A podcast about understanding how tech works and the way it is changing the world. Hosted by Andrew Sharp with Ben Thompson.
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(Preview) Waymo and Our Automated Future, Augmented Reality and Form Factor Questions, NotebookLM and Media Consumption
11:00
11:00
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11:00
Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Taking Waymo, Uber and Waymo — Stratechery Update More on Orion, Where Vision Pro Went Wro…
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(Preview) Mailbag Monday: Meta and the Smartphone; Upheaval at OpenAI; Dossier Censorship; ESPN and Media Consumption
12:11
12:11
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12:11
Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube More on Orion, Where Vision Pro Went Wrong, Apple’s Response and Meta’s Motivation — Strat…
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Meta Previews an Augmented Reality Future, Orion and the Apple Vision Pro, A Call for More Live Keynotes
1:00:01
1:00:01
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1:00:01
Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube An Interview with Meta CTO Andrew Bosworth About Orion and Reality Labs — Stratechery Inte…
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(Preview) Mailbag Monday: Sports Gambling Apps; PlayStation’s New Price Point; Robotics and AI Upheaval; Apple’s ‘Intelligence’ Ads
14:21
14:21
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14:21
Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Unity Scraps Runtime Fee, Back to Reality, Sony PlayStation Pro — Stratechery Update OpenA…
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(Preview) OpenAI's Latest Model Is Not Like the Others, Copilot Pages and Salesforce Agents, When AI Moves from Copilots to Airplanes
13:34
13:34
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13:34
Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Copilot Pages, Salesforce Agents — Stratechery Update OpenAI’s New Model, How o1 Works, Sc…
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(Preview) Mailbag Monday: Politics as Monoculture; Startup Anxiety in Europe and China; WhatsApp Spam
10:08
10:08
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10:08
Questions about politics as America's most dominant pop culture franchise, recommendations for the EU, and more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as p…
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The Strategic Logic of the iPhone 16, Services Upside and Downside, Steve Jobs and Modern Apple
57:46
57:46
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57:46
What Apple's iPhone event signals about priorities for the company, a digression on the App Store and its attendant risks, and thoughts on what Steve Jobs could and couldn't change about Apple in 2024. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Boomer Apple — Stratechery Everything as a …
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(Preview) Mailbag Monday: Three Apple Questions, Intel and Founder Mode, 230 Follow-Up, China’s Chip Ambitions
10:44
10:44
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10:44
Answering questions about Apple’s Woj, a cornucopia of iPhone options, founder mode, and more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple Moves Forward With Foldable iPhone — The Information Unboxing the new #Pixel9 — TikTok: @google Founder Mode — Paul Graham ASML’s China Chip Bus…
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Understanding Intel’s Decline, Searching for Structural CHIPS Solutions, The Future of Section 230 Protections
1:01:58
1:01:58
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1:01:58
Tracing the history that led to the decline of Intel, why Ben is conflicted about the potential solutions to the company's woes, and a Third Circuit verdict on Section 230 that could upend three decades of precedent across the tech ecosystem. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube In…
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The Arrest of Pavel Durov, Encryption Explanations and Moderation Questions, Mark Zuckerberg’s Letter to Congress
1:00:50
1:00:50
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1:00:50
The charges against Pavel Durov in France, the differences between encrypted messaging apps and Telegram, the philosophical questions underlying moderation scrutiny, and thoughts on Mark Zuckerberg's letter to the House Judiciary Committee this week. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — Yo…
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(Preview) Mailbag: Disney’s Taylor Swift Expansion, Canva and IPOs, Perplexity in Paris, SaaS for Cars, The Online Recipe Economy
12:19
12:19
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12:19
Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Disney’s Taylor Swift Era — Stratechery An Interview with Canva CEO Melanie Perkins About …
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(Preview) Canva and the Disruption Ideal, What AI Could Mean for Graphic Design, Fubo and Venu and FUBAR Post-Cable Plans
14:13
14:13
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14:13
Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube An Interview with Canva CEO Melanie Perkins About Disrupting Design — Stratechery Intervie…
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(Preview) Mailbag: Smartphone Subsidies, Apple Intelligence and Search, Surgeon Groupchats, The Metaverse and AI
10:40
10:40
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10:40
Answering listener questions on the BNPL model for smartphones, whether Apple employees hate the App Store policies, Apple Intelligence and search, and lots more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, G…
