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 Int...
Oct 04, 2022•59 min
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 We...
Sep 29, 2022•1 hr
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....
Sep 27, 2022•1 hr 1 min
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 an...
Sep 22, 2022•11 min
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....
Sep 20, 2022•20 min
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 Op...
Sep 13, 2022•59 min
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 ...
Aug 24, 2022•1 hr 4 min
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 N...
Aug 17, 2022•1 hr 4 min
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...
Aug 11, 2022•1 hr 3 min
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. Political Chips — Stratechery Political Chips Follow-Up, Intel Earnings, SMIC at 7nm — Stratechery Update CHIPS Act; America, China, and Intel; Micron and TSMC — Stratechery Update AI Chips and China, Geopolitical Considerations, Nvidi...
Aug 04, 2022•1 hr 1 min
