(Preview) Mailbag: Building Toward Self-Driving Computers, Capitalism and Its Trade-Offs, The Reels-ification of 'X'Andrew Sharp and Ben Thompson0
(Preview) Anduril and the Lattice Partner Program, A New Direction for Defense Tech, OpenAI Introduces ChatGPT ProAndrew Sharp and Ben Thompson0
(Preview) Google’s Willow Chip, Drones as a Platform and Anduril Follow-Up, Building Inside and Outside Silicon ValleyAndrew Sharp and Ben Thompson0
Holiday Mailbag: The Next Intel, Google’s AI Revival, Modern Sportswriting, TSMC Mugs, Tutoring Takes, and Lots MoreAndrew Sharp and Ben Thompson0
(Preview) What AI Could Mean for Aggregation Theory, o3 and Moore’s Law, More Questions Than Answers as Tech Enters 2025Andrew Sharp and Ben Thompson0
(Preview) Meta’s Moderation Changes, Tech’s Evolving Political Calculus, The Importance and Difficulty of Maintaining Principles on the InternetAndrew Sharp and Ben Thompson0
AI’s Uneven Arrival, TikTok’s Potential Departure, Xiaohongshu and the Delights of Cultural ExchangeAndrew Sharp and Ben Thompson0
(Preview) A Long Weekend for TikTok, Preparing for Trump and an Era of Upheaval, LeBron James as an iPhoneAndrew Sharp and Ben Thompson0
(Preview) The End of OpenAI and Microsoft, Risks and Rationale of the Stargate Project, DeepSeek-R1 and Bitter Lessons for the FutureAndrew Sharp and Ben Thompson0
(Preview) 72 Hours of DeepSeek Hysteria, What DeepSeek Means for Big Tech, Lessons on the Efficacy of Chip ControlsAndrew Sharp and Ben Thompson0
The End of DeepSeek Week: Moneyball for AI, The Future of Compute Demand, Geopolitical Reality Checks, and MoreAndrew Sharp and Ben Thompson0
(Preview) Apple Abandons Its Smart Glasses, Google as the Yellow Pages, LLMs and the Overton WindowAndrew Sharp and Ben Thompson0
(Preview) Experimenting With OpenAI’s Deep Research, Another ChatGPT Moment, Won’t Someone Think of the Entry-Level Employees?Andrew Sharp and Ben Thompson0
(Preview) Xi Jinping and China's Tech Companies, The Long-Run Implications of the Chip Ban, and a Pessimistic Outlook for TaiwanAndrew Sharp and Ben Thompson0
(Preview) Apple’s Answer to the UK, Encryption History and Privacy’s Future, Waiting for Drone Delivery in the U.S.Andrew Sharp and Ben Thompson0
AI Promises and Chip Precariousness, Policy Recommendations and a Changing World, Concerns and CounterpointsAndrew Sharp and Ben Thompson0
(Preview) Amazon Introduces an AI-Powered Alexa, Is OpenAI the New BlackBerry?, The Social Costs of Removing FrictionAndrew Sharp and Ben Thompson0
(Preview) YouTube Shall Inherit the Earth, NBC’s Peacock Strategy Then and Now, The Grim Future for Cable NetworksAndrew Sharp and Ben Thompson0
(Preview) The Murky Future for the NBA, A Variety of Notes on Apple and AI, In Defense of Tech That Removes FrictionAndrew Sharp and Ben Thompson0
Apple History and Apple Psychology, How Apple Should Capitalize On Its AI Potential, Why It Probably Won'tAndrew Sharp and Ben Thompson0
(Preview) Should Apple Buy Perplexity?, What Apple Could Learn from IBM, Vision Pro and Its VaporwareAndrew Sharp and Ben Thompson0
(Preview) Deep Research and OpenAI's Business Model, A Counterpoint on White Collar Concerns, The Future of Cognition and CompanionshipAndrew Sharp and Ben Thompson0
(Preview) Why Google Wants Wiz for $32 Billion, Xbox One and Bygone Streaming Hardware Dreams, Immortality and Daylight Saving TimeAndrew Sharp and Ben Thompson0
(Preview) The Delights of Images in GPT, The Future of Graphic Design, Signal and Multiple Dimensions of SecurityAndrew Sharp and Ben Thompson0
(Preview) xAI Buys X, The Bitter Lesson for Everyone, Everywhere, Google’s Only Hope in AIAndrew Sharp and Ben Thompson0
American Disruption, Tech’s Manufacturing History in Asia, The Power of Demand in an Uncertain FutureAndrew Sharp and Ben Thompson0
