Sharp Tech with Ben Thompson

By Andrew Sharp and Ben Thompson

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Category: Technology

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Subscribers: 123
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Episodes: 194

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
Holiday Mailbag: The Next Intel, Google’s AI Revival, Modern Sportswriting, TSMC Mugs, Tutoring Takes, and Lots More
Dec 19, 2024
(Preview) Google’s Willow Chip, Drones as a Platform and Anduril Follow-Up, Building Inside and Outside Silicon Valley
Dec 16, 2024
(Preview) Anduril and the Lattice Partner Program, A New Direction for Defense Tech, OpenAI Introduces ChatGPT Pro
Dec 12, 2024
(Preview) Mailbag: Building Toward Self-Driving Computers, Capitalism and Its Trade-Offs, The Reels-ification of 'X'
Dec 09, 2024
Gelsinger Out at Intel, 20 Years of Structural Challenges and Strategic Blindspots, The Board and What’s Next
Dec 05, 2024
(Preview) Mailbag: AppLovin on a Tear, The Business of OnlyFans, Questions on OpenAI and Elon Musk
Dec 02, 2024
(Preview) LLM Utilities, Google Disruption, Remote Work Angst, Family Tech Support, and a Thanksgiving Mailbag
Nov 26, 2024
America and the Trade Status Quo, Tariffs and What May Come Next, A Chance to Build in Tech and Beyond
Nov 22, 2024
(Preview) Monday Mailbag: Netflix and Its Mike Tyson Adventures; WBD Settles with the NBA; Lessons from Building Passport
Nov 18, 2024
(Preview) Today’s Internet and Tomorrow’s AI Innovation, Progress Reportedly Slowing for New LLMs, The Vision Pro as a Productivity Device
Nov 14, 2024
(Preview) What Trump 2.0 Could Mean for Tech, Questions on Antitrust, EU and Growth, Elon Musk and the Election
Nov 07, 2024
(Preview) Monday Mailbag: The James Harden of Tech; Bandwidth and the Video Takeover; Gen AI and Ads; Political Donation Texts
Nov 04, 2024
Meta and an Abundance of AI Opportunities, When AI Integrates Into the Feed, AI for UI and One Emailer's Dismay
Oct 31, 2024
(Preview) Monday Mailbag: AI Abundance and Enterprise Questions; Automated Podcasts; Big Tech and China Tariffs; Reading Habits
Oct 28, 2024
Understanding Stablecoins and Their Utility, Why Stripe is Buying Bridge, Virtual Reality for NFL Quarterbacks
Oct 24, 2024
(Preview) Monday Mailbag: The Value of the ChatGPT Brand; OpenAI and Its AGI Clause; Bitter Lesson Follow-Up; Orion and Big Tech Recruiting
Oct 21, 2024
Tesla and the Road to True Autonomy, Strategy that Starts with the Dream, Regulation and Market Questions
Oct 17, 2024
(Preview) Monday Mailbag: A Moment for SpaceX; After the End of the Beginning; Tesla's 'We, Robot' Event; Waymo Follow-Up
Oct 14, 2024
(Preview) Google and the Search for Antitrust Remedies, Network Effects and Natural Monopolies, Waymo vs. Tesla for the Future of Transportation
Oct 10, 2024
(Preview) Waymo and Our Automated Future, Augmented Reality and Form Factor Questions, NotebookLM and Media Consumption
Oct 02, 2024
(Preview) Mailbag Monday: Meta and the Smartphone; Upheaval at OpenAI; Dossier Censorship; ESPN and Media Consumption
Sep 30, 2024
Meta Previews an Augmented Reality Future, Orion and the Apple Vision Pro, A Call for More Live Keynotes
Sep 27, 2024
(Preview) Mailbag Monday: Sports Gambling Apps; PlayStation’s New Price Point; Robotics and AI Upheaval; Apple’s ‘Intelligence’ Ads
Sep 23, 2024
(Preview) OpenAI's Latest Model Is Not Like the Others, Copilot Pages and Salesforce Agents, When AI Moves from Copilots to Airplanes
