(Preview) Elon at the DealBook Summit, The Strategic and Technical Failures at X, What Musk Might Be Getting Right

(Preview) Altman Returns to OpenAI, Governments and the AI Ecosystem, Q* Questions and Hitchhiking Robots

OpenAI and Microsoft, Human Nature and the Not-So-Effective Altruists, Imperfect Information and the Cult of Sam Altman

A Stratechery, Sharp Tech, and Sharp China Crossover on the Chip Ban, Taiwan, TikTok and More

Will We Speak to Chatbots or Write to Them?, Obstacles for Apple and OpenAI, Follow-Up on Tech and Real Estate

Waiting for Immersive ChatGPT, ChatGPT and the Consumer Challenge, OpenAI’s Enterprise vs. Consumer Balancing Act

(Preview) The Future of Buying and Selling Houses, Two Price Fixing Lawsuits, The In-Season Tournament and Ronald Reagan

Biden’s Executive Order on AI, Innovation and the Steve Jobs Approach, Balancing AI Risks and Upside

(Preview) 100th Episode Mailbag: New MacBooks, CarPlay Closure, Dennard Scaling and the Chip Ban, Netflix and a Prestige Tier, Hardware as a Service

Netflix Revives the Monoculture, The NBA and Its Rights Fee Future, The Bidding Calculus for Amazon and Disney

(Preview) Google’s Calculus with Mobile Search, What US v. Google Makes Clear About Apple, Two Types of Regulation

(Preview) The New York Times, Fake News, and Seven Years of Misdirected Energy

College Students and Chips, The Future of Computing (and the Limits of Physics), Formula 1 and Apple

The Hamas Attacks and Social Media, Competing Public Interests, Efforts to Stay Sane in a New Information Ecosystem

(Preview) The Sphere is Here, Collapsing Distinctions Between Physical and Digital Reality, Emails on Amazon and Antitrust

(Preview) Amazon and the FTC, Antitrust Laws and Big Tech, Consumer Welfare and American Welfare

Voice and Video Demos with ChatGPT, How AI Could Redeem Meta’s Mixed Reality Bets, OpenAI Explores Hardware

New Features for ChatGPT and Spotify, Revisiting the CarPlay Discussion, TikTot on Advertising and Time Management

(Preview) Microsoft’s Snafu and Apple’s Shenanigans, Car Companies with SaaS Envy, The Logic Behind Delta's SkyMiles Move

An Endgame for YouTube TV, Big Disney Decisions (And Whether Bob Iger Should Make Them), The Era Beyond Peak TV