Sharp Tech with Ben Thompson

To email the show: email@sharptech.fm Google Stock Tumbles Nearly 8% After Bard Ad Shows Inaccurate Answer, AI Race Heats Up — Investor’s Business Daily New Bing, and an Interview with Kevin Scott and Sam Altman About the Microsoft-OpenAI Partnership — Stratechery Interview Why TV Has Resisted Disruption — Stratechery In Paris demo, Google scrambles to counter ChatGPT but ends up embarrassing itself — Ars Technica Here's Why Apple Isn't Making a Television — Time Magazine Disney to cut 7,000 jobs in major revamp by CEO Iger — Reuters Nelson Peltz’s Other C.E.O. Gambit — Puck News Regional Sports Networks, ESPN + RSNs, TechDirt’s Response on Title II and Net Neutrality — Stratechery Update MLB, NBA and NHL may buy biggest owner of regional sports TV networks: sources — New York Post 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 Meta Myths — Stratechery Facebook Lenses — Stratechery The ‘Enshittification’ of TikTok — Wired ‘If You Think The Internet Is Terrible Now, Just Wait a While’ — The Awl EarPods with Lightning Connector — Apple Album Club — Listener Andrew D 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 Cloudflare’s Disruption — Stratechery Microsoft Earnings, Azure’s Slowdown, Office Strikes Back — Stratechery Update Tech Layoffs, Big Tech’s Hiring Rates, Microsoft’s VR Layoffs — Stratechery Update An Interview with Michael Nathanson About Netflix and the Media Industry — Stratechery Interviews Column: The real aim of big tech’s layoffs: bringing workers to heel — Los Angeles Times Finding Visible Egress/ingress nodes on the big-I Internet — Reddit The Manchurian Candidate (1962) ORIGINAL TRAILER — 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 Amazon’s New Customer — Stratechery Walmart Earnings, Walmart’s Grocery Business, Amazon’s Grocery Stumbles — Stratechery Update An Interview With Instacart CEO Fidji Simo About Big Ambitions — Stratechery Interviews Pro-Neutrality, Anti-Title II — Stratechery Netflix and Net Neutrality — Stratechery An Interview with The Air Current’s Jon Ostrower about Southwest’s Meltdown and Independent Publishing — Stratechery Interviews Die Hard: With A Vengeance Trailer (HD) — YouTube Ron Dayne Wisconsin Highlights — 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 An Interview with Michael Nathanson About Netflix and the Media Industry — Stratechery Interview Tech Layoffs, Big Tech’s Hiring Rates, Microsoft’s VR Layoffs — Stratechery Update DOJ Sues Google, Google’s Advertising Aggregation, No Duty to Deal — Stratechery Update Peloton Changes CEO, The Pandemic Stocks, Peloton’s Options — 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 Netflix’s New Chapter — Stratechery AI chatbot’s MBA exam pass poses test for business schools — Financial Times Netflix’s New Look Is Already Catching On — Wall Street Journal Netflix Earnings, Netflix Doubles Down, Netflix’s Ad Tier — Stratechery Update Why Netflix Should Sell Ads — Stratechery Why Netflix Should Not Sell Ads, Elon Musk and Twitter — Stratechery Update Cable’s Last Laugh — Stratechery A Free Ad-Supported Netflix Service? Ted Sarandos Says Company Is “Open” to the Idea — The Hollywood Reporter Reed Hastings’ Journey at Netflix Would Make for Binge-Worthy TV — Bloomberg Acorn History (via listener Andrew D.) — Qsl.net 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 Twitter Timelines, Azure and OpenAI, Apple and China — Stratechery Update Peloton’s Operations, Intel Buys Tower Semiconductor, What Now for ARM (plus Intel + RISC-V) — Stratechery Update The Amazon Tax — Stratechery Beyond Aggregation: Amazon as a Service — Stratechery The End of the Beginning — Stratechery WWE stock upgraded at Wells Fargo as analysts debate potential buyers — Yahoo! Finance "These 3rd graders acting different" — Twitter: @Overtime How to Pronounce Oeuvre? (3 WAYS!) UK Vs US + French Pronunciation Guide — 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 Amazon confirms its massive layoffs will affect 18,000 employees — The Verge Amazon Kept Inventing, and Now It’s Going to Start Cutting — Bloomberg Amazon Earnings, Amazon’s Costs, Amazon Closes Stores — Stratechery Update An Interview with Brad Stone about Amazon Unbound — Stratechery Interviews Day Two to One Day — Stratechery Alexa: Amazon’s Operating System — Stratechery Meta open sources early-stage AI translation tool that works across 200 languages — The Verge Social Networking 2.0 — 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 More on Google and AI; OpenAI, Integration, and Microsoft — Stratechery Update An Interview with Daniel Gross and Nat Friedman about ChatGPT and the Near-Term Future of AI — Stratechery Interview FTC Fines Epic, Netflix Ads, YouTube and the NFL — Stratechery Update Amazon wraps 'TNF' debut season with lower numbers, but much younger demos — Sports Business Journal 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 Give Stratechery Plus as a Gift. FTC Fines Epic, Netflix Ads, YouTube and the NFL — Stratechery Update YouTube the likely home for 'Sunday Ticket — Sports Business Journal Alphabet’s YouTube TV Nears Deal For NFL Sunday Ticket. Profiting Will Be a Challenge. — Barron's Google’s YouTube in Talks for Rights to NFL Sunday Ticket — Wall Street Journal US targets China’s potential chip stars with new restrictions — Financial Times How TikTok Became an International Crisis — The New York Times What Comes Next for the Most Empty Downtown in America — The New York Times 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.