A podcast about understanding how tech works and the way it is changing the world. Hosted by Andrew Sharp with Ben Thompson.
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1
Understanding Intel’s Decline, Searching for Structural CHIPS Solutions, The Future of Section 230 Protections
1:01:58
1:01:58
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1:01:58
Tracing the history that led to the decline of Intel, why Ben is conflicted about the potential solutions to the company's woes, and a Third Circuit verdict on Section 230 that could upend three decades of precedent across the tech ecosystem. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube In…
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1
The Arrest of Pavel Durov, Encryption Explanations and Moderation Questions, Mark Zuckerberg’s Letter to Congress
1:00:50
1:00:50
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1:00:50
The charges against Pavel Durov in France, the differences between encrypted messaging apps and Telegram, the philosophical questions underlying moderation scrutiny, and thoughts on Mark Zuckerberg's letter to the House Judiciary Committee this week. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — Yo…
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(Preview) Mailbag: Disney’s Taylor Swift Expansion, Canva and IPOs, Perplexity in Paris, SaaS for Cars, The Online Recipe Economy
12:19
Answering listener questions about Disney's massive investment in cruises, follow-ups on Canva and Sarbanes-Oxley, a new Chick-Fil-A streaming service, Perplexity’s advertising strategy, and lots more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Disney’s Taylor Swift Era — Stratechery An …
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1
(Preview) Canva and the Disruption Ideal, What AI Could Mean for Graphic Design, Fubo and Venu and FUBAR Post-Cable Plans
14:13
Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube An Interview with Canva CEO Melanie Perkins About Disrupting Design — Stratechery Intervie…
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(Preview) Mailbag: Smartphone Subsidies, Apple Intelligence and Search, Surgeon Groupchats, The Metaverse and AI
10:40
Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Add Stratechery to your podcast player Add Dithering to your podcast player Add Sharp Chin…
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(Preview) Computing History and Android’s Future, More Adventures with Apple Policies, The Olympics and a Cord Bag Tour
27:05
Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube For a collection of all the accessories Ben mentioned during the final segment, click here…
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(Preview) Competing Principles and U.S. v. Google, What’s Next for Apple, Questions on Aggregators, Elon and Crunchyroll
17:06
The implications and inherent tensions of this week’s verdict in U.S. v. Google, Apple and a mountain of services revenue suddenly in jeopardy, and emails on aggregators, Elon Musk’s latest lawsuit, Crunchyroll and more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Friendly Google and Enem…
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1
(Preview) Nike as a Tech Story, Follow-Up on Meta and the Hyperscalers, Peacock and the NBC Olympics Strategy
11:17
Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Nike: An Epic Saga of Value Destruction — Massimo Giunco Microsoft Earnings, Copilot and C…
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1
(Preview) Llama 3.1 and Zuckerberg’s Open Approach, Lessons from the Crowdstrike Mess, Understanding Netflix Strategy and Apple Spending
12:47
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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(Preview) What Trump Could Mean for Tech, X as a News Source, Two Testimonials from ChatGPT Users
20:35
Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube JD Vance and Tech, Big Tech Versus Little Tech, JD Vance’s Remarks About Antitrust at the …
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1
(Preview) Once More Unto the EU Breach, No Apple or Microsoft on OpenAI’s Board, Paramount Wants to Be a Tech Company
16:13
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 endor…
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1
(Preview) Perplexity and the Media, Burning Furniture at the Structural Nadir, The EU and the Costs of Ambiguity
18:19
Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Perplexity and Robots.txt, Perplexity’s Defense, Google and Competition — Stratechery Upda…
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1
The FTC Sues Adobe, Keynote Season and Progress, A Few More Apple Questions
1:08:55
1:08:55
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1:08:55
Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube FTC Sues Adobe, The Legal Question, The Value of Doing Right — Stratechery Update Adobe’s …
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1
(Preview) Your WWDC Emails: GenAI for Work Email, Developer Questions, Strategy for OpenAI, Implications for Nvidia, and More
11:54
Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple Intelligence is Right On Time — Stratechery WWDC, Apple Intelligence, Apple Aggregat…
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1
Apple Gets Intelligence, Unpacking the Partnership with OpenAI, What WWDC Can Tell Us About AI Adoption
1:07:26
1:07:26
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1:07:26
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…
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1
(Preview) Microsoft’s Recall Mess, The Future of Streaming and Advertising, Follow-Up on Dark GPU Theory
12:56
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 @SharpTech…
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1
(Preview) What Walmart Could Offer to Advertisers, Walmart's Momentum in E-Commerce, AI Skepticism and the Logic of a Bubble
12:53
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 @Stra…
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1
Generative AI and Hardware Upgrades, Google History and the Dark GPU Theory, Amazon’s Logistics Long Play
1:10:29
1:10:29
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1:10:29
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 — YouTu…
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1
(Preview) Big Questions About an AI Future, The State of LLMs 18 Months After ChatGPT, AI and Google/Apple/Microsoft
12:48
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 allow…
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1
(Preview) Can Microsoft Make PCs Cool Again?, What Windows is Offering Developers, Scarlett Johansson and OpenAI
11:45
Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Windows Returns — Stratechery Microsoft Build, Copilot Platforms, A Note on Recall — Strat…
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1
Netflix Gets the NFL for Christmas, The Streaming Wars Become the Bundle Wars, Leagues and Studios and Internet Realities
1:05:46
1:05:46
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1:05:46
Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. 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 Netfl…
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1
(Preview) Good and Bad from Google I/O, Google and the Digital Economy, Mail on LLMs and SpaceX
17:36
Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. 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 Rebi…
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(Preview) OpenAI and the Latency Leap, Questions About an Apple/OpenAI Partnership, A Defense of AI Dating Agents
10:38
Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. 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 …
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1
A Disastrous (and Resonant) New iPad Commercial, The Future of Google Search, Tom Brady and the Netflix Roast
1:08:11
1:08:11
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1:08:11
Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Meet the New iPad Pro — X: @tim_cook The iPad Commercial in Reverse — X: @rob_keyes Apple’…
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1
(Preview) Apple in China and Japan, The iPad as a Mac Replacement, Apple and the Growth Premium
12:59
Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple’s New iPad Pro Should Turn Device Into True Laptop Replacement — Bloomberg Apple Ear…
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