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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1
AI Promises and Chip Precariousness, Policy Recommendations and a Changing World, Concerns and Counterpoints
1:25:55
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Listen to this post: Log in to listen “When did you feel the AGI?” This is a question that has been floating around AI circles for a while, and it’s a hard one to answer for two reasons. First, what is AGI, and second, “feel” is a bit like obscenity: as Supreme Court Justice Potter Stewart famously said in Jacobellis v. Ohio, “I know it when I see …
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(Preview) Apple’s Answer to the UK, Encryption History and Privacy’s Future, Waiting for Drone Delivery in the U.S.
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14:02Subscribe 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 The iPhone 16e; Apple Intelligence Table Stakes; Apple vs. U.K, Continued — Stratechery Up…
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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
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15:45Subscribe 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 Xi convenes private enterprise symposium; Wang Yi in Munich; Taiwan; Tesla FSD and US-Chin…
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(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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12:17Subscribe 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 Apple Earnings, OpenAI Deep Research, The Unbundling of Substantiation — Stratechery Updat…
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(Preview) Apple Abandons Its Smart Glasses, Google as the Yellow Pages, LLMs and the Overton Window
13:10
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13:10Subscribe 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 Apple Scraps Work on Mac-Connected Augmented Reality Glasses — Bloomberg An Interview with…
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The End of DeepSeek Week: Moneyball for AI, The Future of Compute Demand, Geopolitical Reality Checks, and More
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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(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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12:05Subscribe 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 DeepSeek FAQ — Stratechery DeepSeek-R1, DeepSeek Implications — Stratechery Update Add Str…
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(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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13:59Subscribe 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 Stargate, The End of Microsoft and OpenAI — Stratechery Update Microsoft Earnings; Microso…
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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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10:52Subscribe 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 TikTok Ban Approaches, Generational Implications, Xiaohongshu — Stratechery Update Add Str…
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AI’s Uneven Arrival, TikTok’s Potential Departure, Xiaohongshu and the Delights of Cultural Exchange
1:09:35
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(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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14:41Subscribe 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 Meta Changes Moderation Policies, Zuckerberg’s Journey — and Mine, The Audacity of Copying…
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(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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13:40Subscribe 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 2025 AI & Semiconductor Outlook — Fabricated Knowledge Enterprise Philosophy and The First…
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Holiday Mailbag: The Next Intel, Google’s AI Revival, Modern Sportswriting, TSMC Mugs, Tutoring Takes, and Lots More
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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(Preview) Google’s Willow Chip, Drones as a Platform and Anduril Follow-Up, Building Inside and Outside Silicon Valley
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22:12Subscribe 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 Meet Willow, our state-of-the-art quantum chip — Google The Anduril Lattice SDK, Understan…
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(Preview) Anduril and the Lattice Partner Program, A New Direction for Defense Tech, OpenAI Introduces ChatGPT Pro
10:50
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10:50Subscribe 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 Anduril Industries — X: @andruiltech An Interview with Gregory Allen About the State of Ch…
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(Preview) Mailbag: Building Toward Self-Driving Computers, Capitalism and Its Trade-Offs, The Reels-ification of 'X'
14:27
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14:27Subscribe 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 The Gen AI Bridge to the Future — Stratechery Add Stratechery to your podcast player Add D…
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Gelsinger Out at Intel, 20 Years of Structural Challenges and Strategic Blindspots, The Board and What’s Next
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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(Preview) Mailbag: AppLovin on a Tear, The Business of OnlyFans, Questions on OpenAI and Elon Musk
13:40
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13:40Subscribe 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 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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18:21Subscribe 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 Add Stratechery to your podcast player Add Dithering to your podcast player Add Sharp Chin…
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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
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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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13:15Subscribe 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 Netflix’s Tyson-Paul Boxing Bout Gets 65 Million Viewers at Peak — Bloomberg Warner Bros. …
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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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12:21Subscribe 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 OpenAI, Google and Anthropic Are Struggling to Build More Advanced AI — Bloomberg Apple Ea…
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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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15:38Subscribe 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 Apple’s E.U. Fine, Apple’s Next Case? — Stratechery Update President Trump, Take Two; Big …
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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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18:24Subscribe 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 Add Stratechery to your podcast player Add Dithering to your podcast player Add Sharp Chin…
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Meta and an Abundance of AI Opportunities, When AI Integrates Into the Feed, AI for UI and One Emailer's Dismay
