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Sharp Tech with Ben Thompson
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Sharp Tech with Ben Thompson

Author: Andrew Sharp and Ben Thompson

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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.
133 Episodes
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Follow-up on Apple and the DOJ, including new antitrust laws Ben would like to see, distinctions between platforms and aggregators in a regulatory context, and both sides of the Apple API argument. At the end: Attempts to bridge antitrust confusion and a rant on Boeing’s CEO search.
A closer look at the US v. Apple complaint, including the good and bad of the introductory rhetoric, debate over the notion that consumers have co-signed Apple's control of the app store, text messaging technology, smartwatches, what Apple has always offered consumers, and the strategic decisions that made the company an attractive antitrust target.
An AI day for Sharp Tech. Topics include: Nvidia’s GTC and the Blackwell B200 GPU, Nvidia’s strategic calculus after achieving product market fit, whether Google missed a chance to market TPUs to a wider audience, the logic underlying Microsoft’s bizarre arrangement with Inflection AI, and Apple’s rumored talks about a partnership with Google Gemini.
A closer look at Meta's strategy with WhatsApp, why Disney's failure to buy Google in 1999 shouldn't be surprising, Apple's doomed car project and attendant AI ambitions, and a question about the New York Times spawns discussion of the podcast industry, in general.
A look at Reddit’s business as well as the company’s message board DNA, examining some of the opposition to this week’s TikTok legislation, and at the end, identifying the company that should buy TikTok.
The latest legislative push to address TikTok’s relationship to ByteDance, Ben’s 2020 analysis of the threats posed by the app, the arguments and interests opposing a ban, and why US freedoms may ultimately be the best defense against a foreign influence campaign.
A closer look at Elon Musk’s lawsuit, why it will probably fail, and the OpenAI concerns Musk highlights that remain relevant. Then: Apple’s latest App Store crusade, some amateur psychology, and an emailer’s Google observation yields a Microsoft history lesson.
The challenges posed by AI as aggregators like Meta and Google deploy models around the around, why personalized LLM output might be a long term solution, and reactions to the latest release from Anthropic and the current pace of AI progress. At the end: A word about Perplexity.
The letter from Sundar Pichai in the wake of a Gemini’s disastrous week, the relationship between TSMC and Nvidia (and why Intel is part of the conversation), and an emailer asks Ben to compare Apple’s now-abandoned car ambitions with Google’s investment in Waymo. At the end: A Vision Pro question and a new Formula One season.
An email about AI losers spawns a check-in on the AI efforts of the big five, Google’s Gemini rollout prompts a history lesson and questions about the culture, while the debates over Gemini highlight the limits of chatbots and signal another step toward bifurcation between the physical and virtual world.
How the gaming market went from PlayStation to Microsoft Game Pass, the fundamental tensions underlying Microsoft’s current strategy in games, and thoughts on the future for Sony and Meta’s Quest 3 as a gaming console.
A look at the questions surrounding the sports streaming bundle that’s coming from Fox, Disney, and Warner Brothers Discovery, including the challenge of targeting video ads on the internet, why Disney’s bet on sports is a bet on ads, and why Andrew is bearish on the joint venture. At the end: Mark Zuckerberg on the Vision Pro, and Ben takes to Twitter to talk Vision Pro on an airplane.
Ben and Andrew begin with a note about a recent Stratechery announcement before to turning their attention to a variety of emails about the Apple Vision Pro.
Ben and Andrew share first impressions after Andrew demos a Vision Pro and Ben spends 24 hours exploring the AVP at home. Plus: Venting about Apple’s user-hostile guest mode process.
A new mailbag featuring a comparison between the Vision Pro and night vision goggles, Ben’s process for digesting quarterly earnings news, and some final thoughts on Apple’s approach to the App Store.
A question about AI video and what sectors it might disrupt, and the latest attempt at Apple regulation promos a conversation about Apple’s property rights and the future of the App Store.
Introducing the Sharp Tech YouTube Channel, understanding why Netflix choose the WWE for its first live rights partner in sports, more on the Vision Pro and watching sports in VR, and recapping Ben’s week in Switzerland at the World Economic Forum.
Apple’s new App Store rules inspire plenty of familiar complaints, while some of the biggest tech companies in the world tell Apple to launch Vision Pro without them.
Peacock makes history as the first streaming service to broadcast an NFL playoff game, an emailer asks Chat GPT licensing deals, and Boeing follow-up spawns questions on the future of free markets and humans vs. software.
The latest failures at Boeing invite fresh scrutiny of the incentive structure, strategy lessons embedded in the company's decline, and why Boeing exemplifies the same mistakes and challenges that the rest of the American industrial base will confront in the years to come. At the end: ESPN eyes an even bigger college football investment and a release date for the Vision Pro.
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