On the business, strategy, and impact of technology.
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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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Apple History and Apple Psychology, How Apple Should Capitalize On Its AI Potential, Why It Probably Won't
1:08:55
1:08:55
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1:08:55Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk, Asianometry, and Dithering. To email the show: [email protected] @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Something Is Rotten in the State of Cupertino — Daring Fireball Apple AI’s P…
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More on Apple and AI, this time through the lens of Google's point of integration and where Apple should be in response. Plus, why Apple is so hostile to developers.Από τον Ben Thompson
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(Preview) The Murky Future for the NBA, A Variety of Notes on Apple and AI, In Defense of Tech That Removes Friction
11:36
Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk, Asianometry, and Dithering. To email the show: [email protected] @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple Delays Siri Upgrade Indefinitely as AI Concerns Escalate — Bloomberg A…
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Listen to this post: Log in to listen It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light, it was the season of Darkness, it was the spring of hope, it was the winter of despair, we had everything before …
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1
(Preview) YouTube Shall Inherit the Earth, NBC’s Peacock Strategy Then and Now, The Grim Future for Cable Networks
14:22
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1
(Preview) Amazon Introduces an AI-Powered Alexa, Is OpenAI the New BlackBerry?, The Social Costs of Removing Friction
12:40
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1
AI Promises and Chip Precariousness, Policy Recommendations and a Changing World, Concerns and Counterpoints
1:25:55
1:25:55
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1
(Preview) Apple’s Answer to the UK, Encryption History and Privacy’s Future, Waiting for Drone Delivery in the U.S.
14:02
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1
(Preview) Xi Jinping and China's Tech Companies, The Long-Run Implications of the Chip Ban, and a Pessimistic Outlook for Taiwan
15:45
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1
(Preview) Experimenting With OpenAI’s Deep Research, Another ChatGPT Moment, Won’t Someone Think of the Entry-Level Employees?
12:17
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1
(Preview) Apple Abandons Its Smart Glasses, Google as the Yellow Pages, LLMs and the Overton Window
13:10
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1
The End of DeepSeek Week: Moneyball for AI, The Future of Compute Demand, Geopolitical Reality Checks, and More
1:15:59
1:15:59
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1:15:59Subscribe 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 protected] @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube DeepSeek FAQ — Stratechery DeepSeek-R1, DeepSeek Implications — Stratechery Update China a…
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1
(Preview) 72 Hours of DeepSeek Hysteria, What DeepSeek Means for Big Tech, Lessons on the Efficacy of Chip Controls
12:05
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1
(Preview) The End of OpenAI and Microsoft, Risks and Rationale of the Stargate Project, DeepSeek-R1 and Bitter Lessons for the Future
13:59
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1
(Preview) A Long Weekend for TikTok, Preparing for Trump and an Era of Upheaval, LeBron James as an iPhone
10:52
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1
AI’s Uneven Arrival, TikTok’s Potential Departure, Xiaohongshu and the Delights of Cultural Exchange
1:09:35
1:09:35
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1
(Preview) Meta’s Moderation Changes, Tech’s Evolving Political Calculus, The Importance and Difficulty of Maintaining Principles on the Internet
14:41
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1
(Preview) What AI Could Mean for Aggregation Theory, o3 and Moore’s Law, More Questions Than Answers as Tech Enters 2025
13:40
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1
Holiday Mailbag: The Next Intel, Google’s AI Revival, Modern Sportswriting, TSMC Mugs, Tutoring Takes, and Lots More
1:40:09
1:40:09
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1:40:09Subscribe 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 protected] @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Rapidus, The End of Economic Rationality, AI Disruption — Stratechery Update Google Announ…
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1
(Preview) Google’s Willow Chip, Drones as a Platform and Anduril Follow-Up, Building Inside and Outside Silicon Valley
22:12
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1
(Preview) Anduril and the Lattice Partner Program, A New Direction for Defense Tech, OpenAI Introduces ChatGPT Pro
10:50
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1
(Preview) Mailbag: Building Toward Self-Driving Computers, Capitalism and Its Trade-Offs, The Reels-ification of 'X'
14:27
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1
Gelsinger Out at Intel, 20 Years of Structural Challenges and Strategic Blindspots, The Board and What’s Next
1:04:24
1:04:24
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1:04:24Subscribe 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 protected] @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Gelsinger Out at Intel, What Happened, Ten Years Too Late — Stratechery Update An Intervie…
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1
(Preview) Mailbag: AppLovin on a Tear, The Business of OnlyFans, Questions on OpenAI and Elon Musk
13:40