Sep 19, 2024
(Preview) Mailbag Monday: Politics as Monoculture; Startup Anxiety in Europe and China; WhatsApp Spam
Sep 16, 2024
The Strategic Logic of the iPhone 16, Services Upside and Downside, Steve Jobs and Modern Apple
Sep 12, 2024
(Preview) Mailbag Monday: Three Apple Questions, Intel and Founder Mode, 230 Follow-Up, China’s Chip Ambitions
Sep 09, 2024
Understanding Intel’s Decline, Searching for Structural CHIPS Solutions, The Future of Section 230 Protections
Sep 05, 2024
The Arrest of Pavel Durov, Encryption Explanations and Moderation Questions, Mark Zuckerberg’s Letter to Congress
Aug 29, 2024
(Preview) Mailbag: Disney’s Taylor Swift Expansion, Canva and IPOs, Perplexity in Paris, SaaS for Cars, The Online Recipe Economy
Aug 26, 2024
(Preview) Canva and the Disruption Ideal, What AI Could Mean for Graphic Design, Fubo and Venu and FUBAR Post-Cable Plans
Aug 22, 2024
(Preview) Mailbag: Smartphone Subsidies, Apple Intelligence and Search, Surgeon Groupchats, The Metaverse and AI
Aug 19, 2024
(Preview) Computing History and Android’s Future, More Adventures with Apple Policies, The Olympics and a Cord Bag Tour
Aug 15, 2024
(Preview) Competing Principles and U.S. v. Google, What’s Next for Apple, Questions on Aggregators, Elon and Crunchyroll
Aug 09, 2024
(Preview) Nike as a Tech Story, Follow-Up on Meta and the Hyperscalers, Peacock and the NBC Olympics Strategy
Aug 01, 2024
(Preview) Llama 3.1 and Zuckerberg’s Open Approach, Lessons from the Crowdstrike Mess, Understanding Netflix Strategy and Apple Spending
Jul 25, 2024
(Preview) What Trump Could Mean for Tech, X as a News Source, Two Testimonials from ChatGPT Users
Jul 18, 2024
(Preview) Once More Unto the EU Breach, No Apple or Microsoft on OpenAI’s Board, Paramount Wants to Be a Tech Company
Jul 11, 2024
(Preview) Perplexity and the Media, Burning Furniture at the Structural Nadir, The EU and the Costs of Ambiguity
Jun 27, 2024
The FTC Sues Adobe, Keynote Season and Progress, A Few More Apple Questions
Jun 20, 2024
(Preview) Your WWDC Emails: GenAI for Work Email, Developer Questions, Strategy for OpenAI, Implications for Nvidia, and More
Jun 18, 2024
Apple Gets Intelligence, Unpacking the Partnership with OpenAI, What WWDC Can Tell Us About AI Adoption
Jun 12, 2024
(Preview) Microsoft’s Recall Mess, The Future of Streaming and Advertising, Follow-Up on Dark GPU Theory
Jun 10, 2024
(Preview) What Walmart Could Offer to Advertisers, Walmart's Momentum in E-Commerce, AI Skepticism and the Logic of a Bubble
Jun 06, 2024
Generative AI and Hardware Upgrades, Google History and the Dark GPU Theory, Amazon’s Logistics Long Play
Jun 03, 2024
(Preview) Big Questions About an AI Future, The State of LLMs 18 Months After ChatGPT, AI and Google/Apple/Microsoft
May 30, 2024
(Preview) Can Microsoft Make PCs Cool Again?, What Windows is Offering Developers, Scarlett Johansson and OpenAI
May 23, 2024
Netflix Gets the NFL for Christmas, The Streaming Wars Become the Bundle Wars, Leagues and Studios and Internet Realities
May 20, 2024
(Preview) Good and Bad from Google I/O, Google and the Digital Economy, Mail on LLMs and SpaceX
May 17, 2024
(Preview) OpenAI and the Latency Leap, Questions About an Apple/OpenAI Partnership, A Defense of AI Dating Agents
May 14, 2024
A Disastrous (and Resonant) New iPad Commercial, The Future of Google Search, Tom Brady and the Netflix Roast
