(Preview) How America Lost Rare Earths, Netflix Partners with Spotify and Bill Simmons, What Comes Next in the Robotaxi Wars

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.

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@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

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