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(Preview) Computing History and Android’s Future, More Adventures with Apple Policies, The Olympics and a Cord Bag Tour
27:05
27:05
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27:05
The history of PCs and smartphones as context for Google's integrated strategy for Android, and reactions to Apple's plans for the NFC chip and its approach to Patreon and payment processing. At the end: Final thoughts on Peacock and the Olympics, Amazon’s Whole Foods experiment, and a listener requests a tour of Ben’s cord bag. To email the show: …
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(Preview) Competing Principles and U.S. v. Google, What’s Next for Apple, Questions on Aggregators, Elon and Crunchyroll
17:06
17:06
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17:06
The implications and inherent tensions of this week’s verdict in U.S. v. Google, Apple and a mountain of services revenue suddenly in jeopardy, and emails on aggregators, Elon Musk’s latest lawsuit, Crunchyroll and more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Friendly Google and Enem…
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(Preview) Nike as a Tech Story, Follow-Up on Meta and the Hyperscalers, Peacock and the NBC Olympics Strategy
11:17
11:17
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11:17
What Nike's recent struggles can teach us about maintaining culture and competing in e-commerce, plus questions on Amazon and Temu, Meta's threat to AI incumbents, and the pricing strategy of AI cloud providers. At the end: The implication of recent Netflix news, NBC's pricing strategy for Peacock, Google's new Gemini commercial, and more. To email…
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(Preview) Llama 3.1 and Zuckerberg’s Open Approach, Lessons from the Crowdstrike Mess, Understanding Netflix Strategy and Apple Spending
12:47
12:47
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12:47
Meta debuts a powerful new LLM, Mark Zuckerberg makes the case for an open approach to AI, and Ben explains the Crowdstrike mess and why this episode highlights fundamental tensions between security and competition. At the end: Updated thinking on Netflix and what it wants from the ad business, and marveling at Apple's spending spree in Hollywood. …
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(Preview) What Trump Could Mean for Tech, X as a News Source, Two Testimonials from ChatGPT Users
20:35
20:35
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20:35
Projecting antitrust policy in a second Trump administration and explaining the splintered interests among little tech and big tech, checking in with the state of X under Elon Musk, and two ChatGPT testimonials help explain the status quo. At the end: Both hosts choose new jobs and new favorite teams. To email the show: email@sharptech.fm @SharpTec…
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(Preview) Once More Unto the EU Breach, No Apple or Microsoft on OpenAI’s Board, Paramount Wants to Be a Tech Company
16:13
16:13
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16:13
Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube The E.U. Goes Too Far — Stratechery Apple and the OpenAI Board, Microsoft and the OpenAI B…
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(Preview) Perplexity and the Media, Burning Furniture at the Structural Nadir, The EU and the Costs of Ambiguity
18:19
18:19
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18:19
Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Perplexity and Robots.txt, Perplexity’s Defense, Google and Competition — Stratechery Upda…
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The FTC Sues Adobe, Keynote Season and Progress, A Few More Apple Questions
1:08:55
1:08:55
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1:08:55
Lessons from the FTC's lawsuit alleging that Adobe has violated consumer protection laws in its cloud services business, a question about the vibes at WWDC and other tentpole keynotes across big tech, and a few more notes on Apple, including Facebook's data calculus, the DRI model, and stress-testing the developer concerns with respect to the Visio…
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(Preview) Your WWDC Emails: GenAI for Work Email, Developer Questions, Strategy for OpenAI, Implications for Nvidia, and More
11:54
11:54
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11:54
Answering listener questions in the wake of WWDC, including thoughts on AI for Outlook, whether Apple competitors will allow data access to Apple Intelligence, cloud questions, chip questions, and more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple Intelligence is Right On Time — Stra…
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Apple Gets Intelligence, Unpacking the Partnership with OpenAI, What WWDC Can Tell Us About AI Adoption
1:07:26
1:07:26
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1:07:26
Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple Intelligence AI, iOS 18 and the biggest announcements at WWDC 2024 — Engadget Apple …
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(Preview) Microsoft’s Recall Mess, The Future of Streaming and Advertising, Follow-Up on Dark GPU Theory
12:56
12:56
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12:56
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@sharptech.fm @SharpTech…
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(Preview) What Walmart Could Offer to Advertisers, Walmart's Momentum in E-Commerce, AI Skepticism and the Logic of a Bubble
12:53
12:53
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12:53
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@sharptech.fm @SharpTechPodcast Channel — YouTube @Stra…
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