(Preview) Mailbag: Building Toward Self-Driving Computers, Capitalism and Its Trade-Offs, The Reels-ification of 'X'Andrew Sharp and Ben Thompson
(Preview) Anduril and the Lattice Partner Program, A New Direction for Defense Tech, OpenAI Introduces ChatGPT ProAndrew Sharp and Ben Thompson
(Preview) Google’s Willow Chip, Drones as a Platform and Anduril Follow-Up, Building Inside and Outside Silicon ValleyAndrew Sharp and Ben Thompson
Holiday Mailbag: The Next Intel, Google’s AI Revival, Modern Sportswriting, TSMC Mugs, Tutoring Takes, and Lots MoreAndrew Sharp and Ben Thompson
(Preview) What AI Could Mean for Aggregation Theory, o3 and Moore’s Law, More Questions Than Answers as Tech Enters 2025Andrew Sharp and Ben Thompson
(Preview) Meta’s Moderation Changes, Tech’s Evolving Political Calculus, The Importance and Difficulty of Maintaining Principles on the InternetAndrew Sharp and Ben Thompson
AI’s Uneven Arrival, TikTok’s Potential Departure, Xiaohongshu and the Delights of Cultural ExchangeAndrew Sharp and Ben Thompson
(Preview) A Long Weekend for TikTok, Preparing for Trump and an Era of Upheaval, LeBron James as an iPhoneAndrew Sharp and Ben Thompson
(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 Thompson
(Preview) 72 Hours of DeepSeek Hysteria, What DeepSeek Means for Big Tech, Lessons on the Efficacy of Chip ControlsAndrew Sharp and Ben Thompson
The End of DeepSeek Week: Moneyball for AI, The Future of Compute Demand, Geopolitical Reality Checks, and MoreAndrew Sharp and Ben Thompson
(Preview) Apple Abandons Its Smart Glasses, Google as the Yellow Pages, LLMs and the Overton WindowAndrew Sharp and Ben Thompson
(Preview) Experimenting With OpenAI’s Deep Research, Another ChatGPT Moment, Won’t Someone Think of the Entry-Level Employees?Andrew Sharp and Ben Thompson
(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 Thompson
(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 Thompson
AI Promises and Chip Precariousness, Policy Recommendations and a Changing World, Concerns and CounterpointsAndrew Sharp and Ben Thompson
(Preview) Amazon Introduces an AI-Powered Alexa, Is OpenAI the New BlackBerry?, The Social Costs of Removing FrictionAndrew Sharp and Ben Thompson
(Preview) YouTube Shall Inherit the Earth, NBC’s Peacock Strategy Then and Now, The Grim Future for Cable NetworksAndrew Sharp and Ben Thompson
(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 Thompson
Apple History and Apple Psychology, How Apple Should Capitalize On Its AI Potential, Why It Probably Won'tAndrew Sharp and Ben Thompson
(Preview) Should Apple Buy Perplexity?, What Apple Could Learn from IBM, Vision Pro and Its VaporwareAndrew Sharp and Ben Thompson
(Preview) Deep Research and OpenAI's Business Model, A Counterpoint on White Collar Concerns, The Future of Cognition and CompanionshipAndrew Sharp and Ben Thompson
(Preview) Why Google Wants Wiz for $32 Billion, Xbox One and Bygone Streaming Hardware Dreams, Immortality and Daylight Saving TimeAndrew Sharp and Ben Thompson
(Preview) The Delights of Images in GPT, The Future of Graphic Design, Signal and Multiple Dimensions of SecurityAndrew Sharp and Ben Thompson
(Preview) xAI Buys X, The Bitter Lesson for Everyone, Everywhere, Google’s Only Hope in AIAndrew Sharp and Ben Thompson
American Disruption, Tech’s Manufacturing History in Asia, The Power of Demand in an Uncertain FutureAndrew Sharp and Ben Thompson
(Preview) Apple Gets a Temporary Reprieve, The End of Internet 2.0, An Incomplete Tech Blog Post CanonAndrew Sharp and Ben Thompson
Three Eras of Facebook (and the Internet), The Problems with FTC v. Meta, The Realities of Perfect CompetitionAndrew Sharp and Ben Thompson
(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 Thompson
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook QuestionAndrew Sharp and Ben Thompson