(Preview) Apple Gets a Temporary Reprieve, The End of Internet 2.0, An Incomplete Tech Blog Post CanonAndrew Sharp and Ben Thompson0
Three Eras of Facebook (and the Internet), The Problems with FTC v. Meta, The Realities of Perfect CompetitionAndrew Sharp and Ben Thompson0
(Preview) What Memory Can Do for ChatGPT, OpenAI's Future and Google's Circles Past, What College Football Can Teach Us About TechAndrew Sharp and Ben Thompson0
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook QuestionAndrew Sharp and Ben Thompson0
(Preview) All About AI Companions: Personalization Upsides, Dystopian Downsides, AI Therapy, Advertising Tension, and Lots MoreAndrew Sharp and Ben Thompson0
(Preview) Meta and Its Many Plans in AI, Apple Gets Hammered in Court, The Costs of Waiting to Do the Right ThingAndrew Sharp and Ben Thompson0
(Preview) What’s Next for Apple and the App Store, The Risks of Continuing This Fight, More on Meta and Its AI VisionAndrew Sharp and Ben Thompson0
Apple and the Power of Platforms, AI Comes for Google Search, ChatGPT Comes for Higher EducationAndrew Sharp and Ben Thompson0
(Preview) Airbnb and Its Varied Ambitions, The High Agency Golden Era, HBO Max and the End of an ErrorAndrew Sharp and Ben Thompson0
(Preview) The U.S. Partners with the Middle East in AI, Why OpenAI Is Acquiring Windsurf, Google’s Side of the Platform WarsAndrew Sharp and Ben Thompson0
OpenAI Enters the Hardware Business, The Challenges and Opportunities for Jony Ive, Takeaways from Google I/O 2025Andrew Sharp and Ben Thompson0
(Preview) The End of the Ad-Supported Internet, Imagining What Comes Next, A Human-AI Agent PSAAndrew Sharp and Ben Thompson0
(Preview) Operation Spider's Web and Global Trade, More on io and Devices of the Future, The Allure of Sports on StreamingAndrew Sharp and Ben Thompson0
(Preview) Nike’s Lessons on the Internet, Why Nike on Amazon Makes Sense, Meta and Anduril and Silicon Valley HistoryAndrew Sharp and Ben Thompson0
Apple’s WWDC Retreat, Liquid Glass and One Question, Meta Puts $14.8 Billion Toward an AI ResetAndrew Sharp and Ben Thompson0
(Preview) The Futures for Cursor and Perplexity, Multi Modality Dreams and Apple Possibilities, Normies Contemplate an AI FutureAndrew Sharp and Ben Thompson0
(Preview) Meta Continues Its AI Spending Spree, More Fun with OpenAI and Microsoft, ‘Apple in China’ and Related MattersAndrew Sharp and Ben Thompson0
(Preview) Justice for Software Engineers, The Various Futures of Vibe Coding, Questions at xAI and Progress for TeslaAndrew Sharp and Ben Thompson0
A Big Ruling on LLM Training and Midsummer Mail on NBA Salaries in Tech, Starting from Scratch in 2025, and MoreAndrew Sharp and Ben Thompson0
(Preview) Apple Searches for an AI Partner, A Second Fair Use Ruling and Reckoning with Reality, The F1 Movie and Related MattersAndrew Sharp and Ben Thompson0
Windsurf Madness, Big Tech Wins as the Silicon Valley Ecosystem Erodes, Cloudflare Wants to Fix the Internet EconomyAndrew Sharp and Ben Thompson0
(Preview) The Post-AI Internet Realities, How Future Creators Can Succeed, Mail on Startups, F1 Rights, and Alternative RockAndrew Sharp and Ben Thompson0
Intel and the US Semi Future, Will Any Big Tech Incumbents Lose in an AI World?, Questions on Tea, Grok, and The RingerAndrew Sharp and Ben Thompson0
(Preview) AI and the Winner’s Curse, Google’s Genie 3 Breakthrough, Questions on Intel, Fertility Rates, and Banning AdvertisingAndrew Sharp and Ben Thompson0
Facebook is Dead; Long Live Meta, Does OpenAI Need to Log Off?, Questions on Bubbles, Blackberry, and Bell LabsAndrew Sharp and Ben Thompson0
Why Nvidia Wants to Sell Chips to China, Answering Intel Objections, KPop Demon Hunters Conquers the WorldAndrew Sharp and Ben Thompson0
