Sharp Tech with Ben Thompson

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Google and Microsoft’s Events, Monetizable Panic, Paradigms and Hardware — Stratechery Update

An Interview with Chip War Author Chris Miller — Stratechery Interviews

Spotify Looked to Ban White Noise Podcasts to Become More Profitable — Bloomberg

China’s 40-Year Boom Is Over. What Comes Next? — Wall Street Journal

Microsoft Office AI, Copilot and Tech’s Two Philosophies, Business Chat and Appropriate Fear — Stratechery Update

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

Twitter’s Link Ban, Network Portability, China and the Trailing Edge — Stratechery Update

Chips and China — Stratechery

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Disney Earnings, A Split Disney?, ESPN’s Advertising — Stratechery Update

Disney to Significantly Raise Prices of Disney+, Hulu Streaming Services — Wall Street Journal

Disney is open to finding a new strategic partner for ESPN, Iger says — CNBC

Disney could soon sell its TV assets as Iger says business ‘may not be core’ to the company — CNBC

Bob Iger on CNBC, The End of Linear TV, ESPN and Strategic Partnerships (and Apple?) — Stratechery Update

Cable’s Last Laugh — Stratechery

Big Ten Blame — Stratechery

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It’s Taylor Swift’s Economy, and We’re All Living in It — Wall Street Journal

Non-Fungible Taylor Swift — Stratechery

Taylor Swift v Apple — Stratechery Update

Taylor Swift v Daniel Ek, What Swift Gets Right, The Problem with Spotify — Stratechery Update

The Secret Talks That Could Have Prevented the Apple vs. Facebook War — Wall Street Journal

For Taylor Swift, the Future of Music Is a Love Story — Wall Street Journal

Differentiation and Value Capture in the Internet Age — Stratechery

Bob Iger Back at Disney; Chapek’s Tactics, Iger’s Strategy; Tactics, Strategy, or Environment — Stratechery Update

How Apple Will Save Billions of Dollars on Chips for New iPhone — The Information

Apple Earnings; OpenAI, GPTBot, and Robots.txt; Zoom’s Terms-of-Service — Stratechery Update

Is that viral ‘superconductor’ legit? — The Verge

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Big Ten Blame — Stratechery

Unity Merges With ironSource, Football Follow-up, Uber/Musk Follow-up — Stratechery Update

Meta Earnings, AI in Meta’s Business, Reality Labs Reality — Stratechery Update

Meta Blocks News in Canada, LK-99, YouTube and TV Advertisers — Stratechery Update

Amazon Earnings, Amazon and AI, Amazon’s Improved Delivery — Stratechery Update

Same Day Sensor Tower — Dithering

EU Fines Meta, Big Tech Exposure, The Degradation of Scalability — Stratechery Update

Meta Offers to Seek Consent for Highly Personalized Ads in Europe — Wall Street Journal

Microsoft closes at record after revealing pricing for new A.I. subscription — CNBC

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To email the show: [email protected]

Chips and China — Stratechery

TSMC in Arizona, Arizona Challenges, Realities and Motivations — Stratechery Update

US, Europe Growing Alarmed by China’s Rush Into Legacy Chips — Bloomberg

CHIPS Act; America, China, and Intel; Micron and TSMC — Stratechery Update

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Facebook Bowed to White House Pressure, Removed Covid Posts — Wall Street Journal

Section 230 in the Supreme Court, Reach and Speech, The First Amendment and U.S. Speech Controls — Stratechery Update

Zero-COVID and Free Speech — Stratechery

What to know about DOE’s fusion milestone — Politico

Starlink Solution, Starlink Experience, Starlink Implications — Stratechery Update

David Spade - 1 800 COLLECT Commercials (1994) — YouTube

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To email the show: [email protected]

Netflix Earnings, Netflix’s Coming Price Increases, Netflix and the Strike — Stratechery Update

Streaming Residuals and Spotify, Llama 2 Open-Sourced, Llama’s License — Stratechery Update

Twitter is being rebranded as X — The Verge

Netflix Removes “Basic” Ad-Free Plan in U.S. and U.K. — The Hollywood Reporter

Why Netflix Should Sell Ads — Stratechery

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To email the show: [email protected]

AI and the Big Five — Stratechery

Meta is giving away its AI tech to try to beat ChatGPT — The Verge

GPT-4, Google Adds AI to Productivity Apps, Local Language Models — Stratechery Update

Streaming Residuals and Spotify, Llama 2 Open-Sourced, Llama’s License — Stratechery Update

ChatGPT loses users for first time, shaking faith in AI revolution — Washington Post

Meta Open Sources Another AI Model, Moats and Open Source, Apple and Meta — Stratechery Update

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To email the show: [email protected]

TV STRIKE CALLED BY SCREEN ACTORS — New York Times

Hollywood on Strike — Stratechery

Your Most Frantic SAG Strike Questions, Answered — Vulture

Bob Iger Back at Disney; Chapek’s Tactics, Iger’s Strategy; Tactics, Strategy, or Environment — Stratechery Update

Scale of the Universe

Bob Iger on CNBC, The End of Linear TV, ESPN and Strategic Partnerships (and Apple?) — Stratechery Update

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.

To email the show: [email protected]

Microsoft Can Close Its $75 Billion Buy of Activision Blizzard, Judge Rules — Wall Street Journal

Microsoft-Activision Updates; Reader Follow-Up; Free Speech, the Government, and Scale — Stratechery Update

Microsoft Can Acquire Activision, The FTC vs. the Record, The FTC’s Failed Vendetta — Stratechery Update

Consoles and Competition — Stratechery

Microsoft’s Activision deal could face ‘new merger investigation,’ UK regulator warns — The Verge

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.