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Episode | Date |
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(Preview) Microsoft’s Snafu and Apple’s Shenanigans, Car Companies with SaaS Envy, The Logic Behind Delta's SkyMiles Move
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Sep 21, 2023 |
An Endgame for YouTube TV, Big Disney Decisions (And Whether Bob Iger Should Make Them), The Era Beyond Peak TV
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Sep 19, 2023 |
(Preview) Is the iPhone Still Interesting?, Unity’s New Model for Mobile Developers, YouTube Highlights and Taylor Swift’s New Movie
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Sep 14, 2023 |
Charter Wins and Does Disney a Favor, Charter and the Broadband Market, SMIC Gets the US Government’s Attention
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Sep 12, 2023 |
Disney vs. Charter and a New ESPN Reality, The Future of the Cable Business, Risks for the NBA and Other Sports
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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
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Aug 31, 2023 |
Your Regularly Scheduled Nvidia Hysteria, Nvidia and the Metaverse, Questions on Sony and Adyen
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Aug 29, 2023 |
China Turmoil and America’s Hidden Superpower, Bing vs. Google Six Months Later, Studios Disrupted Themselves to Invent Broadcast TV
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Aug 22, 2023 |
(Preview) The Path to an ESPN Streaming Network, Disney Follow-Up and Fox Success, Two Perspectives on Google Photos
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Aug 17, 2023 |
The Business of Taylor Swift, 'Eras' and Social Media, The Two Big Obstacles Preventing an Apple and Disney Merger
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Aug 14, 2023 |
Meta’s EU Plans and Microsoft’s AI Pricing, The Barbell Effect Hits College Football, Photo Sharing in Parenthood
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Aug 08, 2023 |
(Preview) The Week of LK-99 Intrigue, China and Trailing Edges Chips, Intel Goes to Washington
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Aug 03, 2023 |
Facebook Bowed to White House Pressure, The US Department of Technology, Fusion and Starlink and Swiftie Spotify
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Jul 31, 2023 |
(Preview) Why Netflix Will Keep Raising Prices, The Spotify Model in Hollywood, Twitter’s Inexplicable Rebrand and WeChat Dreams
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Jul 25, 2023 |
(Preview) Meta Takes Llama Open Source, Why Llama Might Be More Important than OpenAI, ChatGPT Hits a Plateau
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Jul 20, 2023 |
Tech and Two Strikes in Hollywood, Harsh Streaming Realities and a Big Residuals Mess, Iger’s Challenges at Disney
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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
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Jul 13, 2023 |
The Threads Episode: How We Got Here, Meta Obstacles and Advantages, Everyone Hates Twitter (And Uses It Every Day)
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Jul 10, 2023 |
(Preview) The Case for Supersonic Travel, End of June Mail on TSMC/Google/Reddit, Touching Grass in Madison
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Jun 26, 2023 |
Spotify’s Royal Mess, Ford and GM Partner with Tesla, HBO Weighs Selling Content to Netflix
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Jun 22, 2023 |
(Preview) Reddit as a Business, APIs and Interest Rates and Angry Moderators, The Athletic Rethinks Its Coverage Approach
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Jun 15, 2023 |
An All Things Apple Mailbag: AI and the Vision Pro, Gaming Ambivalence, Immersive Memories, VR Sports Rights
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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
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Jun 07, 2023 |
A Few Questions Before Apple Embraces Virtual Reality, Meta Tries to Crash Headset Week, Nvidia and the Omniverse
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Jun 04, 2023 |
(Preview) An Impromptu Nvidia Symposium, A Brief History of Solaris and Sun Microsystems, The Future of AI Energy Consumption
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Jun 01, 2023 |
(Preview) Windows and the AI Platform Shift, OpenAI Enters the App Store, Follow-Up on Sports Streaming and Cable Hindsight
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May 25, 2023 |
ESPN as Cable’s Grim Reaper, How the Cable Bundle Crumbled, What Taylor Swift Can Teach Content Companies
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May 22, 2023 |
(Preview) What Google Wants to Do with AI, The Tensions Inherent to AI Regulation, Can an Apple Headset Revive VR?
