Sharp Tech with Ben Thompson

Generative AI and Hardware Upgrades, Google History and the Dark GPU Theory, Amazon’s Logistics Long Play


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A question about generative AI and the hardware powering voice assistants, projecting the GPU future with the dot com bubble as context, and thoughts on Amazon’s capital expenditures and the state of AWS and Amazon Supply Chain. At the end: An Elon hater reviews the Cybertruck.

To email the show: [email protected]

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Apple Plans AI-Based Siri Overhaul to Control Individual App Functions — Bloomberg

An Interview with Craig Moffett About Charter vs. Disney and the Path Dependency of the Communications Industry — Stratechery Interview

Computex 2024, Is AWS Modular or Integrated? — Stratechery Update

The AWS IPO — Stratechery

The Amazon Tax — Stratechery

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Sharp Tech with Ben ThompsonBy Andrew Sharp and Ben Thompson

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