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) Nike as a Tech Story, Follow-Up on Meta and the Hyperscalers, Peacock and the NBC Olympics Strategy
11:17
11:17
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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 Nike: An Epic Saga of Value Destruction — Massimo Giunco Microsoft Earnings, Copilot and C…
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(Preview) Llama 3.1 and Zuckerberg’s Open Approach, Lessons from the Crowdstrike Mess, Understanding Netflix Strategy and Apple Spending
12:47
12:47
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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 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
20:35
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20:35
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 JD Vance and Tech, Big Tech Versus Little Tech, JD Vance’s Remarks About Antitrust at the …
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(Preview) Once More Unto the EU Breach, No Apple or Microsoft on OpenAI’s Board, Paramount Wants to Be a Tech Company
16:13
16:13
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16:13
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 The E.U. Goes Too Far — Stratechery Apple and the OpenAI Board, Microsoft and the OpenAI B…
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(Preview) Perplexity and the Media, Burning Furniture at the Structural Nadir, The EU and the Costs of Ambiguity
18:19
18:19
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18:19
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 Perplexity and Robots.txt, Perplexity’s Defense, Google and Competition — Stratechery Upda…
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The FTC Sues Adobe, Keynote Season and Progress, A Few More Apple Questions
1:08:55
1:08:55
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1:08:55
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 FTC Sues Adobe, The Legal Question, The Value of Doing Right — Stratechery Update Adobe’s …
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(Preview) Your WWDC Emails: GenAI for Work Email, Developer Questions, Strategy for OpenAI, Implications for Nvidia, and More
11:54
11:54
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11:54
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 Apple Intelligence is Right On Time — Stratechery WWDC, Apple Intelligence, Apple Aggregat…
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Apple Gets Intelligence, Unpacking the Partnership with OpenAI, What WWDC Can Tell Us About AI Adoption
1:07:26
1:07:26
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1:07:26
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 Apple Intelligence AI, iOS 18 and the biggest announcements at WWDC 2024 — Engadget Apple …
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(Preview) Microsoft’s Recall Mess, The Future of Streaming and Advertising, Follow-Up on Dark GPU Theory
12:56
12:56
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12:56
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 Apple Intelligence is Right On Time — Stratechery Stealing everything you’ve ever typed or…
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(Preview) What Walmart Could Offer to Advertisers, Walmart's Momentum in E-Commerce, AI Skepticism and the Logic of a Bubble
12:53
12:53
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A look at Walmart’s challenges and opportunities as it builds an ad business, how Walmart became a differentiated competitor to Amazon, and a question about AI skepticism spawns extended discussion of life in the middle of a bubble. At the end: Picks for the NBA Finals. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stra…
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Generative AI and Hardware Upgrades, Google History and the Dark GPU Theory, Amazon’s Logistics Long Play
1:10:29
1:10:29
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1:10:29
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 Apple Plans AI-Based Siri Overhaul to Control Individual App Functions — Bloomberg An Inte…
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(Preview) Big Questions About an AI Future, The State of LLMs 18 Months After ChatGPT, AI and Google/Apple/Microsoft
12:48
12:48
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12:48
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 AI Integration and Modularization — Stratechery Microsoft PAINT can turn your crappy sketc…
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(Preview) Can Microsoft Make PCs Cool Again?, What Windows is Offering Developers, Scarlett Johansson and OpenAI
11:45
11:45
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11:45
The Microsoft Build conference and the introduction of Copilot+ PCs, the potential for Windows as an AI platform that gives developers more certainty, and reactions to Scarlett Johansson's statement about her negotiations with Sam Altman and the launch of GPT-4o. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery…
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Netflix Gets the NFL for Christmas, The Streaming Wars Become the Bundle Wars, Leagues and Studios and Internet Realities
1:05:46
1:05:46
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1:05:46
A variety of notable Netflix developments over the past few weeks, Hollywood's continued move to a (kinda) rebundled future, and what sports leagues are learning as internet realities take hold across entertainment. At the end: Andrew finally watches "Her" and shares his review. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouT…
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(Preview) Good and Bad from Google I/O, Google and the Digital Economy, Mail on LLMs and SpaceX
17:36
17:36
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17:36
Reactions to two hours of Google on stage this week, thoughts on what an AI makeover for search will mean for businesses that rely on Google for customer acquisition, and answers to mailbag questions on Google Cloud, Apple's rumored partnership with OpenAI, Amazon, and the continued ascent of SpaceX and Starlink. To email the show: email@sharptech.…
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(Preview) OpenAI and the Latency Leap, Questions About an Apple/OpenAI Partnership, A Defense of AI Dating Agents
10:38
10:38
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10:38
Reactions to the GPT-4o demo, a reminder that OpenAI looks more and more like a consumer tech company, and questions about a potential partnership with Apple. At the end: A follow-up on Apple’s ads, and an emailer defends the Bumble CEO. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Introdu…
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A Disastrous (and Resonant) New iPad Commercial, The Future of Google Search, Tom Brady and the Netflix Roast
1:08:11
1:08:11
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1:08:11
The iPad commercial that made the Internet angry this week, a question about Google search spawns thoughts on the various futures of Google's business, and a few observations on the Tom Brady roast as a reflection of Netflix strategy. Plus: A final word on the iPad and its utility. To email the show: email@sharptech.fm @SharpTechPodcast Channel — Y…
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(Preview) Apple in China and Japan, The iPad as a Mac Replacement, Apple and the Growth Premium
12:59
12:59
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12:59
A question about Apple sentiment in China spawns memories of Apple's entrance to Japan, the utility of the iPad as a Mac replacement (and why the Vision Pro would be the better option for that job), plus Apple acquisitions, Apple's growth premium, and where, exactly, Meta is spending all that money in the Metaverse. To email the show: email@sharpte…
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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
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
10:31
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10:31
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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
12:40
12:40
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12:40
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 Netflix Earnings, Netflix’s Reporting Change, Netflix’s Waiting Game — Stratechery Update …
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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
1:10:23
1:10:23
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1:10:23
Celebrating 10 years of Stratechery as a subscription business with 10 questions about analysis, creating on the Internet, what's coming with AI, and what it was like on day 1. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube MKBHDs For Everything — Stratechery Meta Myths — Stratechery Why Mic…
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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
11:14
11:14
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11:14
The advertising possibilities that AI can unlock for Meta, Google and Amazon, why TikTok is interested in AI to create digital influencers, and looking to past technologies to predict the impact that AI will make on the economy. At the end: Two questions about chips, a story about EVs and British mechanics, and Scrabble. To email the show: email@sh…
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(Preview) Mailbag: AI Hardware, NBA Newsbreakers as Aggregators, Reels vs. Shorts, The Best Approach to Age Verification
15:37
15:37
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15:37
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 Jony Ive and Sam Altman’s AI Device Startup in Funding Talks With Emerson, Thrive — The In…
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