Sharp Tech with Ben Thompson

By Andrew Sharp and Ben Thompson

A podcast about understanding how tech works and the way it is changing the world. Hosted by Andrew Sharp with Ben Thompson.... more

· Technology

4.7

9494 ratings

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FAQs about Sharp Tech with Ben Thompson:

How many episodes does Sharp Tech with Ben Thompson have?

The podcast currently has 246 episodes available.

Sharp Tech with Ben Thompson episodes:

September 19, 2025 (Preview) Meta Doubles Down on Smart Glasses, Nvidia Partners with Intel, Notes on the Hidden YouTube Colossus
Andrew and Ben react to the Meta Ray-Ban Display and the progress of the Meta Neural Band, including keynote FOMO, debating the value of handwriting words in the air, the strategic logic of shipping these products now, an incredible price point, and lots more. From there: A look at the Intel-Nvidia partnership that was announced Thursday morning, and Ben's thoughts on YouTube after a visit to New York City for an afternoon with creators and YouTube CEO Neal Mohan. At the end: Positive buzz on liquid glass, the dangers of CFOs as CEOs, innovations from incumbent companies, Ben's repatriation takeaways, life advice for moving, and the five CEOs who have contributed most to the Stratechery bundle.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Meta Ray-Ban Display, Why Less is More, Price and the Neural Band — Stratechery Update
Meta Launches $799 Glasses With Screen and AI Integration — Bloomberg
Meta struggles to decouple from Chinese supplier of AI smart glasses — Financial Times
Intel and NVIDIA to Jointly Develop AI Infrastructure and Personal Computing Products — Intel Newsroom
An Interview with Dan Kim About Intel, Nvidia, and the U.S. Government — Stratechery Interview
An Interview with YouTube CEO Neal Mohan About Building a Stage for Creators — Stratechery Interview
The Deal That Makes No Sense — 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
39min
September 12, 2025 (Preview) New iPhones and an Absence of Awe, How Oracle Wins in the AI Era, Questions on MidJourney, Meta, and Armageddon
Thoughts on Apple's new generation of iPhones—which are genuinely exciting—and why the underwhelmed reaction from fans and analysts reflects choices that Apple made a long time ago and a new direction that lowers the ceiling on any release. From there: Mail on Apple's messaging and the competition in China, Oracle's strategy in the AI era, Midjourney and Meta, the strategic logic (or not) of Reality Labs investments, whether and how Netflix could attempt a Disney-ification (at the Sphere? via acquisition?), and a message to the Armageddon heretics.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
iPhones 17 and the Sugar Water Trap — Stratechery
Oracle stock gains 36% to post best day since 1992, adding $244 billion in value — CNBC
Ellison Tops Musk as World’s Richest Man After $101 Billion Gain — Bloomberg
An Interview with Midjourney Founder David Holz about Generative AI, VR, and Silicon Valley — Stratechery Interview
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
34min
September 05, 2025 (Preview) Google and Apple Avert Disaster, More on Kpop Demon Hunters and Hollywood, Mail on Microsoft, Adobe and ASML
Talking through Google’s big win in court this week, including the confounding opinion from Judge Amit Mehta, a strategy that paid off for Google, anti-monopolists and the Chrome crusade, and the hidden cost of Apple’s Google money. From there: Mail on ChatGPT’s follow-up questions, a KPop Demon Hunters digression, what really killed Hollywood’s creativity, Microsoft’s future in the AI era, Adobe and Salesforce vs. disruption concerns, trailing edge chips, ASML, and Nvidia comes to DC.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Google Remedy Decision, Reasonable Remedies, The Google Patronage Network — Stratechery Update
Friendly Google and Enemy Remedies — Stratechery
New Bing, and an Interview with Kevin Scott and Sam Altman About the Microsoft-OpenAI Partnership — Stratechery Update
GPT-5: It Just Does Stuff — One Useful Thing
Tech Philosophy and AI Opportunity — Stratechery
Paradigm Shifts and the Winner’s Curse — Stratechery
Innoveracy: Misunderstanding Innovation — Asymco
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
22min
August 29, 2025 Why Nvidia Wants to Sell Chips to China, Answering Intel Objections, KPop Demon Hunters Conquers the World
Unpacking the latest round of Nvidia earnings and the questions that loom over the company's future in China. Then: Answering a few of the most common objections to the US government's plans for Intel, and why the current path may be the least bad option on the board. At the end: A look at KPop Demon Hunters, Netflix dominance, the modern movie business, and dual monitor desk strategies.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Nvidia Earnings, Moats and China, Nvidia vs. the AI Labs — Stratechery Update
U.S. Intel — Stratechery
KPop Demon Hunters, Sony’s Risk, The Netflix Aggregator — 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.
...more
1h 33min
August 15, 2025 Facebook is Dead; Long Live Meta, Does OpenAI Need to Log Off?, Questions on Bubbles, Blackberry, and Bell Labs
