Sharp Tech with Ben Thompson

To email the show: [email protected]

Give Stratechery Plus as a Gift.

FTC Fines Epic, Netflix Ads, YouTube and the NFL — Stratechery Update

YouTube the likely home for 'Sunday Ticket — Sports Business Journal

Alphabet’s YouTube TV Nears Deal For NFL Sunday Ticket. Profiting Will Be a Challenge. — Barron's

Google’s YouTube in Talks for Rights to NFL Sunday Ticket — Wall Street Journal

US targets China’s potential chip stars with new restrictions — Financial Times

How TikTok Became an International Crisis — The New York Times

What Comes Next for the Most Empty Downtown in America — The 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.

To email the show: [email protected]

Give Stratechery Plus as a Gift.

Narratives — Stratechery

Twitter and What Might Have Been — Stratechery

Pro-Neutrality, Anti-Title II — Stratechery

“Light Touch”, Cable, and DSL; The Broadband Tradeoff; The Importance of Antitrust — Stratechery Update

Ajit Pai: the man who could destroy the open internet — The Guardian

What if You Couldn’t See This Page? — The New York Times

The Internet Is Dying. Repealing Net Neutrality Hastens That Death. — The New York Times

The US net neutrality fight affects the whole world — The Verge

Come for the tool, stay for the network — Chris Dixon

How L'Oreal Sculpted The Cosmetics Industry — Strategy Factory

‘Everything that could go wrong did go wrong’ says Alpine boss after double DNF in Austin — Formula 1

Lando Norris: Alpine have done ‘bad job’ to only just be ahead of McLaren — Planet F1

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]

Give Stratechery Plus as a Gift.

Consoles and Competition — Stratechery

The App Store and the Digital Markets Act, Third-Party App Stores, Messaging Interoperability Madness — Stratechery Update

The European Commission Versus Android — Stratechery

Will semiconductor plants really drain Arizona? That theory is overblown — AZ Central

Halt and Catch Fire Season 2 Promo — YouTube

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]

Give Stratechery Plus as a Gift.

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

Chips and China — Stratechery

AMD (and Intel) Earnings, TSMC Earnings, Morris Chang on U.S. Semiconductor Production — Stratechery Update

TSMC Raises Arizona Chip Investment to $40 Billion as Biden Visits — Wall Street Journal

The U.S. Commits to Buying Millions of Vaccine Doses. Why That’s Unusual. — New York Times

COVID-19 Vaccine Advance Purchases Explained — The Petrie-Flom Center

Can semiconductor manufacturing return to the US? — Brookings Institute

TSMC founder Morris Chang says globalization 'almost dead' — Nikkei Asia

Transcript of Morris Chang Dec. 11, 2022 — Twitter: @kevinsxu

America Wakes Up?, An Interview with Matt Mullenweg About Working From Home — Stratechery Interviews

How Loneliness Is Damaging Our Health — 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.

To email the show: [email protected]

Lensa and Stable Diffusion, Stable Diffusion and Apple Silicon, Open Questions — Stratechery Update

Google Earnings, YouTube and Google Cloud, Google’s Falling Margin — Stratechery Update

Media, Regulators, and Big Tech; Indulgences and Injunctions; Better Approaches — Stratechery Update

Non-Fungible Taylor Swift — 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.

To email the show: [email protected]

AI Homework — Stratechery

ChatGPT: Optimizing Language Models for Dialogue — OpenAI

OpenAI’s ChatGPT shows why implementation is key with generative AI — TechCrunch

DALL-E Open to All, OpenAI and Openness, OpenAI Opportunities and Threats — Stratechery Update

“It's like you wake up to the news of first nuclear explosion and you don't know yet what to think about it but you know world will never be the same again.” — Twitter: @styleus

The AI Unbundling — Stratechery

AI Bundling Follow-Up, iPhone Follow-Up — Stratechery Update

An Interview With Daniel Gross and Nat Friedman About the Democratization of AI — Stratechery Interview

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]

Musk vs. Apple; Advertising, App Store Review, and 30%; Google Headcount — Stratechery Update

Disney Expectations, Twitter Expectations, Silicon Valley Expectations — Stratechery Update

Apple's Twitter ad spend may not have actually dropped — AppleInsider

Beachheads and Obstacles — Stratechery

Amazon Alexa is a “colossal failure,” on pace to lose $10 billion this year — Ars Technica

The Social Network — YouTube

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]

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

Disney Expectations, Twitter Expectations, Silicon Valley Expectations — Stratechery Update

Disney’s Earnings Hurt by Costs at Disney+ — Wall Street Journal

An Interview with Matthew Ball About Disney and Bob Iger — Stratechery Interviews

The Harvard Study of Adult Development began tracking the lives of 268 Harvard sophomores in 1938. — Twitter: @SahilBloom

Good genes are nice, but joy is better — The Harvard Gazette

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]

Horrified Twitter onlookers see 2 scenarios: The lights going out at any moment or a long, slow death — Fortune

The AI Moat Debate, Continued; Twitter’s Regulatory Risks; Twitter and Advertisers, Continued — Stratechery Update

Warner Bros. Discovery and the NBA, The Zaslav Doctrine — Stratechery Update

Social Networking 2.0 — 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.

To email the show: [email protected]

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

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

Zillow Pauses Home-Buying, Opendoor’s Advantage, Crypto and Energy — Stratechery Update

Blue Apron Files for IPO, Network Effects and Customer Acquisition Costs, Uber Concerns — Stratechery Update

Twilio Files for IPO, Building Infrastructure, Mary Meeker’s Internet Trends 2016 — Stratechery Update

Cloudflare’s Disruption — Stratechery

Cloudflare on the Edge — Stratechery

Sam Bankman-Fried tries to explain himself — Vox

Max Verstappen 'knew' Lewis Hamilton move could cause collision but "just went for it" — Mirror

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.