(Preview) All About AI Companions: Personalization Upsides, Dystopian Downsides, AI Therapy, Advertising Tension, and Lots MoreAndrew Sharp and Ben Thompson
(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 Thompson
(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 Thompson
Apple and the Power of Platforms, AI Comes for Google Search, ChatGPT Comes for Higher EducationAndrew Sharp and Ben Thompson
(Preview) Airbnb and Its Varied Ambitions, The High Agency Golden Era, HBO Max and the End of an ErrorAndrew Sharp and Ben Thompson
(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 Thompson
OpenAI Enters the Hardware Business, The Challenges and Opportunities for Jony Ive, Takeaways from Google I/O 2025Andrew Sharp and Ben Thompson
(Preview) The End of the Ad-Supported Internet, Imagining What Comes Next, A Human-AI Agent PSAAndrew Sharp and Ben Thompson
(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 Thompson
(Preview) Nike’s Lessons on the Internet, Why Nike on Amazon Makes Sense, Meta and Anduril and Silicon Valley HistoryAndrew Sharp and Ben Thompson
Apple’s WWDC Retreat, Liquid Glass and One Question, Meta Puts $14.8 Billion Toward an AI ResetAndrew Sharp and Ben Thompson
(Preview) The Futures for Cursor and Perplexity, Multi Modality Dreams and Apple Possibilities, Normies Contemplate an AI FutureAndrew Sharp and Ben Thompson
(Preview) Meta Continues Its AI Spending Spree, More Fun with OpenAI and Microsoft, ‘Apple in China’ and Related MattersAndrew Sharp and Ben Thompson
(Preview) Justice for Software Engineers, The Various Futures of Vibe Coding, Questions at xAI and Progress for TeslaAndrew Sharp and Ben Thompson
A Big Ruling on LLM Training and Midsummer Mail on NBA Salaries in Tech, Starting from Scratch in 2025, and MoreAndrew Sharp and Ben Thompson
(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 Thompson
Windsurf Madness, Big Tech Wins as the Silicon Valley Ecosystem Erodes, Cloudflare Wants to Fix the Internet EconomyAndrew Sharp and Ben Thompson
(Preview) The Post-AI Internet Realities, How Future Creators Can Succeed, Mail on Startups, F1 Rights, and Alternative RockAndrew Sharp and Ben Thompson
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 Thompson
(Preview) AI and the Winner’s Curse, Google’s Genie 3 Breakthrough, Questions on Intel, Fertility Rates, and Banning AdvertisingAndrew Sharp and Ben Thompson
Facebook is Dead; Long Live Meta, Does OpenAI Need to Log Off?, Questions on Bubbles, Blackberry, and Bell LabsAndrew Sharp and Ben Thompson
Why Nvidia Wants to Sell Chips to China, Answering Intel Objections, KPop Demon Hunters Conquers the WorldAndrew Sharp and Ben Thompson
(Preview) Google and Apple Avert Disaster, More on Kpop Demon Hunters and Hollywood, Mail on Microsoft, Adobe and ASMLAndrew Sharp and Ben Thompson
(Preview) New iPhones and an Absence of Awe, How Oracle Wins in the AI Era, Questions on MidJourney, Meta, and ArmageddonAndrew Sharp and Ben Thompson
(Preview) Meta Doubles Down on Smart Glasses, Nvidia Partners with Intel, Notes on the Hidden YouTube ColossusAndrew Sharp and Ben Thompson
(Preview) Video's Ongoing Victory Over Text, Google and YouTube's Abundance of Opportunity, Six Questions About an AI BubbleAndrew Sharp and Ben Thompson
(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 Thompson
(Preview) OpenAI Astride the World, Infrastructure Buildouts and Boundless Ambitions, More on Sora and CreationAndrew Sharp and Ben Thompson
(Preview) How America Lost Rare Earths, Netflix Partners with Spotify and Bill Simmons, What Comes Next in the Robotaxi WarsAndrew Sharp and Ben Thompson
(Preview) Understanding the AWS Outage, Resiliency Realities and Innovation Urgency, F1 Heads to Apple TVAndrew Sharp and Ben Thompson
(Preview) The Hidden Benefits of Bubble Economics, Microsoft and OpenAI Make a Deal, Notes on Taylor Sheridan, Sora, and NexperiaAndrew Sharp and Ben Thompson
