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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

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, what Starlink is trying to do with satellite internet on airlines, a power play with cell carriers that appears to have failed earlier this year, and now, a Plan B that may involve an acquisition and a bid to partner with Apple. At the end: Why Yann LeCun leaving Meta is the right outcome for both sides, a question about big companies and innovation spawns regulation cautionary tales and a cigar anecdote, and wondering about the impact of big tech on AI's future.

(Preview) How Apple Changed the Cellular Economy, What SpaceX Wants to Do With Spectrum, Airlines and Carriers, Yann LeCun Departs Meta

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, and questions about Meta's AI spending and a looming the AI backlash as hiring contracts and electricity prices rise. From there: Unpacking the announcement that Apple will use Gemini to power Siri, and two follow-ups to last week's discussion of "Too Big to Fail" in tech. At the end: Thoughts on Amazon's grocery ambitions, Walmart's continued success, the YouTube TV-ESPN dispute, and a listener's mental model of Ticketmaster.

(Preview) OpenAI Wants Help from the Government, Apple Taps Google for AI, Q&A on Bubbles, Amazon Groceries, and YouTube TV

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 exactly that sort of moonshot. From there: Ben's thoughts on the "Too Big to Fail" era in tech that may be averted, reactions to the latest humanoid robot, and thoughts on both sides of the OpenAI-MIcrosoft announcement earlier this week. At the end: Taylor Sheridan leaves Paramount for greener pastures, Sharp Text and lessons from Grantland, a temperature check on Sora one month later, lessons from the Nexperia mess in Europe, a question about Magic: The Gathering, and a few corrections to last week's show.

(Preview) The Hidden Benefits of Bubble Economics, Microsoft and OpenAI Make a Deal, Notes on Taylor Sheridan, Sora, and Nexperia

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 with the trade-offs inherent to investing in resiliency to preserve the status quo, the risks that preservation comes at the expense of innovation, and Twitter as an object lesson. At the end: Questions on F1's deal with Apple, an F1 hater checks in, a sales pitch for YouTubeTV, and Ben chooses his favorite karaoke songs and explains how he learned Chinese.

(Preview) Understanding the AWS Outage, Resiliency Realities and Innovation Urgency, F1 Heads to Apple TV

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 areas, predatory pricing that pays extra dividends in the commodities business, and why Ben is keeping an eye on the Middle East in the months to come. From there: Reactions to the news that Spotify and Netflix are partnering and pulling podcasts off of YouTube, with thoughts on the limits of that strategy and the difference between YouTube's cut of creator ad revenue and Apple's developer fees. At the end: Uber, Tesla, and Waymo and the shape of the future autonomous vehicle marketplace, Ben's thoughts on Tesla's Full Self-Driving, OpenAI's corporate structure, and ChatGPT embraces AI erotica.

(Preview) How America Lost Rare Earths, Netflix Partners with Spotify and Bill Simmons, What Comes Next in the Robotaxi Wars

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 WeChat to better understand the company’s strategy. At the end: Questions on Sora, the 90-9-1 law, and OpenAI’s approach to copyright, as well as some brief reactions to China's move to escalate curbs on rare earth exports.

(Preview) OpenAI Astride the World, Infrastructure Buildouts and Boundless Ambitions, More on Sora and Creation

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 disgusted MetaAI 'Vibes' reactions, why OpenAI is investing in short form video, why the threat to Meta is clearer than ever, and fair questions about Mark Zuckerberg's leadership after the last several years. At the end: TikTok’s business prospects and security concerns, solar power possibilities for AI infrastructure, Ben's shocking embrace of the iPhone Air, and a Sharp Tech x Oreo crossover.

(Preview) Sora 2 and an AI Video Boom, Meta’s Vibes One Week Later, Questions on TikTok, Solar Power, and the iPhone Air

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 short-form, AI-generated videos.

Emergency Pod: Instant Reactions to MetaAI Vibes

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's financing vs. cloud incumbents, Microsoft's spending strategy, the looming power crisis, and more. At the end: A salute to the bubble prince, more on Meta's smart glasses, and "presage" confirmation.

(Preview) Video's Ongoing Victory Over Text, Google and YouTube's Abundance of Opportunity, Six Questions About an AI Bubble

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 point, and lots more. From there: A look at the Intel-Nvidia partnership that was announced Thursday morning, and Ben's thoughts on YouTube after a visit to New York City for an afternoon with creators and YouTube CEO Neal Mohan. At the end: Positive buzz on liquid glass, the dangers of CFOs as CEOs, innovations from incumbent companies, Ben's repatriation takeaways, life advice for moving, and the five CEOs who have contributed most to the Stratechery bundle.

(Preview) The Hidden Benefits of Bubble Economics, Microsoft and OpenAI Make a Deal, Notes on Taylor Sheridan, Sora, and Nexperia

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