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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 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 OpenAI. From there: An extended answer to a question about AI messaging in the face of widespread skepticism, an Einstein AI thought experiment, and extended thoughts on Amazon’s acquisition of Globalstar, Apple’s role, and what Amazon wants from LEO satellites. At the end: Emails on Allbirds and pivots, the ZIRP/NBA cap spike analogy for displaced engineering talent, Evan Spiegel’s advice for Meta, and two notes on the news business.

(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 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 focus on Anthropic’s relationship with the U.S. government. From there: Anthropic’s new deal with Broadcom and Google, a year of stunning Anthropic success that began in 2024, the threats that Anthropic poses to Microsoft, and where AI can and can’t help with taxes. At the end: How the New York Times is adapting to the future, understanding Sam Altman’s history at OpenAI, and a question on the implications of de-globalization.

(Preview) Mythos and Project Glasswing, The Year of Anthropic Continues Apace, Q&A on the NYT, Altman, De-globalization

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 on Apple’s AI bet and the downside risk, the signs that Cupertino sees AI as a disruptive technology, and extended thoughts on the Axios hack and why why AI will make security issue worse in the short-term, but may be the solution in the long run. At the end: Delta chooses Amazon Leo over Starlink, two questions on Anthropic and OpenAI IPOs, why headhunters won’t be disrupted by AI, streaming sports abroad, and new fronts emerge in the AirPods battle.

(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 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, ChatGPT engagement farming, Formula 1’s new era, the NFL’s world takeover, and how NBC solved tape delay at the Olympics. At the end: A question about Vision Pro and wives, whether elementary schoolers should have smart phones, Elon’s continued adventures with xAI, a Netflix dating show, LLM-aided dogfooding etymology, and Ben’s (admittedly boring) Taipei routine.

(Preview) A Spring Break Mailbag: RIP Sora, Ads and Surplus, F1 Going in Reverse, Elon Inc., Smartphone Parenting, and More

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 you learn in business school), and OpenAI taking cues from 1980s Microsoft. From there: Talking through Ben’s article on Monday, including the implications of agents and questions about integration as durable differentiation for Anthropic and OpenAI. At the end: Nvidia’s new messaging on inference chips and Groq integration, and a word about winters (and whiners) in Wisconsin.

(Preview) OpenAI’s Enterprise Pivot, The Rise of Agents and Bubble Counterpoints, Nvidia Changes Its Inference Story

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 Pro joy, and an extended discussion of Claude’s differentiation, harnessing, Microsoft’s AI strategy, and the future of integration and AI. At the end: A question on the end of coding language, what went wrong at the Washington Post, and being right points on AI group chats.

(Preview) Nerding Out with the Neo, Claude and the Integration Question, The End of Coding Language History

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 terrible AI law for young parents, surveying the implications for Netflix after Paramount wins the Warner Brothers bidding, a dispatch from dating app hell, a question about feeds on chatbots, should Google be the model for ChatGPT ads?, and thoughts on the business of F1 and the new season.

(Preview) The Anthropic Mess Continues, Frontier AI and the Uncertain Future of Law, Q&A on Netflix, Dating Apps, F1

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 shipping market explains today’s shortage, how major players will address the problem going forward, possibly with some help from the Chinese. From there: A look at the “thin” future of AI computing as memory and performance takes precedent, AI computing that will still be done on device, and Apple’s AI strategy. At the end: Responses to Shopify concerns in the AI era, a question about the future of brands as AI finishes what digital advertising started, Shopify preferencing its own AI tools, and a looming test of Apple’s commitment to the Vision Pro.

(Preview) The Roots of a Global Memory Shortage, Thick, Thin and Apple, Shopify is Fine, Actually

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 bundle, and why Spotify’s personalization requires an addendum to aggregation theory. From there: The difference between AI spending at Google and Amazon, why the AI buildout should be funded by debt, un-optimized tech companies, and the logic and risks of Amazon’s AI future. At the end: Reactions to a viral essay on AI job loss, a note about the Princeton Law Review, an ad man strikes back after Ben’s Anthropic criticism, and thoughts on Giannis’ investment in Kalshi.

(Preview) Spotify Spreads Its Wings, CapEx Explosions and Distinctions, Q&A on Viral AI Tweets, Anthropic, Giannis

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) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

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