(Preview) OpenAI Wants Help from the Government, Apple Taps Google for AI, Q&A on Bubbles, Amazon Groceries, and YouTube TVAndrew Sharp and Ben Thompson
(Preview) How Apple Changed the Cellular Economy, What SpaceX Wants to Do With Spectrum, Airlines and Carriers, Yann LeCun Departs MetaAndrew Sharp and Ben Thompson
(Preview) Google Starts Dancing, The Winners and Losers of Gemini Week, OpenAI Has an Advertising ProblemAndrew Sharp and Ben Thompson
(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 Thompson
(Preview) OpenAI Declares a ‘Code Red,’ Alan Dye Leaves Apple for Meta, Questions on Tranium 3, Substack, and F1Andrew Sharp and Ben Thompson
Mailbag: Adobe and Antitrust, Engagement Quality vs. Quantity, The Cult of Musk, Porcupine LoreAndrew Sharp and Ben Thompson
Mailbag: Apple Privacy Counterpoint, Covid and Content Moderation, Phoenix Suns Sale, Justice for GamersAndrew Sharp and Ben Thompson
Mailbag: Two Musk Questions, Streaming Follow Up, Ad-Supported Businesses, Interrogating Andrew on TechAndrew Sharp and Ben Thompson
Mailbag: Metaverse Week Concludes, A Hater's Take on Virtual Reality, The Apple Question, Touring the Stratechery Travel KitAndrew Sharp and Ben Thompson
Mailbag: Chip Ban Follow Up, What About Tik Tok?, Validating AI Work Product, Coaches and GMs as CEOsAndrew Sharp and Ben Thompson
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 Thompson
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 Thompson
Making Sense of the FTX Catastrophe and a Reality Check on Twitter Under MuskAndrew Sharp and Ben Thompson
A Closer Look at Opendoor and Cloudflare and Responses to Your FTX EmailsAndrew Sharp and Ben Thompson
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 Thompson
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 Thompson
A Beginner’s Guide to ChatGPT: How It Works, Why Tech Twitter is Euphoric, and What the Next Challenges Look LikeAndrew Sharp and Ben Thompson
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 Thompson
Making Advanced Microchips in Arizona and Imagining a Remote Work FutureAndrew Sharp and Ben Thompson
The Past/Present/Future of Tech Antitrust Arguments and More on TSMC in ArizonaAndrew Sharp and Ben Thompson
Another Weekend with Musk: More Chaos, Fewer Options, and an Object Lesson in the Importance of PrinciplesAndrew Sharp and Ben Thompson
Sharp Tech Holiday Hoopla: Gift Recs and YouTube TV, Microchips and Remote Work, Could ChatGPT Run a Basketball Team?Andrew Sharp and Ben Thompson
GPT in 2023: A Marriage with Microsoft, The Bull and Bear Case for Google, Compute Questions and MoreAndrew Sharp and Ben Thompson
A Beginner's Guide to ARM, Amazon and Buy with Prime, Apple in the 90s, Who Wants to Own WWE?Andrew Sharp and Ben Thompson
Encouraging Netflix Earnings, Continuing Questions, and How the Model Might EvolveAndrew Sharp and Ben Thompson
(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 Thompson
Solving Online Groceries, Explaining Those Cheap New Cell Phone Plans, Autonomous Deliveries, Tech vs. Humans in Content DevelopmentAndrew Sharp and Ben Thompson
(Preview) Cloudflare in 2023, Macro Conditions and Microsoft, Questions and Answers on the Tech Layoffs, Diving Deeper (literally) on MVNOsAndrew Sharp and Ben Thompson
Meta Comes Roaring Back, What the Market Missed Last Fall, The Compromises that Define the Modern InternetAndrew Sharp and Ben Thompson
(Preview) Google vs. Bing Begins, Bear Cases for AI, Apple's Lost Hardware Opportunity, The Implications of the Bally Sports BankruptcyAndrew Sharp and Ben Thompson
(Preview) The Bing to Sydney Epiphany, Search as an AI Red Herring, Moving to a Cabin in an Undisclosed LocationAndrew Sharp and Ben Thompson
A Viking Funeral for Sydney the Chatbot, Meta’s Verified Experiment, Algorithms and Liability as Section 230 Takes Center StageAndrew Sharp and Ben Thompson
(Preview) What Spotify Learned About Podcasting, The RSN Train Wheezing Along, Does ESPN Need the NBA?Andrew Sharp and Ben Thompson
The Google Culture Question, A Law of Large Companies, Twitter's Algorithm Plans, Apple's Attempt at Glucose MonitoringAndrew Sharp and Ben Thompson
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 Thompson
(Preview) Xbox History and VR’s Future, The TikTok Ban, Much to Consider Before a Pivot from Big TechAndrew Sharp and Ben Thompson
The SVB Collapse, How the Government Responded, and the Era in Tech that Ended This WeekendAndrew Sharp and Ben Thompson
(Preview) A Big Week for AI, Closed Source vs. Open Source Development, Meta in the "Year of Efficiency"Andrew Sharp and Ben Thompson
Appropriate Fear of Microsoft, A Workplace Efficiency Counterpoint, Artifact and Substack in the Modern EraAndrew Sharp and Ben Thompson
(Preview) A Twitter Temperature Check, Reactions to that AI Open Letter, The Technical Logistics of a TikTok BanAndrew Sharp and Ben Thompson
Clown Car History Lessons, Both Sides of the Twitter-Substack Fight, Parenthood Tech StrategiesAndrew Sharp and Ben Thompson
Generative AI and Copyright, When AI Hits the Music Business, The Social Media that Comes After TwitterAndrew Sharp and Ben Thompson
(Preview) Fair Use Follow-Up, LLMs in Litigation, Positives and Negatives for Zoom, The Ultimate Apple MysteryAndrew Sharp and Ben Thompson
Netflix as a Sleeping Ad-Supported Giant, 'Max' and the Other Streamers, Whether Nvidia Shall Inherit the EarthAndrew Sharp and Ben Thompson
(Preview) The UK Blocks Microsoft-Activision, Globalized Companies and Local Regulations, Antitrust and InnovationAndrew Sharp and Ben Thompson
What’s the Deal with Micropayments?, Costs and Benefits and Twitter Blue, More Thoughts on Microsoft-ActivisionAndrew Sharp and Ben Thompson
(Preview) Venture-Backed Businesses of the Past Decade, Why Streamers Want Sports Rights, The Suns Choose Reach over RSN FeesAndrew Sharp and Ben Thompson
The Chip Ban Seven Months Later, China's Response, More on Intel and Tower SemiconductorAndrew Sharp and Ben Thompson
(Preview) Google’s Lesson for Hardware Dreamers, How Facebook and Apple Can Help Each Other, A Case for Touching ParchmentAndrew Sharp and Ben Thompson
(Preview) What Google Wants to Do with AI, The Tensions Inherent to AI Regulation, Can an Apple Headset Revive VR?Andrew Sharp and Ben Thompson
ESPN as Cable’s Grim Reaper, How the Cable Bundle Crumbled, What Taylor Swift Can Teach Content CompaniesAndrew Sharp and Ben Thompson
(Preview) Windows and the AI Platform Shift, OpenAI Enters the App Store, Follow-Up on Sports Streaming and Cable HindsightAndrew Sharp and Ben Thompson
(Preview) An Impromptu Nvidia Symposium, A Brief History of Solaris and Sun Microsystems, The Future of AI Energy ConsumptionAndrew Sharp and Ben Thompson
A Few Questions Before Apple Embraces Virtual Reality, Meta Tries to Crash Headset Week, Nvidia and the OmniverseAndrew Sharp and Ben Thompson
(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 Thompson
An All Things Apple Mailbag: AI and the Vision Pro, Gaming Ambivalence, Immersive Memories, VR Sports RightsAndrew Sharp and Ben Thompson
(Preview) Reddit as a Business, APIs and Interest Rates and Angry Moderators, The Athletic Rethinks Its Coverage ApproachAndrew Sharp and Ben Thompson
Spotify’s Royal Mess, Ford and GM Partner with Tesla, HBO Weighs Selling Content to NetflixAndrew Sharp and Ben Thompson
(Preview) The Case for Supersonic Travel, End of June Mail on TSMC/Google/Reddit, Touching Grass in MadisonAndrew Sharp and Ben Thompson
The Threads Episode: How We Got Here, Meta Obstacles and Advantages, Everyone Hates Twitter (And Uses It Every Day)Andrew Sharp and Ben Thompson
(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 Thompson
Tech and Two Strikes in Hollywood, Harsh Streaming Realities and a Big Residuals Mess, Iger’s Challenges at DisneyAndrew Sharp and Ben Thompson
