Sharp Tech with Ben Thompson

Sharp Tech with Ben Thompson

By Andrew Sharp and Ben ThompsonTechnology
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Sharp Tech with Ben Thompson episodes

  • Waiting for Immersive ChatGPT, ChatGPT and the Consumer Challenge, OpenAI’s Enterprise vs. Consumer Balancing Act

    The possibilities of a universal chatbot for the future, the challenges for any new consumer tech company trying to match the scale of incumbents, and the strategic questions facing OpenAI as its leadership allocates resources and considers a move into hardware.

    To email the show: [email protected]

    The OpenAI Keynote — Stratechery

    OpenAI DevDay, Opening Keynote — OpenAI

    More on Google and AI; OpenAI, Integration, and Microsoft — Stratechery Update

    The End of the Beginning — Stratechery

    AI Homework — Stratechery

    Designer Jony Ive and OpenAI’s Sam Altman Discuss AI Hardware Project — The Information

    Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.

    1 hr 8 min
  • (Preview) The Future of Buying and Selling Houses, Two Price Fixing Lawsuits, The In-Season Tournament and Ronald Reagan

    A verdict in Missouri portends big changes in the real estate industry, why real estate is a natural fit for an aggregator, and divergent outcomes from two tech-adjacent price-fixing cases. At the end: The NBA and streaming, and Ronald Reagan’s version of Mission: Impossible.

    To email the show: [email protected]

    The Way You Pay to Buy or Sell a Home Is About to Change — Wall Street Journal

    Atlantic City Hotels Turn Attention to Vegas Courthouse in Pricing Algorithms Case — The National Law Review

    An Interview with Opendoor CEO Eric Wu About Building a Marketplace in a Real Estate Slowdown — Stratechery Interview

    Opendoor Earnings, Opendoor’s Pricing, Opendoor’s Scalability — Stratechery Update

    Are Broker Commissions Too High? — New York Times

    Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.

    15 min
  • Biden’s Executive Order on AI, Innovation and the Steve Jobs Approach, Balancing AI Risks and Upside

    The White House executive order on AI, the accidental lesson of all the analogies to nuclear technology, what Steve Jobs and Bill Gates can teach us about innovation, and a look at the competing systemic priorities that create AI questions without clear answers.

    To email the show: [email protected]

    Attenuating Innovation (AI) — Stratechery

    An Interview with Daniel Gross and Nat Friedman about the AI Hype Cycle — Stratechery Interview

    Netflix Follow-Up, The Senate Tech Bill — Stratechery Update

    Biden wants to move fast on AI safeguards and signs an executive order to address his concerns — The Associated Press

    Fukushima Outrage Continues; Secretary Raimondo in China; Perfect Timing for a Huawei Launch; TikTok Lobbyists Take a Bow — Sharp China

    Taking On AI | Mission: Impossible – Dead Reckoning Part One — Paramount Pictures YouTube Channel

    Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.

    1 hr 10 min
  • (Preview) 100th Episode Mailbag: New MacBooks, CarPlay Closure, Dennard Scaling and the Chip Ban, Netflix and a Prestige Tier, Hardware as a Service

    Celebrating 100 episodes of Sharp Tech with quick thoughts on Monday night's Apple event, a second look at GM's foray into software, the tech CEO that should be the next NBA commissioner, and more emails from listeners.

    To email the show: [email protected]

    GM thinks it can wean you off Apple CarPlay and Android Auto — The Verge

    Apple unveils the new MacBook Pro featuring the M3 family of chips, making the world’s best pro laptop even better — Apple Newsroom

    China Chips and Moore’s Law — Stratechery

    The World’s Biggest Carmaker Made a Huge Bet on Tech. Things Went Wrong Fast. — Wall Street Journal

    Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.

    18 min
  • Netflix Revives the Monoculture, The NBA and Its Rights Fee Future, The Bidding Calculus for Amazon and Disney

    A Netflix letter to shareholders that doubles as a message to the rest of Hollywood, the NBA’s precarious negotiating posture as the cable bundle crumbles, and one way Amazon could make the NBA a worthwhile investment.

