Sharp Tech with Ben Thompson

Sharp Tech with Ben Thompson

By Andrew Sharp and Ben ThompsonTechnology
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    26 min

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Sharp Tech with Ben Thompson episodes

  • (Preview) Computing History and Android’s Future, More Adventures with Apple Policies, The Olympics and a Cord Bag Tour

    The history of PCs and smartphones as context for Google's integrated strategy for Android, and reactions to Apple's plans for the NFC chip and its approach to Patreon and payment processing. At the end: Final thoughts on Peacock and the Olympics, Amazon’s Whole Foods experiment, and a listener requests a tour of Ben’s cord bag.

    To email the show: [email protected]

    @SharpTechPodcast Channel — YouTube

    @Stratechery Channel — YouTube

    For a collection of all the accessories Ben mentioned during the final segment, click here.

    The Truth About Windows Versus the Mac — Stratechery

    Obsoletive — Stratechery

    Integration and Android — Stratechery

    Apple to Open Payment Chip to Third Parties and Charge Fees — Bloomberg

    NBC Measurement, Apple and Patreon, Substack Next? — Stratechery Update

    Olympic Ratings, Peacock’s Abundance, Comcast Earnings — 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.

    28 min
  • (Preview) Competing Principles and U.S. v. Google, What’s Next for Apple, Questions on Aggregators, Elon and Crunchyroll

    The implications and inherent tensions of this week’s verdict in U.S. v. Google, Apple and a mountain of services revenue suddenly in jeopardy, and emails on aggregators, Elon Musk’s latest lawsuit, Crunchyroll and more.

    To email the show: [email protected]

    @SharpTechPodcast Channel — YouTube

    @Stratechery Channel — YouTube

    Friendly Google and Enemy Remedies — Stratechery

    Google Decision Follow-Up, Amazon Earnings — Stratechery Update

    United States v. Google — 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.

    18 min
  • (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.

    12 min
  • (Preview) Llama 3.1 and Zuckerberg’s Open Approach, Lessons from the Crowdstrike Mess, Understanding Netflix Strategy and Apple Spending

    Meta debuts a powerful new LLM, Mark Zuckerberg makes the case for an open approach to AI, and Ben explains the Crowdstrike mess and why this episode highlights fundamental tensions between security and competition. At the end: Updated thinking on Netflix and what it wants from the ad business, and marveling at Apple's spending spree in Hollywood.

    To email the show: [email protected]

    @SharpTechPodcast Channel — YouTube

    @Stratechery Channel — YouTube

    Open Source AI Is the Path Forward — Mark Zuckerberg

    Llama 3.1; Zuckerberg on Open Source AI; Kamala Harris, Europe, and Tech Innovation — Stratechery Update

    What is CrowdStrike, and what happened? — The Verge

    Netflix Earnings, The Status of Netflix Advertising — Stratechery Update

    Crashes and Competition — Stratechery

    Why Netflix Should Sell Ads — Stratechery

    Apple Tries to Rein In Hollywood Spending After Years of Losses — Bloomberg

    Ladies and gentlemen, The Weeknd (on Apple Vision Pro) — 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.

    13 min
  • (Preview) What Trump Could Mean for Tech, X as a News Source, Two Testimonials from ChatGPT Users

    Projecting antitrust policy in a second Trump administration and explaining the splintered interests among little tech and big tech, checking in with the state of X under Elon Musk, and two ChatGPT testimonials help explain the status quo. At the end: Both hosts choose new jobs and new favorite teams.

    To email the show: [email protected]

    @SharpTechPodcast Channel — YouTube

    @Stratechery Channel — YouTube

    JD Vance and Tech, Big Tech Versus Little Tech, JD Vance’s Remarks About Antitrust at the RemedyFest Conference — Stratechery Update

    Tech For Trump, Breaking the Deal, From Inertness to Interest — Stratechery Update

    Tech CEOs on Trump, X and the E.U., Apple Settles with E.U. Over NFC — 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.

    21 min
  • (Preview) Once More Unto the EU Breach, No Apple or Microsoft on OpenAI’s Board, Paramount Wants to Be a Tech Company

    Ben and Andrew return with thoughts on Apple's calculus in the EU, why better App Store policies may not have mattered, perspectives from US and EU citizens, and follow-up to Ben's article on various EU regulatory ambitions. Then: The news that neither Apple nor Microsoft will take observer seats on the OpenAI board, Paramount's merger and an endorsement of irrational Hollywood, Apple unveils its F1 movie, bubble tea takes, and President Mr. Beast.

