Sharp Tech with Ben Thompson

By Andrew Sharp and Ben ThompsonTechnology

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Typical duration
26 min
per episode

Based on Podcast App listening data

Sharp Tech with Ben Thompson episodes

December 09, 2024 (Preview) Mailbag: Building Toward Self-Driving Computers, Capitalism and Its Trade-Offs, The Reels-ification of 'X'
First, a follow-up to Ben's article on Gen AI and the future of user interfaces, and then emails on architecture and structural incentives, Bob Noyce and American lithography, Blue Origin and Amazon, the role of capitalism in the declining birth rate around the world, and thoughts on 'X' and its Reels-ification in 2024.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
The Gen AI Bridge to the Future — Stratechery
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.
15 min
December 05, 2024 Gelsinger Out at Intel, 20 Years of Structural Challenges and Strategic Blindspots, The Board and What’s Next
A closer look at Intel's fall from grace in the wake of CEO Pat Gelsinger's sudden retirement and with the company facing a fresh round of questions about its future. Topics include: Ben's overview of a 20-year run of paradigm shifts and strategic missteps, Gelsinger's strengths and weaknesses, CHIPS Act funds and a looming inflection point, and the murky path forward for American made chips.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Gelsinger Out at Intel, What Happened, Ten Years Too Late — Stratechery Update
An Interview with “Father of the iPod” Tony Fadell — Stratechery Interview
An Interview with Intel CEO Pat Gelsinger — Stratechery Interview
Intel Honesty — Stratechery
Intel Concerns, Fubo Blocks Venu — Stratechery Update
Intel Problems — Stratechery
The Intel Opportunity — Stratechery
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.
1 hr 5 min
December 02, 2024 (Preview) Mailbag: AppLovin on a Tear, The Business of OnlyFans, Questions on OpenAI and Elon Musk
Returning from the holiday week with a look at the explosive growth of AppLovin, various takeaways from the towering success of OnlyFans, Bloomberg history, and questions on the future for Elon Musk and OpenAI.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
An Interview with Eric Seufert About the Current State of Digital Advertising — Stratechery Interview
Podcast: Understanding AppLovin — Mobile Dev Memo
The Single-Staircase Radicals Have a Good Point — Slate
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.
14 min
November 26, 2024 (Preview) LLM Utilities, Google Disruption, Remote Work Angst, Family Tech Support, and a Thanksgiving Mailbag
Celebrating the holiday week with emails from subscribers. Topics include: integrating LLMs into the modern workflow, human reactions to AI content, Google and its disruption risks, a follow-up to last week’s trade discussion, advice for a young engineer working remotely, creating new reality shows, an unpaid shoe testimonial, family tech support, and more. Happy Thanksgiving to all!
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
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.
19 min
November 22, 2024 America and the Trade Status Quo, Tariffs and What May Come Next, A Chance to Build in Tech and Beyond
Talking through the evolution of the modern trade landscape, the implications of tariffs under a new U.S. administration, and Ben’s article on Monday, A Chance to Build. Topics include: the realities that are prompting change, China’s growth in hardware and software, TSMC and Trump, the future for Waymo, and more.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
A Chance to Build — Stratechery
President Trump, Take Two; Big Tech, Little Tech, Chips, and Hardware; Elon Musk’s Triumph — 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.
1 hr 9 min
November 18, 2024 (Preview) Monday Mailbag: Netflix and Its Mike Tyson Adventures; WBD Settles with the NBA; Lessons from Building Passport
The Jake Paul-Mike Tyson fight and what might have gone wrong for Netflix on Friday night, a resolution of the NBA's months-long contract dispute with Warner Bros. Discovery, and Ben explains what Passport can do for creators and shares a few takeaways from his experience building the product over the past few years.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Netflix’s Tyson-Paul Boxing Bout Gets 65 Million Viewers at Peak — Bloomberg
Warner Bros. Discovery, NBA Settle Legal Battle Over TV Rights — Wall Street Journal
An Interview with Dylan Patel and Doug O’Laughlin About the Current State of Semiconductors and SemiAnalysis — Stratechery Interview
Post by Tim Urban — X: @waitbutwhy
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.
14 min
November 14, 2024 (Preview) Today’s Internet and Tomorrow’s AI Innovation, Progress Reportedly Slowing for New LLMs, The Vision Pro as a Productivity Device
An emailer wonders whether 30 years of Internet investments and data were the bootloader for an AI transformation in the real world. Ben offers his take on recent reports that OpenAI and Google are seeing diminishing returns from their latest LLMs, and the arrival of Ultrawide capabilities leads to refined takes on the Vision Pro and advice for Apple moving forward.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
OpenAI, Google and Anthropic Are Struggling to Build More Advanced AI — Bloomberg
Apple Earnings; AI, Capex, and R&D; The Vision Pro Gets a Killer App — Stratechery Update
Meta Meets Microsoft — Stratechery
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.
13 min
November 07, 2024 (Preview) What Trump 2.0 Could Mean for Tech, Questions on Antitrust, EU and Growth, Elon Musk and the Election
Looking to President Trump's first term for clues about what tech policy might look like for the next four years. Topics include: Apple's balancing act with the U.S. and China, why Meta and Google might have fared better under Kamala Harris, the implications for "Little Tech," an open question on M&A policies, unresolved tensions with EU regulators, TikTok, crypto policy, the case for growth, and thoughts on Elon Musk and the role that X played in the election.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Apple’s E.U. Fine, Apple’s Next Case? — Stratechery Update
President Trump, Take Two; Big Tech, Little Tech, Chips, and Hardware; Elon Musk’s Triumph — 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.
16 min
November 04, 2024 (Preview) Monday Mailbag: The James Harden of Tech; Bandwidth and the Video Takeover; Gen AI and Ads; Political Donation Texts
An email comparing James Harden to a tech company spawns several other tech and basketball crossovers. Then: A brief history of the bandwidth buildout that made it possible for video to take over the internet, an email about generative AI and digital advertising, a listener cries for help over political donation solicitations, and Ben aborts an experiment with the Google Pixel.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
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.
19 min
October 31, 2024 Meta and an Abundance of AI Opportunities, When AI Integrates Into the Feed, AI for UI and One Emailer's Dismay
Talking through Ben's piece on Meta and Abundance, including the past, present and future of Meta's value proposition to e-commerce advertisers, plans to incorporate AI-generated content into news feeds, and questions about augmented reality and the next phase of user interfaces. At the end: An emailer highlights potential downsides of the vision Meta is selling.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Meta’s AI Abundance — Stratechery
Meta sees AI spending accelerating as earnings top forecasts — Financial Times
Meta’s going to put AI-generated images in your Facebook and Instagram feeds — The Verge
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.
1 hr 11 min