May 09, 2024
(Preview) Apple in China and Japan, The iPad as a Mac Replacement, Apple and the Growth Premium
May 07, 2024
(Preview) The NBA Creates a Rights Bidding War, The Optimal NBA Schedule, RSNs and the Future of Customer Acquisition
May 02, 2024
(Preview) Virtual Reality and the Innovator's Solution, Meta Embraces the Android Approach, Uber as an Aggregator
Apr 29, 2024
(Preview) TikTok and the E-Commerce Giants, The FTC Moves to Ban Noncompete Agreements, 'Bluey' and Streaming Leverage
Apr 25, 2024
(Preview) What Taylor Swift Can Tell You About Netflix, What Meta Wants from Generative AI, Google and the Moonshot
Apr 22, 2024
10 Years of Stratechery: Best and Worst Takes, Creating on the Internet, AI as a Threat, and Memories of Day 1
Apr 18, 2024
(Preview) When AI Hits Digital Advertising, What the IT Era Can Teach Us About AI's Impact, Chip Questions and EV Mechanics
Apr 15, 2024
(Preview) Mailbag: AI Hardware, NBA Newsbreakers as Aggregators, Reels vs. Shorts, The Best Approach to Age Verification
Apr 11, 2024
Amazon and the “Just Walk Out” Parable, Mythbusting on Meta and TSMC, The XZ Backdoor and Its Implications
Apr 08, 2024
(Preview) Apple Flunks a Vision Pro Test, Microsoft Unbundles Teams from Office, AI and Energy Consumption
Apr 02, 2024
New Laws to Regulate Big Tech, The Distinction Between Platforms and Aggregators, Apple’s API and Accessories
Mar 28, 2024
(Preview) US v. Apple, Specific Allegations and Broad Implications, The Decisions that Made Apple a Target
Mar 25, 2024
Nvidia Searches for a Moat at AI Woodstock, The Blackwell B200, Microsoft’s Deal with Inflection AI
Mar 21, 2024
(Preview) Monetizing WhatsApp, Big Companies and Big Company Incentives, Why the New York Times Has a Podcast App
Mar 18, 2024
(Preview) Reddit Goes Public, Reddit and Evolution on the Internet, The Company that Should Buy TikTok
Mar 14, 2024
(Preview) Congress and TikTok, Listening to China to Understand the TikTok Concerns, Empty First Amendment Arguments
Mar 11, 2024
(Preview) Elon Musk Sues OpenAI, Apple’s Bizarre Epic Misstep, What Microsoft Could Teach Google
Mar 07, 2024
The Road to Personalized LLM Answers, The AI Risk for Aggregators, Anthropic Releases a ‘Near-Human’ Claude 3
Mar 05, 2024
(Preview) Pichai's Gemini Letter, Nvidia and TSMC and Market Structure, The End of the Apple Car
Feb 29, 2024
(Preview) AI and the Big Five, Google and the Ongoing Gemini Catastrophe, The Stakes (or Lack Thereof) for Chatbot Output
Feb 26, 2024
(Preview) The History of Consoles, The Murky Present for Microsoft and Xbox, The Gaming Future for Sony and Meta
Feb 21, 2024
A Sports Super Bundle, The Next Challenge for Digital Advertising, Zuckerberg Reviews the Apple Vision Pro
Feb 15, 2024
(Preview) The Vision Pro and the Newton, The Case Against AVP as an Entertainment Device, The Most Valuable Tech Product of All
Feb 08, 2024
First Impressions of the Vision Pro: What It Is, What It Might Have Been, and a Note About Guest Mode
Feb 06, 2024
Mailbag: A Navy SEAL on the Vision Pro, Reading 10-Qs, Apple Follow Up, Netflix and Books, Unsolicited Parenting Advice
Feb 01, 2024
(Preview) Google’s Lumiere, The App Store and Lost Innovation, The Tension Between Property Rights and Public Interests
Jan 30, 2024
Why Netflix Bet on Wrestling, The Future of Watching Sports, Recapping a Week at the World Economic Forum in Davos
Jan 25, 2024
