Ben and Andrew begin with reactions to the OpenAI CFO discussing a federal "backstop" for prospective financing, as well as Sam Altman's recent comments about OpenAI's spending. Then: An emailer objects to the discussion of Bubble benefits, and questions about Meta's AI spending and a looming the AI backlash as hiring contracts and electricity prices rise. From there: Unpacking the announcement that Apple will use Gemini to power Siri, and two follow-ups to last week's discussion of "Too Big to Fail" in tech. At the end: Thoughts on Amazon's grocery ambitions, Walmart's continued success, the YouTube TV-ESPN dispute, and a listener's mental model of Ticketmaster.
To email the show: email@sharptech.fm
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
The Benefits of Bubbles — Stratechery
OpenAI Isn’t Yet Working Toward an IPO, CFO Says — Wall Street Journal
The Deployment Age — Reaction Wheel
Apple to Kick Off 50th Anniversary With Nearly $140 Billion Quarter — Bloomberg
Amazon Earnings, AWS and OpenAI, Did Amazon Solve Groceries? — Stratechery Update
An Interview with Michael Morton About AI E-Commerce — Stratechery Interview
Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
