live — Stratechery Update

Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

(Preview) Microsoft’s Recall Mess, The Future of Streaming and Advertising, Follow-Up on Dark GPU Theory Jun 10, 2024

Show notes

A look at Microsoft Recall and the implications of the security changes that were announced this weekend, follow-up questions on what Netflix may build in its advertising business, and a few countervailing notes on the possibility of a dark GPU sequel to the dark fiber story after the dot com bubble.

To email the show: email@sharptech.fm

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Apple Intelligence is Right On Time — Stratechery

Stealing everything you’ve ever typed or viewed on your own Windows PC is now possible with two lines of code — inside the Copilot+ Recall disaster. — DoublePulsar

Windows won’t take screenshots of everything you do after all — unless you opt in — The Verge

Microsoft Build, Copilot Platforms, A Note on Recall — Stratechery Update

Netflix and the NFL, Netflix Internalizes Ads, Comcast’s Bundle — Stratechery Update

Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

(Preview) What Walmart Could Offer to Advertisers, Walmart's Momentum in E-Commerce, AI Skepticism and the Logic of a Bubble Jun 06, 2024

Show notes

A look at Walmart’s challenges and opportunities as it builds an ad business, how Walmart became a differentiated competitor to Amazon, and a question about AI skepticism spawns extended discussion of life in the middle of a bubble. At the end: Picks for the NBA Finals.

To email the show: email@sharptech.fm

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

An Interview with Walmart CEO Doug McMillon About Omnichannel Retail — Stratechery Interview

Walmart Earnings, Walmart Connect and Closing the Loop, Walmart Acquires Vizio — Stratechery Update

The AI Revolution Is Already Losing Steam — Wall Street Journal

Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Generative AI and Hardware Upgrades, Google History and the Dark GPU Theory, Amazon’s Logistics Long Play Jun 03, 2024

Show notes

A question about generative AI and the hardware powering voice assistants, projecting the GPU future with the dot com bubble as context, and thoughts on Amazon’s capital expenditures and the state of AWS and Amazon Supply Chain. At the end: An Elon hater reviews the Cybertruck.

To email the show: email@sharptech.fm

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Apple Plans AI-Based Siri Overhaul to Control Individual App Functions — Bloomberg

An Interview with Craig Moffett About Charter vs. Disney and the Path Dependency of the Communications Industry — Stratechery Interview

Computex 2024, Is AWS Modular or Integrated? — Stratechery Update

The AWS IPO — Stratechery

The Amazon Tax — Stratechery

Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

(Preview) Big Questions About an AI Future, The State of LLMs 18 Months After ChatGPT, AI and Google/Apple/Microsoft May 30, 2024

Show notes

A question about the spectrum between LLMs and AGI spawns a conversation about where and how AI might introduce upheaval in the workplace, what TSMC can teach us about probabilistic LLMs, whether AI will be a feature for all big companies or a differentiating product for one winner, and frustrations at the barriers to entry that have thus far allowed big tech to retain control of AI's mainstream applications. Also: An important note about Scarlett Johannson.

To email the show: email@sharptech.fm

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

AI Integration and Modularization — Stratechery

Microsoft PAINT can turn your crappy sketch into whatever you imagined it to be! — TikTok: @trevorlong

Apple Bets That Its Giant User Base Will Help It Win in AI — Bloomberg

Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

(Preview) Can Microsoft Make PCs Cool Again?, What Windows is Offering Developers, Scarlett Johansson and OpenAI May 23, 2024

Show notes

The Microsoft Build conference and the introduction of Copilot+ PCs, the potential for Windows as an AI platform that gives developers more certainty, and reactions to Scarlett Johansson's statement about her negotiations with Sam Altman and the launch of GPT-4o.

To email the show: email@sharptech.fm

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Windows Returns — Stratechery

Microsoft Build, Copilot Platforms, A Note on Recall — Stratechery Update

Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott About the AI Platform Shift — Stratechery Interview

The End of the Beginning — Stratechery

Scarlett Johansson Says She Was ‘Shocked’ and ‘Angered’ Over OpenAI’s Use of a Voice That Was ‘Eerily Similar to Mine’ — Variety

Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Netflix Gets the NFL for Christmas, The Streaming Wars Become the Bundle Wars, Leagues and Studios and Internet Realities May 20, 2024

Show notes

A variety of notable Netflix developments over the past few weeks, Hollywood's continued move to a (kinda) rebundled future, and what sports leagues are learning as internet realities take hold across entertainment. At the end: Andrew finally watches "Her" and shares his review.

To email the show: email@sharptech.fm

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Netflix and the NFL, Netflix Internalizes Ads, Comcast’s Bundle — Stratechery Update

Netflix to Show NFL’s Two Christmas Day Games in 2024 — Wall Street Journal

The NFL-Netflix Broken Hearts Club — Puck

The Coming Comp War at Netflix — Puck

Netflix Says Ad Tier Has 40M Users, Plans to Bring Ad Tech In-House in Shift From Microsoft — The Hollywood Reporter

Disney and Warner Bros. Discovery to Launch Disney+, Hulu, Max Streaming Bundle — Variety

Comcast to Launch Peacock, Netflix and Apple TV+ Bundle at a ‘Vastly Reduced Price’ — Variety

Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

(Preview) Good and Bad from Google I/O, Google and the Digital Economy, Mail on LLMs and SpaceX May 17, 2024

Show notes

Reactions to two hours of Google on stage this week, thoughts on what an AI makeover for search will mean for businesses that rely on Google for customer acquisition, and answers to mailbag questions on Google Cloud, Apple's rumored partnership with OpenAI, Amazon, and the continued ascent of SpaceX and Starlink.

To email the show: email@sharptech.fm

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

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

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

Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

(Preview) OpenAI and the Latency Leap, Questions About an Apple/OpenAI Partnership, A Defense of AI Dating Agents May 14, 2024

Show notes

Reactions to the GPT-4o demo, a reminder that OpenAI looks more and more like a consumer tech company, and questions about a potential partnership with Apple. At the end: A follow-up on Apple’s ads, and an emailer defends the Bumble CEO.

To email the show: email@sharptech.fm

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Introducing GPT-4o — OpenAI

OpenAI’s Spring Event, GPT-4o, OpenAI and Apple — Stratechery Update

The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs — Stratechery Update

Christmas Commercial 2013 — Apple

Welcome Home by Spike Jonze — Apple

Bumble CEO on Future of Dating — X: @tsarnick

Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

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