Sharp Tech with Ben Thompson

Andrew Sharp and Ben Thompson

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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29 episodes
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Friday · 22 min
(Preview) All About Agents: Dots Arrive, Google and Apple Questions, Muse Follow-Ups, Super Intelligence, and the Mandate of Heaven
Ben and Andrew begin with a note on VIM and reactions to a confusing product launch from OpenAI at Dev Day earlier this week. Then: Will personal agents be a winner-take-all market? What can Apple and Google do in the consumer agent space? Will normal people take longer than expected to adopt these products? And did Meta’s push into the enterprise break the company’s hot streak? From there: Emails on the future of payments, “super intelligence” branding for AI, America.gov, and firing Dario Amodei. At the end: AI Show & Tell with notes on generational adoption shifts (and Tamagotchis), movie games, a personalized sports page, App Store hell, and going full KGB on messaging. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Dot.com — Grok Bot Apps, Agents, and Aggregation — Stratechery OpenAI Dev Day, Dot and OpenAI’s Product Transition, Sign In With ChatGPT — Stratechery Update The Problem with Payments — Stratechery Google Grapples With Employee Skepticism About New Gemini 4 — Bloomberg One More Note on Agents, Meta Connect, Meta Enterprise Platform — Stratechery Update Super Intelligence Is Not Right, Either — Sharp Text Enterprise Philosophy and the First Wave of AI — Stratechery Tentpole Game — Tentpole Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
September 25 · 26 min
(Preview) Three Weeks of Meta Momentum, The Ultimate Muse Upside, A King Kong vs. Godzilla Aggregator War
Ben and Andrew begin with the Meta Connect keynote and a simple question: is this the first time since 2021 that Meta has been cool? From there, new VR glasses, the Muse Charm, a basketball analogy for Meta Connect in 2026, and the infrastructure and talent investments that have helped Muse resonate over the past few weeks. Then: An emailer shares his Muse epiphany, a potential secondary effect of agents saving users money, why Muse is not sharing user data with Meta, and the ultimate “aggregator of aggregators” upside. Then: Extended thoughts on the Muse vs. Amazon tensions, why Meta’s Walmart deal was potentially crucial, and Amazon’s moat in logistics (and returns) that may prove durable in the agents era. At the end: A CarPlay victory lap, and a round of AI Show and Tell with a wedding planner, a SunOS coder, and a fantasy football league. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Meta Debuts Dedicated ‘Charm’ Device for Using Muse AI — Bloomberg Meta Launches Lightweight $1,299 VR Headset That Looks Like Glasses — Bloomberg Amazon Blocks Muse, Amazon’s Moat, Aggregator v Aggregator — Stratechery Update More on Muse, Amazon, and Walmart; Muse and Expedia; Whither Google? — Stratechery Update Amazon and Shopify, Shopify and Its Merchants, The Payments Question — Stratechery Update An Interview with Meta CEO Mark Zuckerberg About AI and the Evolution of Social Media — Stratechery Interview Ben on AI’s Problem Marketing Consumer AI — X: @TBPN Ben’s Full Interview on TBPN — X: @TBPN Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
September 18 · 33 min
(Preview) Doom Debates Go Mainstream, AI Religion and the Economic Future, Several Vectors of the China Question
On today’s Ben and Andrew begin with Andrew’s article on AI alarmism, the primacy of the effective altruists in AI risk conversations, and why these discussions are exhausting without more evidence, even as AI risk becomes the biggest story in American politics. From there: A distinction between regulation malaise five years ago and where we are today, the grind of modern software, and questions responding to Ben’s Update on Monday, including thoughts on why OpenAI and Anthropic won’t unilaterally slow down, why Sam Altman and Elon Musk were incentivized to agree with Dario Amodei, and an emailer who asks whether doomerism hysteria is crowding out more urgent economic questions. Then: Questions on China’s incentives in AI, the strategic benefits of chip sales and distillation, military implications of American lead in AI, and China’s messy cybersecurity situation. At the end: An ode to ApplePay, Walmart, and Walton Goggins (but not Matt LaFleur). To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Some of All Fears — Sharp Text Pacing the Frontier, AI’s Digital Limits, AI Commissars — Stratechery Update Anthropic’s Safety Superpower — Stratechery Ralph Waldo Emerson Quote — Goodreads AI Promise and Chip Precariousness — Stratechery OpenAI Ads, Amazon Ads in ChatGPT, Walmart to Accept Apple Pay — Stratechery Update Sharp Text on EZ-Pass History — Sharp Text Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
