Sharp Tech with Ben Thompson

To email the show: email@sharptech.fm Disney Earnings, A Split Disney?, ESPN’s Advertising — Stratechery Update Disney to Significantly Raise Prices of Disney+, Hulu Streaming Services — Wall Street Journal Disney is open to finding a new strategic partner for ESPN, Iger says — CNBC Disney could soon sell its TV assets as Iger says business ‘may not be core’ to the company — CNBC Bob Iger on CNBC, The End of Linear TV, ESPN and Strategic Partnerships (and Apple?) — Stratechery Update Cable’s Last Laugh — Stratechery Big Ten Blame — Stratechery Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.

To email the show: email@sharptech.fm It’s Taylor Swift’s Economy, and We’re All Living in It — Wall Street Journal Non-Fungible Taylor Swift — Stratechery Taylor Swift v Apple — Stratechery Update Taylor Swift v Daniel Ek, What Swift Gets Right, The Problem with Spotify — Stratechery Update The Secret Talks That Could Have Prevented the Apple vs. Facebook War — Wall Street Journal For Taylor Swift, the Future of Music Is a Love Story — Wall Street Journal Differentiation and Value Capture in the Internet Age — Stratechery Bob Iger Back at Disney; Chapek’s Tactics, Iger’s Strategy; Tactics, Strategy, or Environment — Stratechery Update How Apple Will Save Billions of Dollars on Chips for New iPhone — The Information Apple Earnings; OpenAI, GPTBot, and Robots.txt; Zoom’s Terms-of-Service — Stratechery Update Is that viral ‘superconductor’ legit? — The Verge Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.

To email the show: email@sharptech.fm Big Ten Blame — Stratechery Unity Merges With ironSource, Football Follow-up, Uber/Musk Follow-up — Stratechery Update Meta Earnings, AI in Meta’s Business, Reality Labs Reality — Stratechery Update Meta Blocks News in Canada, LK-99, YouTube and TV Advertisers — Stratechery Update Amazon Earnings, Amazon and AI, Amazon’s Improved Delivery — Stratechery Update Same Day Sensor Tower — Dithering EU Fines Meta, Big Tech Exposure, The Degradation of Scalability — Stratechery Update Meta Offers to Seek Consent for Highly Personalized Ads in Europe — Wall Street Journal Microsoft closes at record after revealing pricing for new A.I. subscription — CNBC Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.

To email the show: email@sharptech.fm Chips and China — Stratechery TSMC in Arizona, Arizona Challenges, Realities and Motivations — Stratechery Update US, Europe Growing Alarmed by China’s Rush Into Legacy Chips — Bloomberg CHIPS Act; America, China, and Intel; Micron and TSMC — Stratechery Update Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.

To email the show: email@sharptech.fm Facebook Bowed to White House Pressure, Removed Covid Posts — Wall Street Journal Section 230 in the Supreme Court, Reach and Speech, The First Amendment and U.S. Speech Controls — Stratechery Update Zero-COVID and Free Speech — Stratechery What to know about DOE’s fusion milestone — Politico Starlink Solution, Starlink Experience, Starlink Implications — Stratechery Update David Spade - 1 800 COLLECT Commercials (1994) — YouTube Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.

To email the show: email@sharptech.fm Netflix Earnings, Netflix’s Coming Price Increases, Netflix and the Strike — Stratechery Update Streaming Residuals and Spotify, Llama 2 Open-Sourced, Llama’s License — Stratechery Update Twitter is being rebranded as X — The Verge Netflix Removes “Basic” Ad-Free Plan in U.S. and U.K. — The Hollywood Reporter Why Netflix Should Sell Ads — Stratechery Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.

To email the show: email@sharptech.fm AI and the Big Five — Stratechery Meta is giving away its AI tech to try to beat ChatGPT — The Verge GPT-4, Google Adds AI to Productivity Apps, Local Language Models — Stratechery Update Streaming Residuals and Spotify, Llama 2 Open-Sourced, Llama’s License — Stratechery Update ChatGPT loses users for first time, shaking faith in AI revolution — Washington Post Meta Open Sources Another AI Model, Moats and Open Source, Apple and Meta — Stratechery Update Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.

To email the show: email@sharptech.fm TV STRIKE CALLED BY SCREEN ACTORS — New York Times Hollywood on Strike — Stratechery Your Most Frantic SAG Strike Questions, Answered — Vulture Bob Iger Back at Disney; Chapek’s Tactics, Iger’s Strategy; Tactics, Strategy, or Environment — Stratechery Update Scale of the Universe Bob Iger on CNBC, The End of Linear TV, ESPN and Strategic Partnerships (and Apple?) — Stratechery Update Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.

To email the show: email@sharptech.fm Microsoft Can Close Its $75 Billion Buy of Activision Blizzard, Judge Rules — Wall Street Journal Microsoft-Activision Updates; Reader Follow-Up; Free Speech, the Government, and Scale — Stratechery Update Microsoft Can Acquire Activision, The FTC vs. the Record, The FTC’s Failed Vendetta — Stratechery Update Consoles and Competition — Stratechery Microsoft’s Activision deal could face ‘new merger investigation,’ UK regulator warns — The Verge Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.

To email the show: email@sharptech.fm The Social/Communications Map — Stratechery Instagram, TikTok, and the Three Trends — Stratechery The Audacity of Copying Well — Stratechery Social Networking 2.0 — Stratechery Artifact, Bluesky, and Substack Notes; Social Networking 2.0 and the Twitter Diaspora; First Week Impressions — Stratechery Update Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.