(Preview) SpaceX Hype and the Elon Bargain, Nvidia and the Neoclouds, Q&A on Dropbox, Google, Ferrari Luce Backlash
Episode description
Ben and Andrew begin with a look at SpaceX before its June IPO. Topics include: Why the S-1 math that doesn’t quite pencil out for now, the madness of analyzing Musk companies generally, the company’s ultimate upside, and why the IPO is worth applauding regardless. Then: Questions on terrestrial solutions vs. data centers in space, the durability of SpaceX’s rocket monopoly, Nvidia’s earnings and the future of the ACIE market, why neoclouds are advertising on podcasts, and the op-ed from Cloudflare CEO Matthew Prince explaining his company’s AI-driven layoffs. From there: Dropbox as the Penny Hardaway of tech companies, an emailer worried about enshittifed AI chatbots yields discussion of the real reasons Google’s gotten worse. At the end: The Jony Ive-designed Ferrari Luce, why Ben regrets a tweet, how Ferrari will sell these cars, and more philsophical thoughts on why everyone was upset this week.
To email the show: email@sharptech.fm
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
The SpaceX IPO and Data Centers in Space — Stratechery
It’s a Tesla — Stratechery
Mistakes and Memes — Stratechery
How I Choose Which Cloudflare Employees to Replace With AI — Wall Street Journal
Enterprise Philosophy and the First Wave of AI — Stratechery
Fake News — Stratechery
Ferrari Luce — Ferrari
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