(Preview) Meta Takes Llama Open Source, Why Llama Might Be More Important than OpenAI, ChatGPT Hits a PlateauAndrew Sharp and Ben Thompson
(Preview) Why Netflix Will Keep Raising Prices, The Spotify Model in Hollywood, Twitter’s Inexplicable Rebrand and WeChat DreamsAndrew Sharp and Ben Thompson
Facebook Bowed to White House Pressure, The US Department of Technology, Fusion and Starlink and Swiftie SpotifyAndrew Sharp and Ben Thompson
(Preview) The Week of LK-99 Intrigue, China and Trailing Edges Chips, Intel Goes to WashingtonAndrew Sharp and Ben Thompson
Meta’s EU Plans and Microsoft’s AI Pricing, The Barbell Effect Hits College Football, Photo Sharing in ParenthoodAndrew Sharp and Ben Thompson
The Business of Taylor Swift, 'Eras' and Social Media, The Two Big Obstacles Preventing an Apple and Disney MergerAndrew Sharp and Ben Thompson
(Preview) The Path to an ESPN Streaming Network, Disney Follow-Up and Fox Success, Two Perspectives on Google PhotosAndrew Sharp and Ben Thompson
China Turmoil and America’s Hidden Superpower, Bing vs. Google Six Months Later, Studios Disrupted Themselves to Invent Broadcast TVAndrew Sharp and Ben Thompson
Your Regularly Scheduled Nvidia Hysteria, Nvidia and the Metaverse, Questions on Sony and AdyenAndrew Sharp and Ben Thompson
(Preview) Why Amazon and Shopify Went from Rivals to Partners, A More Precise Definition of Disruption, Streams and Nightmares for Warner/ESPN/DisneyAndrew Sharp and Ben Thompson
Disney vs. Charter and a New ESPN Reality, The Future of the Cable Business, Risks for the NBA and Other SportsAndrew Sharp and Ben Thompson
Charter Wins and Does Disney a Favor, Charter and the Broadband Market, SMIC Gets the US Government’s AttentionAndrew Sharp and Ben Thompson
(Preview) Is the iPhone Still Interesting?, Unity’s New Model for Mobile Developers, YouTube Highlights and Taylor Swift’s New MovieAndrew Sharp and Ben Thompson
An Endgame for YouTube TV, Big Disney Decisions (And Whether Bob Iger Should Make Them), The Era Beyond Peak TVAndrew Sharp and Ben Thompson
(Preview) Microsoft’s Snafu and Apple’s Shenanigans, Car Companies with SaaS Envy, The Logic Behind Delta's SkyMiles MoveAndrew Sharp and Ben Thompson
New Features for ChatGPT and Spotify, Revisiting the CarPlay Discussion, TikTot on Advertising and Time ManagementAndrew Sharp and Ben Thompson
Voice and Video Demos with ChatGPT, How AI Could Redeem Meta’s Mixed Reality Bets, OpenAI Explores HardwareAndrew Sharp and Ben Thompson
(Preview) Amazon and the FTC, Antitrust Laws and Big Tech, Consumer Welfare and American WelfareAndrew Sharp and Ben Thompson
(Preview) The Sphere is Here, Collapsing Distinctions Between Physical and Digital Reality, Emails on Amazon and AntitrustAndrew Sharp and Ben Thompson
The Hamas Attacks and Social Media, Competing Public Interests, Efforts to Stay Sane in a New Information EcosystemAndrew Sharp and Ben Thompson
College Students and Chips, The Future of Computing (and the Limits of Physics), Formula 1 and AppleAndrew Sharp and Ben Thompson
(Preview) The New York Times, Fake News, and Seven Years of Misdirected EnergyAndrew Sharp and Ben Thompson
(Preview) Google’s Calculus with Mobile Search, What US v. Google Makes Clear About Apple, Two Types of RegulationAndrew Sharp and Ben Thompson
Netflix Revives the Monoculture, The NBA and Its Rights Fee Future, The Bidding Calculus for Amazon and DisneyAndrew Sharp and Ben Thompson
(Preview) 100th Episode Mailbag: New MacBooks, CarPlay Closure, Dennard Scaling and the Chip Ban, Netflix and a Prestige Tier, Hardware as a ServiceAndrew Sharp and Ben Thompson
Biden’s Executive Order on AI, Innovation and the Steve Jobs Approach, Balancing AI Risks and UpsideAndrew Sharp and Ben Thompson
(Preview) The Future of Buying and Selling Houses, Two Price Fixing Lawsuits, The In-Season Tournament and Ronald ReaganAndrew Sharp and Ben Thompson
