Andrew and Ben begin by examining the various structural forces and business decisions that led the U.S. and the West to cede rare earth mining and refining to China, including reduced friction at the expense of resilience n a variety of areas, predatory pricing that pays extra dividends in the commodities business, and why Ben is keeping an eye on the Middle East in the months to come. From there: Reactions to the news that Spotify and Netflix are partnering and pulling podcasts off of YouTube, with thoughts on the limits of that strategy and the difference between YouTube's cut of creator ad revenue and Apple's developer fees. At the end: Uber, Tesla, and Waymo and the shape of the future autonomous vehicle marketplace, Ben's thoughts on Tesla's Full Self-Driving, OpenAI's corporate structure, and ChatGPT embraces AI erotica.
To email the show: email@sharptech.fm
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
An Interview with Gracelin Baskaran About Rare Earths — Stratechery Interview
Gas Turbine Makers Are Riding the AI Power Boom — Wall Street Journal
China and Rare Earth Metals, Chips and Rare Earths, The U.S.’s Self-Inflicted Challenge — Stratechery Update
Walmart on ChatGPT, Walmart (and Amazon) Motivations, Spotify Podcasts on Netflix — Stratechery Update
Netflix Jumps Into Podcasts With Spotify Deal — New York Times
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.