1:10:10
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(Preview) Monday Mailbag: AI Abundance and Enterprise Questions; Automated Podcasts; Big Tech and China Tariffs; Reading Habits
12:51
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12:51Subscribe 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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Understanding Stablecoins and Their Utility, Why Stripe is Buying Bridge, Virtual Reality for NFL Quarterbacks
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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(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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12:51Subscribe 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 OpenAI’s New Model, How o1 Works, Scaling Inference — Stratechery Update OpenAI DevDay, Op…
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Tesla and the Road to True Autonomy, Strategy that Starts with the Dream, Regulation and Market Questions
1:04:36
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1:04:36Subscribe 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 Elon Dreams and Bitter Lessons — Stratechery The Bitter Lesson — Incomplete Ideas An Inter…
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(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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14:47Subscribe 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 In an engineering feat, mechanical SpaceX arms catch Starship rocket booster back at the l…
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(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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11:30Subscribe 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 Google Must Make It Easier for App Stores to Compete on Android, Judge Rules — Wall Street…
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(Preview) Waymo and Our Automated Future, Augmented Reality and Form Factor Questions, NotebookLM and Media Consumption
11:00
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11:00Subscribe 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 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
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12:11Subscribe 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 More on Orion, Where Vision Pro Went Wrong, Apple’s Response and Meta’s Motivation — Strat…
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1
Meta Previews an Augmented Reality Future, Orion and the Apple Vision Pro, A Call for More Live Keynotes
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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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(Preview) Mailbag Monday: Sports Gambling Apps; PlayStation’s New Price Point; Robotics and AI Upheaval; Apple’s ‘Intelligence’ Ads
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14:21Subscribe 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 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
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13:34Subscribe 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 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
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10:08Subscribe 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 Add Stratechery to your podcast player Add Dithering to your podcast player Add Sharp Chin…
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The Strategic Logic of the iPhone 16, Services Upside and Downside, Steve Jobs and Modern Apple
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57:46Subscribe 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 Boomer Apple — Stratechery Everything as a Service — Stratechery Apple’s Middle Age — Stra…
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(Preview) Mailbag Monday: Three Apple Questions, Intel and Founder Mode, 230 Follow-Up, China’s Chip Ambitions
10:44
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10:44Subscribe 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 Apple Moves Forward With Foldable iPhone — The Information Unboxing the new #Pixel9 — TikT…
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Understanding Intel’s Decline, Searching for Structural CHIPS Solutions, The Future of Section 230 Protections
1:01:58
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1:01:58Subscribe 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 Intel Honesty — Stratechery Broadcom and Intel?, Nvidia Earnings, DOJ Investigating Nvidia…
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1
The Arrest of Pavel Durov, Encryption Explanations and Moderation Questions, Mark Zuckerberg’s Letter to Congress
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
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12:19Subscribe 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 Disney’s Taylor Swift Era — Stratechery An Interview with Canva CEO Melanie Perkins About …
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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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14:13Subscribe 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 Canva CEO Melanie Perkins About Disrupting Design — Stratechery Intervie…
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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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10:40Subscribe 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 Add Stratechery to your podcast player Add Dithering to your podcast player Add Sharp Chin…
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1
(Preview) Computing History and Android’s Future, More Adventures with Apple Policies, The Olympics and a Cord Bag Tour
27:05
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27:05Subscribe 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 For a collection of all the accessories Ben mentioned during the final segment, click here…
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1
(Preview) Competing Principles and U.S. v. Google, What’s Next for Apple, Questions on Aggregators, Elon and Crunchyroll
17:06
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17:06Subscribe 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 Friendly Google and Enemy Remedies — Stratechery Google Decision Follow-Up, Amazon Earning…
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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
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11:17Subscribe 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 Nike: An Epic Saga of Value Destruction — Massimo Giunco Microsoft Earnings, Copilot and C…
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1
(Preview) Llama 3.1 and Zuckerberg’s Open Approach, Lessons from the Crowdstrike Mess, Understanding Netflix Strategy and Apple Spending
12:47
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12:47Subscribe 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 Open Source AI Is the Path Forward — Mark Zuckerberg Llama 3.1; Zuckerberg on Open Source …
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(Preview) What Trump Could Mean for Tech, X as a News Source, Two Testimonials from ChatGPT Users
20:35
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20:35Subscribe 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 JD Vance and Tech, Big Tech Versus Little Tech, JD Vance’s Remarks About Antitrust at the …
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