September 10 · 24 min
(Preview) Astra (and AGI?) Arrives, Meta’s Muse and the Agent Opportunity, Anthropic and the Revival of (P)Doom Angst
Andrew and Ben begin with Ben’s article on Tuesday on the transformative value of LLMs writing things down. Topics include: How assistants have helped Ben solve his blindspots, the omnicompetent assistants that are now available to everyone, a brief detour into markdown file history, the arrival of OpenAI’s Astra models, a future of models that use computers, the astounding value of a pro subscription to Anthropic and OpenAI, and the pace of AI progress in the fall of 2026. From there: More on the Hugging Face incident, a listener asks for advice on getting started with agents, and Meta’s Muse arrives to help normal unlock the potential of agents. At the end: Reactions to a pair of viral p(doom) tweets from Anthropic employees, why one writer’s pandemic callback offers an unintentionally instructive parallel, and an emotional announcement about the iPhone Air. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Write Things Down — Stratechery An Interview with OpenAI President Greg Brockman About Astra and Alignment — Stratechery Interview OpenAI Does Math, Reward-Hacking, Meta Launches Personal Agent — Stratechery Update Anthropic Researcher Jacob Coxon Quits Over ‘Out-of-Control’ AI Fears — The Wall Street Journal Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
September 3 · 25 min
(Preview) Fable 5.1 and Anthropic’s Data Retention Pivot, AI Civilizations and Related Matters, Q&A on Meta, Shopify, 3-D Printing
On today’s show Ben and Andrew begin with notes on a home networking project before turning to the release of Fable 5.1, including Anthropic’s announcement that it has walked back the data retention safety initiative the company announced earlier this year. From there: Reactions to a viral post on the OpenAI-Hugging Face incident, the problem with anthropomorphizing machines, and why Ben finds this discourse unhinged and unproductive. At the end: Follow-ups to last week’s Meta discussion on the tension between libertarian and conservative impulses, Shopify is a platform and not an aggregator (and that’s great), a well-timed question about 3-D Printing, an F1 app PSA, a listener’s girlfriend hates vibe coding, and apropos of last week, a pronunciation email. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Fable 5.1, Enterprise Frontier Safeguards — Stratechery Update The Rise and Fall of Agent Civilizations — Dwarkesh Podcast Meta Settles, A Framework For Regulating Content, The Rest of Big Tech — Stratechery Update Friction — Stratechery An Interview with Michael Morton About E-Commerce in the Age of AI — Stratechery Interview Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
August 28 · 22 min
(Preview) Meta’s New Restrictions for Teens, Nvidia’s Open Source Investments, Q&A on Netflix, Druckenmiller, Parameters and Performance
On today’s show Ben and Andrew begin with initial reactions to Meta’s settlement with 29 states, including behavioral remedies that will impose restrictions on teens using Facebook and Instagram. From there: Reactions to a report that Nvidia is set to acquire HuggingFace, including why a robust open source ecosystem looks increasingly urgent for Nvidia, and why OpenAI’s surprisingly impressive jalapeño chip underscores the point. At the end: Netflix pivots from a longstanding refusal to funnel customers to rivals, F1’s declining ratings on AppleTV, ESPN abandons the bottom line for college football, Stanley Druckenmiller uses AI for his Wall Street Journal op ed, a vibe coding question (and more adventures with Ben’s over-engineered psychosis), a coffee pot question, parameter sizes and the mysteries of model performance, and a hurling PSA yields an appreciation for various sports on TV. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Meta to Pay up to $18 Billion in Settlement With States Over Social-Media Addiction Claims — Variety Mark Zuckerberg Wants to Make Sure His Competitors Share His Pain — New York Times I Can Tolerate Anything Except The Outgroup — Slate Star Codex Nvidia Agrees to Buy Open Source AI Platform Hugging Face For $12.9 Billion — The Information The Biggest Dogs in Streaming Want You to Use Only Their App — New York Times Analysis shows F1 viewership on Apple TV down significantly from ESPN — Awful Announcing ESPN Removing BottomLine Ticker on College Football Games — Front Office Sports Billionaire Stanley Druckenmiller’s WSJ Op-Ed Criticizing Bessent Was Written With AI — NOTUS The Magic of Hurling — YouTube Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