Ben and Andrew discuss a monster earnings report for Meta, the mechanics of how they got there, and the newfound trust the company enjoys from investors. Then: Reactions to GPT-5 and subsequent updates from OpenAI, the strategic logic of the changes, questions about OpenAI leadership, the AGI race, and prompts to engineer the right LLM tone. At the end: A question on bubbles and the implications of our current circumstances, Apple's interests vs. America's interests, Blackberry's thin client comeback, a few fun Bell Labs facts, and Google as slime mold.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Facebook is Dead; Long Live Meta — Stratechery
Meta Myths — Stratechery
Meta and Reasonable Doubt — Stratechery
ChatGPT 5, Product Trade-Offs, Personality and Model Upgrades — Stratechery Update
A leaked Google memo compared it to slime mold — Business Insider
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
1h 36min
August 08, 2025 (Preview) AI and the Winner’s Curse, Google’s Genie 3 Breakthrough, Questions on Intel, Fertility Rates, and Banning Advertising
Andrew and Ben discuss Ben’s article on Apple and AWS in the AI era, including a call for Apple to make an acquisition, a bit of AWS history, AWS as the new Azure, and the challenge of making changes amidst continued success. Then: Thoughts on Google’s Genie 3 breakthrough and OpenAI’s open weights models, and questions on Intel, scrutiny of Lip-Bu Tan, whether AI will compound the fertility crisis, and an emailer who wants to eliminate advertising from the human condition.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Paradigm Shifts and the Winner’s Curse — Stratechery
Genie 3: A new frontier for world models — Google DeepMind
Trump Calls on Intel CEO to Resign Over China Ties — Wall Street Journal
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
21min
July 30, 2025 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.
...more
1h 34min
July 24, 2025 (Preview) The Post-AI Internet Realities, How Future Creators Can Succeed, Mail on Startups, F1 Rights, and Alternative Rock
The pay-per-crawl model for compensating content creators on the Internet, what sorts of content might win if that market actually materializes, and the grim outlook for today's digital publishers. From there: Thoughts on the cost structures that can succeed, the value of community and direct connections to customers, and Stephen Colbert's exit at CBS. At the end: Questions on big tech's hiring power, contractors at startups, Chinese AI development, F1 broadcast rights, alternative rock, and what to do in Taipei and DC.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Content and Community — Stratechery
Cloudflare’s Content Independence Day, Google’s Advantage, Monetizing AI — Stratechery Update
Netflix Earnings, Apple and F1 — 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.
...more
30min
July 18, 2025 Windsurf Madness, Big Tech Wins as the Silicon Valley Ecosystem Erodes, Cloudflare Wants to Fix the Internet Economy
A week of news surrounding Windsurf and Google (and now Cognition), why the Silicon Valley ecosystem as we've known it appears to be coming to an end, and why the hiring and acquisiton conventions emerging now are a clear win for big tech. From there: A counterfactual on the founding of OpenAI, and various reactions to Cloudflare's plans to block AI crawlers by default and offer a pay-per-crawl model to LLMs and websites. At the end: An email about having a second child spawns a discussion about parenting.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Google and Windsurf, Stinky Deals, Chesterton’s Fence and the Silicon Valley Ecosystem — Stratechery Update
Cognition Buys Windsurf, Nvidia Can Sell to China, Grok 4 and Kimi — Stratechery Update
Cloudflare on the Edge — Stratechery
OpenAI, Artificial Intelligence and Data, Data and Recruiting — Stratechery Update
Cloudflare’s Content Independence Day, Google’s Advantage, Monetizing AI — Stratechery Update
Cloudflare Introduces Default Blocking of A.I. Data Scrapers — New York Times
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
1h 33min
July 10, 2025 (Preview) Apple Searches for an AI Partner, A Second Fair Use Ruling and Reckoning with Reality, The F1 Movie and Related Matters
The considerations for Apple and its potential partners as the company considers external help with its project to supercharge Siri, a word about risks for Google and Microsoft in the AI era, and thoughts on a second ruling regarding the scope of the fair use doctrine and LLM training. At the end: Politics and LLMs, bad news for TSMC engineers, and variety of thoughts on F1: The Movie and the future for F1 the sport.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Apple + Anthropic?, Apple’s Fall, Apple’s Options — Stratechery Update
Tech Philosophy and AI Opportunity — Stratechery
Post by Tyler Palmer — X: @tyler__palmer
Training AI is Not Fair Use?, LLMs and Scale, Pushing on a String — Stratechery Update
Apple bids for Formula 1 rights in US after success of Brad Pitt film — Financial Times
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
16min

FAQs about Sharp Tech with Ben Thompson:

How many episodes does Sharp Tech with Ben Thompson have?

The podcast currently has 246 episodes available.

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