Waiting for Immersive ChatGPT, ChatGPT and the Consumer Challenge, OpenAI’s Enterprise vs. Consumer Balancing ActAndrew Sharp and Ben Thompson
Will We Speak to Chatbots or Write to Them?, Obstacles for Apple and OpenAI, Follow-Up on Tech and Real EstateAndrew Sharp and Ben Thompson
A Stratechery, Sharp Tech, and Sharp China Crossover on the Chip Ban, Taiwan, TikTok and MoreAndrew Sharp and Ben Thompson
OpenAI and Microsoft, Human Nature and the Not-So-Effective Altruists, Imperfect Information and the Cult of Sam AltmanAndrew Sharp and Ben Thompson
(Preview) Altman Returns to OpenAI, Governments and the AI Ecosystem, Q* Questions and Hitchhiking RobotsAndrew Sharp and Ben Thompson
(Preview) Elon at the DealBook Summit, The Strategic and Technical Failures at X, What Musk Might Be Getting RightAndrew Sharp and Ben Thompson
Why the Internet Is Getting Worse and Why That Might Be Good for SocietyAndrew Sharp and Ben Thompson
(Preview) Google's Killer Instinct, The Gemini Demo and AI Unknowns, Notes on College Football and Mark CubanAndrew Sharp and Ben Thompson
Mailbag: Google and Antitrust Festivus, Credit Card Dominance, AI for Movies and Writing, Shohei’s ContractAndrew Sharp and Ben Thompson
Apple Gets a Patent War for Christmas, Europe's Ability to Hijack the Regulatory Process, Systemic Questions After Adobe-FigmaAndrew Sharp and Ben Thompson
(Preview) Sharp Tech Holiday Hoopla: Streaming Mergers, Kitchen Tech, Worst Decisions, MBA Advice, Mac vs. PC and MoreAndrew Sharp and Ben Thompson
The New York Times Sues OpenAI, Napster History vs. ChatGPT Future, Copyright Enforcement at the Aggregator LevelAndrew Sharp and Ben Thompson
(Preview) Another Max Mess for Boeing, Boeing as a Case Study, ESPN and the Vision ProAndrew Sharp and Ben Thompson
(Preview) The Peacock Playoff Experiment, Revisiting the OpenAI Lawsuit, Big Picture Questions After the Boeing MessAndrew Sharp and Ben Thompson
(Preview) Apple's Latest App Store Gambit, iTunes and Macworld Context, Vision Pro Developers on StrikeAndrew Sharp and Ben Thompson
Why Netflix Bet on Wrestling, The Future of Watching Sports, Recapping a Week at the World Economic Forum in DavosAndrew Sharp and Ben Thompson
(Preview) Google’s Lumiere, The App Store and Lost Innovation, The Tension Between Property Rights and Public InterestsAndrew Sharp and Ben Thompson
Mailbag: A Navy SEAL on the Vision Pro, Reading 10-Qs, Apple Follow Up, Netflix and Books, Unsolicited Parenting AdviceAndrew Sharp and Ben Thompson
First Impressions of the Vision Pro: What It Is, What It Might Have Been, and a Note About Guest ModeAndrew Sharp and Ben Thompson
(Preview) The Vision Pro and the Newton, The Case Against AVP as an Entertainment Device, The Most Valuable Tech Product of AllAndrew Sharp and Ben Thompson
A Sports Super Bundle, The Next Challenge for Digital Advertising, Zuckerberg Reviews the Apple Vision ProAndrew Sharp and Ben Thompson
(Preview) The History of Consoles, The Murky Present for Microsoft and Xbox, The Gaming Future for Sony and MetaAndrew Sharp and Ben Thompson
(Preview) AI and the Big Five, Google and the Ongoing Gemini Catastrophe, The Stakes (or Lack Thereof) for Chatbot OutputAndrew Sharp and Ben Thompson
(Preview) Pichai's Gemini Letter, Nvidia and TSMC and Market Structure, The End of the Apple CarAndrew Sharp and Ben Thompson
The Road to Personalized LLM Answers, The AI Risk for Aggregators, Anthropic Releases a ‘Near-Human’ Claude 3Andrew Sharp and Ben Thompson
(Preview) Elon Musk Sues OpenAI, Apple’s Bizarre Epic Misstep, What Microsoft Could Teach GoogleAndrew Sharp and Ben Thompson
(Preview) Congress and TikTok, Listening to China to Understand the TikTok Concerns, Empty First Amendment ArgumentsAndrew Sharp and Ben Thompson
(Preview) Reddit Goes Public, Reddit and Evolution on the Internet, The Company that Should Buy TikTokAndrew Sharp and Ben Thompson
