Sharp Tech with Ben Thompson

By Andrew Sharp and Ben ThompsonTechnology

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Sharp Tech with Ben Thompson episodes

June 10, 2024 (Preview) Microsoft’s Recall Mess, The Future of Streaming and Advertising, Follow-Up on Dark GPU Theory
A look at Microsoft Recall and the implications of the security changes that were announced this weekend, follow-up questions on what Netflix may build in its advertising business, and a few countervailing notes on the possibility of a dark GPU sequel to the dark fiber story after the dot com bubble.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Apple Intelligence is Right On Time — Stratechery
Stealing everything you’ve ever typed or viewed on your own Windows PC is now possible with two lines of code — inside the Copilot+ Recall disaster. — DoublePulsar
Windows won’t take screenshots of everything you do after all — unless you opt in — The Verge
Microsoft Build, Copilot Platforms, A Note on Recall — Stratechery Update
Netflix and the NFL, Netflix Internalizes Ads, Comcast’s Bundle — 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.
13 min
June 06, 2024 (Preview) What Walmart Could Offer to Advertisers, Walmart's Momentum in E-Commerce, AI Skepticism and the Logic of a Bubble
A look at Walmart’s challenges and opportunities as it builds an ad business, how Walmart became a differentiated competitor to Amazon, and a question about AI skepticism spawns extended discussion of life in the middle of a bubble. At the end: Picks for the NBA Finals.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
An Interview with Walmart CEO Doug McMillon About Omnichannel Retail — Stratechery Interview
Walmart Earnings, Walmart Connect and Closing the Loop, Walmart Acquires Vizio — Stratechery Update
The AI Revolution Is Already Losing Steam — Wall Street Journal
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
June 03, 2024 Generative AI and Hardware Upgrades, Google History and the Dark GPU Theory, Amazon’s Logistics Long Play
A question about generative AI and the hardware powering voice assistants, projecting the GPU future with the dot com bubble as context, and thoughts on Amazon’s capital expenditures and the state of AWS and Amazon Supply Chain. At the end: An Elon hater reviews the Cybertruck.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Apple Plans AI-Based Siri Overhaul to Control Individual App Functions — Bloomberg
An Interview with Craig Moffett About Charter vs. Disney and the Path Dependency of the Communications Industry — Stratechery Interview
Computex 2024, Is AWS Modular or Integrated? — Stratechery Update
The AWS IPO — Stratechery
The Amazon Tax — 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 11 min
May 30, 2024 (Preview) Big Questions About an AI Future, The State of LLMs 18 Months After ChatGPT, AI and Google/Apple/Microsoft
A question about the spectrum between LLMs and AGI spawns a conversation about where and how AI might introduce upheaval in the workplace, what TSMC can teach us about probabilistic LLMs, whether AI will be a feature for all big companies or a differentiating product for one winner, and frustrations at the barriers to entry that have thus far allowed big tech to retain control of AI's mainstream applications. Also: An important note about Scarlett Johannson.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
AI Integration and Modularization — Stratechery
Microsoft PAINT can turn your crappy sketch into whatever you imagined it to be! — TikTok: @trevorlong
Apple Bets That Its Giant User Base Will Help It Win in AI — Bloomberg
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
May 23, 2024 (Preview) Can Microsoft Make PCs Cool Again?, What Windows is Offering Developers, Scarlett Johansson and OpenAI
The Microsoft Build conference and the introduction of Copilot+ PCs, the potential for Windows as an AI platform that gives developers more certainty, and reactions to Scarlett Johansson's statement about her negotiations with Sam Altman and the launch of GPT-4o.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Windows Returns — Stratechery
Microsoft Build, Copilot Platforms, A Note on Recall — Stratechery Update
Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott About the AI Platform Shift — Stratechery Interview
The End of the Beginning — Stratechery
Scarlett Johansson Says She Was ‘Shocked’ and ‘Angered’ Over OpenAI’s Use of a Voice That Was ‘Eerily Similar to Mine’ — Variety
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
May 20, 2024 Netflix Gets the NFL for Christmas, The Streaming Wars Become the Bundle Wars, Leagues and Studios and Internet Realities
A variety of notable Netflix developments over the past few weeks, Hollywood's continued move to a (kinda) rebundled future, and what sports leagues are learning as internet realities take hold across entertainment. At the end: Andrew finally watches "Her" and shares his review.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Netflix and the NFL, Netflix Internalizes Ads, Comcast’s Bundle — Stratechery Update
Netflix to Show NFL’s Two Christmas Day Games in 2024 — Wall Street Journal
The NFL-Netflix Broken Hearts Club — Puck
The Coming Comp War at Netflix — Puck
Netflix Says Ad Tier Has 40M Users, Plans to Bring Ad Tech In-House in Shift From Microsoft — The Hollywood Reporter
Disney and Warner Bros. Discovery to Launch Disney+, Hulu, Max Streaming Bundle — Variety
Comcast to Launch Peacock, Netflix and Apple TV+ Bundle at a ‘Vastly Reduced Price’ — Variety
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 6 min
May 17, 2024 (Preview) Good and Bad from Google I/O, Google and the Digital Economy, Mail on LLMs and SpaceX
Reactions to two hours of Google on stage this week, thoughts on what an AI makeover for search will mean for businesses that rely on Google for customer acquisition, and answers to mailbag questions on Google Cloud, Apple's rumored partnership with OpenAI, Amazon, and the continued ascent of SpaceX and Starlink.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Google I/O, Google’s Strengths and Weaknesses, AI Search — Stratechery Update
DJ Marc Rebillet at Google I/O — X: @keshavchan
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
May 14, 2024 (Preview) OpenAI and the Latency Leap, Questions About an Apple/OpenAI Partnership, A Defense of AI Dating Agents
Reactions to the GPT-4o demo, a reminder that OpenAI looks more and more like a consumer tech company, and questions about a potential partnership with Apple. At the end: A follow-up on Apple’s ads, and an emailer defends the Bumble CEO.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Introducing GPT-4o — OpenAI
OpenAI’s Spring Event, GPT-4o, OpenAI and Apple — Stratechery Update
The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs — Stratechery Update
Christmas Commercial 2013 — Apple
Welcome Home by Spike Jonze — Apple
Bumble CEO on Future of Dating — X: @tsarnick
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
May 09, 2024 A Disastrous (and Resonant) New iPad Commercial, The Future of Google Search, Tom Brady and the Netflix Roast
The iPad commercial that made the Internet angry this week, a question about Google search spawns thoughts on the various futures of Google's business, and a few observations on the Tom Brady roast as a reflection of Netflix strategy. Plus: A final word on the iPad and its utility.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Meet the New iPad Pro — X: @tim_cook
The iPad Commercial in Reverse — X: @rob_keyes
Apple’s iPad Event, The Peaceful iPad, Disney Earnings — Stratechery Update
Google Earnings, Google’s Re-Org, Google’s True Moonshot — Stratechery Update
TV Advertising’s Surprising Strength — And Inevitable Fall — 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
May 07, 2024 (Preview) Apple in China and Japan, The iPad as a Mac Replacement, Apple and the Growth Premium
A question about Apple sentiment in China spawns memories of Apple's entrance to Japan, the utility of the iPad as a Mac replacement (and why the Vision Pro would be the better option for that job), plus Apple acquisitions, Apple's growth premium, and where, exactly, Meta is spending all that money in the Metaverse.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Apple’s New iPad Pro Should Turn Device Into True Laptop Replacement — Bloomberg
Apple Earnings, Wearables and Vision Pro, AI Leverage — 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.
13 min