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....
Feb 06, 2023•1 hr 2 min
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 Man...
Feb 02, 2023•11 min
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 Trail...
Jan 30, 2023•1 hr 8 min
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 Dit...
Jan 26, 2023•10 min
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 ...
Jan 23, 2023•1 hr 1 min
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 ...
Jan 19, 2023•8 min
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 — ...
Jan 16, 2023•1 hr 7 min
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, Stra...
Jan 12, 2023•1 hr 10 min
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 Internatio...
Dec 22, 2022•1 hr
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...
Dec 19, 2022•1 hr 2 min
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, G...
Dec 15, 2022•12 min
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 P...
Dec 13, 2022•1 hr 3 min
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 pa...
Dec 08, 2022•13 min
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 — Stra...
Dec 05, 2022•57 min
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, Stratecher...
Dec 01, 2022•14 min
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...
Nov 28, 2022•1 hr 1 min
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 Po...
Nov 21, 2022•1 hr 17 min
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 In...
Nov 17, 2022•12 min
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 o...
Nov 14, 2022•1 hr 8 min
To email the show: email@sharptech.fm Spotify Earnings, Spotify Exclusives, Spotify vs. Apple — Stratechery Update Spotify’s Podcast Aggregation Play — Stratechery The European Super League, Apple Music’s Letter to Artists — Stratechery Update This is How Much More Apple Music Pays Artists Than Spotify — 9to5Mac A Framework for Regulating Competition on the Internet — Stratechery DOJ blocks Penguin Random House’s takeover of Simon & Schuster — Politico Get Sharp Tech Premium, Sharp China, St...
Nov 10, 2022•14 min
To email the show: email@sharptech.fm A New Supreme Court Case Could Fundamentally Change the Internet — Vox A Framework for Moderation — Stratechery Why Cloudflare Matters, The Absence of Gatekeepers, Promotion Versus Moderation — Stratechery Update Another Congressional Hearing, The Genesis of Section 230, The Battle over Section 230 — Stratechery Update Zero Trust Information — Stratechery They Traded Twitter for Mastodon Social. Now What? — Washington Post Get Sharp Tech Premium, Sharp China...
Nov 07, 2022•1 hr 4 min
To email the show: email@sharptech.fm Musk’s Twitter Blue; A Twitter Subscription, Revisited; Apple Earnings — Stratechery Update Twitter Has a New CEO; What About a New Business Model? — Stratechery Can Elon Musk Make the Math Work on Owning Twitter? It’s Dicey. — New York Times Twitter to Pay $809.5 Million to Settle Securities Suit — Wall Street Journal Musk Plans to Eliminate Half of Twitter Jobs to Cut Costs — Bloomberg Apple’s privacy changes create windfall for its own advertising busines...
Nov 03, 2022•11 min
To email the show: email@sharptech.fm Announcing Sharp China With Sinocism’s Bill Bishop — Stratechery Meta Myths — Stratechery Meta Reports Third Quarter 2022 Results — Meta Investor Relations Instagram Reels Struggles, Meta’s Mistake, TikTok at Code — Stratechery Update Facebook Political Problems — Stratechery The Voters Decide — Stratechery Why Microsoft’s Reorganization Is a Bad Idea — Stratechery The Uncanny Valley of a Functional Organization — Stratechery Get Sharp Tech Premium, Sharp Ch...
Oct 31, 2022•1 hr 7 min
To email the show: email@sharptech.fm Snap Earnings, What Spiegel Wouldn’t Say, Snap’s Direct Sales Reset — Stratechery Update Google Earnings, Gaming’s Warning Light, Google’s Costs — Stratechery Update Meta Q2 Earnings, Reasons for Optimism, Meta Changes — Stratechery Update The End of Global Order — Sam Harris A Chinese Spy Wanted GE’s Secrets, But the US Got China’s Instead — Bloomberg Lewis Hamilton Overtakes EVERYONE! | 2021 Sao Paulo Grand Prix — YouTube Christian Horner CARRYING Drive To...
Oct 27, 2022•11 min
To email the show: email@sharptech.fm 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 House of the Dragon and Creative Programming, The Big Ten’s Deal, Disney’s New Prices — Stratechery Update TikTok Parent ByteDance Planned To Use TikTok To Monitor The Physical Location Of Specific American Citizens — Forbes Leaked Audio From 80 Internal TikTok Mee...
Oct 24, 2022•1 hr
To email the show: email@sharptech.fm The China Chip Ban; The Logic of the Ban; Chinese Retaliation, or Not — Stratechery Update More on the China Chip Ban, The AI Focus, Apple and YMTC — Stratechery Update The Tik Tok War — Stratechery Clubhouse's Inevitability — Stratechery Market Making and Time Horizons, Clubhouse Struggling, What Did I Get Wrong? — Stratechery Update An Interview With Daniel Gross and Nat Friedman About the Democratization of AI — Stratechery Interviews Wired Headphones Are...
Oct 20, 2022•13 min
To email the show: email@sharptech.fm Biden Administration Clamps Down on China’s Access to Chip Technology — New York Times The China Chip Ban; The Logic of the Ban; Chinese Retaliation, or Not — Stratechery Update More on the China Chip Ban, The AI Focus, Apple and YMTC — Stratechery Update American Executives in Limbo at Chinese Chip Companies After U.S. Ban — Wall Street Journal Tanner Greer (@sholars_stage) — Twitter ‘No Possibility of Reconciliation’ as US Slams China Chips — Bloomberg Cho...
Oct 18, 2022•1 hr
To email the show: email@sharptech.fm An Interview With Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella About Partnering in the Metaverse — Stratechery Interviews Meta and Microsoft — Stratechery Enterprise Metaverses, Horizon Workrooms, Workrooms’ Facebook Problem — 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....
Oct 14, 2022•11 min
To email the show: email@sharptech.fm Meta Connect 2022 — Reality Labs Microsoft and the Metaverse — Stratechery Metaverse Follow-up, Apple Denied Stay in Epic Case, Google Loses EU Shopping Case Appeal — Stratechery Update An Interview with Mark Zuckerberg about the Metaverse — Stratechery Interviews Skepticism, Confusion, Frustration: Inside Mark Zuckerberg’s Metaverse Struggles — New York Times Meta’s flagship metaverse app is too buggy and employees are barely using it, says exec in charge —...
Oct 11, 2022•58 min
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, Ac...
Oct 07, 2022•11 min