August 21 · 20 min
(Preview) The App Store in the Shadow of AI, Offensive and Defensive Cybersecurity, Q&A on Financial Planning, AI Writing, American Sports
On today’s show Andrew and Ben begin with reflections on big Apple news that feels relatively small alongside a world of growth and dramatic questions across technology in the AI era. Then: They turn to the news that OpenAI is pausing its Internet model training, the incentive structure that makes cybersecurity challenging and how AI compounds the challenge, two digressions from Ben on misalignment and a new AI use case, and why black hat and white hat cybersecurity actors are both doing the same thing in the AI era. At the end: More thoughts on bubble benefits that may survive, an emailer considers a financial planning career but is concerned about AI, two follow-ups on AI and the writing process, and European emailer thinks Americans who love sports love everything but the actual sport. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple Settles With E.U.; U.S. App Store Fees; ATT Rules in — Stratechery Update Data and Definitions — Stratechery What Happened: OpenAI and Hugging Face — The Zvi Black Hat USA 2026 | The ‘Breaking’ News: The OpenAI–Hugging Face Incident — Black Hat YouTube Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
August 14 · 26 min
(Preview) Nvidia’s Answer to Capital Constraints, Google’s Attrition and Direction, Q&A on AI Writing, Vision Pro, Vibe Coding
Ben and Andrew begin with Nvidia’s announcements of a new funding model for AI infrastructure, including the differences and similarities with railroad expansion 150 years ago, why LLMs were a gift and curse to Nvidia’s business, the pressure on Nvidia coming from Google and Amazon, and the expanded blast radius as Nvidia works to mobilize third party funding. From there: Why the turnover at Google may actually be a good sign for Google’s frontier efforts, and extended thoughts the future of AI-generated output, ideas and substantiation, and Anthropic’s plan to watermark outputs. At the end: A question about the Vision Pro, the obstacles for Starlink Mobile, and a cranky emailer yields a clarifying answer on why Ben is excited about his vibe coded app. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Nvidia’s Risky Business — Stratechery The Google Capital Company — Stratechery Anthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems — Stratechery Update The AI Unbundling — Stratechery Apple Earnings, OpenAI Deep Research, The Unbundling of Substantiation — Stratechery Update My Vibe Coding Adventure, The App and the Experience, Ten Takeaways — Stratechery Update Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
August 6 · 28 min
(Preview) Microsoft’s Plan for Platform Survival, Meta and the Market’s Permission, A Lack of Situational Awareness
On today’s show Ben and Andrew begin with Microsoft, Meta and Google in the wake of their latest earnings reports. First: Microsoft’s push to be the middle layer for enterprise AI, threats to the company’s competitive position in the long run, and the subtext of the open weights open letter frenzy two weeks ago. Then: Parsing Google and Meta strategies as Google hedges its frontier bets, while Meta continues its frontier spending and announces questionable plans for an enterprise business. At the end: The future of the lending environment for Meta and the other hyperscalers, a bubble check-in, a rundown of what happened between Citadel and the Situational Awareness, close encounters with Ben’s vibe coded app, and an emailer offers a compelling theory on the push for Permanent Daylight Savings Time. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Microsoft Earnings, Microsoft vs. Meta, The Efficiency Payoff — Stratechery Update Meta Earnings, Meta’s Timing Problems, The Financial Tail — Stratechery Update Google Earnings, The Frontier Case, Amazon Earnings — Stratechery Update Microsoft’s Monopoly Hangover — Stratechery Citadel Securities Sees Warsh Delivering Surprise Fed Hike — Bloomberg Citadel Buys Situational Awareness’s Stock Portfolio After Big Losses in AI — Wall Street Journal Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
July 23 · 11 min
(Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum
