Artwork

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.
Player FM - Podcast App
Go offline with the Player FM app!

(Preview) Nike as a Tech Story, Follow-Up on Meta and the Hyperscalers, Peacock and the NBC Olympics Strategy

11:17
 
Share
 

Manage episode 431869729 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.

What Nike's recent struggles can teach us about maintaining culture and competing in e-commerce, plus questions on Amazon and Temu, Meta's threat to AI incumbents, and the pricing strategy of AI cloud providers. At the end: The implication of recent Netflix news, NBC's pricing strategy for Peacock, Google's new Gemini commercial, and more.

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 CapEx, Pichai on Risk — Stratechery Update

Llama 3.1; Zuckerberg on Open Source AI; Kamala Harris, Europe, and Tech Innovation — Stratechery Update

Google Earnings, YouTube and Brand Advertising, Network and the Web’s AI Problem — Stratechery Update

Netflix Earnings, The Status of Netflix Advertising — Stratechery Update


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

167 episodes

Artwork
iconShare
 
Manage episode 431869729 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.

What Nike's recent struggles can teach us about maintaining culture and competing in e-commerce, plus questions on Amazon and Temu, Meta's threat to AI incumbents, and the pricing strategy of AI cloud providers. At the end: The implication of recent Netflix news, NBC's pricing strategy for Peacock, Google's new Gemini commercial, and more.

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 CapEx, Pichai on Risk — Stratechery Update

Llama 3.1; Zuckerberg on Open Source AI; Kamala Harris, Europe, and Tech Innovation — Stratechery Update

Google Earnings, YouTube and Brand Advertising, Network and the Web’s AI Problem — Stratechery Update

Netflix Earnings, The Status of Netflix Advertising — Stratechery Update


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

167 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide