Ben's experience with Waymo and a question about AI automation implications, NotebookLM arrives and intrigues, follow-ups on the Orion conversation, and two notes on platforms and the future of media consumption. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Taking Waymo, Uber and Waymo — S…

A few follow-up questions on Meta's plans for the Orion glasses and the looming competition with Apple, surveying the past 12 months at OpenAI, a question about X and the decision to limit the distribution of a hacked JD Vance dossier, and a question about the future of media consumption in the wake of ESPN's decision to part ways with Zach Lowe. T…

An episode of reactions to Meta Connect 2024. Topics include: the lively atmosphere during Mark Zuckerberg’s keynote, Ben’s experience with the Orion AR glasses, the strengths and weaknesses of Apple and Meta in the race to create a platform for the future, Llama 3.2, Snap’s Spectacles, and more. To email the show: email@sharptech.fm @SharpTechPodc…

Answering listener questions on a tidal wave of sports gambling advertising, Sony’s strategy for the PlayStation Pro, robotics and the potentially destabilizing impact of AI, Apple’s latest ads, Microsoft’s LinkedIn purchase, and more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Unity Scr…

Understanding the way LLMs have worked and why OpenAI's o1 model appears to be different, reactions to Microsoft's Copilot Pages and Marc Benioff's vision for agents, and why o1 and a generation of "reasoning models" could provide intriguing possibilities for AI investments across the enterprise space. To email the show: email@sharptech.fm @SharpTe…

Questions about politics as America's most dominant pop culture franchise, recommendations for the EU, and more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as p…

What Apple's iPhone event signals about priorities for the company, a digression on the App Store and its attendant risks, and thoughts on what Steve Jobs could and couldn't change about Apple in 2024. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Boomer Apple — Stratechery Everything as a …

Answering questions about Apple’s Woj, a cornucopia of iPhone options, founder mode, and more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple Moves Forward With Foldable iPhone — The Information Unboxing the new #Pixel9 — TikTok: @google Founder Mode — Paul Graham ASML’s China Chip Bus…

Tracing the history that led to the decline of Intel, why Ben is conflicted about the potential solutions to the company's woes, and a Third Circuit verdict on Section 230 that could upend three decades of precedent across the tech ecosystem. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube In…

The charges against Pavel Durov in France, the differences between encrypted messaging apps and Telegram, the philosophical questions underlying moderation scrutiny, and thoughts on Mark Zuckerberg's letter to the House Judiciary Committee this week. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — Yo…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Disney’s Taylor Swift Era — Stratechery An Interview with Canva CEO Melanie Perkins About …

A conversation about Canva and lessons from its growth story, the future of graphic design and visual learning, and a word about tech IPOs in the modern era. At the end: The injunction blocking the launch of a new streaming service, follow-ups on surgeon groupchats, and an emailer makes Sharp Tech history. To email the show: email@sharptech.fm @Sha…

Answering listener questions on the BNPL model for smartphones, whether Apple employees hate the App Store policies, Apple Intelligence and search, and lots more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, G…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube For a collection of all the accessories Ben mentioned during the final segment, click here…

The implications and inherent tensions of this week’s verdict in U.S. v. Google, Apple and a mountain of services revenue suddenly in jeopardy, and emails on aggregators, Elon Musk’s latest lawsuit, Crunchyroll and more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Friendly Google and Enem…

What Nike's recent struggles can teach us about maintaining culture and competing in e-commerce, plus questions on Amazon and Temu, Meta's threat to AI incumbents, and the pricing strategy of AI cloud providers. At the end: The implication of recent Netflix news, NBC's pricing strategy for Peacock, Google's new Gemini commercial, and more. To email…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Open Source AI Is the Path Forward — Mark Zuckerberg Llama 3.1; Zuckerberg on Open Source …

Projecting antitrust policy in a second Trump administration and explaining the splintered interests among little tech and big tech, checking in with the state of X under Elon Musk, and two ChatGPT testimonials help explain the status quo. At the end: Both hosts choose new jobs and new favorite teams. To email the show: email@sharptech.fm @SharpTec…

Ben and Andrew return with thoughts on Apple's calculus in the EU, why better App Store policies may not have mattered, perspectives from US and EU citizens, and follow-up to Ben's article on various EU regulatory ambitions. Then: The news that neither Apple nor Microsoft will take observer seats on the OpenAI board, Paramount's merger and an endor…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Perplexity and Robots.txt, Perplexity’s Defense, Google and Competition — Stratechery Upda…

Lessons from the FTC's lawsuit alleging that Adobe has violated consumer protection laws in its cloud services business, a question about the vibes at WWDC and other tentpole keynotes across big tech, and a few more notes on Apple, including Facebook's data calculus, the DRI model, and stress-testing the developer concerns with respect to the Visio…

Answering listener questions in the wake of WWDC, including thoughts on AI for Outlook, whether Apple competitors will allow data access to Apple Intelligence, cloud questions, chip questions, and more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple Intelligence is Right On Time — Stra…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple Intelligence AI, iOS 18 and the biggest announcements at WWDC 2024 — Engadget Apple …

A look at Microsoft Recall and the implications of the security changes that were announced this weekend, follow-up questions on what Netflix may build in its advertising business, and a few countervailing notes on the possibility of a dark GPU sequel to the dark fiber story after the dot com bubble. To email the show: email@sharptech.fm @SharpTech…

A look at Walmart’s challenges and opportunities as it builds an ad business, how Walmart became a differentiated competitor to Amazon, and a question about AI skepticism spawns extended discussion of life in the middle of a bubble. At the end: Picks for the NBA Finals. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stra…