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 Gen AI Bridge to the Future — Stratechery Add Stratechery to your podcast player Add D…

A closer look at Intel's fall from grace in the wake of CEO Pat Gelsinger's sudden retirement and with the company facing a fresh round of questions about its future. Topics include: Ben's overview of a 20-year run of paradigm shifts and strategic missteps, Gelsinger's strengths and weaknesses, CHIPS Act funds and a looming inflection point, and th…

Returning from the holiday week with a look at the explosive growth of AppLovin, various takeaways from the towering success of OnlyFans, Bloomberg history, and questions on the future for Elon Musk and OpenAI. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube An Interview with Eric Seufert Abo…

Celebrating the holiday week with emails from subscribers. Topics include: integrating LLMs into the modern workflow, human reactions to AI content, Google and its disruption risks, a follow-up to last week’s trade discussion, advice for a young engineer working remotely, creating new reality shows, an unpaid shoe testimonial, family tech support, …

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 A Chance to Build — Stratechery President Trump, Take Two; Big Tech, Little Tech, Chips, a…

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 Netflix’s Tyson-Paul Boxing Bout Gets 65 Million Viewers at Peak — Bloomberg Warner Bros. …

An emailer wonders whether 30 years of Internet investments and data were the bootloader for an AI transformation in the real world. Ben offers his take on recent reports that OpenAI and Google are seeing diminishing returns from their latest LLMs, and the arrival of Ultrawide capabilities leads to refined takes on the Vision Pro and advice for App…

Looking to President Trump's first term for clues about what tech policy might look like for the next four years. Topics include: Apple's balancing act with the U.S. and China, why Meta and Google might have fared better under Kamala Harris, the implications for "Little Tech," an open question on M&A policies, unresolved tensions with EU regulators…

An email comparing James Harden to a tech company spawns several other tech and basketball crossovers. Then: A brief history of the bandwidth buildout that made it possible for video to take over the internet, an email about generative AI and digital advertising, a listener cries for help over political donation solicitations, and Ben aborts an exp…

Talking through Ben's piece on Meta and Abundance, including the past, present and future of Meta's value proposition to e-commerce advertisers, plans to incorporate AI-generated content into news feeds, and questions about augmented reality and the next phase of user interfaces. At the end: An emailer highlights potential downsides of the vision M…

The open questions about competition in AI and enterprise software, emails regarding text-to-voice podcasts and replacing Andrew with an AI agent, and a question about Amazon and the proposed tariffs on consumer goods from China. Plus: Apple Intelligence, OpenAI's naming strategy, and the daily media intake for both hosts. To email the show: email@…

A closer look at the emergence of stablecoins, their utility in crypto and cross-border payments, progress in the crypto space that could lead to more widespread adoption, and the strategic logic of Stripe's plan to buy Bridge, a stablecoin platform, for a reported $1.1 billion. At the end: Updates on the Apple Vision Pro, and the secret behind the…

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…

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 In an engineering feat, mechanical SpaceX arms catch Starship rocket booster back at the l…

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 Google Must Make It Easier for App Stores to Compete on Android, Judge Rules — Wall Street…

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 Taking Waymo, Uber and Waymo — Stratechery Update More on Orion, Where Vision Pro Went Wro…

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…

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 Meta CTO Andrew Bosworth About Orion and Reality Labs — Stratechery Inte…

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 Unity Scraps Runtime Fee, Back to Reality, Sony PlayStation Pro — Stratechery Update OpenA…

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…

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…