On today’s show Ben and Andrew begin with takeaways from OpenAI’s sandboxing snafu, including a reminder that the big bad wolf is real, OpenAI’s failures, and the timing challenge with warnings from AI labs. From there: Talking through Ben’s article on Kimi K3 and the future of open weights AI models in the U.S., including why the U.S. open source market has stagnated, the motives of various tech constituencies to drive competition with OpenAI and Anthropic, the difference between the training market and the inference market, intelligence as a commodity, and why OpenAI and Anthropic may have a more defensible lead than it seems. At the end: The government’s disagreements about how to handle Chinese models, the argument for encouraging U.S. distillation, the security risks of building atop Chinese infrastructure, an email about Chinese innovation, concerns over American credentialism, and a potential curveball from the CCP after a week of Kimi anxiety. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Who’s Afraid of Chinese Models? — Stratechery OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips — Stratechery Update Economic Power in the Age of Abundance — Stratechery China weighs tighter export controls on AI models and chips — Financial Times Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
July 17 · 22 min
(Preview) The Continuing Adventures of OpenAI, Apple’s Trade Secrets Lawsuit, Q&A on Mainframes, Meta, Daylight Savings Time
On today’s show Ben and Andrew begin with a raft of OpenAI news, including reactions to the first reports of what OpenAI’s first hardware product will be, the logic of OpenAI’s hardware business generally, the Codex push in the mac app, and a request for a Codex computer. From there: The Apple-OpenAI trade secrets lawsuit, including Apple history, a reckless OpenAI employee, and the funniest part of the complaint. At the end: IBM’s stock and the specific way AI may have affected mainframe spending, how AI will manifest in real-world software, an email about Meta’s messaging as a recruiting pitch, notification management, monetizing expertise, and a word about daylight savings time. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple Sues OpenAI, Apple’s Real Problem — Stratechery Update The OpenAI Super App, ChatGPT = Codex, Whither Chat — Stratechery Update IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems — Stratechery Update Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
July 10 · 21 min
(Preview) Meta and Its Messaging Problem, The XBOX Reset, Q&A on Token Costs, American Soccer, Starlink in Nature
On today’s show Andrew and Ben begin with a look at the state of Meta. Topics include: Mark Zuckerberg’s sins of commission vs. omission as a messenger, Meta’s AI opportunity, directionally correct investments, the problems with Meta as a cloud provider, and the absence of religion in Menlo Park. From there: Why Microsoft should move on from the XBOX era, and the shift in gaming habits that doomed Game Pass from the outset. At the end: OpenAI introduces GPT-Live, a question about the cost of Ben’s vibe coding adventure spawns a digression on future token costs, the cost of youth sports, American soccer and learning Chinese, tech weirdos and the future of normie app building, and Ben gets castigated for bringing a Starlink on vacation. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube A Script for Mark Zuckerberg — Stratechery Meta’s AI Abundance — Stratechery XBOX Cuts; Bundling and the Internet Solvent; Transaction, Coordination, and Sunk Costs — Stratechery Update An Interview with Matthew Ball About Gaming and the Fight for Attention — Stratechery Interview Introducing GPT-Live, a new generation of voice models for natural human-AI interaction. — X:@OpenAI Why Chinese Is So Damn Hard — Pinyin Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
June 26 · 26 min
(Preview) A Summer Break Mailbag: Memory Mania, Vibe Coding, Mafia PR, Caffeine Intake, Garages, and How to Fix Soccer
Ben and Andrew begin with an extended look at the market for memory chips, including market history, the supply crunch driving up today’s valuations, the myopia from SK Hynix, Samsung and Micron, new entrants from China, and why the timing of Apple’s price increases are a bearish signal. From there: Both hosts share their daily caffeine regimen, garage takes, and lots of thoughts on vibe coding after Ben’s 10-day foray into AI-assisted engineering. At the end: Codex marketing and an imminent OpenAI super app, Sam Altman’s appearance in a game of mafia, could the EU push Apple to better business strategy, stock buyback clarification, ocean data centers, metricmaxxing, and an update on last week’s hydration break take along with a better fix for international soccer. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Memory Chips and China, Microsoft and Chinese Models — Stratechery Update An Interview with Dan Kim and Hassan Khan About CHIPS — Stratechery Interview Summer Top Fives: 2025 Bandwagons and Candy — Greatest of All Talk My Vibe Coding Adventure, The App and the Experience, Ten Takeaways — Stratechery Update Apple Price Increases, Apple Intelligence and the E.U. — Stratechery Update The SpaceX IPO and Data Centers in Space — Stratechery Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
