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A Big Ruling on LLM Training and Midsummer Mail on NBA Salaries in Tech, Starting from Scratch in 2025, and More
On today's show Andrew and Ben begin by breaking down a favorable ruling for Anthropic in a case concerning copyrighted material, the fair use doctrine, and LLM training. Then: A midsummer mailbag with questions on huge salaries for big nam
(Preview) Justice for Software Engineers, The Various Futures of Vibe Coding, Questions at xAI and Progress for Tesla
On today's show Ben and Andrew answer questions about the future of engineering jobs, the definition of vibe coding, Meta's AI upside, ChatGPT-led fashion shows, xAI as a third-tier streamer, and bitter lessons as autonomous driving becomes
(Preview) Meta Continues Its AI Spending Spree, More Fun with OpenAI and Microsoft, ‘Apple in China’ and Related Matters
Ben and Andrew react to reports that in addition to adding Scale AI CEO Alexandr Wang, Meta’s now in advanced talks to hire prominent AI investors and frequent Stratechery guests, Nat Friedman and Daniel Gross, for an offer that could excee
(Preview) The Futures for Cursor and Perplexity, Multi Modality Dreams and Apple Possibilities, Normies Contemplate an AI Future
As the dust settles after keynote season, Ben and Andrew answer mailbag questions and talk through the future prospects for Cursor and Perplexity, multi-modality possibilities for AI devices, Apple's advantages if they deepen their partners
Apple’s WWDC Retreat, Liquid Glass and One Question, Meta Puts $14.8 Billion Toward an AI Reset
A variety of announcements at WWDC, and why Apple’s lack of jaw-dropping news or boundary pushing plans was the most sensible approach available this year. Then: Questions about Meta’s AI execution, as the company reportedly invests $14.8 b
(Preview) Nike’s Lessons on the Internet, Why Nike on Amazon Makes Sense, Meta and Anduril and Silicon Valley History
What’s gone wrong for Nike and why a deal with Amazon is likely the best way forward, the history of the U.S. military and Silicon Valley, and rationale for both sides of the Meta-Anduril partnership. At the end: Some corrections on Ukraine
(Preview) Operation Spider's Web and Global Trade, More on io and Devices of the Future, The Allure of Sports on Streaming
Reactions to Sunday’s shocking reports out of Russia and why the virtues of a shipping container may become more complicated in years to come. Then: questions on foldable phones, the io upside, and the future of apps, and NASCAR goes to str
(Preview) The End of the Ad-Supported Internet, Imagining What Comes Next, A Human-AI Agent PSA
Discussing Ben's Article on the future of the agentic web, including the virtues of the ad-supported internet we've enjoyed for the last three decades, why that model is becoming less viable as the years pass, and the potential for new solu
OpenAI Enters the Hardware Business, The Challenges and Opportunities for Jony Ive, Takeaways from Google I/O 2025
Ben and Andrew react to the news that OpenAI is acquiring Jony Ive's hardware startup for $6.5 billion worth of stock, including questions about the form factor of future AI devices, challenges inherent to manufacturing hardware in 2025, th
(Preview) The U.S. Partners with the Middle East in AI, Why OpenAI Is Acquiring Windsurf, Google’s Side of the Platform Wars
The implications of last week’s announcements on AI investments from Saudi Arabia and the UAE (and the repeal of the AI Diffusion rules), Ben’s thoughts on OpenAI’s acquisition of Windsurf, and questions about Android and VRBO vs. Airbnb. T
(Preview) Airbnb and Its Varied Ambitions, The High Agency Golden Era, HBO Max and the End of an Error
Reactions to a revamped app and the expanded ambitions of Airbnb, an excellent email about practical considerations for leaders if AI accelerates a bifurcation of society, and thoughts on HBO's rebrand and ESPN's new streaming app. To email
Apple and the Power of Platforms, AI Comes for Google Search, ChatGPT Comes for Higher Education
Talking Platform Power and 15 years of App Store arguments, with topics including Ben's memories from Microsoft, the difference between regulating platforms and aggregators, and the case for intervening in the App Store today. Then: Eddy Cu
(Preview) What’s Next for Apple and the App Store, The Risks of Continuing This Fight, More on Meta and Its AI Vision
Ben's Daily Update on Friday and Apple's argument appealing the order in Epic v. Apple, the risks facing Apple as they've continued to fight these battles the past several years, and questions for the future as the present gets increasingly
(Preview) Meta and Its Many Plans in AI, Apple Gets Hammered in Court, The Costs of Waiting to Do the Right Thing
A 360 degree look at Meta's AI efforts after Ben's sitdown with Mark Zuckerberg and Meta's launch of a standalone AI app. Then: Reactions to Wednesday's holding that Apple violated a court order and may be criminally liable for its behavior
(Preview) All About AI Companions: Personalization Upsides, Dystopian Downsides, AI Therapy, Advertising Tension, and Lots More
After last week's conversation about AI for companionship, Ben and Andrew answer emails about the future of personalized LLM answers, speculative costs and benefits, the tension between building trust and building a product with 3 billion c