(Preview) Google and Apple Avert Disaster, More on Kpop Demon Hunters and Hollywood, Mail on Microsoft, Adobe and ASMLAndrew Sharp and Ben Thompson0
(Preview) New iPhones and an Absence of Awe, How Oracle Wins in the AI Era, Questions on MidJourney, Meta, and ArmageddonAndrew Sharp and Ben Thompson0
(Preview) Meta Doubles Down on Smart Glasses, Nvidia Partners with Intel, Notes on the Hidden YouTube ColossusAndrew Sharp and Ben Thompson0
(Preview) Video's Ongoing Victory Over Text, Google and YouTube's Abundance of Opportunity, Six Questions About an AI BubbleAndrew Sharp and Ben Thompson0
(Preview) Sora 2 and an AI Video Boom, Meta’s Vibes One Week Later, Questions on TikTok, Solar Power, and the iPhone AirAndrew Sharp and Ben Thompson0
(Preview) OpenAI Astride the World, Infrastructure Buildouts and Boundless Ambitions, More on Sora and CreationAndrew Sharp and Ben Thompson0
(Preview) How America Lost Rare Earths, Netflix Partners with Spotify and Bill Simmons, What Comes Next in the Robotaxi WarsAndrew Sharp and Ben Thompson0
(Preview) Understanding the AWS Outage, Resiliency Realities and Innovation Urgency, F1 Heads to Apple TVAndrew Sharp and Ben Thompson0
(Preview) The Hidden Benefits of Bubble Economics, Microsoft and OpenAI Make a Deal, Notes on Taylor Sheridan, Sora, and NexperiaAndrew Sharp and Ben Thompson0
(Preview) OpenAI Wants Help from the Government, Apple Taps Google for AI, Q&A on Bubbles, Amazon Groceries, and YouTube TVAndrew Sharp and Ben Thompson0
(Preview) How Apple Changed the Cellular Economy, What SpaceX Wants to Do With Spectrum, Airlines and Carriers, Yann LeCun Departs MetaAndrew Sharp and Ben Thompson0
(Preview) Google Starts Dancing, The Winners and Losers of Gemini Week, OpenAI Has an Advertising ProblemAndrew Sharp and Ben Thompson0
(Preview) How Tech is Transforming the Suburbs, Q&A on Gemini, LLM Use Cases, Working With Your In-Laws, UAPs, and MoreAndrew Sharp and Ben Thompson0
(Preview) OpenAI Declares a ‘Code Red,’ Alan Dye Leaves Apple for Meta, Questions on Tranium 3, Substack, and F1Andrew Sharp and Ben Thompson0
(Preview) Netflix Opportunities and Anxieties, Merger Hurdles to Come, Hollywood’s Endgame and What Comes NextAndrew Sharp and Ben Thompson0
(Preview) An OpenAI Reminder, Netflix’s Expanding Appetite, Q&A on Remote Work, Taco Bell, and Data Centers in SpaceAndrew Sharp and Ben Thompson0
(Preview) The Economy in the 22nd Century, Amoral Tech and Silicon Valley Micro-Culture, What Nvidia Is Getting From GroqAndrew Sharp and Ben Thompson0
(Preview) Apple And Its Lack of Vision, The Transformation of United Airlines, Q&A on Grok, Meta, and Streaming EconomicsAndrew Sharp and Ben Thompson0
(Preview) A Call to Action for TSMC’s AI Customers, Wall Street’s Netflix Anxiety, Q&A on Tech’s Cignetti, OpenAI, StarbucksAndrew Sharp and Ben Thompson0
(Preview) Meta’s Plans to Spend $135 Billion, The ‘AI Bubble’ Bubble?, Why Hyperscalers Should NOT Invest in TSMCAndrew Sharp and Ben Thompson0
(Preview) SaaSmageddon and the Future, Microsoft After a Market Correction, Anthropic’s Super Bowl LiesAndrew Sharp and Ben Thompson0
(Preview) Spotify Spreads Its Wings, CapEx Explosions and Distinctions, Q&A on Viral AI Tweets, Anthropic, GiannisAndrew Sharp and Ben Thompson0
(Preview) The Roots of a Global Memory Shortage, Thick, Thin and Apple, Shopify is Fine, ActuallyAndrew Sharp and Ben Thompson0
(Preview) The Anthropic Mess Continues, Frontier AI and the Uncertain Future of Law, Q&A on Netflix, Dating Apps, F1Andrew Sharp and Ben Thompson0
Mailbag: Adobe and Antitrust, Engagement Quality vs. Quantity, The Cult of Musk, Porcupine LoreAndrew Sharp and Ben Thompson0
Mailbag: Apple Privacy Counterpoint, Covid and Content Moderation, Phoenix Suns Sale, Justice for GamersAndrew Sharp and Ben Thompson0
