Sharp Tech with Ben Thompson

By Andrew Sharp and Ben Thompson

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Description

A podcast about understanding how tech works and the way it is changing the world. Hosted by Andrew Sharp with Ben Thompson.

Episode Date
(Preview) Cloudflare in 2023, Macro Conditions and Microsoft, Questions and Answers on the Tech Layoffs, Diving Deeper (literally) on MVNOs
00:10:55
A look at Cloudflare's strengths and weaknesses in the 2023 marketplace, why Microsoft and Amazon are well-positioned to further solidify their B2B empires over the next 12 months, and various questions and theories about the layoffs in big tech over the past three months. Plus: More info on MVNOs, a shout out to HEB in Texas, and a listener demands bundle answers.
Feb 02, 2023
Solving Online Groceries, Explaining Those Cheap New Cell Phone Plans, Autonomous Deliveries, Tech vs. Humans in Content Development
01:08:04
Grocery delivery apps and why Wal-Mart might have the better idea, why Visible uses the Verizon network while charging half the price, and a question about the future of autonomous vehicles outside of passenger rides. At the end: whether tech could change content development in Hollywood and Ben's memories from the Ron Dayne era at Wisconsin.
Jan 30, 2023
(Preview) How Google Conquered Ads, What the DOJ Wants to Do About It, Follow-Ups on Free Netflix, Checking in with Peloton
00:09:42
A history of Google’s path to dominance in digital advertising, 149 pages of DOJ efforts to alter that same landscape, and a few more thoughts on advertising models vs. subscription models. Plus: Peloton, scooters, a Google diary, and two prongs of the Sharp Tech path to health and prosperity.
Jan 26, 2023
Encouraging Netflix Earnings, Continuing Questions, and How the Model Might Evolve
01:00:52
Parsing the good and bad from Q4 earnings announced by Netflix late last week, dreaming of a free, ad-supported Netflix in the future, what Reed Hastings got right as founder and CEO, plus emails on streaming cost structure, electric vehicles and Acorn computers in British classrooms.
Jan 23, 2023
A Beginner's Guide to ARM, Amazon and Buy with Prime, Apple in the 90s, Who Wants to Own WWE?
00:08:16
A question about the "Svengali of tech" spawns an overview of ARM and the roots of its business model, follow-up to this week's Amazon conversation, and the future of the WWE leads to discussion of the streaming landscape and the NFL's invincibility.
Jan 19, 2023
What's Going on at Amazon? and AI Language Barriers
01:07:11
Amazon after a rocky 12 months and on the verge of 18,000 layoffs, whether it's time for the business to mature beyond the Bezos' "Day 1" creed, plus Web3's AI outlook, the utopian view on AI's implications for linguistics, and a question about communities.
Jan 16, 2023
GPT in 2023: A Marriage with Microsoft, The Bull and Bear Case for Google, Compute Questions and More
01:10:15
Reactions to the structure of the rumored Microsoft-OpenAI investment, challenges and opportunities for Google as AI matures, what happens to the internet (and AI) after auto-generated text floods the zone. At the end: text vs. images for the future and follow-ups on failed Microsoft investments, YouTube's NFL gamble, and Amazon's NFL ratings.
Jan 12, 2023
Sharp Tech Holiday Hoopla: Gift Recs and YouTube TV, Microchips and Remote Work, Could ChatGPT Run a Basketball Team?
01:00:23
Last-minute tech gifts as a prelude to a gift-guide zag, YouTube TV and the implications of this week's Sunday Ticket news, the differences between remote work for a startup and a mature business, and closing with microchips and AI saving the day in D.C.
Dec 22, 2022
Another Weekend with Musk: More Chaos, Fewer Options, and an Object Lesson in the Importance of Principles
01:02:09
Unpacking another weekend of drama and incoherence at Twitter, various lessons to be drawn from these public controversies, whether a Twitter collapse would be good for the media, and an apology to the L’Oreal corporate family (but not Renault/Alpine).
Dec 19, 2022
The Past/Present/Future of Tech Antitrust Arguments and More on TSMC in Arizona
00:12:06
The FTC's approach to Microsoft-Activision as a microcosm of broader questions and challenges, what Bell Labs history can tell us about future solutions, and follow-up questions related to TSMC in Arizona and America's approach to onshoring.
Dec 15, 2022
Making Advanced Microchips in Arizona and Imagining a Remote Work Future
01:02:39
Various questions after a new round of TSMC investments in the U.S., reactions to TSMC founder Morris Chang saying that “globalization is almost dead,” beginning the remote work conversation with Ben's memories of life at Automattic, and thoughts on the competing factors that make the work-from-home question so difficult.