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May 17, 2023 |
(Preview) Google’s Lesson for Hardware Dreamers, How Facebook and Apple Can Help Each Other, A Case for Touching Parchment
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May 11, 2023 |
The Chip Ban Seven Months Later, China's Response, More on Intel and Tower Semiconductor
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May 08, 2023 |
(Preview) Venture-Backed Businesses of the Past Decade, Why Streamers Want Sports Rights, The Suns Choose Reach over RSN Fees
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May 04, 2023 |
What’s the Deal with Micropayments?, Costs and Benefits and Twitter Blue, More Thoughts on Microsoft-Activision
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May 01, 2023 |
(Preview) The UK Blocks Microsoft-Activision, Globalized Companies and Local Regulations, Antitrust and Innovation
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Apr 27, 2023 |
Netflix as a Sleeping Ad-Supported Giant, 'Max' and the Other Streamers, Whether Nvidia Shall Inherit the Earth
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Apr 24, 2023 |
(Preview) Fair Use Follow-Up, LLMs in Litigation, Positives and Negatives for Zoom, The Ultimate Apple Mystery
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Apr 20, 2023 |
Generative AI and Copyright, When AI Hits the Music Business, The Social Media that Comes After Twitter
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Apr 17, 2023 |
Clown Car History Lessons, Both Sides of the Twitter-Substack Fight, Parenthood Tech Strategies
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Apr 10, 2023 |
(Preview) A Twitter Temperature Check, Reactions to that AI Open Letter, The Technical Logistics of a TikTok Ban
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Mar 30, 2023 |
Evaluating AI Risk and Entering an Era of Incredible Unknowns
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Mar 27, 2023 |
Appropriate Fear of Microsoft, A Workplace Efficiency Counterpoint, Artifact and Substack in the Modern Era
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Mar 20, 2023 |
(Preview) A Big Week for AI, Closed Source vs. Open Source Development, Meta in the "Year of Efficiency"
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Mar 16, 2023 |
The SVB Collapse, How the Government Responded, and the Era in Tech that Ended This Weekend
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Mar 13, 2023 |
(Preview) Xbox History and VR’s Future, The TikTok Ban, Much to Consider Before a Pivot from Big Tech
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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
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Mar 06, 2023 |
The Google Culture Question, A Law of Large Companies, Twitter's Algorithm Plans, Apple's Attempt at Glucose Monitoring
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Feb 27, 2023 |
(Preview) What Spotify Learned About Podcasting, The RSN Train Wheezing Along, Does ESPN Need the NBA?
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Feb 23, 2023 |
A Viking Funeral for Sydney the Chatbot, Meta’s Verified Experiment, Algorithms and Liability as Section 230 Takes Center Stage
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Feb 20, 2023 |
(Preview) The Bing to Sydney Epiphany, Search as an AI Red Herring, Moving to a Cabin in an Undisclosed Location
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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
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Feb 06, 2023 |
(Preview) Cloudflare in 2023, Macro Conditions and Microsoft, Questions and Answers on the Tech Layoffs, Diving Deeper (literally) on MVNOs
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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
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Jan 26, 2023 |
Encouraging Netflix Earnings, Continuing Questions, and How the Model Might Evolve
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Jan 23, 2023 |
A Beginner's Guide to ARM, Amazon and Buy with Prime, Apple in the 90s, Who Wants to Own WWE?
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Jan 19, 2023 |
What's Going on at Amazon? and AI Language Barriers
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Jan 16, 2023 |
GPT in 2023: A Marriage with Microsoft, The Bull and Bear Case for Google, Compute Questions and More
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Jan 12, 2023 |
Sharp Tech Holiday Hoopla: Gift Recs and YouTube TV, Microchips and Remote Work, Could ChatGPT Run a Basketball Team?
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Dec 22, 2022 |
Another Weekend with Musk: More Chaos, Fewer Options, and an Object Lesson in the Importance of Principles
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Dec 19, 2022 |
The Past/Present/Future of Tech Antitrust Arguments and More on TSMC in Arizona
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Dec 15, 2022 |
Making Advanced Microchips in Arizona and Imagining a Remote Work Future
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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
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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
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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
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Nov 21, 2022 |
A Closer Look at Opendoor and Cloudflare and Responses to Your FTX Emails
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Nov 17, 2022 |
Making Sense of the FTX Catastrophe and a Reality Check on Twitter Under Musk
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Nov 14, 2022 |
A Beginner's Guide to Spotify and Emails on Antitrust and Algorithms
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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
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Nov 07, 2022 |
The First Week of New Twitter and Apple/Netflix/Taiwan Follow-Up
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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
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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
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Sep 20, 2022 |
What AI Is Today and What It Might Be Tomorrow
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Sep 13, 2022 |
Google-as-Government and Netflix vs. HBO Max
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Aug 24, 2022 |
Apple's Privacy Power Play and TikTok Concerns
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Aug 17, 2022 |
Meta’s Murky Future and the Transformed New York Times
|
Aug 11, 2022 |
CHIPS History and Pelosi’s Taiwan Visit
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Aug 04, 2022 |