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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@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
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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