Dec 13, 2022
When AI Moves Faster than Products, Microsoft's Evil Genius, Australian Rules for America's Ad Market, Questions on YouTube/Twitter/Spotify
00:13:17
More questions on ChatGPT and what the future of start-ups may look like, Microsoft's success and the added scrutiny that comes with acquisitions in the consumer space, a case against the Australian approach to regulation, plus questions about Alphabet and Ben's Spotify Wrapped list.
Dec 08, 2022
A Beginner’s Guide to ChatGPT: How It Works, Why Tech Twitter is Euphoric, and What the Next Challenges Look Like
00:57:23
The Internet-wide reaction to ChatGPT 3.5, how OpenAI has evolved and how its chat technology works, the UX challenge of contextualizing answers that are usually right but sometimes demonstrably wrong, plus some quick reactions to “The Twitter Files” on Friday night.
Dec 05, 2022
Apple's Exposure in a Musk War, Alexa: Find 10 Billion Dollars, YouTube’s Rev Share Model, The Next Great Tech Movie
00:13:54
Surveying the landscape after a week of Musk tweets and rumors of a Musk-Cook summit, Amazon has a $10 billion Alexa problem, and Ben and Andrew are asked to build a successor to The Social Network.
Dec 01, 2022
The Cult of Iger and the Future at Disney and ESPN
01:01:29
The legend of Bob Iger and the recent history of Bob Chapek, why Disney stock went up last week (but not by much), ESPN and Disney+ in the shadow of the $71 billion 21st Century Fox acquisition, and emails about third party play-by-play and a scientific defense of cigar clubs.
Nov 28, 2022
Mailbag: A Premature Twitter Eulogy, Netflix in Theaters, Buy or Sell: Strategy Consultants, The Six People You Meet in a Group Chat
01:16:41
The night Twitter was laid to rest, TV in movie theaters and the debate over David Zaslav, whether strategy consultants are useful, and celebrating Thanksgiving with a plan to fix the NBA and a taxonomy of group chats.
Nov 21, 2022
A Closer Look at Opendoor and Cloudflare and Responses to Your FTX Emails
00:11:51
A closer look at Opendoor in the midst of its biggest challenge yet, the state of Twilio and Cloudflare, excellent pushback on claims that crypto doesn’t have a product, and reactions to SBF’s DMs and Max Verstappen’s antics.
Nov 17, 2022
Making Sense of the FTX Catastrophe and a Reality Check on Twitter Under Musk
01:07:36
The implications of a straight-forward case of fraud, what Sam Bankman-Fried and FTX teach us about the dangers of conflation, why and how Twitter is failing under Elon Musk, and responses to emailers who have asked about Meta's ability to develop a Twitter competitor.
Nov 14, 2022
A Beginner's Guide to Spotify and Emails on Antitrust and Algorithms
00:13:53
An email about Netflix spawns an extended overview of Spotify's present and future, a closer look at Apple Music's royalties messaging, reactions to the permanent injunction block Penguin Random House's attempted acquisition of Simon and Schuster, and the two most important features we need from Twitter Blue.
Nov 10, 2022
Mailbag: Down the 230 Rabbit Hole, A Third Door Moderation Approach, Twitter Follow-Up, Andrew Responds to the Nicest Angry Emails Ever
01:03:35
A question about Section 230 spawns expansive thoughts from Ben, a proposal for an alternate solution to moderation, new questions on Twitter as the Mastodon takeover approaches, and responses to listeners who balked at Andrew's broad social media dismissal last week.
Nov 07, 2022
The First Week of New Twitter and Apple/Netflix/Taiwan Follow-Up
00:10:35
Reactions to $8/month for Twitter Blue, the fevered conversation around Musk’s ownership, whether Twitter should take even more risks as a private company, and answers to mailbag questions about Apple, Netflix and Ben’s personal calculus in Taiwan.
Nov 03, 2022
Mailbag: How to Read an Earnings Report, TikTok's ATT Challenges, The Net Impact of Social Media, Lessons of a Young Tech Employee
01:07:17
How Ben reads an earnings report, the various challenges that might unsettle TikTok investors, an extended debate on whether Twitter and Facebook have been good for society, and Andrew is profiled by a major news outlet while Ben shares lessons from his early years.
Oct 31, 2022
Google/Facebook/Snap Earnings and Another Dimension of Automation
00:10:50
Google's core business is sound but YouTube's numbers are murkier, the bull case for Meta as the market runs the other way, and a fair and balanced look at Snap. Then, a few mailbag questions about automation, Netflix abroad, and the psychology of a Red Bull fan.
Oct 27, 2022
Good News for Netflix Believers and the Latest TikTok Reporting
01:00:18
Netflix's Q3 response to all its Q1 critics, sorting through the threats elsewhere in the streaming landscape, what to look for as Netflix makes its foray into ads. Then, responses to a new report on TikTok that was published hours after last Friday's podcast.
