Sign up to save your podcasts
Or
Share Intel and the US Semi Future, Will Any Big Tech Incumbents Lose in an AI World?, Questions on Tea, Grok, and The Ringer
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Intel and the US Semi Future, Will Any Big Tech Incumbents Lose in an AI World?, Questions on Tea, Grok, and The Ringer
Intel's future in leading edge manufacturing looks more uncertain, while prospects for the US semiconductor supply chain are beginning to look more promising. Then: Google's earnings inspire a question about Big Tech in AI, who will win the entertainment space in AI, thoughts on doomerism and marketing, Apple's App store promises and a very bad week for the Tea development team, a question about The Ringer and Grantland, and a note on life coaching and Apple's 2TB storage plan.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
TSMC Earnings; A16 and TSMC’s Approach to Backside Power; Intel Earnings, Architecture, and AI — Stratechery Update
Tesla and Samsung, Customer Service and Intel, The U.S. Semi Supply Chain — Stratechery Update
Google Earnings, Google Flips the Switch on Cloud, Search Notes — Stratechery Update
The End of the Beginning — Stratechery
Meme Stocks Are Back — Bloomberg
Grantland and the (Surprising) Future of Publishing — Stratechery
Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
View all episodes
By Andrew Sharp and Ben Thompson
4.7
9494 ratings
Intel's future in leading edge manufacturing looks more uncertain, while prospects for the US semiconductor supply chain are beginning to look more promising. Then: Google's earnings inspire a question about Big Tech in AI, who will win the entertainment space in AI, thoughts on doomerism and marketing, Apple's App store promises and a very bad week for the Tea development team, a question about The Ringer and Grantland, and a note on life coaching and Apple's 2TB storage plan.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
TSMC Earnings; A16 and TSMC’s Approach to Backside Power; Intel Earnings, Architecture, and AI — Stratechery Update
Tesla and Samsung, Customer Service and Intel, The U.S. Semi Supply Chain — Stratechery Update
Google Earnings, Google Flips the Switch on Cloud, Search Notes — Stratechery Update
The End of the Beginning — Stratechery
Meme Stocks Are Back — Bloomberg
Grantland and the (Surprising) Future of Publishing — Stratechery
Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
More shows like Sharp Tech with Ben Thompson
View all
This Week in Startups
1,273 Listeners
a16z Podcast
1,057 Listeners
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
522 Listeners
Acquired
4,221 Listeners
Channels with Peter Kafka
551 Listeners
Invest Like the Best with Patrick O'Shaughnessy
2,282 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
9,243 Listeners
Dwarkesh Podcast
424 Listeners
Big Technology Podcast
461 Listeners
ACQ2 by Acquired
242 Listeners
No Priors: Artificial Intelligence | Technology | Startups
127 Listeners
More or Less
91 Listeners
The Ben & Marc Show
123 Listeners
BG2Pod with Brad Gerstner and Bill Gurley
466 Listeners
Uncapped with Jack Altman
34 Listeners