- wöchentlichErscheinungsrhythmus
- 26 mintypische Länge
- vor 3 Tagenletzte Folge
A podcast about understanding how tech works and the way it is changing the world. Hosted by Andrew Sharp with Ben Thompson.
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Anthropic Opens the Kimono, Bubble Questions and Frontier Costs, Q&A on Meta, Starlink, Brewers
Ben and Andrew begin with a salute to the world champion Milwaukee Brewers before turning to Anthropic’s S-1 as the company prepares for its public offering in November. Topics: Anthropic’s impressive margins, questions about the second hal
Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything
Ben and Andrew begin with notes on the future of the podcast before turning to a raft of ominous Netflix shows and a question: what can Netflix fix, and what growth problems are more intractable? From there: A note on Elon’s investment in S
(Preview) Apple Enters the Uncanny Valley, The SpaceX Play for Cellular, Q&A on The Ringer, Smartphones, AI Parenting
Ben and Andrew begin with reactions to Apple’s HomeView, including backlash to one of the company’s worst commercials ever, why the product category should exist, and whether Apple is the right company to execute in this space. From there:
(Preview) Two Paths for Apple and Its Users, More on Amazon and Advertising, OpenAI and 722 Mathematical Manuscripts
Andrew and Ben begin with reflections on Ben’s changing relationship with the Mac and two markets that may ultimately be impossible to serve with one product and operating system. Then: Why Apple’s plans for your living room make sense, rea
(Preview) All About Agents: Dots Arrive, Google and Apple Questions, Muse Follow-Ups, Super Intelligence, and the Mandate of Heaven
Ben and Andrew begin with a note on VIM and reactions to a confusing product launch from OpenAI at Dev Day earlier this week. Then: Will personal agents be a winner-take-all market? What can Apple and Google do in the consumer agent space?
(Preview) Three Weeks of Meta Momentum, The Ultimate Muse Upside, A King Kong vs. Godzilla Aggregator War
Ben and Andrew begin with the Meta Connect keynote and a simple question: is this the first time since 2021 that Meta has been cool? From there, new VR glasses, the Muse Charm, a basketball analogy for Meta Connect in 2026, and the infrastr
(Preview) Doom Debates Go Mainstream, AI Religion and the Economic Future, Several Vectors of the China Question
On today’s Ben and Andrew begin with Andrew’s article on AI alarmism, the primacy of the effective altruists in AI risk conversations, and why these discussions are exhausting without more evidence, even as AI risk becomes the biggest story
(Preview) Astra (and AGI?) Arrives, Meta’s Muse and the Agent Opportunity, Anthropic and the Revival of (P)Doom Angst
Andrew and Ben begin with Ben’s article on Tuesday on the transformative value of LLMs writing things down. Topics include: How assistants have helped Ben solve his blindspots, the omnicompetent assistants that are now available to everyone
(Preview) Fable 5.1 and Anthropic’s Data Retention Pivot, AI Civilizations and Related Matters, Q&A on Meta, Shopify, 3-D Printing
On today’s show Ben and Andrew begin with notes on a home networking project before turning to the release of Fable 5.1, including Anthropic’s announcement that it has walked back the data retention safety initiative the company announced e
(Preview) Meta’s New Restrictions for Teens, Nvidia’s Open Source Investments, Q&A on Netflix, Druckenmiller, Parameters and Performance
On today’s show Ben and Andrew begin with initial reactions to Meta’s settlement with 29 states, including behavioral remedies that will impose restrictions on teens using Facebook and Instagram. From there: Reactions to a report that Nvidi
(Preview) The App Store in the Shadow of AI, Offensive and Defensive Cybersecurity, Q&A on Financial Planning, AI Writing, American Sports
On today’s show Andrew and Ben begin with reflections on big Apple news that feels relatively small alongside a world of growth and dramatic questions across technology in the AI era. Then: They turn to the news that OpenAI is pausing its I
(Preview) Nvidia’s Answer to Capital Constraints, Google’s Attrition and Direction, Q&A on AI Writing, Vision Pro, Vibe Coding
Ben and Andrew begin with Nvidia’s announcements of a new funding model for AI infrastructure, including the differences and similarities with railroad expansion 150 years ago, why LLMs were a gift and curse to Nvidia’s business, the pressu
(Preview) Microsoft’s Plan for Platform Survival, Meta and the Market’s Permission, A Lack of Situational Awareness
On today’s show Ben and Andrew begin with Microsoft, Meta and Google in the wake of their latest earnings reports. First: Microsoft’s push to be the middle layer for enterprise AI, threats to the company’s competitive position in the long r
(Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum
On today’s show Ben and Andrew begin with takeaways from OpenAI’s sandboxing snafu, including a reminder that the big bad wolf is real, OpenAI’s failures, and the timing challenge with warnings from AI labs. From there: Talking through Ben’
(Preview) The Continuing Adventures of OpenAI, Apple’s Trade Secrets Lawsuit, Q&A on Mainframes, Meta, Daylight Savings Time