    To email the show: [email protected]

    @SharpTechPodcast Channel — YouTube

    @Stratechery Channel — YouTube

    The E.U. Goes Too Far — Stratechery

    Apple and the OpenAI Board, Microsoft and the OpenAI Board — Stratechery Update

    Microsoft and Apple drop OpenAI seats amid antitrust scrutiny — Financial Times

    Why Apple Deserves Special Scrutiny, Paramount Merges with Skydance — Stratechery Update

    'F1' Official Tease — 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.

    17 min
  • (Preview) Perplexity and the Media, Burning Furniture at the Structural Nadir, The EU and the Costs of Ambiguity

    Perplexity and the choices facing publishers in the AI era, revisiting the decisions and structural forces that led to media struggles in the online economy, and an emailer from the EU who wonders about the costs of the expansive language in the digital markets act. At the end: Ice cream, and a few interview recs for the break.

    To email the show: [email protected]

    @SharpTechPodcast Channel — YouTube

    @Stratechery Channel — YouTube

    Perplexity and Robots.txt, Perplexity’s Defense, Google and Competition — Stratechery Update

    European Commission Charges Apple, Apple Delays New Features for E.U. — Stratechery Update

    An Interview with Benedict Evans About Regulation and AI — Stratechery Interview

    An Interview with Nvidia CEO Jensen Huang About AI’s iPhone Moment — Stratechery Interview

    An Interview with Eugene Wei About Twitter, Threads, and Taylor Swift — Stratechery Interview

    An Interview with Michael Nathanson About a Tumultuous Year in Media — Stratechery Interview

    An Interview with Michael Morton About E-Commerce Winners and Losers — Stratechery Interview

    An Interview with The Ringer Founder and CEO Bill Simmons — Stratechery Interview

    An Interview with Om Malik About Tech’s History and Future — Stratechery Interview

    An Interview With The New York Times Company CEO Meredith Kopit Levien — Stratechery Interview

    An Interview with Marques Brownlee (MKBHD) About Being a YouTube Star — 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.

    19 min
  • The FTC Sues Adobe, Keynote Season and Progress, A Few More Apple Questions

    Lessons from the FTC's lawsuit alleging that Adobe has violated consumer protection laws in its cloud services business, a question about the vibes at WWDC and other tentpole keynotes across big tech, and a few more notes on Apple, including Facebook's data calculus, the DRI model, and stress-testing the developer concerns with respect to the Vision Pro.

    To email the show: [email protected]

    @SharpTechPodcast Channel — YouTube

    @Stratechery Channel — YouTube

    FTC Sues Adobe, The Legal Question, The Value of Doing Right — Stratechery Update

    Adobe’s Subscription Model & Why Platform Owners Should Care — Stratechery

    MLS on Vision Pro, The Vision Pro’s Missing Content, The Vision Pro’s DRI — Stratechery Update

    The Uncanny Valley of a Functional Organization — Stratechery

    Apple’s Organizational Crossroads — Stratechery

    Divine Discontent: Disruption’s Antidote — 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 9 min
  • (Preview) Your WWDC Emails: GenAI for Work Email, Developer Questions, Strategy for OpenAI, Implications for Nvidia, and More

    Answering listener questions in the wake of WWDC, including thoughts on AI for Outlook, whether Apple competitors will allow data access to Apple Intelligence, cloud questions, chip questions, and more.

    To email the show: [email protected]

    @SharpTechPodcast Channel — YouTube

    @Stratechery Channel — YouTube

    Apple Intelligence is Right On Time — Stratechery

    WWDC, Apple Intelligence, Apple Aggregates AI — Stratechery Update

    How Apple Intelligence Works, Apple’s AI Bear Case, The Talk Show Live — Stratechery Update

    An Interview with Daniel Gross and Nat Friedman About Apple and AI — Stratechery Interview

    The Apple-OpenAI “Deal”, Japan and the App Store, Apple’s AI Developer Risk — 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
  • Apple Gets Intelligence, Unpacking the Partnership with OpenAI, What WWDC Can Tell Us About AI Adoption

    Reviewing all things WWDC in 2024, including the introduction of Apple Intelligence, why Apple's vision for mainstream AI was compelling, the Apple partnership with OpenAI, questions about Private Cloud Compute, and lots more.

    To email the show: [email protected]

    @SharpTechPodcast Channel — YouTube

    @Stratechery Channel — YouTube

    Apple Intelligence AI, iOS 18 and the biggest announcements at WWDC 2024 — Engadget

    Apple Intelligence is Right On Time — Stratechery

    WWDC, Apple Intelligence, Apple Aggregates AI — Stratechery Update

    How Apple Intelligence Works, Apple’s AI Bear Case, The Talk Show Live — 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 8 min

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