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 protected] @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube An Interview with Eric Seufert About the Current State of Digital Advertising — Stratecher…
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1
(Preview) LLM Utilities, Google Disruption, Remote Work Angst, Family Tech Support, and a Thanksgiving Mailbag
18:21
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1
America and the Trade Status Quo, Tariffs and What May Come Next, A Chance to Build in Tech and Beyond
1:08:40
1:08:40
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1:08:40Subscribe 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 protected] @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube A Chance to Build — Stratechery President Trump, Take Two; Big Tech, Little Tech, Chips, a…
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1
(Preview) Monday Mailbag: Netflix and Its Mike Tyson Adventures; WBD Settles with the NBA; Lessons from Building Passport
13:15
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1
(Preview) Today’s Internet and Tomorrow’s AI Innovation, Progress Reportedly Slowing for New LLMs, The Vision Pro as a Productivity Device
12:21
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1
(Preview) What Trump 2.0 Could Mean for Tech, Questions on Antitrust, EU and Growth, Elon Musk and the Election
15:38
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1
(Preview) Monday Mailbag: The James Harden of Tech; Bandwidth and the Video Takeover; Gen AI and Ads; Political Donation Texts
18:24
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1
Meta and an Abundance of AI Opportunities, When AI Integrates Into the Feed, AI for UI and One Emailer's Dismay
1:10:10
1:10:10
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1
(Preview) Monday Mailbag: AI Abundance and Enterprise Questions; Automated Podcasts; Big Tech and China Tariffs; Reading Habits
12:51
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 protected] @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube An Interview with Salesforce CEO Marc Benioff about AI Abundance — Stratechery Interview A…
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1
Understanding Stablecoins and Their Utility, Why Stripe is Buying Bridge, Virtual Reality for NFL Quarterbacks
1:04:05
1:04:05
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1:04:05Subscribe 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 protected] @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Stripe Confirms Plans to Acquire Stablecoin Platform Bridge — Bloomberg Stripe Acquires Br…
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1
(Preview) Monday Mailbag: The Value of the ChatGPT Brand; OpenAI and Its AGI Clause; Bitter Lesson Follow-Up; Orion and Big Tech Recruiting
12:51
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1
Tesla and the Road to True Autonomy, Strategy that Starts with the Dream, Regulation and Market Questions
1:04:36
1:04:36
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1
(Preview) Monday Mailbag: A Moment for SpaceX; After the End of the Beginning; Tesla's 'We, Robot' Event; Waymo Follow-Up
14:47
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1
(Preview) Google and the Search for Antitrust Remedies, Network Effects and Natural Monopolies, Waymo vs. Tesla for the Future of Transportation
11:30
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1
(Preview) Waymo and Our Automated Future, Augmented Reality and Form Factor Questions, NotebookLM and Media Consumption
11:00
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1
(Preview) Mailbag Monday: Meta and the Smartphone; Upheaval at OpenAI; Dossier Censorship; ESPN and Media Consumption
12:11
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1
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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1:00:01Subscribe 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 protected] @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube An Interview with Meta CTO Andrew Bosworth About Orion and Reality Labs — Stratechery Inte…
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1
(Preview) Mailbag Monday: Sports Gambling Apps; PlayStation’s New Price Point; Robotics and AI Upheaval; Apple’s ‘Intelligence’ Ads
14:21
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1
(Preview) OpenAI's Latest Model Is Not Like the Others, Copilot Pages and Salesforce Agents, When AI Moves from Copilots to Airplanes
13:34
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1
(Preview) Mailbag Monday: Politics as Monoculture; Startup Anxiety in Europe and China; WhatsApp Spam
10:08
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1
The Strategic Logic of the iPhone 16, Services Upside and Downside, Steve Jobs and Modern Apple
57:46
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1
(Preview) Mailbag Monday: Three Apple Questions, Intel and Founder Mode, 230 Follow-Up, China’s Chip Ambitions
10:44
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1
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
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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1:00:50Subscribe 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 protected] @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Post from Ethan Mollick — X: @emollick DALL-E, the Metaverse, and Zero Marginal Content — …
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1
(Preview) Mailbag: Disney’s Taylor Swift Expansion, Canva and IPOs, Perplexity in Paris, SaaS for Cars, The Online Recipe Economy
12:19
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1
(Preview) Canva and the Disruption Ideal, What AI Could Mean for Graphic Design, Fubo and Venu and FUBAR Post-Cable Plans
14:13
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1
(Preview) Mailbag: Smartphone Subsidies, Apple Intelligence and Search, Surgeon Groupchats, The Metaverse and AI
10:40
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