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(Preview) Nike as a Tech Story, Follow-Up on Meta and the Hyperscalers, Peacock and the NBC Olympics Strategy
What Nike's recent struggles can teach us about maintaining culture and competing in e-commerce, plus questions on Amazon and Temu, Meta's threat to AI incumbents, and the pricing strategy of AI cloud providers. At the end: The implication of recent Netflix news, NBC's pricing strategy for Peacock, Google's new Gemini commercial, and more.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Nike: An Epic Saga of Value Destruction — Massimo Giunco
Microsoft Earnings, Copilot and CapEx, Pichai on Risk — Stratechery Update
Llama 3.1; Zuckerberg on Open Source AI; Kamala Harris, Europe, and Tech Innovation — Stratechery Update
Google Earnings, YouTube and Brand Advertising, Network and the Web’s AI Problem — Stratechery Update
Netflix Earnings, The Status of Netflix Advertising — Stratechery Update
Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
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By Andrew Sharp and Ben Thompson
4.7
9494 ratings
What Nike's recent struggles can teach us about maintaining culture and competing in e-commerce, plus questions on Amazon and Temu, Meta's threat to AI incumbents, and the pricing strategy of AI cloud providers. At the end: The implication of recent Netflix news, NBC's pricing strategy for Peacock, Google's new Gemini commercial, and more.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Nike: An Epic Saga of Value Destruction — Massimo Giunco
Microsoft Earnings, Copilot and CapEx, Pichai on Risk — Stratechery Update
Llama 3.1; Zuckerberg on Open Source AI; Kamala Harris, Europe, and Tech Innovation — Stratechery Update
Google Earnings, YouTube and Brand Advertising, Network and the Web’s AI Problem — Stratechery Update
Netflix Earnings, The Status of Netflix Advertising — Stratechery Update
Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
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