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(Preview) Video's Ongoing Victory Over Text, Google and YouTube's Abundance of Opportunity, Six Questions About an AI Bubble
On today's show Andrew and Ben begin with a 60-second iPhone review before turning to YouTube and Google's abundance of AI opportunities. Then: Six questions about the AI bubble, including reactions to Nvidia's investment in OpenAI, Oracle's financing vs. cloud incumbents, Microsoft's spending strategy, the looming power crisis, and more. At the end: A salute to the bubble prince, more on Meta's smart glasses, and "presage" confirmation.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
The YouTube Tip of the Google Spear — Stratechery
Meta’s AI Abundance — Stratechery
MrBeast on His Quest to Turn YouTube Fame Into an Entertainment Empire — Bloomberg
Oracle Pops, From Databases to AI, Oracle and OpenAI — Stratechery Update
The Oracle Inflection Point, Apple’s Price Increase — Stratechery Update
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
On today's show Andrew and Ben begin with a 60-second iPhone review before turning to YouTube and Google's abundance of AI opportunities. Then: Six questions about the AI bubble, including reactions to Nvidia's investment in OpenAI, Oracle's financing vs. cloud incumbents, Microsoft's spending strategy, the looming power crisis, and more. At the end: A salute to the bubble prince, more on Meta's smart glasses, and "presage" confirmation.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
The YouTube Tip of the Google Spear — Stratechery
Meta’s AI Abundance — Stratechery
MrBeast on His Quest to Turn YouTube Fame Into an Entertainment Empire — Bloomberg
Oracle Pops, From Databases to AI, Oracle and OpenAI — Stratechery Update
The Oracle Inflection Point, Apple’s Price Increase — Stratechery Update
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.
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