The White House executive order on AI, the accidental lesson of all the analogies to nuclear technology, what Steve Jobs and Bill Gates can teach us about innovation, and a look at the competing systemic priorities that create AI questions without clear answers. To email the show: email@sharptech.fm Attenuating Innovation (AI) — Stratechery An Interview with Daniel Gross and Nat Friedman about the AI Hype Cycle — Stratechery Interview Netflix Follow-Up, The Senate Tech Bill — Stratechery Update ...
Nov 02, 2023•1 hr 10 min
Celebrating 100 episodes of Sharp Tech with quick thoughts on Monday night's Apple event, a second look at GM's foray into software, the tech CEO that should be the next NBA commissioner, and more emails from listeners. To email the show: email@sharptech.fm GM thinks it can wean you off Apple CarPlay and Android Auto — The Verge Apple unveils the new MacBook Pro featuring the M3 family of chips, making the world’s best pro laptop even better — Apple Newsroom China Chips and Moore’s Law — Stratec...
Oct 31, 2023•17 min
A Netflix letter to shareholders that doubles as a message to the rest of Hollywood, the NBA’s precarious negotiating posture as the cable bundle crumbles, and one way Amazon could make the NBA a worthwhile investment. To email the show: email@sharptech.fm Netflix Earnings, Netflix’s Licensing Pitch, Netflix Gaming Revisited — Stratechery Update Amazon Is Eyeing an NBA Package for Tuesdays or Thursdays — Front Office Sports ESPN Financials, NBA Spin, Jon Stewart vs. Apple — Stratechery Update ES...
Oct 26, 2023•1 hr 16 min
The Maps history that undergirds Google’s partnership with Apple, whether the Apple and Google app stores should be regulated like modern day utility companies, and a question about regulation and ideological consistency. At the end: iPhone etiquette, a Delta update, and TikTot on interesting parents and adult supervision. To email the show: email@sharptech.fm Google and the Limits of Strategy — Stratechery ‘Unprecedented’ Secrecy in Google Trial as Tech Giants Push to Limit Disclosures — New Yo...
Oct 23, 2023•15 min
Memories of an article in 2016, a reminder that the impact of fake news is generally correlated to the speaker, not the speech, and a question about harm yields an answer about the importance precision and principles. To email the show: email@sharptech.fm Fake News — Stratechery In Defense of The New York Times — Stratechery Defining Information — Stratechery Twitter, Responsibility, and Accountability — Stratechery After Hospital Blast, Headlines Shift With Changing Claims — New York Times Face...
Oct 19, 2023•16 min
An emailer recommends ignoring college students on Twitter, the strategic logic of America’s ban on the sale of advanced chips to China, and a few different questions about AI and our digital future. At the end: Apple’s rumored F1 interest and why the partnership makes sense. To email the show: email@sharptech.fm Phillies grand slam without announcers — @steph_turkey Defining Information — Stratechery An Interview with Chip War Author Chris Miller — Stratechery Interview Chips and Geopolitics — ...
Oct 17, 2023•1 hr 4 min
To email the show: email@sharptech.fm Zero Trust Information — Stratechery Tech and War — Stratechery The TikTok War — Stratechery Graphic war videos go viral, testing social media’s rules — The Washington Post TikTok Footage Becomes World’s Window Into Israel Conflict — Bloomberg Pro-Neutrality, Anti-Title II — Stratechery 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 12, 2023•1 hr 15 min
The Sphere in all its LED splendor, more questions about AI devices and virtual reality, brief thoughts on Michael Lewis and SBF, and reading a few of the many listener emails inspired by Tuesday's Amazon discussion. To email the show: email@sharptech.fm The world's most unique billboard: The hefty price tag to advertise on the Vegas Sphere — NBC Las Vegas New York Loves to Hate Him. Can a $2.3 Billion Sphere Redeem Jim Dolan? — New York Times Las Vegas and Its Big, Big Ambitions — New York Time...
Oct 05, 2023•15 min
The FTC’s Amazon complaint and ongoing criticism of FTC Chair Lina Khan, understanding Amazon’s power and the limits of antitrust law, modern regulators vs. the Chicago school, and why “big is bad” might be a good strategy. To email the show: email@sharptech.fm Khan Seeks to End Amazon ‘Illegal Conduct,’ Quiet on Breakup — Bloomberg Lina Khan Once Went Big Against Amazon. As FTC Chair, She Changed Tack. — Wall Street Journal Amazon’s Antitrust Paradox — The Yale Law Journal Lina Khan Has a Weak ...
Oct 03, 2023•17 min
Ben shares his experience with a ChatGPT demo that inverted his expectations, a reminder that reducing friction is essential for AI’s next steps, and reactions to Meta’s Smart Glasses and reports of Jonny Ive and Sam Altman brainstorming. At the end: Delta follow-up, Disney capacity, and the Swift-Kelce bundle. To email the show: email@sharptech.fm AI, Hardware, and Virtual Reality — Stratechery A Dame Trade Deep Dive With Ben Thompson, Plus Seth Meyers and Million-Dollar Picks — The Bill Simmon...
Sep 29, 2023•1 hr 10 min
The voice and image commands announced by OpenAI (and the Google threat that still looms), Spotify’s new translation software, and a wave of CarPlay love among the emailers leads to clarifications and more talk of software and the auto industry. At the end: Kids in a world of advertising, and advice for budgeting time and money in early parenthood. To email the show: email@sharptech.fm You can now prompt ChatGPT with pictures and voice commands — The Verge Spotify is going to clone podcasters’ v...
Sep 26, 2023•1 hr 15 min
To email the show: email@sharptech.fm Microsoft Mistakenly Reveals Secret Game Plans in Court Case — Bloomberg The new FineWoven iPhone cases are very bad — The Verge Max Gets Sports, The Fox Linchpin, Disney’s Taylor Swift Era Confirmed — 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....
Sep 21, 2023•6 min
How the history of Google and may predict the future for YouTube, the stakes for Disney and Bob Iger as the earth shifts underneath them, and various considerations for consumers and content makers alike as the entertainment industry prepares for a new era. At the end: missed exit opportunities, a few antitrust digressions, and one man's iPhone 15 grievance. To email the show: email@sharptech.fm Why Has a Useless Cold Medication Been Allowed on Shelves for Years? — The Atlantic FTC Fines Epic, N...
Sep 19, 2023•1 hr 14 min
Reactions to Tuesday’s iPhone event at Apple, the recent history of the development landscape in gaming, and an overview of the flaws in the plan Unity announced this week. At the end: Competing thoughts on the NFL and NBA, John Malone’s portfolio, and Taylor Swift in theaters. To email the show: email@sharptech.fm Apple’s iPhone Event; Innovation and Iteration; Pricing, Inflation, and Services — Stratechery Update Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, ...
Sep 14, 2023•8 min
The eleventh hour agreement between Charter and Disney, why Charter was the clear winner but Disney will benefit regardless, and what Charter’s investments say about the future of internet in America. At the end: Reactions to a breakthrough chip from Huawei and SMIC and its potential implications on US-China policy. To email the show: email@sharptech.fm Charter-Disney Winners and Losers — Stratechery The Rise and Fall of ESPN’s Leverage — Stratechery Cable’s Last Laugh — Stratechery Disney, Char...
Sep 12, 2023•1 hr 13 min
To email the show: email@sharptech.fm The Rise and Fall of ESPN’s Leverage — Stratechery An Interview with John Kosner About the Past and Future of Sports in an Age of Abundance — Stratechery Interview Disney Earnings, A Split Disney?, ESPN’s Advertising — Stratechery Update Cable’s Last Laugh — Stratechery 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 07, 2023•1 hr 12 min
To email the show: email@sharptech.fm Beyond Aggregation: Amazon as a Service — Stratechery What Clayton Christensen Got Wrong — Stratechery Shopify Exits Logistics, The Shopify Logistics Side Quest, Whither Buy with Prime — Stratechery Update Harley Finkelstein — X Amazon in Talks With Disney About ESPN Streaming Partnership — The Information ‘Ahsoka’ Premiere Draws Big Audience, Disney+ Says — The Hollywood Reporter Live-Streamed CNN Channel With New Shows Set to Debut on Max — Variety Get Sha...
Aug 31, 2023•5 min
To email the show: email@sharptech.fm Nvidia Sales Surge as AI Boom Lifts Earnings — Wall Street Journal Nvidia On the Mountaintop — Stratechery Nvidia In the Valley — Stratechery An Impromptu Nvidia Symposium, A Brief History of Solaris and Sun Microsystems, The Future of AI Energy Consumption — Sharp Tech 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....
Aug 29, 2023•1 hr
To email the show: email@sharptech.fm Google and Microsoft’s Events, Monetizable Panic, Paradigms and Hardware — Stratechery Update An Interview with Chip War Author Chris Miller — Stratechery Interviews Spotify Looked to Ban White Noise Podcasts to Become More Profitable — Bloomberg China’s 40-Year Boom Is Over. What Comes Next? — Wall Street Journal Microsoft Office AI, Copilot and Tech’s Two Philosophies, Business Chat and Appropriate Fear — Stratechery Update More on Google and AI; OpenAI, I...
Aug 22, 2023•1 hr 4 min
To email the show: email@sharptech.fm Disney Earnings, A Split Disney?, ESPN’s Advertising — Stratechery Update Disney to Significantly Raise Prices of Disney+, Hulu Streaming Services — Wall Street Journal Disney is open to finding a new strategic partner for ESPN, Iger says — CNBC Disney could soon sell its TV assets as Iger says business ‘may not be core’ to the company — CNBC Bob Iger on CNBC, The End of Linear TV, ESPN and Strategic Partnerships (and Apple?) — Stratechery Update Cable’s Las...