June 19 · 31 min
(Preview) The Anthropic Saga Continues, Fox and the Future of Streaming, Q&A on ChatGPT, Agentic Shopping, Autonomous Driving
On today’s show Ben and Andrew begin with a hydration break take as the World Cup continues before turning to the latest on Anthropic’s export control saga, what the Trump administration may not understand about AI cybersecurity, and what Anthropic still doesn’t understand about dealing with the government. From there: Fables differentiation, the dangers of ringfencing frontier AI within U.S. borders, and how open source Chinese AI may affect the marketplace. From there: Why Ben gives Fox the benefit of the doubt after its Roku purchase this week, whether Siri AI will nuke ChatGPT’s market, Noam Shazeer joins OpenAI, what e-commerce will and won’t be automated, and whether autonomous driving can scale on ICE vehicles. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube The State of Fable, The Jailbreak Problem, SpaceX Acquires Cursor — Stratechery Update Anthropic’s Safety Superpower — Stratechery The Window Has Closed — X: @AndrewCurran_ Fox Buys Roku, The Problem With Fox’s Smart Strategy, Streaming That Works — Stratechery Update An Interview with Michael Morton About E-Commerce in the Age of AI — Stratechery Interview Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
June 12 · 29 min
(Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple
Ben and Andrew begin by talking through five questions on WWDC in 2026, including thoughts on Apple’s answer to the critics, whether Apple is or is not thinking different, decoding the Google partnership and Craig Federighi’s corporate speak, the wide gap between Siri AI and frontier AI, and why memory concerns are misplaced. From there: Explaining the Fable 5 guard rails, Anthropic safety concerns that align with Anthropic business incentives, Ben’s first impressions of the Fable 5 performance, and a week of Anthropic angst that adds additional context to the company’s standoff with the Department of War. At the end: Passing another checkpoint on the AI 2027 journey, Microsoft on the hot seat in the AI era, and the United States of YouTube. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube The iPhone’s Last Stand — Stratechery Enterprise Philosophy and the First Wave of AI — Stratechery ChatGPT Gets a Computer — Stratechery Fable 5, Anthropic Alignment, AI Tiers — Stratechery Update Anthropic and Alignment — Stratechery An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies — Stratechery Interview Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
May 29 · 35 min
(Preview) SpaceX Hype and the Elon Bargain, Nvidia and the Neoclouds, Q&A on Dropbox, Google, Ferrari Luce Backlash
Ben and Andrew begin with a look at SpaceX before its June IPO. Topics include: Why the S-1 math that doesn’t quite pencil out for now, the madness of analyzing Musk companies generally, the company’s ultimate upside, and why the IPO is worth applauding regardless. Then: Questions on terrestrial solutions vs. data centers in space, the durability of SpaceX’s rocket monopoly, Nvidia’s earnings and the future of the ACIE market, why neoclouds are advertising on podcasts, and the op-ed from Cloudflare CEO Matthew Prince explaining his company’s AI-driven layoffs. From there: Dropbox as the Penny Hardaway of tech companies, an emailer worried about enshittifed AI chatbots yields discussion of the real reasons Google’s gotten worse. At the end: The Jony Ive-designed Ferrari Luce, why Ben regrets a tweet, how Ferrari will sell these cars, and more philsophical thoughts on why everyone was upset this week. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube The SpaceX IPO and Data Centers in Space — Stratechery It’s a Tesla — Stratechery Mistakes and Memes — Stratechery How I Choose Which Cloudflare Employees to Replace With AI — Wall Street Journal Enterprise Philosophy and the First Wave of AI — Stratechery Fake News — Stratechery Ferrari Luce — Ferrari Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
May 15 · 25 min
(Preview) Inference in the Agentic Future, xAI Is Two Companies in One, Q&A on Elon’s Lawsuit, Intel, Apple
