Sharp Tech with Ben Thompson

By Andrew Sharp and Ben ThompsonTechnology

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Typical duration
26 min
per episode

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Sharp Tech with Ben Thompson episodes

October 28, 2024 (Preview) Monday Mailbag: AI Abundance and Enterprise Questions; Automated Podcasts; Big Tech and China Tariffs; Reading Habits
The open questions about competition in AI and enterprise software, emails regarding text-to-voice podcasts and replacing Andrew with an AI agent, and a question about Amazon and the proposed tariffs on consumer goods from China. Plus: Apple Intelligence, OpenAI's naming strategy, and the daily media intake for both hosts.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
An Interview with Salesforce CEO Marc Benioff about AI Abundance — Stratechery Interview
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
October 24, 2024 Understanding Stablecoins and Their Utility, Why Stripe is Buying Bridge, Virtual Reality for NFL Quarterbacks
A closer look at the emergence of stablecoins, their utility in crypto and cross-border payments, progress in the crypto space that could lead to more widespread adoption, and the strategic logic of Stripe's plan to buy Bridge, a stablecoin platform, for a reported $1.1 billion. At the end: Updates on the Apple Vision Pro, and the secret behind the success of Jayden Daniels in Washington, D.C.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Stripe Confirms Plans to Acquire Stablecoin Platform Bridge — Bloomberg
Stripe Acquires Bridge, Stablecoins, Platform of Platforms — Stratechery Update
Tim Cook on Why Apple’s Huge Bets Will Pay Off — Wall Street Journal
Apple Sharply Scales Back Production of Vision Pro — The Information
Jayden Daniels’ growth with VR simulation has Commanders embracing mind games — The Athletic
The German VR ‘flight simulator’ behind LSU QB Jayden Daniels’ Heisman-caliber 2023 season — The Athletic
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
October 21, 2024 (Preview) Monday Mailbag: The Value of the ChatGPT Brand; OpenAI and Its AGI Clause; Bitter Lesson Follow-Up; Orion and Big Tech Recruiting
OpenAI's latest valuation and the value of the ChatGPT brand, the AGI clause in the OpenAI-Microsoft partnership, a follow-up on Waymo's data and the Bitter Lesson, a twist in the AI device form factor conversation, and a question about Orion and the importance of elite talent in big tech.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
OpenAI’s New Model, How o1 Works, Scaling Inference — Stratechery Update
OpenAI DevDay, OpenAI’s Wrenching Transition, Lonely At the Top — Stratechery Update
Microsoft and OpenAI’s Close Partnership Shows Signs of Fraying — New York Times
Elon Dreams and Bitter Lessons — Stratechery
An Interview with Hugo Barra About Orion and Meta’s AR Strategy — Stratechery Interview
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
October 17, 2024 Tesla and the Road to True Autonomy, Strategy that Starts with the Dream, Regulation and Market Questions
Understanding Tesla’s approach to an autonomous driving future, why some observers think Tesla is ahead of Waymo today, and questions about market structure and regulation concerns as the future of transportation takes shape. At the end: An additional note on politics as a zero sum game, and a few thoughts on the rest of the F1 season.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Elon Dreams and Bitter Lessons — Stratechery
The Bitter Lesson — Incomplete Ideas
An Interview with Hugo Barra About Orion and Meta’s AR Strategy — Stratechery Interview
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
October 14, 2024 (Preview) Monday Mailbag: A Moment for SpaceX; After the End of the Beginning; Tesla's 'We, Robot' Event; Waymo Follow-Up
Explaining the SpaceX breakthrough over the weekend and why it mattered, an email about the next decade in tech, Tesla's 'We, Robot' event and the challenge of analyzing Elon Musk, a few more Waymo emails, and watches.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
In an engineering feat, mechanical SpaceX arms catch Starship rocket booster back at the launch pad — AP
SpaceX Starship Flight 5 — YouTube
The End of the Beginning — Stratechery
An Interview with Gregory Allen About Transforming U.S. Defense — Stratechery Interview
