Surveying the landscape after a week of Musk tweets and rumors of a Musk-Cook summit, Amazon has a $10 billion Alexa problem, and Ben and Andrew are asked to build a successor to The Social Network.
The legend of Bob Iger and the recent history of Bob Chapek, why Disney stock went up last week (but not by much), ESPN and Disney+ in the shadow of the $71 billion 21st Century Fox acquisition, and emails about third party play-by-play and a scientific defense of cigar clubs.
The night Twitter was laid to rest, TV in movie theaters and the debate over David Zaslav, whether strategy consultants are useful, and celebrating Thanksgiving with a plan to fix the NBA and a taxonomy of group chats.
A closer look at Opendoor in the midst of its biggest challenge yet, the state of Twilio and Cloudflare, excellent pushback on claims that crypto doesn’t have a product, and reactions to SBF’s DMs and Max Verstappen’s antics.
The implications of a straight-forward case of fraud, what Sam Bankman-Fried and FTX teach us about the dangers of conflation, why and how Twitter is failing under Elon Musk, and responses to emailers who have asked about Meta's ability to develop a Twitter competitor.
An email about Netflix spawns an extended overview of Spotify's present and future, a closer look at Apple Music's royalties messaging, reactions to the permanent injunction block Penguin Random House's attempted acquisition of Simon and Schuster, and the two most important features we need from Twitter Blue.
A question about Section 230 spawns expansive thoughts from Ben, a proposal for an alternate solution to moderation, new questions on Twitter as the Mastodon takeover approaches, and responses to listeners who balked at Andrew's broad social media dismissal last week.
Reactions to $8/month for Twitter Blue, the fevered conversation around Musk’s ownership, whether Twitter should take even more risks as a private company, and answers to mailbag questions about Apple, Netflix and Ben’s personal calculus in Taiwan.
How Ben reads an earnings report, the various challenges that might unsettle TikTok investors, an extended debate on whether Twitter and Facebook have been good for society, and Andrew is profiled by a major news outlet while Ben shares lessons from his early years.
Google's core business is sound but YouTube's numbers are murkier, the bull case for Meta as the market runs the other way, and a fair and balanced look at Snap. Then, a few mailbag questions about automation, Netflix abroad, and the psychology of a Red Bull fan.
Netflix's Q3 response to all its Q1 critics, sorting through the threats elsewhere in the streaming landscape, what to look for as Netflix makes its foray into ads. Then, responses to a new report on TikTok that was published hours after last Friday's podcast.
Taiwan's military readiness and the modal outcome for Tik Tok in the U.S., a question about immersive audio spawns Clubhouse lament, two questions about the future of AI in the knowledge economy, choosing the NBA coaches and GMs who will lead the next era in tech.
The narrow purpose of the latest US export controls, the broad attack the Chinese government will likely perceive, why heightened American attention to Taiwan could be dangerous, and a variety of unknowns as the world awaits the next steps.
Ben remembers why he believes in the future of VR, Andrew remembers why he's not a fan the metaverse movement, listeners wonder about possibilities at Apple and beyond, and Ben offers guidance on tech travel kit best practices.
Reactions to Mark Zuckerberg’s keynote at Meta Connect 2022, why it makes sense for Meta to partner with Microsoft in the virtual reality space, the aspects of the VR pitch that still feel underwhelming, and whether Zuckerberg is the right person to lead this era of Facebook.
Elon Musk is a land of contradictions, reframing re-bundling and TNT's NBA incentives, a variety of questions about ad-supported business models, and a podcast confirmation hearing as Andrew faces questions about his tech opinions.
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.
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.
Why the internet is upset after Nvidia's Ada Lovelace announcement, the perfect storm of the past 12 months, a bet on AI inside and outside of gaming. Then, the calculus for Apple and Nvidia as tensions rise between China and the U.S.
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.
Ben and Andrew discuss the origins of the podcast, their own backgrounds, and why they’re excited about making this show.
New AI image generators hint at a decentralized future, newspapers vs. the internet as an analogy for what’s next, potential implications for white collar workers, and how Steve Ballmer can help Apple.
A Google enforcement strategy gone awry, the pluses and minuses of horizontal integration, and the common thread among most big tech complaints. Then, the downsides of Netflix’s binge model.
Apple’s emphasis on privacy and the competitive advantages that come with it. Then, the varied concerns surrounding TikTok’s emerging dominance in culture.
The future of Facebook and Instagram in the TikTok era, Instagram's shifting priorities, and stated preference vs. revealed preference. Then, the new era of the New York Times.
A brief history of semiconductors in the US and Taiwan, what the CHIPS act can and can’t fix, and why the legislation is probably a good idea regardless. Then, reactions to Nancy Pelosi's visit to Taiwan.
