OpenAI's latest valuation and the value of the ChatGPT brand, the AGI clause in the OpenAI-Microsoft partnership, a follow-up on Waymo's data and the Bitter Lesson, a twist in the AI device form factor conversation, and a question about Orion and the importance of elite talent in big tech. To email the show: email@sharptech.fm @SharpTechPodcast Cha…

Understanding Tesla’s approach to an autonomous driving future, why some observers think Tesla is ahead of Waymo today, and questions about market structure and regulation concerns as the future of transportation takes shape. At the end: An additional note on politics as a zero sum game, and a few thoughts on the rest of the F1 season. To email the…

Explaining the SpaceX breakthrough over the weekend and why it mattered, an email about the next decade in tech, Tesla's 'We, Robot' event and the challenge of analyzing Elon Musk, a few more Waymo emails, and watches. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube In an engineering feat, me…

An injunction in the wake of the Epic v. Google case highlights the value of network effects in the app store market and the limits of antitrust law to restore competition, the DOJ proposes a break-up of Google that may run into similar problems in the search market, and Ben explains why Tesla's taking a different approach to autonomous driving tha…

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…

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 Copilot Pages, Salesforce Agents — Stratechery Update OpenAI’s New Model, How o1 Works, Sc…

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 Add Stratechery to your podcast player Add Dithering to your podcast player Add Sharp Chin…

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 Boomer Apple — Stratechery Everything as a Service — Stratechery Apple’s Middle Age — 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 Moves Forward With Foldable iPhone — The Information Unboxing the new #Pixel9 — TikT…

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 Intel Honesty — Stratechery Broadcom and Intel?, Nvidia Earnings, DOJ Investigating Nvidia…

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 Post from Ethan Mollick — X: @emollick DALL-E, the Metaverse, and Zero Marginal Content — …

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 …

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 An Interview with Canva CEO Melanie Perkins About Disrupting Design — Stratechery Intervie…

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…

The history of PCs and smartphones as context for Google's integrated strategy for Android, and reactions to Apple's plans for the NFC chip and its approach to Patreon and payment processing. At the end: Final thoughts on Peacock and the Olympics, Amazon’s Whole Foods experiment, and a listener requests a tour of Ben’s cord bag. To email the show: …

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…

Meta debuts a powerful new LLM, Mark Zuckerberg makes the case for an open approach to AI, and Ben explains the Crowdstrike mess and why this episode highlights fundamental tensions between security and competition. At the end: Updated thinking on Netflix and what it wants from the ad business, and marveling at Apple's spending spree in Hollywood. …

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…

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 The E.U. Goes Too Far — Stratechery Apple and the OpenAI Board, Microsoft and the OpenAI B…

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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…