Sharp Tech with Ben Thompson

To email the show: email@sharptech.fm Twitter lawsuit halted so Elon Musk can close deal by Oct. 28 — Reuters Musk Re-Commits to Twitter; Meta, AITemplate, and Nvidia; Facebook Shutters Bulletin -- Stratechery Daily Update — Stratechery Update Elon Musk Left a South Africa That Was Rife With Misinformation and White Privilege — New York Times Chinese scientists call for plan to destroy Elon Musk's Starlink satellites — Live Science Google Kills Stadia; Why Stadia Was a Bad Product; Microsoft, Activision, and Antitrust — Stratechery Update Patrick Collison — Wikipedia 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.

Cable Temperature Check and a Bundle Experiment Why it may make sense to sell Netflix, Apple TV, Paramount Plus and other streamers as one product, why cable may (or may not) be the intermediary brokering the sale, questions for the future of live sports rights. Then, an answer to listeners who have questions about the new era of Stratechery. To email the show: email@sharptech.fm Cable’s Last Laugh — Stratechery NESN 360, NESN and vMVPDs, Cable and the User Experience — Stratechery Update An Interview with Coda Founder (and Bundle Expert) Shishir Mehrotra — Stratechery Interview MLS on Apple TV, The MLS Perspective, The Apple Perspective — Stratechery Update Four Myths of Bundling — Coda 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.

User agency within Apple's ATT landscape, what Covid can teach us about the risks of regulating content moderation, whether AI fears spawned by The Terminator are reasonable, interrogating Andrew's gamer logic. To email the show: email@sharptech.fm Data and Definitions — Stratechery At last, an AI existential risk policy idea — Slow Boring How Aristotle Created the Computer — The Atlantic AI Could Defeat All Of Us Combined — Cold Takes A Celtics Scandal, the Suns Sale, the Sleeper Niners, and Week 3 Million-Dollar Picks — The Bill Simmons Podcast 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 Nvidia in the Valley – Stratechery An Interview With Nvidia CEO Jensen Huang About Building the Omniverse Cloud – Stratechery Interviews Ada Lovelace GPUs Shows How Desperate Nvidia Is – SemiAnalysis Thread of reactions from Tae Kim – Twitter AI Chips and China, Geopolitical Considerations, Nvidia Consideration – Stratechery Daily Update Nvidia’s Earnings, The Data Center and AI, Nvidia and the Enterprise — Stratechery Daily Update Nvidia Warning, Nvidia vs. TSMC, Ethereum Miners vs. the Merge - Stratechery Daily Update US restricts sale of AI training chips to China – The Verge Apple expands iPhone production in India in shift away from China – Financial 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.

Mailbag: Adobe and Antitrust, Engagement Quality vs. Quantity, The Cult of Musk, Porcupine Lore Adobe-Figma antitrust questions, the pluses and minuses of ignoring user complaints, how Twitter hype led to real infrastructure at Tesla, a word about porcupines. To email the show: email@sharptech.fm Adobe Tumbles After Deal to Buy Figma for About $20 Billion — Bloomberg Adobe Acquires Figma, Figma’s Disruption, The Figma OS — Stratechery Update Launch Follow-Up, Figma Feedback, More on Antitrust and Acquisitions — Stratechery Update An Interview With The Verge Editor-in-Chief Nilay Patel About Building a Destination Site — Stratechery Interview It's a Tesla — Stratechery Mistakes and Memes — Stratechery What the Fox Knows — 538 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 Subscribe to Sharp Tech and receive public episodes a day early and an extra episode each week. Subscribe to Stratechery Plus and receive every Sharp Tech episode, Dithering, the Stratechery Update, and Stratechery Interviews. The Greatest of All Talk, an NBA podcast — GOAT 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 Subscribe to Sharp Tech and receive public episodes a day early and an extra episode each week. Subscribe to Stratechery Plus and receive every Sharp Tech episode, Dithering, the Stratechery Update, and Stratechery Interviews. The AI Unbundling — Stratechery AI Bundling Follow-Up, iPhone Follow-Up — Stratechery Update ‘An engine for the imagination’: the rise of AI image generators — The Verge DALL-E, the Metaverse, and Zero Marginal Content — Stratechery OpenAI’s DALL-E AI image generator can now edit pictures, too — The Verge Midjourney — Midjourney DALL-E — OpenAI 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 Subscribe to Sharp Tech and receive public episodes a day early and an extra episode each week. Subscribe to Stratechery Plus and receive every Sharp Tech episode, Dithering, the Stratechery Update, and Stratechery Interviews. A Dad Took Photos of His Naked Toddler for the Doctor. Google Flagged Him as a Criminal. — The New York Times Google, Machine Learning, and CSAM; Takeaways and Tradeoffs; Apple’s CSAM Controversy — Stratechery Update Rights, Laws, and Google — Stratechery Apple and Property Rights, On Google’s Non-Response, The Facebook Oversight Board — Stratechery House of the Dragon and Creative Programming, The Big Ten’s Deal, Disney’s New Prices — Stratechery Formula 1 and Netflix, Netflix and Sports, YouTube TV vs. ESPN — Stratechery ‘House of the Dragon’ Is HBO’s Top Debut With 10 Million Viewers — Bloomberg 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 Subscribe to Sharp Tech and receive public episodes a day early and an extra episode each week. Subscribe to Stratechery Plus and receive every Sharp Tech episode, Dithering, the Stratechery Update, and Stratechery Interviews. Apple and Facebook’s Pre-ATT Negotiations, Timing and Documentation, ATT’s Impact — Stratechery Update Data and Definitions — Stratechery The TikTok War — Stratechery On TikTok, Election Misinformation Thrives Ahead of Midterms — The New York Times Leaked Audio From 80 Internal TikTok Meetings Shows That US User Data Has Been Repeatedly Accessed From China — Buzzfeed News China’s Plans to Win Control of the Global Order — Tablet TikTok Works on Its Trust Deficit — Platformer 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 Subscribe to Sharp Tech and receive public episodes a day early and an extra episode each week. Subscribe to Stratechery Plus and receive every Sharp Tech episode, Dithering, the Stratechery Update, and Stratechery Interviews. Further reading: Instagram, TikTok, and the Three Trends — Stratechery Three Trends Follow-Up, The Question of “Cool”, TikTok and the Sinicization of the Internet — Stratechery Update Adam Mosseri explains Instagram's changes — Twitter An Interview With The New York Times Company CEO Meredith Kopit Levien — 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.