(Preview) Monetizing WhatsApp, Big Companies and Big Company Incentives, Why the New York Times Has a Podcast AppAndrew Sharp and Ben Thompson
Nvidia Searches for a Moat at AI Woodstock, The Blackwell B200, Microsoft’s Deal with Inflection AIAndrew Sharp and Ben Thompson
(Preview) US v. Apple, Specific Allegations and Broad Implications, The Decisions that Made Apple a TargetAndrew Sharp and Ben Thompson
New Laws to Regulate Big Tech, The Distinction Between Platforms and Aggregators, Apple’s API and AccessoriesAndrew Sharp and Ben Thompson
(Preview) Apple Flunks a Vision Pro Test, Microsoft Unbundles Teams from Office, AI and Energy ConsumptionAndrew Sharp and Ben Thompson
Amazon and the “Just Walk Out” Parable, Mythbusting on Meta and TSMC, The XZ Backdoor and Its ImplicationsAndrew Sharp and Ben Thompson
(Preview) Mailbag: AI Hardware, NBA Newsbreakers as Aggregators, Reels vs. Shorts, The Best Approach to Age VerificationAndrew Sharp and Ben Thompson
(Preview) When AI Hits Digital Advertising, What the IT Era Can Teach Us About AI's Impact, Chip Questions and EV MechanicsAndrew Sharp and Ben Thompson
10 Years of Stratechery: Best and Worst Takes, Creating on the Internet, AI as a Threat, and Memories of Day 1Andrew Sharp and Ben Thompson
(Preview) What Taylor Swift Can Tell You About Netflix, What Meta Wants from Generative AI, Google and the MoonshotAndrew Sharp and Ben Thompson
(Preview) TikTok and the E-Commerce Giants, The FTC Moves to Ban Noncompete Agreements, 'Bluey' and Streaming LeverageAndrew Sharp and Ben Thompson
(Preview) Virtual Reality and the Innovator's Solution, Meta Embraces the Android Approach, Uber as an AggregatorAndrew Sharp and Ben Thompson
(Preview) The NBA Creates a Rights Bidding War, The Optimal NBA Schedule, RSNs and the Future of Customer AcquisitionAndrew Sharp and Ben Thompson
(Preview) Apple in China and Japan, The iPad as a Mac Replacement, Apple and the Growth PremiumAndrew Sharp and Ben Thompson
A Disastrous (and Resonant) New iPad Commercial, The Future of Google Search, Tom Brady and the Netflix RoastAndrew Sharp and Ben Thompson
(Preview) OpenAI and the Latency Leap, Questions About an Apple/OpenAI Partnership, A Defense of AI Dating AgentsAndrew Sharp and Ben Thompson
(Preview) Good and Bad from Google I/O, Google and the Digital Economy, Mail on LLMs and SpaceXAndrew Sharp and Ben Thompson
Netflix Gets the NFL for Christmas, The Streaming Wars Become the Bundle Wars, Leagues and Studios and Internet RealitiesAndrew Sharp and Ben Thompson
(Preview) Can Microsoft Make PCs Cool Again?, What Windows is Offering Developers, Scarlett Johansson and OpenAIAndrew Sharp and Ben Thompson
(Preview) Big Questions About an AI Future, The State of LLMs 18 Months After ChatGPT, AI and Google/Apple/MicrosoftAndrew Sharp and Ben Thompson
Generative AI and Hardware Upgrades, Google History and the Dark GPU Theory, Amazon’s Logistics Long PlayAndrew Sharp and Ben Thompson
(Preview) What Walmart Could Offer to Advertisers, Walmart's Momentum in E-Commerce, AI Skepticism and the Logic of a BubbleAndrew Sharp and Ben Thompson
(Preview) Microsoft’s Recall Mess, The Future of Streaming and Advertising, Follow-Up on Dark GPU TheoryAndrew Sharp and Ben Thompson
Apple Gets Intelligence, Unpacking the Partnership with OpenAI, What WWDC Can Tell Us About AI AdoptionAndrew Sharp and Ben Thompson
(Preview) Your WWDC Emails: GenAI for Work Email, Developer Questions, Strategy for OpenAI, Implications for Nvidia, and MoreAndrew Sharp and Ben Thompson
The FTC Sues Adobe, Keynote Season and Progress, A Few More Apple QuestionsAndrew Sharp and Ben Thompson
(Preview) Perplexity and the Media, Burning Furniture at the Structural Nadir, The EU and the Costs of AmbiguityAndrew Sharp and Ben Thompson
(Preview) Once More Unto the EU Breach, No Apple or Microsoft on OpenAI’s Board, Paramount Wants to Be a Tech CompanyAndrew Sharp and Ben Thompson