(Preview) Apple's Latest App Store Gambit, iTunes and Macworld Context, Vision Pro Developers on Strike
Jan 23, 2024
(Preview) The Peacock Playoff Experiment, Revisiting the OpenAI Lawsuit, Big Picture Questions After the Boeing Mess
Jan 16, 2024
(Preview) Another Max Mess for Boeing, Boeing as a Case Study, ESPN and the Vision Pro
Jan 10, 2024
The New York Times Sues OpenAI, Napster History vs. ChatGPT Future, Copyright Enforcement at the Aggregator Level
Jan 08, 2024
(Preview) Sharp Tech Holiday Hoopla: Streaming Mergers, Kitchen Tech, Worst Decisions, MBA Advice, Mac vs. PC and More
Dec 22, 2023
Apple Gets a Patent War for Christmas, Europe's Ability to Hijack the Regulatory Process, Systemic Questions After Adobe-Figma
Dec 20, 2023
Mailbag: Google and Antitrust Festivus, Credit Card Dominance, AI for Movies and Writing, Shohei’s Contract
Dec 13, 2023
(Preview) Google's Killer Instinct, The Gemini Demo and AI Unknowns, Notes on College Football and Mark Cuban
Dec 11, 2023
Why the Internet Is Getting Worse and Why That Might Be Good for Society
Dec 07, 2023
(Preview) Elon at the DealBook Summit, The Strategic and Technical Failures at X, What Musk Might Be Getting Right
Nov 30, 2023
(Preview) Altman Returns to OpenAI, Governments and the AI Ecosystem, Q* Questions and Hitchhiking Robots
Nov 27, 2023
OpenAI and Microsoft, Human Nature and the Not-So-Effective Altruists, Imperfect Information and the Cult of Sam Altman
Nov 21, 2023
A Stratechery, Sharp Tech, and Sharp China Crossover on the Chip Ban, Taiwan, TikTok and More
Nov 16, 2023
Will We Speak to Chatbots or Write to Them?, Obstacles for Apple and OpenAI, Follow-Up on Tech and Real Estate
Nov 15, 2023
Waiting for Immersive ChatGPT, ChatGPT and the Consumer Challenge, OpenAI’s Enterprise vs. Consumer Balancing Act
Nov 09, 2023
(Preview) The Future of Buying and Selling Houses, Two Price Fixing Lawsuits, The In-Season Tournament and Ronald Reagan
Nov 06, 2023
Biden’s Executive Order on AI, Innovation and the Steve Jobs Approach, Balancing AI Risks and Upside
Nov 02, 2023
(Preview) 100th Episode Mailbag: New MacBooks, CarPlay Closure, Dennard Scaling and the Chip Ban, Netflix and a Prestige Tier, Hardware as a Service
Oct 31, 2023
Netflix Revives the Monoculture, The NBA and Its Rights Fee Future, The Bidding Calculus for Amazon and Disney
Oct 26, 2023
(Preview) Google’s Calculus with Mobile Search, What US v. Google Makes Clear About Apple, Two Types of Regulation
Oct 23, 2023
(Preview) The New York Times, Fake News, and Seven Years of Misdirected Energy
Oct 19, 2023
College Students and Chips, The Future of Computing (and the Limits of Physics), Formula 1 and Apple
Oct 17, 2023
The Hamas Attacks and Social Media, Competing Public Interests, Efforts to Stay Sane in a New Information Ecosystem
Oct 12, 2023
(Preview) The Sphere is Here, Collapsing Distinctions Between Physical and Digital Reality, Emails on Amazon and Antitrust
Oct 05, 2023
(Preview) Amazon and the FTC, Antitrust Laws and Big Tech, Consumer Welfare and American Welfare
Oct 03, 2023
Voice and Video Demos with ChatGPT, How AI Could Redeem Meta’s Mixed Reality Bets, OpenAI Explores Hardware
Sep 29, 2023
New Features for ChatGPT and Spotify, Revisiting the CarPlay Discussion, TikTot on Advertising and Time Management
Sep 26, 2023
(Preview) Microsoft’s Snafu and Apple’s Shenanigans, Car Companies with SaaS Envy, The Logic Behind Delta's SkyMiles Move
Sep 21, 2023
