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) The NBA Creates a Rights Bidding War, The Optimal NBA Schedule, RSNs and the Future of Customer Acquisition
14:49
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14:49
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 NBA and Warner Bros. Discovery, Amazon and Microsoft Earnings — Stratechery Update NBC…
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(Preview) Virtual Reality and the Innovator's Solution, Meta Embraces the Android Approach, Uber as an Aggregator
10:31
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10:31
Ben proposes a potential update to Clayton Christensen's theory of disruption, why the latest round of Meta market skepticism is not as crazy as the last few episodes, questions about Facebook and Apple, and an emailer wonders whether Uber is the future aggregator for transportation and beyond. To email the show: email@sharptech.fm @SharpTechPodcas…
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(Preview) TikTok and the E-Commerce Giants, The FTC Moves to Ban Noncompete Agreements, 'Bluey' and Streaming Leverage
11:25
11:25
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11:25
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 Inside Story Of How Glen Taylor Sabotaged The Timberwolves Sale — Huddle Up An Intervi…
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(Preview) What Taylor Swift Can Tell You About Netflix, What Meta Wants from Generative AI, Google and the Moonshot
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12:40
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12:40
A closer look at Netflix after news that the streamer will stop reporting subscription numbers in 2025, a question about Meta’s AI ambitions, and the case for Google making a play to compete with the iPhone. At the end: Drake’s use of AI Tupac in a rap battle. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Ch…
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10 Years of Stratechery: Best and Worst Takes, Creating on the Internet, AI as a Threat, and Memories of Day 1
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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 MKBHDs For Everything — Stratechery Meta Myths — Stratechery Why Microsoft’s Reorganizatio…
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(Preview) When AI Hits Digital Advertising, What the IT Era Can Teach Us About AI's Impact, Chip Questions and EV Mechanics
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11:14
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11:14
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 Actors Are Making Thousands of Dollars Through Fake Video Podcast Ads — Bloomberg TikTok P…
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(Preview) Mailbag: AI Hardware, NBA Newsbreakers as Aggregators, Reels vs. Shorts, The Best Approach to Age Verification
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15:37
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Andrew and Ben turn to the emailers and answer questions on Jony Ive's post-Apple adventures, structural parallels between tech and the rise of journalists Shams Charania and Adrian Wojnarowski, Instagram's strategy for Reels, the information environment surrounding Neuralink, and the best approach to solving age verification for teenagers. To emai…
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Amazon and the “Just Walk Out” Parable, Mythbusting on Meta and TSMC, The XZ Backdoor and Its Implications
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Updated thoughts on Amazon rolling back “just walk out” in grocery stores, context for a viral Meta tweet and a year of pessimism surrounding TSMC in Arizona, and Ben walks through what happened with the XZ backdoor and the changes that should come next. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel …
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(Preview) Apple Flunks a Vision Pro Test, Microsoft Unbundles Teams from Office, AI and Energy Consumption
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17:07
To email the show: email@sharptech.fm Scheduling Note: There will be only one episode of Sharp Tech this week @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube MLS on Vision Pro, The Vision Pro’s Missing Content, The Vision Pro’s DRI — Stratechery Update An Interview with Hugo Barra About a Career in Tech and the Future of VR — Str…
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New Laws to Regulate Big Tech, The Distinction Between Platforms and Aggregators, Apple’s API and Accessories
1:15:18
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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. To email the show: email@sharptech.fm Scheduling Note: There will …
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(Preview) US v. Apple, Specific Allegations and Broad Implications, The Decisions that Made Apple a Target
10:58
10:58
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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…
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Nvidia Searches for a Moat at AI Woodstock, The Blackwell B200, Microsoft’s Deal with Inflection AI
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1:04:05
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 Gemin…
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(Preview) Monetizing WhatsApp, Big Companies and Big Company Incentives, Why the New York Times Has a Podcast App
12:33
12:33
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12:33
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. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Strateche…
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(Preview) Reddit Goes Public, Reddit and Evolution on the Internet, The Company that Should Buy TikTok
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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. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Reddit S-1, Reddit’s Prospects, Reddit Gr…
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(Preview) Congress and TikTok, Listening to China to Understand the TikTok Concerns, Empty First Amendment Arguments
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12:13
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12:13
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 Congress Considering TikTok Ban, TikTok’s War, What Now? — Stratechery Update The TikTok W…
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(Preview) Elon Musk Sues OpenAI, Apple’s Bizarre Epic Misstep, What Microsoft Could Teach Google
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16:02
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. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery …
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The Road to Personalized LLM Answers, The AI Risk for Aggregators, Anthropic Releases a ‘Near-Human’ Claude 3
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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. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouT…
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(Preview) Pichai's Gemini Letter, Nvidia and TSMC and Market Structure, The End of the Apple Car
11:03
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11:03
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 Gemini and Google’s Culture — Stratechery Google CEO says Gemini AI diversity errors are ‘completely unacceptable’ — The …
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(Preview) AI and the Big Five, Google and the Ongoing Gemini Catastrophe, The Stakes (or Lack Thereof) for Chatbot Output
13:05
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13:05
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 Groq Costs, Gemini Pro 1.5, Google’s Timidity — Stratechery Update Sora, Groq, and Virtual Reality — Stratechery Add Stra…
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(Preview) The History of Consoles, The Murky Present for Microsoft and Xbox, The Gaming Future for Sony and Meta
12:58
12:58
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12:58
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. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube Microsoft: four Xbox-exclusive games are coming to PS5 an…
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A Sports Super Bundle, The Next Challenge for Digital Advertising, Zuckerberg Reviews the Apple Vision Pro
1:06:00
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1:06:00
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 Twi…
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(Preview) The Vision Pro and the Newton, The Case Against AVP as an Entertainment Device, The Most Valuable Tech Product of All
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14:31
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 Vision Pro at Work, The Sports Bundle — Stratechery Update Meta Earnings; Meta, AI, and ATT; Meta’s New Playbook — Strate…
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First Impressions of the Vision Pro: What It Is, What It Might Have Been, and a Note About Guest Mode
1:09:47
1:09:47
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1:09:47
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 The Apple Vision Pro — Stratechery Apple Vision — Stratechery Quest vs. Vision, Vision and the Mac, Apple Acquires Mira —…
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Mailbag: A Navy SEAL on the Vision Pro, Reading 10-Qs, Apple Follow Up, Netflix and Books, Unsolicited Parenting Advice
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1:03:44
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 Google Earnings, Microsoft Earnings — Stratechery Update Add Stratechery to your podcast player Add Dithering to your pod…
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(Preview) Google’s Lumiere, The App Store and Lost Innovation, The Tension Between Property Rights and Public Interests
9:39
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 Lumiere — Google Research Apple and the DMA, Apple and “Or”, A Reluctant Apple Apologist — Stratechery Update Add Stratec…
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