A podcast about understanding how tech works and the way it is changing the world. Hosted by Andrew Sharp with Ben Thompson.
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10 Years of Stratechery: Best and Worst Takes, Creating on the Internet, AI as a Threat, and Memories of Day 1
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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 MKBHDs For Everything — Stratechery Meta Myths — Stratechery Why Microsoft’s Reorganizatio…
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(Preview) When AI Hits Digital Advertising, What the IT Era Can Teach Us About AI's Impact, Chip Questions and EV Mechanics
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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 Actors Are Making Thousands of Dollars Through Fake Video Podcast Ads — Bloomberg TikTok P…
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(Preview) Mailbag: AI Hardware, NBA Newsbreakers as Aggregators, Reels vs. Shorts, The Best Approach to Age Verification
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Andrew and Ben turn to the emailers and answer questions on Jony Ive's post-Apple adventures, structural parallels between tech and the rise of journalists Shams Charania and Adrian Wojnarowski, Instagram's strategy for Reels, the information environment surrounding Neuralink, and the best approach to solving age verification for teenagers. To emai…
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Amazon and the “Just Walk Out” Parable, Mythbusting on Meta and TSMC, The XZ Backdoor and Its Implications
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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 Status of Just Walk Out, TSMC Gets CHIPS Act Grant — Stratechery Update The XZ Backdoo…
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(Preview) Apple Flunks a Vision Pro Test, Microsoft Unbundles Teams from Office, AI and Energy Consumption
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To email the show: email@sharptech.fm Scheduling Note: There will be only one episode of Sharp Tech this week @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube MLS on Vision Pro, The Vision Pro’s Missing Content, The Vision Pro’s DRI — Stratechery Update An Interview with Hugo Barra About a Career in Tech and the Future of VR — Str…
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New Laws to Regulate Big Tech, The Distinction Between Platforms and Aggregators, Apple’s API and Accessories
1:15:18
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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 Scheduling Note: There will be only one episode of Sharp Tech next week @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube United States v. A…
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(Preview) US v. Apple, Specific Allegations and Broad Implications, The Decisions that Made Apple a Target
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A closer look at the US v. Apple complaint, including the good and bad of the introductory rhetoric, debate over the notion that consumers have co-signed Apple's control of the app store, text messaging technology, smartwatches, what Apple has always offered consumers, and the strategic decisions that made the company an attractive antitrust target…
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Nvidia Searches for a Moat at AI Woodstock, The Blackwell B200, Microsoft’s Deal with Inflection AI
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An AI day for Sharp Tech. Topics include: Nvidia’s GTC and the Blackwell B200 GPU, Nvidia’s strategic calculus after achieving product market fit, whether Google missed a chance to market TPUs to a wider audience, the logic underlying Microsoft’s bizarre arrangement with Inflection AI, and Apple’s rumored talks about a partnership with Google Gemin…
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(Preview) Monetizing WhatsApp, Big Companies and Big Company Incentives, Why the New York Times Has a Podcast App
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A closer look at Meta's strategy with WhatsApp, why Disney's failure to buy Google in 1999 shouldn't be surprising, Apple's doomed car project and attendant AI ambitions, and a question about the New York Times spawns discussion of the podcast industry, in general. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Strateche…
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(Preview) Reddit Goes Public, Reddit and Evolution on the Internet, The Company that Should Buy TikTok
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A look at Reddit’s business as well as the company’s message board DNA, examining some of the opposition to this week’s TikTok legislation, and at the end, identifying the company that should buy TikTok. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Reddit S-1, Reddit’s Prospects, Reddit Gr…
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(Preview) Congress and TikTok, Listening to China to Understand the TikTok Concerns, Empty First Amendment Arguments
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The latest legislative push to address TikTok’s relationship to ByteDance, Ben’s 2020 analysis of the threats posed by the app, the arguments and interests opposing a ban, and why US freedoms may ultimately be the best defense against a foreign influence campaign. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratecher…
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(Preview) Elon Musk Sues OpenAI, Apple’s Bizarre Epic Misstep, What Microsoft Could Teach Google
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A closer look at Elon Musk’s lawsuit, why it will probably fail, and the OpenAI concerns Musk highlights that remain relevant. Then: Apple’s latest App Store crusade, some amateur psychology, and an emailer’s Google observation yields a Microsoft history lesson. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery …
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The Road to Personalized LLM Answers, The AI Risk for Aggregators, Anthropic Releases a ‘Near-Human’ Claude 3
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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 Aggregator’s AI Risk — Stratechery Google's Culture of Fear — Pirate Wires The AI wars heat up with Claude 3, claimed to …
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(Preview) Pichai's Gemini Letter, Nvidia and TSMC and Market Structure, The End of the Apple Car
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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 Gemini and Google’s Culture — Stratechery Google CEO says Gemini AI diversity errors are ‘completely unacceptable’ — The …
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(Preview) AI and the Big Five, Google and the Ongoing Gemini Catastrophe, The Stakes (or Lack Thereof) for Chatbot Output
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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 Groq Costs, Gemini Pro 1.5, Google’s Timidity — Stratechery Update Sora, Groq, and Virtual Reality — Stratechery Add Stra…
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(Preview) The History of Consoles, The Murky Present for Microsoft and Xbox, The Gaming Future for Sony and Meta
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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 Microsoft: four Xbox-exclusive games are coming to PS5 and Nintendo Switch — The Verge Xbox Games to Go Cross-Platform?, …
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A Sports Super Bundle, The Next Challenge for Digital Advertising, Zuckerberg Reviews the Apple Vision Pro
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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 Why Three Media Giants Made a Hail Mary Bet on Sports Streaming — Wall Street Journal I tried Vision Pro. Here's my take,…
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(Preview) The Vision Pro and the Newton, The Case Against AVP as an Entertainment Device, The Most Valuable Tech Product of All
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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 Vision Pro at Work, The Sports Bundle — Stratechery Update Meta Earnings; Meta, AI, and ATT; Meta’s New Playbook — Strate…
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First Impressions of the Vision Pro: What It Is, What It Might Have Been, and a Note About Guest Mode
1:09:47
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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 The Apple Vision Pro — Stratechery Apple Vision — Stratechery Quest vs. Vision, Vision and the Mac, Apple Acquires Mira —…
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Mailbag: A Navy SEAL on the Vision Pro, Reading 10-Qs, Apple Follow Up, Netflix and Books, Unsolicited Parenting Advice
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A new mailbag featuring a comparison between the Vision Pro and night vision goggles, Ben’s process for digesting quarterly earnings news, and some final thoughts on Apple’s approach to the App Store. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube Google Earnings, Microsoft Earnings — Stratechery Update Get Sharp Tech Pre…
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(Preview) Google’s Lumiere, The App Store and Lost Innovation, The Tension Between Property Rights and Public Interests
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A question about AI video and what sectors it might disrupt, and the latest attempt at Apple regulation promos a conversation about Apple’s property rights and the future of the App Store. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube Lumiere — Google Research Apple and the DMA, Apple and “Or”, A Reluctant Apple Apologis…
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Why Netflix Bet on Wrestling, The Future of Watching Sports, Recapping a Week at the World Economic Forum in Davos
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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 An Interview with Netflix co-CEO Greg Peters About Strategy and Execution — Stratechery Interview Netflix’s Subscribers, …
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(Preview) Apple's Latest App Store Gambit, iTunes and Macworld Context, Vision Pro Developers on Strike
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Apple’s new App Store rules inspire plenty of familiar complaints, while some of the biggest tech companies in the world tell Apple to launch Vision Pro without them. To email the show: email@sharptech.fm Apple’s Testy Developer Relationships Threaten to Hamper Vision Pro — Bloomberg The Apple Vision Pro’s Missing Apps — Stratechery The Supreme Cou…
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(Preview) The Peacock Playoff Experiment, Revisiting the OpenAI Lawsuit, Big Picture Questions After the Boeing Mess
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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 What is Peacock? Why the NBC platform is exclusively streaming Chiefs-Dolphins playoff game — The Athletic Global news publisher Axel Springer partners with …
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(Preview) Another Max Mess for Boeing, Boeing as a Case Study, ESPN and the Vision Pro
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The latest failures at Boeing invite fresh scrutiny of the incentive structure, strategy lessons embedded in the company's decline, and why Boeing exemplifies the same mistakes and challenges that the rest of the American industrial base will confront in the years to come. At the end: ESPN eyes an even bigger college football investment and a relea…
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