Exploring AI's Impact on Major Tech Giants

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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@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Paradigm Shifts and the Winner’s Curse — Stratechery

Genie 3: A new frontier for world models — Google DeepMind

Trump Calls on Intel CEO to Resign Over China Ties — Wall Street Journal

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