Aug 17, 2023•4 min
To email the show: email@sharptech.fm It’s Taylor Swift’s Economy, and We’re All Living in It — Wall Street Journal Non-Fungible Taylor Swift — Stratechery Taylor Swift v Apple — Stratechery Update Taylor Swift v Daniel Ek, What Swift Gets Right, The Problem with Spotify — Stratechery Update The Secret Talks That Could Have Prevented the Apple vs. Facebook War — Wall Street Journal For Taylor Swift, the Future of Music Is a Love Story — Wall Street Journal Differentiation and Value Capture in th...
Aug 14, 2023•1 hr 7 min
To email the show: email@sharptech.fm Big Ten Blame — Stratechery Unity Merges With ironSource, Football Follow-up, Uber/Musk Follow-up — Stratechery Update Meta Earnings, AI in Meta’s Business, Reality Labs Reality — Stratechery Update Meta Blocks News in Canada, LK-99, YouTube and TV Advertisers — Stratechery Update Amazon Earnings, Amazon and AI, Amazon’s Improved Delivery — Stratechery Update Same Day Sensor Tower — Dithering EU Fines Meta, Big Tech Exposure, The Degradation of Scalability —...
Aug 08, 2023•1 hr 10 min
To email the show: email@sharptech.fm Chips and China — Stratechery TSMC in Arizona, Arizona Challenges, Realities and Motivations — Stratechery Update US, Europe Growing Alarmed by China’s Rush Into Legacy Chips — Bloomberg CHIPS Act; America, China, and Intel; Micron and TSMC — 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....
Aug 03, 2023•3 min
To email the show: email@sharptech.fm Facebook Bowed to White House Pressure, Removed Covid Posts — Wall Street Journal Section 230 in the Supreme Court, Reach and Speech, The First Amendment and U.S. Speech Controls — Stratechery Update Zero-COVID and Free Speech — Stratechery What to know about DOE’s fusion milestone — Politico Starlink Solution, Starlink Experience, Starlink Implications — Stratechery Update David Spade - 1 800 COLLECT Commercials (1994) — YouTube Get Sharp Tech Premium, Shar...
Jul 31, 2023•1 hr 3 min
To email the show: email@sharptech.fm Netflix Earnings, Netflix’s Coming Price Increases, Netflix and the Strike — Stratechery Update Streaming Residuals and Spotify, Llama 2 Open-Sourced, Llama’s License — Stratechery Update Twitter is being rebranded as X — The Verge Netflix Removes “Basic” Ad-Free Plan in U.S. and U.K. — The Hollywood Reporter Why Netflix Should Sell Ads — Stratechery Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the...
Jul 25, 2023•10 min
To email the show: email@sharptech.fm AI and the Big Five — Stratechery Meta is giving away its AI tech to try to beat ChatGPT — The Verge GPT-4, Google Adds AI to Productivity Apps, Local Language Models — Stratechery Update Streaming Residuals and Spotify, Llama 2 Open-Sourced, Llama’s License — Stratechery Update ChatGPT loses users for first time, shaking faith in AI revolution — Washington Post Meta Open Sources Another AI Model, Moats and Open Source, Apple and Meta — Stratechery Update Ge...
Jul 20, 2023•8 min
To email the show: email@sharptech.fm TV STRIKE CALLED BY SCREEN ACTORS — New York Times Hollywood on Strike — Stratechery Your Most Frantic SAG Strike Questions, Answered — Vulture Bob Iger Back at Disney; Chapek’s Tactics, Iger’s Strategy; Tactics, Strategy, or Environment — Stratechery Update Scale of the Universe Bob Iger on CNBC, The End of Linear TV, ESPN and Strategic Partnerships (and Apple?) — Stratechery Update Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interv...
Jul 18, 2023•1 hr 6 min
To email the show: email@sharptech.fm Microsoft Can Close Its $75 Billion Buy of Activision Blizzard, Judge Rules — Wall Street Journal Microsoft-Activision Updates; Reader Follow-Up; Free Speech, the Government, and Scale — Stratechery Update Microsoft Can Acquire Activision, The FTC vs. the Record, The FTC’s Failed Vendetta — Stratechery Update Consoles and Competition — Stratechery Microsoft’s Activision deal could face ‘new merger investigation,’ UK regulator warns — The Verge Get Sharp Tech...
Jul 13, 2023•8 min
To email the show: email@sharptech.fm The Social/Communications Map — Stratechery Instagram, TikTok, and the Three Trends — Stratechery The Audacity of Copying Well — Stratechery Social Networking 2.0 — Stratechery Artifact, Bluesky, and Substack Notes; Social Networking 2.0 and the Twitter Diaspora; First Week Impressions — Stratechery Update Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plu...
Jul 10, 2023
To email the show: email@sharptech.fm Reddit Revolt, Apollo and Reddit’s Changes, Complement Complaints — Stratechery Update An Interview with The Air Current’s Jon Ostrower about Southwest’s Meltdown and Independent Publishing — Stratechery Interview An Interview with Boom Founder Blake Scholl About Building a Supersonic Airliner — Stratechery Interview Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stra...
Jun 26, 2023
