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Generative AI and Hardware Upgrades, Google History and the Dark GPU Theory, Amazon’s Logistics Long Play

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Manage episode 421786423 series 3446682
Content provided by Andrew Sharp and Ben Thompson, Andrew Sharp, and Ben Thompson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Sharp and Ben Thompson, Andrew Sharp, and Ben Thompson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

A question about generative AI and the hardware powering voice assistants, projecting the GPU future with the dot com bubble as context, and thoughts on Amazon’s capital expenditures and the state of AWS and Amazon Supply Chain. At the end: An Elon hater reviews the Cybertruck.

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 Interview with Craig Moffett About Charter vs. Disney and the Path Dependency of the Communications Industry — Stratechery Interview

Computex 2024, Is AWS Modular or Integrated? — Stratechery Update

The AWS IPO — Stratechery

The Amazon Tax — Stratechery


Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

  continue reading

156 episodes

Artwork
iconShare
 
Manage episode 421786423 series 3446682
Content provided by Andrew Sharp and Ben Thompson, Andrew Sharp, and Ben Thompson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Sharp and Ben Thompson, Andrew Sharp, and Ben Thompson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

A question about generative AI and the hardware powering voice assistants, projecting the GPU future with the dot com bubble as context, and thoughts on Amazon’s capital expenditures and the state of AWS and Amazon Supply Chain. At the end: An Elon hater reviews the Cybertruck.

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 Interview with Craig Moffett About Charter vs. Disney and the Path Dependency of the Communications Industry — Stratechery Interview

Computex 2024, Is AWS Modular or Integrated? — Stratechery Update

The AWS IPO — Stratechery

The Amazon Tax — Stratechery


Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

  continue reading

156 episodes

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