On today’s show Ben and Andrew begin with a raft of OpenAI news, including reactions to the first reports of what OpenAI’s first hardware product will be, the logic of OpenAI’s hardware business generally, the Codex push in the mac app, and
(Preview) Meta and Its Messaging Problem, The XBOX Reset, Q&A on Token Costs, American Soccer, Starlink in Nature
On today’s show Andrew and Ben begin with a look at the state of Meta. Topics include: Mark Zuckerberg’s sins of commission vs. omission as a messenger, Meta’s AI opportunity, directionally correct investments, the problems with Meta as a c
(Preview) A Summer Break Mailbag: Memory Mania, Vibe Coding, Mafia PR, Caffeine Intake, Garages, and How to Fix Soccer
Ben and Andrew begin with an extended look at the market for memory chips, including market history, the supply crunch driving up today’s valuations, the myopia from SK Hynix, Samsung and Micron, new entrants from China, and why the timing
(Preview) The Anthropic Saga Continues, Fox and the Future of Streaming, Q&A on ChatGPT, Agentic Shopping, Autonomous Driving
On today’s show Ben and Andrew begin with a hydration break take as the World Cup continues before turning to the latest on Anthropic’s export control saga, what the Trump administration may not understand about AI cybersecurity, and what A
(Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple
Ben and Andrew begin by talking through five questions on WWDC in 2026, including thoughts on Apple’s answer to the critics, whether Apple is or is not thinking different, decoding the Google partnership and Craig Federighi’s corporate spea
(Preview) SpaceX Hype and the Elon Bargain, Nvidia and the Neoclouds, Q&A on Dropbox, Google, Ferrari Luce Backlash
Ben and Andrew begin with a look at SpaceX before its June IPO. Topics include: Why the S-1 math that doesn’t quite pencil out for now, the madness of analyzing Musk companies generally, the company’s ultimate upside, and why the IPO is wor
(Preview) Inference in the Agentic Future, xAI Is Two Companies in One, Q&A on Elon’s Lawsuit, Intel, Apple
Ben and Andrew discuss the future of computing and its implications for the chip market, including what Cerebras is doing that’s different, why speed may no longer be a top priority for inference, good news for China’s AI ecosystem, the fut
(Preview) AWS History and Trainium’s AI Future, OpenAI Makes a Deal With Microsoft, Meta and the Future of Wearable Devices
Ben and Andrew react to Amazon’s impressive earnings in AI with a cliffs notes history on AWS cloud computing strategy, how Amazon is returning to that playbook in AI, and why the Trainium bets look more reasonable than ever. From there: Un
(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon
Ben and Andrew begin with six emails on AI, including a question about the future of AI consumer demand, Gemini’s quiet few months, whether compute constraints should lead to price hikes, and divergent approaches to AGI at Anthropic and Ope
(Preview) Mythos and Project Glasswing, The Year of Anthropic Continues Apace, Q&A on the NYT, Altman, De-globalization
Ben and Andrew begin with reactions to Anthropic’s Mythos announcement and Project Glasswing, including thoughts on the security risks, the business benefits of keeping this model private, lessons on the “Boy Who Cried Wolf,” and renewed fo
(Preview) Five Questions on Apple at 50 Years Old, The Axios Hack and AI Security, Q&A on Starlink, AI IPOs, AirPods
Ben and Andrew begin with Q&A on Apple after 50 years, including thoughts on Steve Jobs weaknesses, putting iTunes on Windows, the best Apple ads, Chinese manufacturing counterfactuals, and tech company Mount Rushmore. From there: Thoughts
(Preview) A Spring Break Mailbag: RIP Sora, Ads and Surplus, F1 Going in Reverse, Elon Inc., Smartphone Parenting, and More
Ben and Andrew interrupt Stratechery’s spring vacation with a mailbag. First, they discuss the end of Sora, the difference between Sora and Instagram, and where the OpenAI/Microsoft parallels break down. Then: A great take on advertising, C
(Preview) OpenAI’s Enterprise Pivot, The Rise of Agents and Bubble Counterpoints, Nvidia Changes Its Inference Story
Ben and Andrew begin with the news that OpenAI is shifting away from “side quests” and allocating resources to the enterprise space, including Dropbox history to explain OpenAI’s present, lessons in the enterprise space generally (and what
(Preview) Nerding Out with the Neo, Claude and the Integration Question, The End of Coding Language History
Ben and Andrew begin with the MacBook Neo, including Ben’s memory needs, Apple’s clever move to repurpose old iPhone chips, and the market for a $599 laptop. From there: A question about VisionOS, Andrew’s notes after six weeks of Vision Pr
(Preview) The Anthropic Mess Continues, Frontier AI and the Uncertain Future of Law, Q&A on Netflix, Dating Apps, F1
Ben and Andrew react to a week of Anthropic discussion, including Dario Amodei’s leaked memo to employees, why a compromise is still possible, and answering a variety of questions in response to Ben’s article this week. At the end: A terrib
(Preview) The Roots of a Global Memory Shortage, Thick, Thin and Apple, Shopify is Fine, Actually
Ben and Andrew discuss the global memory shortage and answer a listener’s question: how did this happen? Topics include: What memory chips have in common with logic chips, why Intel left the memory market in the 1980s, how the international