An Endgame for YouTube TV, Big Disney Decisions (And Whether Bob Iger Should Make Them), The Era Beyond Peak TV
Sep 19, 2023
(Preview) Is the iPhone Still Interesting?, Unity’s New Model for Mobile Developers, YouTube Highlights and Taylor Swift’s New Movie
Sep 14, 2023
Charter Wins and Does Disney a Favor, Charter and the Broadband Market, SMIC Gets the US Government’s Attention
Sep 12, 2023
Disney vs. Charter and a New ESPN Reality, The Future of the Cable Business, Risks for the NBA and Other Sports
Sep 07, 2023
(Preview) Why Amazon and Shopify Went from Rivals to Partners, A More Precise Definition of Disruption, Streams and Nightmares for Warner/ESPN/Disney
Aug 31, 2023
Your Regularly Scheduled Nvidia Hysteria, Nvidia and the Metaverse, Questions on Sony and Adyen
Aug 29, 2023
China Turmoil and America’s Hidden Superpower, Bing vs. Google Six Months Later, Studios Disrupted Themselves to Invent Broadcast TV
Aug 22, 2023
(Preview) The Path to an ESPN Streaming Network, Disney Follow-Up and Fox Success, Two Perspectives on Google Photos
Aug 17, 2023
The Business of Taylor Swift, 'Eras' and Social Media, The Two Big Obstacles Preventing an Apple and Disney Merger
Aug 14, 2023
Meta’s EU Plans and Microsoft’s AI Pricing, The Barbell Effect Hits College Football, Photo Sharing in Parenthood
Aug 08, 2023
(Preview) The Week of LK-99 Intrigue, China and Trailing Edges Chips, Intel Goes to Washington
Aug 03, 2023
Facebook Bowed to White House Pressure, The US Department of Technology, Fusion and Starlink and Swiftie Spotify
Jul 31, 2023
(Preview) Why Netflix Will Keep Raising Prices, The Spotify Model in Hollywood, Twitter’s Inexplicable Rebrand and WeChat Dreams
Jul 25, 2023
(Preview) Meta Takes Llama Open Source, Why Llama Might Be More Important than OpenAI, ChatGPT Hits a Plateau
Jul 20, 2023
Tech and Two Strikes in Hollywood, Harsh Streaming Realities and a Big Residuals Mess, Iger’s Challenges at Disney
Jul 18, 2023
(Preview) Microsoft Wins Its Activision Case, What's Next for the Merger and the FTC, Follow-Up Questions on Threads and Twitter
Jul 13, 2023
The Threads Episode: How We Got Here, Meta Obstacles and Advantages, Everyone Hates Twitter (And Uses It Every Day)
Jul 10, 2023
(Preview) The Case for Supersonic Travel, End of June Mail on TSMC/Google/Reddit, Touching Grass in Madison
Jun 26, 2023
Spotify’s Royal Mess, Ford and GM Partner with Tesla, HBO Weighs Selling Content to Netflix
Jun 22, 2023
(Preview) Reddit as a Business, APIs and Interest Rates and Angry Moderators, The Athletic Rethinks Its Coverage Approach
Jun 15, 2023
An All Things Apple Mailbag: AI and the Vision Pro, Gaming Ambivalence, Immersive Memories, VR Sports Rights
Jun 13, 2023
(Preview) Vision Pro at First Sight: How It Works, Why It Costs $3,500, and What It Might Mean for the Future of Computing
Jun 07, 2023
A Few Questions Before Apple Embraces Virtual Reality, Meta Tries to Crash Headset Week, Nvidia and the Omniverse
Jun 04, 2023
(Preview) An Impromptu Nvidia Symposium, A Brief History of Solaris and Sun Microsystems, The Future of AI Energy Consumption
Jun 01, 2023
(Preview) Windows and the AI Platform Shift, OpenAI Enters the App Store, Follow-Up on Sports Streaming and Cable Hindsight
May 25, 2023
ESPN as Cable’s Grim Reaper, How the Cable Bundle Crumbled, What Taylor Swift Can Teach Content Companies
May 22, 2023
(Preview) What Google Wants to Do with AI, The Tensions Inherent to AI Regulation, Can an Apple Headset Revive VR?
