Sharp Tech with Ben Thompson

Walmart CEO Doug McMillon discusses Walmart's ad business challenges, becoming an Amazon competitor; AI skepticism talk leads to bubble discussion. Plus, NBA Finals picks.

Exploring generative AI in voice assistants, GPU future projections, Amazon's logistics strategies, and a review of the Cybertruck. Discussions on Apple's AI plans, Google's dark fiber purchase, Nvidia's GPU models, and Amazon's e-commerce dominance. An in-depth look at investments in future technologies, shareholder reactions, and the evolving GPU market landscape.

Exploring AI's disruptive potential in the workplace, TSMC's influence on probabilistic LLMs, AI as a differentiator for big companies, frustrations with tech barriers. Also, a note about Scarlett Johannson. Plus, updates on AI integration, Microsoft PAINT, and Apple's AI strategy.

Scarlett Johansson and Sam Altman discuss Microsoft's new PC innovations at Build, the potential for Windows as an AI platform for developers, and Johansson's concerns about OpenAI's use of her voice. The episode delves into tech giants' strategies, AI differentiation, platform stability, and the challenges of developing for cutting-edge technologies.

Netflix secures NFL games, internalizes ads, and bundles with Disney and Warner Bros; Leagues adapt to internet realities. Review of 'Her', voice assistance future also discussed.

Reactions to Google I/O, AI makeover for search, mailbag questions on Google Cloud, Apple's rumored partnership with OpenAI, Amazon, and SpaceX's ascent. Exploring Google's strengths and weaknesses, AI advancements, and strategic format changes by tech giants.

Reactions to GPT-4o demo, OpenAI's relation to consumer tech, potential Apple partnership. A follow-up on Apple's ads, defense of Bumble CEO.

Topics discussed include the controversial iPad commercial, the future of Google search, and insights on the Tom Brady roast by Netflix. The show explores the impact of technology in media consumption, the allure of high-end technology products, and Google's evolving search strategy.

Discussions on Apple's presence in China and Japan, the iPad's potential as a Mac replacement, Apple's growth premium, and Meta's investments in the Metaverse. Also, insights on Apple acquisitions and the Vision Pro.

The podcast delves into the fierce battle for NBA broadcast rights, the optimal NBA schedule, and the future of regional sports networks. Topics include major media corporations competing for rights, Netflix's strategic approach, sports rights impact on streaming services, and NBC's aggressive pursuit in the NBA broadcasting market.