    To email the show: [email protected]

    Netflix Earnings, Netflix’s Licensing Pitch, Netflix Gaming Revisited — Stratechery Update

    Amazon Is Eyeing an NBA Package for Tuesdays or Thursdays — Front Office Sports

    ESPN Financials, NBA Spin, Jon Stewart vs. Apple — Stratechery Update

    ESPN May Be Worth $22 Billion Based on First Look at Results — Bloomberg

    An ESPN Aggregator, Google Magic Eraser, Bing Chat Monetization? — Stratechery Update

    What the NBA Can Learn From Formula 1 — Stratechery

    Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.

    1 hr 17 min
  • (Preview) Google’s Calculus with Mobile Search, What US v. Google Makes Clear About Apple, Two Types of Regulation

    The Maps history that undergirds Google’s partnership with Apple, whether the Apple and Google app stores should be regulated like modern day utility companies, and a question about regulation and ideological consistency. At the end: iPhone etiquette, a Delta update, and TikTot on interesting parents and adult supervision.

    To email the show: [email protected]

    Google and the Limits of Strategy — Stratechery

    ‘Unprecedented’ Secrecy in Google Trial as Tech Giants Push to Limit Disclosures — New York Times

    Microsoft CEO warns of ‘nightmare’ future for AI if Google’s search dominance continues — CNN

    Microsoft Says Apple Used Bing as Google ‘Bargaining Chip’ — Bloomberg

    Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.

    16 min
  • (Preview) The New York Times, Fake News, and Seven Years of Misdirected Energy

    Memories of an article in 2016, a reminder that the impact of fake news is generally correlated to the speaker, not the speech, and a question about harm yields an answer about the importance precision and principles.

    To email the show: [email protected]

    Fake News — Stratechery

    In Defense of The New York Times — Stratechery

    Defining Information — Stratechery

    Twitter, Responsibility, and Accountability — Stratechery

    After Hospital Blast, Headlines Shift With Changing Claims — New York Times

    Facebook Gave Data Access to Chinese Firm Flagged by U.S. Intelligence — New York Times

    Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.

    16 min
  • College Students and Chips, The Future of Computing (and the Limits of Physics), Formula 1 and Apple

    An emailer recommends ignoring college students on Twitter, the strategic logic of America’s ban on the sale of advanced chips to China, and a few different questions about AI and our digital future. At the end: Apple’s rumored F1 interest and why the partnership makes sense.

    To email the show: [email protected]

    Phillies grand slam without announcers — @steph_turkey

    Defining Information — Stratechery

    An Interview with Chip War Author Chris Miller — Stratechery Interview

    Chips and Geopolitics — Stratechery

    The Huawei Mate 60 Pro, 7nm Background, Implications and Reactions — Stratechery Update

    Apple set to take over Formula 1 — TheJudge13

    Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.

    1 hr 5 min
  • The Hamas Attacks and Social Media, Competing Public Interests, Efforts to Stay Sane in a New Information Ecosystem

    To email the show: [email protected]

    Zero Trust Information — Stratechery

    Tech and War — Stratechery

    The TikTok War — Stratechery

    Graphic war videos go viral, testing social media’s rules — The Washington Post

    TikTok Footage Becomes World’s Window Into Israel Conflict — Bloomberg

    Pro-Neutrality, Anti-Title II — Stratechery

    Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.

    1 hr 15 min
  • (Preview) The Sphere is Here, Collapsing Distinctions Between Physical and Digital Reality, Emails on Amazon and Antitrust

    The Sphere in all its LED splendor, more questions about AI devices and virtual reality, brief thoughts on Michael Lewis and SBF, and reading a few of the many listener emails inspired by Tuesday's Amazon discussion.

    To email the show: [email protected]

    The world's most unique billboard: The hefty price tag to advertise on the Vegas Sphere — NBC Las Vegas

    New York Loves to Hate Him. Can a $2.3 Billion Sphere Redeem Jim Dolan? — New York Times

    Las Vegas and Its Big, Big Ambitions — New York Times

    World While Las Vegas inaugurates its Sphere, London residents push back on plans for replica venue — CBS News

    Amazon Used Secret ‘Project Nessie’ Algorithm to Raise Prices — Wall Street Journal

    AI and Ambient Computing, Zuckerberg and The Verge, Amazon and Anthropic — Stratechery Update

    AI, Hardware, and Virtual Reality — Stratechery

    Michael Lewis on '60 Minutes' — CBS News

    SBF Was Reckless From the Start — Bloomberg

    Fulfillment: Winning and Losing in One-Click America — Good Reads

    24 years ago today, the ultimate posterize by Shaq — YouTube: New York Post Sports

    Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.

    16 min

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