(Preview) What Trump Could Mean for Tech, X as a News Source, Two Testimonials from ChatGPT UsersAndrew Sharp and Ben Thompson
(Preview) Llama 3.1 and Zuckerberg’s Open Approach, Lessons from the Crowdstrike Mess, Understanding Netflix Strategy and Apple SpendingAndrew Sharp and Ben Thompson
(Preview) Nike as a Tech Story, Follow-Up on Meta and the Hyperscalers, Peacock and the NBC Olympics StrategyAndrew Sharp and Ben Thompson
(Preview) Competing Principles and U.S. v. Google, What’s Next for Apple, Questions on Aggregators, Elon and CrunchyrollAndrew Sharp and Ben Thompson
(Preview) Computing History and Android’s Future, More Adventures with Apple Policies, The Olympics and a Cord Bag TourAndrew Sharp and Ben Thompson
(Preview) Mailbag: Smartphone Subsidies, Apple Intelligence and Search, Surgeon Groupchats, The Metaverse and AIAndrew Sharp and Ben Thompson
(Preview) Canva and the Disruption Ideal, What AI Could Mean for Graphic Design, Fubo and Venu and FUBAR Post-Cable PlansAndrew Sharp and Ben Thompson
(Preview) Mailbag: Disney’s Taylor Swift Expansion, Canva and IPOs, Perplexity in Paris, SaaS for Cars, The Online Recipe EconomyAndrew Sharp and Ben Thompson
The Arrest of Pavel Durov, Encryption Explanations and Moderation Questions, Mark Zuckerberg’s Letter to CongressAndrew Sharp and Ben Thompson
Understanding Intel’s Decline, Searching for Structural CHIPS Solutions, The Future of Section 230 ProtectionsAndrew Sharp and Ben Thompson
(Preview) Mailbag Monday: Three Apple Questions, Intel and Founder Mode, 230 Follow-Up, China’s Chip AmbitionsAndrew Sharp and Ben Thompson
The Strategic Logic of the iPhone 16, Services Upside and Downside, Steve Jobs and Modern AppleAndrew Sharp and Ben Thompson
(Preview) Mailbag Monday: Politics as Monoculture; Startup Anxiety in Europe and China; WhatsApp SpamAndrew Sharp and Ben Thompson
(Preview) OpenAI's Latest Model Is Not Like the Others, Copilot Pages and Salesforce Agents, When AI Moves from Copilots to AirplanesAndrew Sharp and Ben Thompson
(Preview) Mailbag Monday: Sports Gambling Apps; PlayStation’s New Price Point; Robotics and AI Upheaval; Apple’s ‘Intelligence’ AdsAndrew Sharp and Ben Thompson
Meta Previews an Augmented Reality Future, Orion and the Apple Vision Pro, A Call for More Live KeynotesAndrew Sharp and Ben Thompson
(Preview) Mailbag Monday: Meta and the Smartphone; Upheaval at OpenAI; Dossier Censorship; ESPN and Media ConsumptionAndrew Sharp and Ben Thompson
(Preview) Waymo and Our Automated Future, Augmented Reality and Form Factor Questions, NotebookLM and Media ConsumptionAndrew Sharp and Ben Thompson
(Preview) Google and the Search for Antitrust Remedies, Network Effects and Natural Monopolies, Waymo vs. Tesla for the Future of TransportationAndrew Sharp and Ben Thompson
(Preview) Monday Mailbag: A Moment for SpaceX; After the End of the Beginning; Tesla's 'We, Robot' Event; Waymo Follow-UpAndrew Sharp and Ben Thompson
Tesla and the Road to True Autonomy, Strategy that Starts with the Dream, Regulation and Market QuestionsAndrew Sharp and Ben Thompson
(Preview) Monday Mailbag: The Value of the ChatGPT Brand; OpenAI and Its AGI Clause; Bitter Lesson Follow-Up; Orion and Big Tech RecruitingAndrew Sharp and Ben Thompson
Understanding Stablecoins and Their Utility, Why Stripe is Buying Bridge, Virtual Reality for NFL QuarterbacksAndrew Sharp and Ben Thompson
(Preview) Monday Mailbag: AI Abundance and Enterprise Questions; Automated Podcasts; Big Tech and China Tariffs; Reading HabitsAndrew Sharp and Ben Thompson
Meta and an Abundance of AI Opportunities, When AI Integrates Into the Feed, AI for UI and One Emailer's DismayAndrew Sharp and Ben Thompson
(Preview) Monday Mailbag: The James Harden of Tech; Bandwidth and the Video Takeover; Gen AI and Ads; Political Donation TextsAndrew Sharp and Ben Thompson