Sharp Tech with Ben Thompson

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.

To email the show: email@sharptech.fm Reddit Revolt, Apollo and Reddit’s Changes, Complement Complaints — Stratechery Update An Interview with The Air Current’s Jon Ostrower about Southwest’s Meltdown and Independent Publishing — Stratechery Interview An Interview with Boom Founder Blake Scholl About Building a Supersonic Airliner — Stratechery Interview 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 a Tesla — Stratechery An Interview with The Ringer Founder and CEO Bill Simmons — Stratechery Interviews Podcast Grifting; Aggregator Lessons; Ostroff, Simmons, and Harry — Stratechery Update EV Charging Standards, Tesla’s Strategy, Tesla’s Reward — Stratechery Update Streaming Shocker: Warner Bros. Discovery In Talks To License HBO Original Series To Netflix — Deadline 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.