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
October 10, 2024 (Preview) Google and the Search for Antitrust Remedies, Network Effects and Natural Monopolies, Waymo vs. Tesla for the Future of Transportation
An injunction in the wake of the Epic v. Google case highlights the value of network effects in the app store market and the limits of antitrust law to restore competition, the DOJ proposes a break-up of Google that may run into similar problems in the search market, and Ben explains why Tesla's taking a different approach to autonomous driving than Waymo.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Google Must Make It Easier for App Stores to Compete on Android, Judge Rules — Wall Street Journal
Google’s Play Store Remedies, The Injunction, The Power of Network Effects — Stratechery Update
US Weighs Google Breakup in Historic Big Tech Antitrust Case — Bloomberg
Tesla’s Robotaxi Event, Tesla Self-Driving 12.5 Experience, Starlink and Airlines — 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.
12 min
October 02, 2024 (Preview) Waymo and Our Automated Future, Augmented Reality and Form Factor Questions, NotebookLM and Media Consumption
Ben's experience with Waymo and a question about AI automation implications, NotebookLM arrives and intrigues, follow-ups on the Orion conversation, and two notes on platforms and the future of media consumption.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Taking Waymo, Uber and Waymo — Stratechery Update
More on Orion, Where Vision Pro Went Wrong, Apple’s Response and Meta’s Motivation — Stratechery Update
Post from Kuldar — X: @kkuldar
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.
11 min
September 30, 2024 (Preview) Mailbag Monday: Meta and the Smartphone; Upheaval at OpenAI; Dossier Censorship; ESPN and Media Consumption
A few follow-up questions on Meta's plans for the Orion glasses and the looming competition with Apple, surveying the past 12 months at OpenAI, a question about X and the decision to limit the distribution of a hacked JD Vance dossier, and a question about the future of media consumption in the wake of ESPN's decision to part ways with Zach Lowe.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
More on Orion, Where Vision Pro Went Wrong, Apple’s Response and Meta’s Motivation — Stratechery Update
An Interview with Meta CTO Andrew Bosworth About Orion and Reality Labs — Stratechery Interview
Turning OpenAI Into a Real Business Is Tearing It Apart — Wall Street Journal
Snap Spectacles, iOS 18 Contacts Crack Down — Stratechery Update
ESPN lays off NBA reporter Zach Lowe over seven-figure salary — New York Post
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
September 27, 2024 Meta Previews an Augmented Reality Future, Orion and the Apple Vision Pro, A Call for More Live Keynotes
An episode of reactions to Meta Connect 2024. Topics include: the lively atmosphere during Mark Zuckerberg’s keynote, Ben’s experience with the Orion AR glasses, the strengths and weaknesses of Apple and Meta in the race to create a platform for the future, Llama 3.2, Snap’s Spectacles, and more.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
An Interview with Meta CTO Andrew Bosworth About Orion and Reality Labs — Stratechery Interview
Meta and Reasonable Doubt — Stratechery
DALL-E, the Metaverse, and Zero Marginal Content — Stratechery
Snap Spectacles, iOS 18 Contacts Crack Down — 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 1 min
September 23, 2024 (Preview) Mailbag Monday: Sports Gambling Apps; PlayStation’s New Price Point; Robotics and AI Upheaval; Apple’s ‘Intelligence’ Ads
Answering listener questions on a tidal wave of sports gambling advertising, Sony’s strategy for the PlayStation Pro, robotics and the potentially destabilizing impact of AI, Apple’s latest ads, Microsoft’s LinkedIn purchase, and more.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Unity Scraps Runtime Fee, Back to Reality, Sony PlayStation Pro — Stratechery Update
OpenAI’s New Model, How o1 Works, Scaling Inference — Stratechery Update
Copilot Pages, Salesforce Agents — Stratechery Update
Apple store employees hype the iPhone 16 — X: @9to5mac
Apple Intelligence | Custom memory movies | iPhone 16 Pro — Apple YouTube Channel
How to Have Interesting Ideas (The Ben Thompson Playbook) — How I Write
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