The letter from Sundar Pichai in the wake of a Gemini’s disastrous week, the relationship between TSMC and Nvidia (and why Intel is part of the conversation), and an emailer asks Ben to compare Apple’s now-abandoned car ambitions with Google’s investment in Waymo. At the end: A Vision Pro question and a new Formula One season.

(Preview) Pichai's Gemini Letter, Nvidia and TSMC and Market Structure, The End of the Apple Car

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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A question about the spectrum between LLMs and AGI spawns a conversation about where and how AI might introduce upheaval in the workplace, what TSMC can teach us about probabilistic LLMs, whether AI will be a feature for all big companies or a differentiating product for one winner, and frustrations at the barriers to entry that have thus far allowed big tech to retain control of AI's mainstream applications. Also: An important note about Scarlett Johannson.

(Preview) Big Questions About an AI Future, The State of LLMs 18 Months After ChatGPT, AI and Google/Apple/Microsoft

The Microsoft Build conference and the introduction of Copilot+ PCs, the potential for Windows as an AI platform that gives developers more certainty, and reactions to Scarlett Johansson's statement about her negotiations with Sam Altman and the launch of GPT-4o.

(Preview) Can Microsoft Make PCs Cool Again?, What Windows is Offering Developers, Scarlett Johansson and OpenAI

A variety of notable Netflix developments over the past few weeks, Hollywood's continued move to a (kinda) rebundled future, and what sports leagues are learning as internet realities take hold across entertainment. At the end: Andrew finally watches "Her" and shares his review.

Netflix Gets the NFL for Christmas, The Streaming Wars Become the Bundle Wars, Leagues and Studios and Internet Realities

Reactions to two hours of Google on stage this week, thoughts on what an AI makeover for search will mean for businesses that rely on Google for customer acquisition, and answers to mailbag questions on Google Cloud, Apple's rumored partnership with OpenAI, Amazon, and the continued ascent of SpaceX and Starlink.

(Preview) Good and Bad from Google I/O, Google and the Digital Economy, Mail on LLMs and SpaceX

Reactions to the GPT-4o demo, a reminder that OpenAI looks more and more like a consumer tech company, and questions about a potential partnership with Apple. At the end: A follow-up on Apple’s ads, and an emailer defends the Bumble CEO.

(Preview) Pichai's Gemini Letter, Nvidia and TSMC and Market Structure, The End of the Apple Car

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