Sharp Tech with Ben Thompson

Andrew Sharp and Ben Thompson
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14 snips
Apr 22, 2024 • 13min

(Preview) What Taylor Swift Can Tell You About Netflix, What Meta Wants from Generative AI, Google and the Moonshot

Netflix's subscription number reporting change in 2025, Meta's AI ambitions, Google competing with iPhone, Drake's rap battle with AI Tupac
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12 snips
Apr 18, 2024 • 1h 10min

10 Years of Stratechery: Best and Worst Takes, Creating on the Internet, AI as a Threat, and Memories of Day 1

Celebrating 10 years of Stratechery with insightful reflections on past tech predictions, challenges in digital publishing, the future of robotics, navigating criticism, and the impact of AI on content creation. Delving into tech company perceptions, political influence, and unconventional recording spots while maintaining independence in the tech industry.
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Apr 15, 2024 • 11min

(Preview) When AI Hits Digital Advertising, What the IT Era Can Teach Us About AI's Impact, Chip Questions and EV Mechanics

Exploring the advertising potential of AI for big players like Meta and TikTok, predicting AI's impact on the economy by looking at past technologies, and chip questions mixed in with EV mechanics anecdotes.
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Apr 11, 2024 • 16min

(Preview) Mailbag: AI Hardware, NBA Newsbreakers as Aggregators, Reels vs. Shorts, The Best Approach to Age Verification

Ben and Andrew dive into Jony Ive's new venture, AI hardware challenges, the rise of sports journalists Shams Charania and Adrian Wojnarowski, Instagram's Reels strategy, updates on Neuralink, and approaches to age verification for teens.
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Apr 8, 2024 • 1h 6min

Amazon and the “Just Walk Out” Parable, Mythbusting on Meta and TSMC, The XZ Backdoor and Its Implications

The podcast discusses Amazon's 'just walk out' technology, Meta's data access controversy, TSMC's Arizona fab progress, and the XZ backdoor issue. Topics include tech skepticism, human oversight in AI, debunking data myths, TSMC's expansion in the US, tradeoffs in tech regulations, and the perils of open-source vulnerabilities.
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Apr 2, 2024 • 17min

(Preview) Apple Flunks a Vision Pro Test, Microsoft Unbundles Teams from Office, AI and Energy Consumption

Exploring Apple's VR resolution in Vision Pro, Microsoft separates Teams from Office due to antitrust concerns. Microsoft's Windows history, cross-platform shift, and Teams strategy. Legal challenges of bundling products, AI concerns, and regulatory hurdles for tech giants in the EU.
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4 snips
Mar 28, 2024 • 1h 15min

New Laws to Regulate Big Tech, The Distinction Between Platforms and Aggregators, Apple’s API and Accessories

The podcast discusses new antitrust laws for Big Tech, the distinction between platforms and aggregators, and the Apple API controversy. They also touch on bridging antitrust confusion and criticize Boeing's CEO search.
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Mar 25, 2024 • 11min

(Preview) US v. Apple, Specific Allegations and Broad Implications, The Decisions that Made Apple a Target

Exploring US v. Apple complaint, consumer control of app store, text messaging tech, smartwatches, Apple's strategic decisions making it an antitrust target
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30 snips
Mar 21, 2024 • 1h 4min

Nvidia Searches for a Moat at AI Woodstock, The Blackwell B200, Microsoft’s Deal with Inflection AI

Exploring Nvidia's latest chips at AI Woodstock, Microsoft's deal with Inflection AI, Apple's rumored partnership with Google Gemini. Nvidia's strategic moves in the AI chip market, Microsoft securing GPU access, and potential Apple-Google collaboration in AI infrastructure capabilities.
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Mar 18, 2024 • 13min

(Preview) Monetizing WhatsApp, Big Companies and Big Company Incentives, Why the New York Times Has a Podcast App

Exploring Meta's strategy with WhatsApp, Disney's failed Google acquisition, Apple's failed car project, and the New York Times' foray into the podcast industry. The podcast dives into tech acquisitions, e-commerce evolution, and WhatsApp's unique position in the monetization landscape.

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