May 17, 2023
(Preview) Google’s Lesson for Hardware Dreamers, How Facebook and Apple Can Help Each Other, A Case for Touching Parchment
May 11, 2023
The Chip Ban Seven Months Later, China's Response, More on Intel and Tower Semiconductor
May 08, 2023
(Preview) Venture-Backed Businesses of the Past Decade, Why Streamers Want Sports Rights, The Suns Choose Reach over RSN Fees
May 04, 2023
What’s the Deal with Micropayments?, Costs and Benefits and Twitter Blue, More Thoughts on Microsoft-Activision
May 01, 2023
(Preview) The UK Blocks Microsoft-Activision, Globalized Companies and Local Regulations, Antitrust and Innovation
Apr 27, 2023
Netflix as a Sleeping Ad-Supported Giant, 'Max' and the Other Streamers, Whether Nvidia Shall Inherit the Earth
Apr 24, 2023
(Preview) Fair Use Follow-Up, LLMs in Litigation, Positives and Negatives for Zoom, The Ultimate Apple Mystery
Apr 20, 2023
Generative AI and Copyright, When AI Hits the Music Business, The Social Media that Comes After Twitter
Apr 17, 2023
Clown Car History Lessons, Both Sides of the Twitter-Substack Fight, Parenthood Tech Strategies
Apr 10, 2023
(Preview) A Twitter Temperature Check, Reactions to that AI Open Letter, The Technical Logistics of a TikTok Ban
Mar 30, 2023
Evaluating AI Risk and Entering an Era of Incredible Unknowns
Mar 27, 2023
Appropriate Fear of Microsoft, A Workplace Efficiency Counterpoint, Artifact and Substack in the Modern Era
Mar 20, 2023
(Preview) A Big Week for AI, Closed Source vs. Open Source Development, Meta in the "Year of Efficiency"
Mar 16, 2023
The SVB Collapse, How the Government Responded, and the Era in Tech that Ended This Weekend
Mar 13, 2023
(Preview) Xbox History and VR’s Future, The TikTok Ban, Much to Consider Before a Pivot from Big Tech
Mar 09, 2023
What the NBA Can Learn from Formula 1, Why ESPN May Need to Pivot Too, The EPL Outlier and Apple's MLS Experiment
Mar 06, 2023
The Google Culture Question, A Law of Large Companies, Twitter's Algorithm Plans, Apple's Attempt at Glucose Monitoring
Feb 27, 2023
(Preview) What Spotify Learned About Podcasting, The RSN Train Wheezing Along, Does ESPN Need the NBA?
