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(Preview) Spotify Spreads Its Wings, CapEx Explosions and Distinctions, Q&A on Viral AI Tweets, Anthropic, Giannis
Ben and Andrew react to a killer round of earnings for Spotify and Daniel Ek’s final earnings call, including thoughts on Spotify’s transformation of the music industry, how a record company oligopoly helped create the definitive tech bundl
(Preview) SaaSmageddon and the Future, Microsoft After a Market Correction, Anthropic’s Super Bowl Lies
Ben and Andrew react to a bloodbath for public Saas companies with thoughts on the future of software in the AI era, beginning with why companies choose to outsource solutions to Saas companies today, and why those moats may be more durable
(Preview) Meta’s Plans to Spend $135 Billion, The ‘AI Bubble’ Bubble?, Why Hyperscalers Should NOT Invest in TSMC
Unpacking the latest round of Meta earnings, including Wall Street’s about-face after last year’s CapEx squeamishness, whether Zuckerberg’s astronomical CapEx plans are more evidence he yearns to be more than an app maker, why Meta owes a t
(Preview) A Call to Action for TSMC’s AI Customers, Wall Street’s Netflix Anxiety, Q&A on Tech’s Cignetti, OpenAI, Starbucks
TSMC’s pricing power in the AI era, a brief history of TSMC’s culture and CapEx decisions, and ongoing capacity constraints that should be pushing tech companies to build up competitors. Then: Thoughts on Netflix after Ben’s interview with
(Preview) Apple And Its Lack of Vision, The Transformation of United Airlines, Q&A on Grok, Meta, and Streaming Economics
A call for Apple to finally be confident in its Vision Pro hardware, a brief history of broadcasting sports on TV, and yet another reminder that immersive live experiences should be the killer use case that brings users to the Vision Pro pl
(Preview) The Economy in the 22nd Century, Amoral Tech and Silicon Valley Micro-Culture, What Nvidia Is Getting From Groq
Andrew and Ben return from the holidays to discuss Ben’s Article AI and the Human Condition, and various responses to the preponderance of pessimistic forecasts for what AI will mean for the future, including thoughts on employment, sex, an
(Preview) An OpenAI Reminder, Netflix’s Expanding Appetite, Q&A on Remote Work, Taco Bell, and Data Centers in Space
Andrew and Ben begin with reactions to ChatGPT’s new image capabilities, a reminder of OpenAI’s strategic advantages vs. Google, Disney’s deal with Sora, and Gemini 3 Flash. From there: Netflix and its competition for attention, Netflix con
(Preview) Netflix Opportunities and Anxieties, Merger Hurdles to Come, Hollywood’s Endgame and What Comes Next
Andrew and Ben talk through Netflix’s proposed $72 billion deal to buy Warner Brothers, including the logic for Netflix, the frictionless nature of competition on the internet, and the threat that Netflix sees from YouTube. Then: David Zasl
(Preview) OpenAI Declares a ‘Code Red,’ Alan Dye Leaves Apple for Meta, Questions on Tranium 3, Substack, and F1
Thoughts on OpenAI as Sam Altman declares a “Code Red” in response to Gemini 3, including real concerns about ChatGPT’s market position, why the missed ads opportunity is becoming more acute, and ominous Google history. From there: Context
(Preview) How Tech is Transforming the Suburbs, Q&A on Gemini, LLM Use Cases, Working With Your In-Laws, UAPs, and More
The ways tech has improved suburban life, why urbanism may have peaked, and the first and second order effects of Tesla's full self-driving technology. Then: A Thanksgiving mailbag! Topics include: A note from the Gemini team, a correction
(Preview) Google Starts Dancing, The Winners and Losers of Gemini Week, OpenAI Has an Advertising Problem
Ben and Andrew begin with Gemini 3, what to make of its terrific benchmark results, and why TPUs provide Google a sustainable cost advantage in AI. From there: Google’s opportunity in the enterprise space, Apple’s white label deal, and ques
(Preview) How Apple Changed the Cellular Economy, What SpaceX Wants to Do With Spectrum, Airlines and Carriers, Yann LeCun Departs Meta
Andrew and Ben analyze SpaceX's nearly $20 billion in purchases by first touching on cell carrier history and the power dynamics that iPhones upended 20 years ago. Then: Understanding the SpaceX business and Musk's approach to strategy, wha
(Preview) OpenAI Wants Help from the Government, Apple Taps Google for AI, Q&A on Bubbles, Amazon Groceries, and YouTube TV
Ben and Andrew begin with reactions to the OpenAI CFO discussing a federal "backstop" for prospective financing, as well as Sam Altman's recent comments about OpenAI's spending. Then: An emailer objects to the discussion of Bubble benefits,
(Preview) The Hidden Benefits of Bubble Economics, Microsoft and OpenAI Make a Deal, Notes on Taylor Sheridan, Sora, and Nexperia
Discussing Ben's interview with Substrate CEO James Proud, including the "insane" challenge he's undertaken as Substrate attempts to compete with TSMC and ASML, and the ways in which a bubbly environment benefits innovation by incentivizing
(Preview) Understanding the AWS Outage, Resiliency Realities and Innovation Urgency, F1 Heads to Apple TV
Celebrating the return of the NBA with reactions to Inside the NBA on ESPN before turning to an extended explanation of the technology underlying the AWS outage this week and the history of US-East-1 in Northern Virginia. Then: Grappling wi
