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Andrew Sharp and Ben Thompson

A podcast about understanding how tech works and the way it is changing the world. Hosted by Andrew Sharp with Ben Thompson.

Sharp Tech with Ben Thompson

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 than skeptics think. Then: Why SaaS skepticism remains fair, including an analogy to the newspapers in the ’90s, the absence of anti-fragility, a variety of headwinds that will impact pricing power, start-ups with superior cost structures, and looming consolidation and layoff questions. At the end: The biggest SaaS company of them all and what Microsoft’s roadmap should look like, a response to data center skepticism, supply and demand for hyperscalers, why Ben hated the Anthropic Super Bowl ads, should AI hallucinations be good case law?, and a Vision Pro announcement.

(Preview) SaaSmageddon and the Future, Microsoft After a Market Correction, Anthropic’s Super Bowl Lies

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 thank you to Apple, Apple and Meta in the AI era, and a word about Instagram messages. Then: Are we in an “AI is a Bubble” bubble? Thoughts on mass adoption among software makers, demand that looks insatiable, product managers vs. engineers, and the era of perfect competition among employees. From there: Why hyperscalers should not solve the CapEx problem by co-investing in TSMC, why Ben sympathizes with TSMC, and a note on Samsung. At the end: Andrew shares his experience with Bucks-Lakers in the Vision Pro and reviews Ben’s takes.

(Preview) Meta’s Plans to Spend $135 Billion, The ‘AI Bubble’ Bubble?, Why Hyperscalers Should NOT Invest in TSMC

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 co-CEO Greg Peters, including Wall Street’s concerns despite enormous success, whether and how the Warner Brothers acquisition could be a counter to YouTube, and the difference between Netflix content and user generated YouTube content. At the end: Questions about the Curt Cignetti of tech, a victory lap on OpenAI, advertising in chatbots, advertising as a force for good, and Andrew’s Starbucks habit.

(Preview) A Call to Action for TSMC’s AI Customers, Wall Street’s Netflix Anxiety, Q&A on Tech’s Cignetti, OpenAI, Starbucks

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 platform. Then: Q&A on the AVP, a question on the Siri and Gemini partnership, and thoughts Ben’s interview with United Airlines CEO Scott Kirby and on how tech spearheaded the company’s revival. At the end: Questions on Meta Compute and the end of Aggregation Theory, Grok and its offensive bikini problems, and follow-ups on Baumol’s Cost Disease, humans wanting humans, streaming economics, and venting about the Green Bay Packers.

(Preview) Apple And Its Lack of Vision, The Transformation of United Airlines, Q&A on Grok, Meta, and Streaming Economics

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, and the problem with trying to regulate human nature. Then: An email about OpenAI spawns discussion of cultural assumptions, market incentives vs. social incentives, and tech as an amoral force. At the end: Unpacking the logic of Nvidia’s deal with Groq, a regulator’s own-goal, questions on streaming TV vs. music, sperm racing, and advice for a listener debating whether to embrace suburban living.

(Preview) The Economy in the 22nd Century, Amoral Tech and Silicon Valley Micro-Culture, What Nvidia Is Getting From Groq

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 continues its foray into podcasting, and a question about movie theaters highlights costs that Netflix will have to internalize going forward. Then: Extended thoughts on SpaceX and the possibility of data centers in space, while a listener does some field reporting on AWS usage. At the end: Strategies for a successful remote work life, Tesla and Rivian’s aversion to CarPlay, the new United app and developer trade-offs, oenophile preferences, Taco Bell, Christmas traditions, and an attack on Andrew for hypocrisy.

(Preview) An OpenAI Reminder, Netflix’s Expanding Appetite, Q&A on Remote Work, Taco Bell, and Data Centers in Space

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 Zaslav’s windfall, and an argument about the regulatory questions that may scuttle this deal. At the end: The better business model between YouTube and Netflix, an emailer wonders why everyone is mourning the end of a Hollywood business that can’t succeed in the modern marketplace, groupchats and the college experience, and a word about Flighty.

(Preview) Netflix Opportunities and Anxieties, Merger Hurdles to Come, Hollywood’s Endgame and What Comes Next

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 on Alan Dye’s departure from Apple, Meta’s emphasis on a new design language, and the Meta fundamentals regardless of AR/VR and its AI efforts. At the end: Amazon’s tranium chips and its AI efforts, Substack and the challenge of customer acquisition, defending tech at Thanksgiving dinner, and various F1 takes before this weekend’s finale in Abu Dhabi.

(Preview) OpenAI Declares a ‘Code Red,’ Alan Dye Leaves Apple for Meta, Questions on Tranium 3, Substack, and F1

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 on Llama 4, a hater’s question on the utility of ChatGPT group chats, Ben and Andrew share their daily use cases for AI and Ben shares his prompt, while an emailer wonders about a boss using Copilot to send holiday gifts. From there: A subject matter expert debates whether to train his AI replacement, a listener seeks advice about working for his father-in-law, a question about balancing work and young children, Unidentified Anomalous Phenomena, robot vacuums, Ben's ancestry, and a word about the Giannis era.

(Preview) How Tech is Transforming the Suburbs, Q&A on Gemini, LLM Use Cases, Working With Your In-Laws, UAPs, and More

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 questions about both OpenAI’s future growth and challenges that loom if ChatGPT can’t incorporate advertising. At the end: Thoughts on what Gemini means for Nvidia, Anthropic’s market in AI, why Amazon and OpenAI are losers of the Anthropic-Nvidia-Microsoft announcement, and a correction regarding Charter cellular coverage.

(Preview) Google Starts Dancing, The Winners and Losers of Gemini Week, OpenAI Has an Advertising Problem

A programming note regarding the next few weeks of the podcast, a long email from a Stratechery reader about the risks of AI, and extended thoughts on the various risks and unknowns that define the AI conversation in the present moment.

Evaluating AI Risk and Entering an Era of Incredible Unknowns

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