Meta debuts a powerful new LLM, Mark Zuckerberg makes the case for an open approach to AI, and Ben explains the Crowdstrike mess and why this episode highlights fundamental tensions between security and competition. At the end: Updated thinking on Netflix and what it wants from the ad business, and marveling at Apple's spending spree in Hollywood.
To email the show: email@sharptech.fm
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Open Source AI Is the Path Forward — Mark Zuckerberg
Llama 3.1; Zuckerberg on Open Source AI; Kamala Harris, Europe, and Tech Innovation — Stratechery Update
What is CrowdStrike, and what happened? — The Verge
Netflix Earnings, The Status of Netflix Advertising — Stratechery Update
Crashes and Competition — Stratechery
Why Netflix Should Sell Ads — Stratechery
Apple Tries to Rein In Hollywood Spending After Years of Losses — Bloomberg
Ladies and gentlemen, The Weeknd (on Apple Vision Pro) — The Verge
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