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
Talking through Ben's article on Apple and the Ghosts of Companies Past, including Apple's religious commitment to privacy, untapped platform potential in AI, parallels to Intel, and why Tim Cook is probably the wrong CEO to undertake the c
(Preview) What Memory Can Do for ChatGPT, OpenAI's Future and Google's Circles Past, What College Football Can Teach Us About Tech
Talking through the implications of memory capabilities for ChatGPT, the future of AI companionship, OpenAI's platform ambitions, and why Google Circles never found a market. At the end: College football, tech, and a bit of Bell Labs histor
Three Eras of Facebook (and the Internet), The Problems with FTC v. Meta, The Realities of Perfect Competition
Tracing the history of Facebook to understand the challenges for the government in this month's FTC v. Meta trial, and thoughts on the nature of competition on the Internet and its impact on the economy at large. To email the show: email@sh
(Preview) Apple Gets a Temporary Reprieve, The End of Internet 2.0, An Incomplete Tech Blog Post Canon
Andrew and Ben discuss another weekend of pivots, updates and clarifications to the Trump trade policies, the big picture shifts and fundamental questions underlying these policies, a question about Spotify, and Stevie's platform rant inspi
American Disruption, Tech’s Manufacturing History in Asia, The Power of Demand in an Uncertain Future
Ben and Andrew return to discuss Liberation Day whiplash, Apple’s history in China and tech’s history in Asia, and the various challenges inherent to the efforts to rejuvenate America’s industrial capacity. At the end: Ben recaps a visit to
(Preview) xAI Buys X, The Bitter Lesson for Everyone, Everywhere, Google’s Only Hope in AI
Thoughts on both X and xAI in the wake of Friday’s announcement from Elon Musk, Chat GPT’s image capabilities and whether AI-adjacent SaaS companies will ever have a moat, and emailers offer counterpoints on Sam Altman’s ads answer and the
(Preview) The Delights of Images in GPT, The Future of Graphic Design, Signal and Multiple Dimensions of Security
Reactions to OpenAI's "Images in GPT," and thoughts on the Trump administration's Signal debacle, including a few points Ben neglected to emphasize earlier this week. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube
(Preview) Why Google Wants Wiz for $32 Billion, Xbox One and Bygone Streaming Hardware Dreams, Immortality and Daylight Saving Time
A look at the logic of Google's plans to purchase an Israeli cybersecurity firm for $32 billion, more tension between Apple, Google and the EU, and an email about Xbox One and Microsoft's checkered history of consumer tech ambitions. At the
(Preview) Deep Research and OpenAI's Business Model, A Counterpoint on White Collar Concerns, The Future of Cognition and Companionship
After Ben's interview with OpenAI CEO Sam Altman, Andrew and Ben hold an impromptu symposium on AI and its implications, featuring questions from listeners. Topics include: The long-term UX for Deep Research, OpenAI's allergy to an ads-base
(Preview) Should Apple Buy Perplexity?, What Apple Could Learn from IBM, Vision Pro and Its Vaporware
To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube (https://www.youtube.com/@SharpTechPodcast) @Stratechery Channel — YouTube (https://www.youtube.com/@Stratechery) Metallica on Vision Pro, Non-Immersive Immersive Vid
Apple History and Apple Psychology, How Apple Should Capitalize On Its AI Potential, Why It Probably Won't
Revisiting Apple's nadir in the 1990s, along with internal friction that boiled over after Steve Jobs' passing, and explaining why Apple execs should—but probably won't—respond to the Apple Intelligence embarrassment by empowering third-par
(Preview) The Murky Future for the NBA, A Variety of Notes on Apple and AI, In Defense of Tech That Removes Friction
A question about the future of the NBA as the league sees record revenues and declining ratings, several emails about Apple's continued adventures in AI, and follow-ups to last week's episode on Formula 1, Amazon, chatbots as the AI UI, and
(Preview) YouTube Shall Inherit the Earth, NBC’s Peacock Strategy Then and Now, The Grim Future for Cable Networks
Surveying the streaming landscape in 2025, including YouTube’s opportunity to solve problems for millions of frustrated entertainment consumers, Peacock’s murky future, HBO and the Max mess, and lots more. To email the show: email@sharptech
(Preview) Amazon Introduces an AI-Powered Alexa, Is OpenAI the New BlackBerry?, The Social Costs of Removing Friction
Andrew and Ben react to Amazon's announcement for an AI-powered Alexa that has been "100 percent re-architected," and then answer mailbag questions about OpenAI's long-term future, LLM confidence, LLMs and the future of the English language
AI Promises and Chip Precariousness, Policy Recommendations and a Changing World, Concerns and Counterpoints
A discussion of Ben's Stratechery article AI Promises and Chip Precariousness, including basic geography and evolving geopolitical considerations informing today's Taiwan tensions, the recent history of US policy surrounding chips, consider