Oct 24, 2022
Mailbag: Chip Ban Follow Up, What About Tik Tok?, Validating AI Work Product, Coaches and GMs as CEOs
00:12:34
Taiwan's military readiness and the modal outcome for Tik Tok in the U.S., a question about immersive audio spawns Clubhouse lament, two questions about the future of AI in the knowledge economy, choosing the NBA coaches and GMs who will lead the next era in tech.
Oct 20, 2022
Questions, Concerns and Unknowns after the China Chip Ban
01:00:22
The narrow purpose of the latest US export controls, the broad attack the Chinese government will likely perceive, why heightened American attention to Taiwan could be dangerous, and a variety of unknowns as the world awaits the next steps.
Oct 18, 2022
Mailbag: Metaverse Week Concludes, A Hater's Take on Virtual Reality, The Apple Question, Touring the Stratechery Travel Kit
00:11:25
Ben remembers why he believes in the future of VR, Andrew remembers why he's not a fan the metaverse movement, listeners wonder about possibilities at Apple and beyond, and Ben offers guidance on tech travel kit best practices.
Oct 14, 2022
New Metaverse Dreams and Old Metaverse Questions
00:57:54
Reactions to Mark Zuckerberg’s keynote at Meta Connect 2022, why it makes sense for Meta to partner with Microsoft in the virtual reality space, the aspects of the VR pitch that still feel underwhelming, and whether Zuckerberg is the right person to lead this era of Facebook.
Oct 11, 2022
Mailbag: Two Musk Questions, Streaming Follow Up, Ad-Supported Businesses, Interrogating Andrew on Tech
00:11:19
Elon Musk is a land of contradictions, reframing re-bundling and TNT's NBA incentives, a variety of questions about ad-supported business models, and a podcast confirmation hearing as Andrew faces questions about his tech opinions.
Oct 07, 2022
Cable Temperature Check and a Bundle Experiment
00:58:53
Why it may make sense to sell Netflix, Apple TV, Paramount Plus and other streamers as one product, why cable may (or may not) be the intermediary brokering the sale, questions for the future of live sports rights. Then, an answer to listeners who have questions about the new era of Stratechery.
Oct 04, 2022
Mailbag: Apple Privacy Counterpoint, Covid and Content Moderation, Phoenix Suns Sale, Justice for Gamers
01:00:28
User agency within Apple's ATT landscape, what Covid can teach us about the risks of regulating content moderation, whether AI fears spawned by The Terminator are reasonable, interrogating Andrew's gamer logic.
Sep 29, 2022
Nvidia Backlash and the China Conundrum
01:01:20
Why the internet is upset after Nvidia's Ada Lovelace announcement, the perfect storm of the past 12 months, a bet on AI inside and outside of gaming. Then, the calculus for Apple and Nvidia as tensions rise between China and the U.S.
Sep 27, 2022
Mailbag: Adobe and Antitrust, Engagement Quality vs. Quantity, The Cult of Musk, Porcupine Lore
00:11:05
Adobe-Figma antitrust questions, the pluses and minuses of ignoring user complaints, how Twitter hype led to real infrastructure at Tesla, a word about porcupines.
Sep 22, 2022
Introducing Sharp Tech
00:20:08
Ben and Andrew discuss the origins of the podcast, their own backgrounds, and why they’re excited about making this show.
Sep 20, 2022
What AI Is Today and What It Might Be Tomorrow
00:58:54
New AI image generators hint at a decentralized future, newspapers vs. the internet as an analogy for what’s next, potential implications for white collar workers, and how Steve Ballmer can help Apple.
Sep 13, 2022
Google-as-Government and Netflix vs. HBO Max
01:04:16
A Google enforcement strategy gone awry, the pluses and minuses of horizontal integration, and the common thread among most big tech complaints. Then, the downsides of Netflix’s binge model.
Aug 24, 2022
Apple's Privacy Power Play and TikTok Concerns
01:04:17
Apple’s emphasis on privacy and the competitive advantages that come with it. Then, the varied concerns surrounding TikTok’s emerging dominance in culture.
Aug 17, 2022
Meta’s Murky Future and the Transformed New York Times
01:03:15
The future of Facebook and Instagram in the TikTok era, Instagram's shifting priorities, and stated preference vs. revealed preference. Then, the new era of the New York Times.
Aug 11, 2022
CHIPS History and Pelosi’s Taiwan Visit
01:00:51
A brief history of semiconductors in the US and Taiwan, what the CHIPS act can and can’t fix, and why the legislation is probably a good idea regardless. Then, reactions to Nancy Pelosi's visit to Taiwan.
Aug 04, 2022