Sharp Tech with Ben Thompson

To email the show: [email protected]

Meta Connect 2022 — Reality Labs

Microsoft and the Metaverse — Stratechery

Metaverse Follow-up, Apple Denied Stay in Epic Case, Google Loses EU Shopping Case Appeal — Stratechery Update

An Interview with Mark Zuckerberg about the Metaverse — Stratechery Interviews

Skepticism, Confusion, Frustration: Inside Mark Zuckerberg’s Metaverse Struggles — New York Times

Meta’s flagship metaverse app is too buggy and employees are barely using it, says exec in charge — The Verge

Working From Orbit — Medium

Meta’s new digital fashion marketplace will sell Prada, Balenciaga and Thom Browne — Vogue

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To email the show: [email protected]

Twitter lawsuit halted so Elon Musk can close deal by Oct. 28 — Reuters

Musk Re-Commits to Twitter; Meta, AITemplate, and Nvidia; Facebook Shutters Bulletin -- Stratechery Daily Update — Stratechery Update

Elon Musk Left a South Africa That Was Rife With Misinformation and White Privilege — New York Times

Chinese scientists call for plan to destroy Elon Musk's Starlink satellites — Live Science

Google Kills Stadia; Why Stadia Was a Bad Product; Microsoft, Activision, and Antitrust — Stratechery Update

Patrick Collison — Wikipedia

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Cable Temperature Check and a Bundle Experiment

Why it may make sense to sell Netflix, Apple TV, Paramount Plus and other streamers as one product, why cable may (or may not) be the intermediary brokering the sale, questions for the future of live sports rights. Then, an answer to listeners who have questions about the new era of Stratechery.

To email the show: [email protected]

Cable’s Last Laugh — Stratechery

NESN 360, NESN and vMVPDs, Cable and the User Experience — Stratechery Update

An Interview with Coda Founder (and Bundle Expert) Shishir Mehrotra — Stratechery Interview

MLS on Apple TV, The MLS Perspective, The Apple Perspective — Stratechery Update

Four Myths of Bundling — Coda

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.

User agency within Apple's ATT landscape, what Covid can teach us about the risks of regulating content moderation, whether AI fears spawned by The Terminator are reasonable, interrogating Andrew's gamer logic.

To email the show: [email protected]

Data and Definitions — Stratechery

At last, an AI existential risk policy idea — Slow Boring

How Aristotle Created the Computer — The Atlantic

AI Could Defeat All Of Us Combined — Cold Takes

A Celtics Scandal, the Suns Sale, the Sleeper Niners, and Week 3 Million-Dollar Picks — The Bill Simmons Podcast

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To email the show: [email protected]

Nvidia in the Valley – Stratechery

An Interview With Nvidia CEO Jensen Huang About Building the Omniverse Cloud – Stratechery Interviews

Ada Lovelace GPUs Shows How Desperate Nvidia Is – SemiAnalysis

Thread of reactions from Tae Kim – Twitter

AI Chips and China, Geopolitical Considerations, Nvidia Consideration – Stratechery Daily Update

Nvidia’s Earnings, The Data Center and AI, Nvidia and the Enterprise — Stratechery Daily Update

Nvidia Warning, Nvidia vs. TSMC, Ethereum Miners vs. the Merge - Stratechery Daily Update

US restricts sale of AI training chips to China – The Verge

Apple expands iPhone production in India in shift away from China – Financial 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.

Mailbag: Adobe and Antitrust, Engagement Quality vs. Quantity, The Cult of Musk, Porcupine Lore

Adobe-Figma antitrust questions, the pluses and minuses of ignoring user complaints, how Twitter hype led to real infrastructure at Tesla, a word about porcupines.

To email the show: [email protected]

Adobe Tumbles After Deal to Buy Figma for About $20 Billion — Bloomberg

Adobe Acquires Figma, Figma’s Disruption, The Figma OS — Stratechery Update

Launch Follow-Up, Figma Feedback, More on Antitrust and Acquisitions — Stratechery Update

An Interview With The Verge Editor-in-Chief Nilay Patel About Building a Destination Site — Stratechery Interview

It's a Tesla — Stratechery

Mistakes and Memes — Stratechery

What the Fox Knows — 538

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]

Subscribe to Sharp Tech and receive public episodes a day early and an extra episode each week.

Subscribe to Stratechery Plus and receive every Sharp Tech episode, Dithering, the Stratechery Update, and Stratechery Interviews.

The Greatest of All Talk, an NBA podcast — GOAT

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]

Subscribe to Sharp Tech and receive public episodes a day early and an extra episode each week.

Subscribe to Stratechery Plus and receive every Sharp Tech episode, Dithering, the Stratechery Update, and Stratechery Interviews.

The AI Unbundling — Stratechery

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

‘An engine for the imagination’: the rise of AI image generators — The Verge

DALL-E, the Metaverse, and Zero Marginal Content — Stratechery

OpenAI’s DALL-E AI image generator can now edit pictures, too — The Verge

Midjourney — Midjourney

DALL-E — OpenAI

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]

Subscribe to Sharp Tech and receive public episodes a day early and an extra episode each week.

Subscribe to Stratechery Plus and receive every Sharp Tech episode, Dithering, the Stratechery Update, and Stratechery Interviews.

A Dad Took Photos of His Naked Toddler for the Doctor. Google Flagged Him as a Criminal. — The New York Times

Google, Machine Learning, and CSAM; Takeaways and Tradeoffs; Apple’s CSAM Controversy — Stratechery Update

Rights, Laws, and Google — Stratechery

Apple and Property Rights, On Google’s Non-Response, The Facebook Oversight Board — Stratechery

House of the Dragon and Creative Programming, The Big Ten’s Deal, Disney’s New Prices — Stratechery

Formula 1 and Netflix, Netflix and Sports, YouTube TV vs. ESPN — Stratechery

‘House of the Dragon’ Is HBO’s Top Debut With 10 Million Viewers — 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.

To email the show: [email protected]

Subscribe to Sharp Tech and receive public episodes a day early and an extra episode each week.

Subscribe to Stratechery Plus and receive every Sharp Tech episode, Dithering, the Stratechery Update, and Stratechery Interviews.

Apple and Facebook’s Pre-ATT Negotiations, Timing and Documentation, ATT’s Impact — Stratechery Update

Data and Definitions — Stratechery

The TikTok War — Stratechery

On TikTok, Election Misinformation Thrives Ahead of Midterms — The New York Times

Leaked Audio From 80 Internal TikTok Meetings Shows That US User Data Has Been Repeatedly Accessed From China — Buzzfeed News

China’s Plans to Win Control of the Global Order — Tablet

TikTok Works on Its Trust Deficit — Platformer

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.