Mailbag: Two Musk Questions, Streaming Follow Up, Ad-Supported Businesses, Interrogating Andrew on TechAndrew Sharp and Ben Thompson0
Mailbag: Metaverse Week Concludes, A Hater's Take on Virtual Reality, The Apple Question, Touring the Stratechery Travel KitAndrew Sharp and Ben Thompson0
Mailbag: Chip Ban Follow Up, What About Tik Tok?, Validating AI Work Product, Coaches and GMs as CEOsAndrew Sharp and Ben Thompson0
Mailbag: How to Read an Earnings Report, TikTok's ATT Challenges, The Net Impact of Social Media, Lessons of a Young Tech EmployeeAndrew Sharp and Ben Thompson0
Mailbag: Down the 230 Rabbit Hole, A Third Door Moderation Approach, Twitter Follow-Up, Andrew Responds to the Nicest Angry Emails EverAndrew Sharp and Ben Thompson0
Making Sense of the FTX Catastrophe and a Reality Check on Twitter Under MuskAndrew Sharp and Ben Thompson0
A Closer Look at Opendoor and Cloudflare and Responses to Your FTX EmailsAndrew Sharp and Ben Thompson0
Mailbag: A Premature Twitter Eulogy, Netflix in Theaters, Buy or Sell: Strategy Consultants, The Six People You Meet in a Group ChatAndrew Sharp and Ben Thompson0
Apple's Exposure in a Musk War, Alexa: Find 10 Billion Dollars, YouTube’s Rev Share Model, The Next Great Tech MovieAndrew Sharp and Ben Thompson0
A Beginner’s Guide to ChatGPT: How It Works, Why Tech Twitter is Euphoric, and What the Next Challenges Look LikeAndrew Sharp and Ben Thompson0
When AI Moves Faster than Products, Microsoft's Evil Genius, Australian Rules for America's Ad Market, Questions on YouTube/Twitter/SpotifyAndrew Sharp and Ben Thompson0
Making Advanced Microchips in Arizona and Imagining a Remote Work FutureAndrew Sharp and Ben Thompson0
The Past/Present/Future of Tech Antitrust Arguments and More on TSMC in ArizonaAndrew Sharp and Ben Thompson0
Another Weekend with Musk: More Chaos, Fewer Options, and an Object Lesson in the Importance of PrinciplesAndrew Sharp and Ben Thompson0
Sharp Tech Holiday Hoopla: Gift Recs and YouTube TV, Microchips and Remote Work, Could ChatGPT Run a Basketball Team?Andrew Sharp and Ben Thompson0
GPT in 2023: A Marriage with Microsoft, The Bull and Bear Case for Google, Compute Questions and MoreAndrew Sharp and Ben Thompson0
A Beginner's Guide to ARM, Amazon and Buy with Prime, Apple in the 90s, Who Wants to Own WWE?Andrew Sharp and Ben Thompson0
Encouraging Netflix Earnings, Continuing Questions, and How the Model Might EvolveAndrew Sharp and Ben Thompson0
(Preview) How Google Conquered Ads, What the DOJ Wants to Do About It, Follow-Ups on Free Netflix, Checking in with PelotonAndrew Sharp and Ben Thompson0
Solving Online Groceries, Explaining Those Cheap New Cell Phone Plans, Autonomous Deliveries, Tech vs. Humans in Content DevelopmentAndrew Sharp and Ben Thompson0
(Preview) Cloudflare in 2023, Macro Conditions and Microsoft, Questions and Answers on the Tech Layoffs, Diving Deeper (literally) on MVNOsAndrew Sharp and Ben Thompson0
Meta Comes Roaring Back, What the Market Missed Last Fall, The Compromises that Define the Modern InternetAndrew Sharp and Ben Thompson0
(Preview) Google vs. Bing Begins, Bear Cases for AI, Apple's Lost Hardware Opportunity, The Implications of the Bally Sports BankruptcyAndrew Sharp and Ben Thompson0
(Preview) The Bing to Sydney Epiphany, Search as an AI Red Herring, Moving to a Cabin in an Undisclosed LocationAndrew Sharp and Ben Thompson0
A Viking Funeral for Sydney the Chatbot, Meta’s Verified Experiment, Algorithms and Liability as Section 230 Takes Center StageAndrew Sharp and Ben Thompson0
(Preview) What Spotify Learned About Podcasting, The RSN Train Wheezing Along, Does ESPN Need the NBA?Andrew Sharp and Ben Thompson0
The Google Culture Question, A Law of Large Companies, Twitter's Algorithm Plans, Apple's Attempt at Glucose MonitoringAndrew Sharp and Ben Thompson0