(Preview) How America Lost Rare Earths, Netflix Partners with Spotify and Bill Simmons, What Comes Next in the Robotaxi Wars
Andrew and Ben begin by examining the various structural forces and business decisions that led the U.S. and the West to cede rare earth mining and refining to China, including reduced friction at the expense of resilience n a variety of ar
(Preview) OpenAI Astride the World, Infrastructure Buildouts and Boundless Ambitions, More on Sora and Creation
Thoughts on OpenAI after a month of infrastructure and partnership announcements, including the differences between OpenAI and a Mag7 company, Ben’s interview with Sam Altman this week, Apps in ChatGPT, and drawing on Windows, Apple, and We
(Preview) Sora 2 and an AI Video Boom, Meta’s Vibes One Week Later, Questions on TikTok, Solar Power, and the iPhone Air
Andrew and Ben begin with reactions to OpenAI's Sora 2, a new Sora app, and more thoughts on last week’s ‘Vibes’ release from MetaAI. Topics include: Parallels between Sora 2 and the GPT 3.5 release in 2022, responding to a sample of disgus
Emergency Pod: Instant Reactions to MetaAI Vibes
Ninety minutes after they wrapped a conversation about YouTube, Google and the future of AI video, Ben and Andrew reconvene to make Ben eat his words about Meta's inability to ship and react to Vibes — a new feed in the Meta AI app for shor
(Preview) Video's Ongoing Victory Over Text, Google and YouTube's Abundance of Opportunity, Six Questions About an AI Bubble
On today's show Andrew and Ben begin with a 60-second iPhone review before turning to YouTube and Google's abundance of AI opportunities. Then: Six questions about the AI bubble, including reactions to Nvidia's investment in OpenAI, Oracle'
(Preview) Meta Doubles Down on Smart Glasses, Nvidia Partners with Intel, Notes on the Hidden YouTube Colossus
Andrew and Ben react to the Meta Ray-Ban Display and the progress of the Meta Neural Band, including keynote FOMO, debating the value of handwriting words in the air, the strategic logic of shipping these products now, an incredible price p
(Preview) New iPhones and an Absence of Awe, How Oracle Wins in the AI Era, Questions on MidJourney, Meta, and Armageddon
Thoughts on Apple's new generation of iPhones—which are genuinely exciting—and why the underwhelmed reaction from fans and analysts reflects choices that Apple made a long time ago and a new direction that lowers the ceiling on any release.
(Preview) Google and Apple Avert Disaster, More on Kpop Demon Hunters and Hollywood, Mail on Microsoft, Adobe and ASML
Talking through Google’s big win in court this week, including the confounding opinion from Judge Amit Mehta, a strategy that paid off for Google, anti-monopolists and the Chrome crusade, and the hidden cost of Apple’s Google money. From th
Why Nvidia Wants to Sell Chips to China, Answering Intel Objections, KPop Demon Hunters Conquers the World
Unpacking the latest round of Nvidia earnings and the questions that loom over the company's future in China. Then: Answering a few of the most common objections to the US government's plans for Intel, and why the current path may be the le
Facebook is Dead; Long Live Meta, Does OpenAI Need to Log Off?, Questions on Bubbles, Blackberry, and Bell Labs
Ben and Andrew discuss a monster earnings report for Meta, the mechanics of how they got there, and the newfound trust the company enjoys from investors. Then: Reactions to GPT-5 and subsequent updates from OpenAI, the strategic logic of th
(Preview) AI and the Winner’s Curse, Google’s Genie 3 Breakthrough, Questions on Intel, Fertility Rates, and Banning Advertising
Andrew and Ben discuss Ben’s article on Apple and AWS in the AI era, including a call for Apple to make an acquisition, a bit of AWS history, AWS as the new Azure, and the challenge of making changes amidst continued success. Then: Thoughts
Intel and the US Semi Future, Will Any Big Tech Incumbents Lose in an AI World?, Questions on Tea, Grok, and The Ringer
Intel's future in leading edge manufacturing looks more uncertain, while prospects for the US semiconductor supply chain are beginning to look more promising. Then: Google's earnings inspire a question about Big Tech in AI, who will win the
(Preview) The Post-AI Internet Realities, How Future Creators Can Succeed, Mail on Startups, F1 Rights, and Alternative Rock
The pay-per-crawl model for compensating content creators on the Internet, what sorts of content might win if that market actually materializes, and the grim outlook for today's digital publishers. From there: Thoughts on the cost structure
Windsurf Madness, Big Tech Wins as the Silicon Valley Ecosystem Erodes, Cloudflare Wants to Fix the Internet Economy
A week of news surrounding Windsurf and Google (and now Cognition), why the Silicon Valley ecosystem as we've known it appears to be coming to an end, and why the hiring and acquisiton conventions emerging now are a clear win for big tech.
(Preview) Apple Searches for an AI Partner, A Second Fair Use Ruling and Reckoning with Reality, The F1 Movie and Related Matters
The considerations for Apple and its potential partners as the company considers external help with its project to supercharge Siri, a word about risks for Google and Microsoft in the AI era, and thoughts on a second ruling regarding the sc
