On today's show Andrew and Ben begin with a 60-second iPhone review before turning to YouTube and Google's abundance of AI opportunities. Then: Six questions about the AI bubble, including reactions to Nvidia's investment in OpenAI, Oracle's financing vs. cloud incumbents, Microsoft's spending strategy, the looming power crisis, and more. At the end: A salute to the bubble prince, more on Meta's smart glasses, and "presage" confirmation.

To email the show: email@sharptech.fm

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

The YouTube Tip of the Google Spear — Stratechery

Meta’s AI Abundance — Stratechery

MrBeast on His Quest to Turn YouTube Fame Into an Entertainment Empire — Bloomberg

Oracle Pops, From Databases to AI, Oracle and OpenAI — Stratechery Update

The Oracle Inflection Point, Apple’s Price Increase — Stratechery Update

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