Feb 23, 2023
A Viking Funeral for Sydney the Chatbot, Meta’s Verified Experiment, Algorithms and Liability as Section 230 Takes Center Stage
Feb 20, 2023
(Preview) The Bing to Sydney Epiphany, Search as an AI Red Herring, Moving to a Cabin in an Undisclosed Location
Feb 16, 2023
(Preview) Google vs. Bing Begins, Bear Cases for AI, Apple's Lost Hardware Opportunity, The Implications of the Bally Sports Bankruptcy
Feb 09, 2023
Meta Comes Roaring Back, What the Market Missed Last Fall, The Compromises that Define the Modern Internet
Feb 06, 2023
(Preview) Cloudflare in 2023, Macro Conditions and Microsoft, Questions and Answers on the Tech Layoffs, Diving Deeper (literally) on MVNOs
Feb 02, 2023
Solving Online Groceries, Explaining Those Cheap New Cell Phone Plans, Autonomous Deliveries, Tech vs. Humans in Content Development
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
Jan 26, 2023
Encouraging Netflix Earnings, Continuing Questions, and How the Model Might Evolve
Jan 23, 2023
A Beginner's Guide to ARM, Amazon and Buy with Prime, Apple in the 90s, Who Wants to Own WWE?
Jan 19, 2023
What's Going on at Amazon? and AI Language Barriers
Jan 16, 2023
GPT in 2023: A Marriage with Microsoft, The Bull and Bear Case for Google, Compute Questions and More
Jan 12, 2023
Sharp Tech Holiday Hoopla: Gift Recs and YouTube TV, Microchips and Remote Work, Could ChatGPT Run a Basketball Team?
Dec 22, 2022
Another Weekend with Musk: More Chaos, Fewer Options, and an Object Lesson in the Importance of Principles
Dec 19, 2022
The Past/Present/Future of Tech Antitrust Arguments and More on TSMC in Arizona
Dec 15, 2022
Making Advanced Microchips in Arizona and Imagining a Remote Work Future
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
Dec 08, 2022
A Beginner’s Guide to ChatGPT: How It Works, Why Tech Twitter is Euphoric, and What the Next Challenges Look Like
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
Dec 01, 2022
The Cult of Iger and the Future at Disney and ESPN
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
Nov 21, 2022
A Closer Look at Opendoor and Cloudflare and Responses to Your FTX Emails
Nov 17, 2022
Making Sense of the FTX Catastrophe and a Reality Check on Twitter Under Musk
Nov 14, 2022
A Beginner's Guide to Spotify and Emails on Antitrust and Algorithms
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
Nov 07, 2022
The First Week of New Twitter and Apple/Netflix/Taiwan Follow-Up
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
Oct 31, 2022
Google/Facebook/Snap Earnings and Another Dimension of Automation
Oct 27, 2022
Good News for Netflix Believers and the Latest TikTok Reporting
Oct 24, 2022
Mailbag: Chip Ban Follow Up, What About Tik Tok?, Validating AI Work Product, Coaches and GMs as CEOs
Oct 20, 2022
Questions, Concerns and Unknowns after the China Chip Ban
Oct 18, 2022
Mailbag: Metaverse Week Concludes, A Hater's Take on Virtual Reality, The Apple Question, Touring the Stratechery Travel Kit
Oct 14, 2022
New Metaverse Dreams and Old Metaverse Questions
Oct 11, 2022
Mailbag: Two Musk Questions, Streaming Follow Up, Ad-Supported Businesses, Interrogating Andrew on Tech
Oct 07, 2022
Cable Temperature Check and a Bundle Experiment
Oct 04, 2022
Mailbag: Apple Privacy Counterpoint, Covid and Content Moderation, Phoenix Suns Sale, Justice for Gamers
Sep 29, 2022
Nvidia Backlash and the China Conundrum
Sep 27, 2022
Mailbag: Adobe and Antitrust, Engagement Quality vs. Quantity, The Cult of Musk, Porcupine Lore
Sep 22, 2022
Introducing Sharp Tech
Sep 20, 2022
What AI Is Today and What It Might Be Tomorrow
Sep 13, 2022
Google-as-Government and Netflix vs. HBO Max
Aug 24, 2022
Apple's Privacy Power Play and TikTok Concerns
Aug 17, 2022
Meta’s Murky Future and the Transformed New York Times
Aug 11, 2022
CHIPS History and Pelosi’s Taiwan Visit
Aug 04, 2022