Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Anduril Industries — X: @andruiltech An Interview with Gregory Allen About the State of Ch…

First, a follow-up to Ben's article on Gen AI and the future of user interfaces, and then emails on architecture and structural incentives, Bob Noyce and American lithography, Blue Origin and Amazon, the role of capitalism in the declining birth rate around the world, and thoughts on 'X' and its Reels-ification in 2024. To email the show: email@sha…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Gelsinger Out at Intel, What Happened, Ten Years Too Late — Stratechery Update An Intervie…

Returning from the holiday week with a look at the explosive growth of AppLovin, various takeaways from the towering success of OnlyFans, Bloomberg history, and questions on the future for Elon Musk and OpenAI. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube An Interview with Eric Seufert Abo…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Add Stratechery to your podcast player Add Dithering to your podcast player Add Sharp Chin…

Talking through the evolution of the modern trade landscape, the implications of tariffs under a new U.S. administration, and Ben’s article on Monday, A Chance to Build. Topics include: the realities that are prompting change, China’s growth in hardware and software, TSMC and Trump, the future for Waymo, and more. To email the show: email@sharptech…

The Jake Paul-Mike Tyson fight and what might have gone wrong for Netflix on Friday night, a resolution of the NBA's months-long contract dispute with Warner Bros. Discovery, and Ben explains what Passport can do for creators and shares a few takeaways from his experience building the product over the past few years. To email the show: email@sharpt…

An emailer wonders whether 30 years of Internet investments and data were the bootloader for an AI transformation in the real world. Ben offers his take on recent reports that OpenAI and Google are seeing diminishing returns from their latest LLMs, and the arrival of Ultrawide capabilities leads to refined takes on the Vision Pro and advice for App…

Looking to President Trump's first term for clues about what tech policy might look like for the next four years. Topics include: Apple's balancing act with the U.S. and China, why Meta and Google might have fared better under Kamala Harris, the implications for "Little Tech," an open question on M&A policies, unresolved tensions with EU regulators…

An email comparing James Harden to a tech company spawns several other tech and basketball crossovers. Then: A brief history of the bandwidth buildout that made it possible for video to take over the internet, an email about generative AI and digital advertising, a listener cries for help over political donation solicitations, and Ben aborts an exp…

Talking through Ben's piece on Meta and Abundance, including the past, present and future of Meta's value proposition to e-commerce advertisers, plans to incorporate AI-generated content into news feeds, and questions about augmented reality and the next phase of user interfaces. At the end: An emailer highlights potential downsides of the vision M…

The open questions about competition in AI and enterprise software, emails regarding text-to-voice podcasts and replacing Andrew with an AI agent, and a question about Amazon and the proposed tariffs on consumer goods from China. Plus: Apple Intelligence, OpenAI's naming strategy, and the daily media intake for both hosts. To email the show: email@…

A closer look at the emergence of stablecoins, their utility in crypto and cross-border payments, progress in the crypto space that could lead to more widespread adoption, and the strategic logic of Stripe's plan to buy Bridge, a stablecoin platform, for a reported $1.1 billion. At the end: Updates on the Apple Vision Pro, and the secret behind the…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube OpenAI’s New Model, How o1 Works, Scaling Inference — Stratechery Update OpenAI DevDay, Op…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Elon Dreams and Bitter Lessons — Stratechery The Bitter Lesson — Incomplete Ideas An Inter…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube In an engineering feat, mechanical SpaceX arms catch Starship rocket booster back at the l…

An injunction in the wake of the Epic v. Google case highlights the value of network effects in the app store market and the limits of antitrust law to restore competition, the DOJ proposes a break-up of Google that may run into similar problems in the search market, and Ben explains why Tesla's taking a different approach to autonomous driving tha…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Taking Waymo, Uber and Waymo — Stratechery Update More on Orion, Where Vision Pro Went Wro…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube More on Orion, Where Vision Pro Went Wrong, Apple’s Response and Meta’s Motivation — Strat…

An episode of reactions to Meta Connect 2024. Topics include: the lively atmosphere during Mark Zuckerberg’s keynote, Ben’s experience with the Orion AR glasses, the strengths and weaknesses of Apple and Meta in the race to create a platform for the future, Llama 3.2, Snap’s Spectacles, and more. To email the show: email@sharptech.fm @SharpTechPodc…

Answering listener questions on a tidal wave of sports gambling advertising, Sony’s strategy for the PlayStation Pro, robotics and the potentially destabilizing impact of AI, Apple’s latest ads, Microsoft’s LinkedIn purchase, and more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Unity Scr…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Copilot Pages, Salesforce Agents — Stratechery Update OpenAI’s New Model, How o1 Works, Sc…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Add Stratechery to your podcast player Add Dithering to your podcast player Add Sharp Chin…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Boomer Apple — Stratechery Everything as a Service — Stratechery Apple’s Middle Age — Stra…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple Moves Forward With Foldable iPhone — The Information Unboxing the new #Pixel9 — TikT…