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.
To email the show: email@sharptech.fm
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
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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