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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