Ben and Andrew discuss the future of computing and its implications for the chip market, including what Cerebras is doing that’s different, why speed may no longer be a top priority for inference, good news for China’s AI ecosystem, the future for Nvidia, and questions on Pat Gelsinger’s role in Intel’s revival. From there: Both sides of the Anthropic-xAI deal, including Anthropic’s compute solution and the triumph of market principles, as well as the market’s message to Elon Musk and xAI, and the implications for SpaceX. At the end: Thoughts on Musk’s OpenAI lawsuit, a theory on Apple’s gross margins and a land grab, and a listener’s wife enters founder mode with Claude. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube The Inference Shift — Stratechery The Deployment Company, Back to the 70s, Apple and Intel — Stratechery Update SpaceX and Anthropic, xAI’s Two Companies, Elon Musk and SpaceXAI’s Future — Stratechery Update Elon’s OpenAI Lawsuit Is Boring and Insulting, and It’s Already a Success — Sharp Text Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
May 1 · 24 min
(Preview) AWS History and Trainium’s AI Future, OpenAI Makes a Deal With Microsoft, Meta and the Future of Wearable Devices
Ben and Andrew react to Amazon’s impressive earnings in AI with a cliffs notes history on AWS cloud computing strategy, how Amazon is returning to that playbook in AI, and why the Trainium bets look more reasonable than ever. From there: Understanding both sides of the OpenAI and Microsoft deal this week, including why OpenAI wants to be on AWS, and why Microsoft’s conflict of interest is now resolved. At the end: Extended thoughts on Meta Display glasses, the future of AR devices, the mother of all patent lawsuits, as well as a few Apple follow-ups, and an eye surgery epiphany. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube AWS re:Invent, Nova and Model Choice, AI as Commodity — Stratechery Update Paradigm Shifts and the Winner’s Curse — Stratechery An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents — Stratechery Interview AI Hardware, Meta Display, Redefining VR and AR — Stratechery Update Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
April 17 · 23 min
(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon
Ben and Andrew begin with six emails on AI, including a question about the future of AI consumer demand, Gemini’s quiet few months, whether compute constraints should lead to price hikes, and divergent approaches to AGI at Anthropic and OpenAI. From there: An extended answer to a question about AI messaging in the face of widespread skepticism, an Einstein AI thought experiment, and extended thoughts on Amazon’s acquisition of Globalstar, Apple’s role, and what Amazon wants from LEO satellites. At the end: Emails on Allbirds and pivots, the ZIRP/NBA cap spike analogy for displaced engineering talent, Evan Spiegel’s advice for Meta, and two notes on the news business. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win — Stratechery Interview Mythos, Muse, and the Opportunity Cost of Compute — Stratechery TSMC Risk — Stratechery Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle — Stratechery Update Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
April 10 · 21 min
(Preview) Mythos and Project Glasswing, The Year of Anthropic Continues Apace, Q&A on the NYT, Altman, De-globalization
Ben and Andrew begin with reactions to Anthropic’s Mythos announcement and Project Glasswing, including thoughts on the security risks, the business benefits of keeping this model private, lessons on the “Boy Who Cried Wolf,” and renewed focus on Anthropic’s relationship with the U.S. government. From there: Anthropic’s new deal with Broadcom and Google, a year of stunning Anthropic success that began in 2024, the threats that Anthropic poses to Microsoft, and where AI can and can’t help with taxes. At the end: How the New York Times is adapting to the future, understanding Sam Altman’s history at OpenAI, and a question on the implications of de-globalization. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Anthropic’s New Model, The Mythos Wolf, Glasswing and Alignment — Stratechery Update Anthropic’s New TPU Deal, Anthropic’s Computing Crunch, The Anthropic-Google Alliance — Stratechery Update ChatGPT Gets a Computer — Stratechery An Interview with New York Times CEO Meredith Kopit Levien About Betting on Humans With Expertise — Stratechery Interview In Defense of The New York Times — Stratechery Hormuz, Rushmore, and a Sam Altman Story That Missed the Story — Sharp Text Sam Altman May Control Our Future—Can He Be Trusted? — The New Yorker Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

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