Sharp Tech with Ben Thompson

To email the show: email@sharptech.fm Give Stratechery Plus as a Gift. Narratives — Stratechery Twitter and What Might Have Been — Stratechery Pro-Neutrality, Anti-Title II — Stratechery “Light Touch”, Cable, and DSL; The Broadband Tradeoff; The Importance of Antitrust — Stratechery Update Ajit Pai: the man who could destroy the open internet — The Guardian What if You Couldn’t See This Page? — The New York Times The Internet Is Dying. Repealing Net Neutrality Hastens That Death. — The New York Times The US net neutrality fight affects the whole world — The Verge Come for the tool, stay for the network — Chris Dixon How L'Oreal Sculpted The Cosmetics Industry — Strategy Factory ‘Everything that could go wrong did go wrong’ says Alpine boss after double DNF in Austin — Formula 1 Lando Norris: Alpine have done ‘bad job’ to only just be ahead of McLaren — Planet F1 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. Consoles and Competition — Stratechery The App Store and the Digital Markets Act, Third-Party App Stores, Messaging Interoperability Madness — Stratechery Update The European Commission Versus Android — Stratechery Will semiconductor plants really drain Arizona? That theory is overblown — AZ Central Halt and Catch Fire Season 2 Promo — 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 Give Stratechery Plus as a Gift. TSMC in Arizona, Arizona Challenges, Realities and Motivations — Stratechery Update Chips and China — Stratechery AMD (and Intel) Earnings, TSMC Earnings, Morris Chang on U.S. Semiconductor Production — Stratechery Update TSMC Raises Arizona Chip Investment to $40 Billion as Biden Visits — Wall Street Journal The U.S. Commits to Buying Millions of Vaccine Doses. Why That’s Unusual. — New York Times COVID-19 Vaccine Advance Purchases Explained — The Petrie-Flom Center Can semiconductor manufacturing return to the US? — Brookings Institute TSMC founder Morris Chang says globalization 'almost dead' — Nikkei Asia Transcript of Morris Chang Dec. 11, 2022 — Twitter: @kevinsxu America Wakes Up?, An Interview with Matt Mullenweg About Working From Home — Stratechery Interviews How Loneliness Is Damaging Our Health — 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.

To email the show: email@sharptech.fm Lensa and Stable Diffusion, Stable Diffusion and Apple Silicon, Open Questions — Stratechery Update Google Earnings, YouTube and Google Cloud, Google’s Falling Margin — Stratechery Update Media, Regulators, and Big Tech; Indulgences and Injunctions; Better Approaches — Stratechery Update Non-Fungible Taylor Swift — 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 Homework — Stratechery ChatGPT: Optimizing Language Models for Dialogue — OpenAI OpenAI’s ChatGPT shows why implementation is key with generative AI — TechCrunch DALL-E Open to All, OpenAI and Openness, OpenAI Opportunities and Threats — Stratechery Update “It's like you wake up to the news of first nuclear explosion and you don't know yet what to think about it but you know world will never be the same again.” — Twitter: @styleus The AI Unbundling — Stratechery AI Bundling Follow-Up, iPhone Follow-Up — Stratechery Update An Interview With Daniel Gross and Nat Friedman About the Democratization of AI — 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 Musk vs. Apple; Advertising, App Store Review, and 30%; Google Headcount — Stratechery Update Disney Expectations, Twitter Expectations, Silicon Valley Expectations — Stratechery Update Apple's Twitter ad spend may not have actually dropped — AppleInsider Beachheads and Obstacles — Stratechery Amazon Alexa is a “colossal failure,” on pace to lose $10 billion this year — Ars Technica The Social Network — 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 Bob Iger Back at Disney; Chapek’s Tactics, Iger’s Strategy; Tactics, Strategy, or Environment — Stratechery Update Disney Expectations, Twitter Expectations, Silicon Valley Expectations — Stratechery Update Disney’s Earnings Hurt by Costs at Disney+ — Wall Street Journal An Interview with Matthew Ball About Disney and Bob Iger — Stratechery Interviews The Harvard Study of Adult Development began tracking the lives of 268 Harvard sophomores in 1938. — Twitter: @SahilBloom Good genes are nice, but joy is better — The Harvard Gazette 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 Horrified Twitter onlookers see 2 scenarios: The lights going out at any moment or a long, slow death — Fortune The AI Moat Debate, Continued; Twitter’s Regulatory Risks; Twitter and Advertisers, Continued — Stratechery Update Warner Bros. Discovery and the NBA, The Zaslav Doctrine — Stratechery Update 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 An Interview with Opendoor CEO Eric Wu About Building a Marketplace in a Real Estate Slowdown — Stratechery Interviews Opendoor Earnings, Opendoor’s Pricing, Opendoor’s Scalability — Stratechery Update Zillow Pauses Home-Buying, Opendoor’s Advantage, Crypto and Energy — Stratechery Update Blue Apron Files for IPO, Network Effects and Customer Acquisition Costs, Uber Concerns — Stratechery Update Twilio Files for IPO, Building Infrastructure, Mary Meeker’s Internet Trends 2016 — Stratechery Update Cloudflare’s Disruption — Stratechery Cloudflare on the Edge — Stratechery Sam Bankman-Fried tries to explain himself — Vox Max Verstappen 'knew' Lewis Hamilton move could cause collision but "just went for it" — Mirror 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 Narratives — Stratechery Tulips, Myths, and Cryptocurrencies — Stratechery The 30-Year-Old Spending $1 Billion to Save Crypto — Wall Street Journal Billionaire Bankman-Fried Tries to Fix Crypto’s Hacking Problem — Bloomberg FTX’s Collapse Casts a Pall on a Philanthropy Movement — New York Times Sam Bankman-Fried and Tom Brady — YouTube Twitter’s ad problem is Elon Musk — Vox Trump, Musk and Kanye Are Twitter Poisoned — New York Times The real reason to get off Twitter — Financial Times How the newest megadonor wants to change Washington — Politico 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.