What the NBA Can Learn from Formula 1, Why ESPN May Need to Pivot Too, The EPL Outlier and Apple's MLS ExperimentAndrew Sharp and Ben Thompson0
(Preview) Xbox History and VR’s Future, The TikTok Ban, Much to Consider Before a Pivot from Big TechAndrew Sharp and Ben Thompson0
The SVB Collapse, How the Government Responded, and the Era in Tech that Ended This WeekendAndrew Sharp and Ben Thompson0
(Preview) A Big Week for AI, Closed Source vs. Open Source Development, Meta in the "Year of Efficiency"Andrew Sharp and Ben Thompson0
Appropriate Fear of Microsoft, A Workplace Efficiency Counterpoint, Artifact and Substack in the Modern EraAndrew Sharp and Ben Thompson0
(Preview) A Twitter Temperature Check, Reactions to that AI Open Letter, The Technical Logistics of a TikTok BanAndrew Sharp and Ben Thompson0
Clown Car History Lessons, Both Sides of the Twitter-Substack Fight, Parenthood Tech StrategiesAndrew Sharp and Ben Thompson0
Generative AI and Copyright, When AI Hits the Music Business, The Social Media that Comes After TwitterAndrew Sharp and Ben Thompson0
(Preview) Fair Use Follow-Up, LLMs in Litigation, Positives and Negatives for Zoom, The Ultimate Apple MysteryAndrew Sharp and Ben Thompson0
Netflix as a Sleeping Ad-Supported Giant, 'Max' and the Other Streamers, Whether Nvidia Shall Inherit the EarthAndrew Sharp and Ben Thompson0
(Preview) The UK Blocks Microsoft-Activision, Globalized Companies and Local Regulations, Antitrust and InnovationAndrew Sharp and Ben Thompson0
What’s the Deal with Micropayments?, Costs and Benefits and Twitter Blue, More Thoughts on Microsoft-ActivisionAndrew Sharp and Ben Thompson0
(Preview) Venture-Backed Businesses of the Past Decade, Why Streamers Want Sports Rights, The Suns Choose Reach over RSN FeesAndrew Sharp and Ben Thompson0
The Chip Ban Seven Months Later, China's Response, More on Intel and Tower SemiconductorAndrew Sharp and Ben Thompson0
(Preview) Google’s Lesson for Hardware Dreamers, How Facebook and Apple Can Help Each Other, A Case for Touching ParchmentAndrew Sharp and Ben Thompson0
(Preview) What Google Wants to Do with AI, The Tensions Inherent to AI Regulation, Can an Apple Headset Revive VR?Andrew Sharp and Ben Thompson0
ESPN as Cable’s Grim Reaper, How the Cable Bundle Crumbled, What Taylor Swift Can Teach Content CompaniesAndrew Sharp and Ben Thompson0
(Preview) Windows and the AI Platform Shift, OpenAI Enters the App Store, Follow-Up on Sports Streaming and Cable HindsightAndrew Sharp and Ben Thompson0
(Preview) An Impromptu Nvidia Symposium, A Brief History of Solaris and Sun Microsystems, The Future of AI Energy ConsumptionAndrew Sharp and Ben Thompson0
A Few Questions Before Apple Embraces Virtual Reality, Meta Tries to Crash Headset Week, Nvidia and the OmniverseAndrew Sharp and Ben Thompson0
(Preview) Vision Pro at First Sight: How It Works, Why It Costs $3,500, and What It Might Mean for the Future of ComputingAndrew Sharp and Ben Thompson0
An All Things Apple Mailbag: AI and the Vision Pro, Gaming Ambivalence, Immersive Memories, VR Sports RightsAndrew Sharp and Ben Thompson0
(Preview) Reddit as a Business, APIs and Interest Rates and Angry Moderators, The Athletic Rethinks Its Coverage ApproachAndrew Sharp and Ben Thompson0
Spotify’s Royal Mess, Ford and GM Partner with Tesla, HBO Weighs Selling Content to NetflixAndrew Sharp and Ben Thompson0
(Preview) The Case for Supersonic Travel, End of June Mail on TSMC/Google/Reddit, Touching Grass in MadisonAndrew Sharp and Ben Thompson0
The Threads Episode: How We Got Here, Meta Obstacles and Advantages, Everyone Hates Twitter (And Uses It Every Day)Andrew Sharp and Ben Thompson0
(Preview) Microsoft Wins Its Activision Case, What's Next for the Merger and the FTC, Follow-Up Questions on Threads and TwitterAndrew Sharp and Ben Thompson0