(Preview) Mailbag: Building Toward Self-Driving Computers, Capitalism and Its Trade-Offs, The Reels-ification of 'X'Andrew Sharp and Ben Thompson
Andrew Sharp and Ben Thompson
Bøger fra 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
- Emergency Pod: Instant Reactions to MetaAI VibesAndrew 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
- (Preview) Netflix Opportunities and Anxieties, Merger Hurdles to Come, Hollywood’s Endgame and What Comes NextAndrew Sharp and Ben Thompson
- (Preview) An OpenAI Reminder, Netflix’s Expanding Appetite, Q&A on Remote Work, Taco Bell, and Data Centers in SpaceAndrew Sharp and Ben Thompson
- (Preview) The Economy in the 22nd Century, Amoral Tech and Silicon Valley Micro-Culture, What Nvidia Is Getting From GroqAndrew Sharp and Ben Thompson
- (Preview) Apple And Its Lack of Vision, The Transformation of United Airlines, Q&A on Grok, Meta, and Streaming EconomicsAndrew Sharp and Ben Thompson
- (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 Thompson
- (Preview) Meta’s Plans to Spend $135 Billion, The ‘AI Bubble’ Bubble?, Why Hyperscalers Should NOT Invest in TSMCAndrew Sharp and Ben Thompson
- (Preview) SaaSmageddon and the Future, Microsoft After a Market Correction, Anthropic’s Super Bowl LiesAndrew Sharp and Ben Thompson
- (Preview) Spotify Spreads Its Wings, CapEx Explosions and Distinctions, Q&A on Viral AI Tweets, Anthropic, GiannisAndrew Sharp and Ben Thompson
- (Preview) The Roots of a Global Memory Shortage, Thick, Thin and Apple, Shopify is Fine, ActuallyAndrew Sharp and Ben Thompson
- (Preview) The Anthropic Mess Continues, Frontier AI and the Uncertain Future of Law, Q&A on Netflix, Dating Apps, F1Andrew Sharp and Ben Thompson
- (Preview) Nerding Out with the Neo, Claude and the Integration Question, The End of Coding Language HistoryAndrew Sharp and Ben Thompson
- (Preview) OpenAI’s Enterprise Pivot, The Rise of Agents and Bubble Counterpoints, Nvidia Changes Its Inference StoryAndrew Sharp and Ben Thompson
- (Preview) A Spring Break Mailbag: RIP Sora, Ads and Surplus, F1 Going in Reverse, Elon Inc., Smartphone Parenting, and MoreAndrew Sharp and Ben Thompson
- (Preview) Five Questions on Apple at 50 Years Old, The Axios Hack and AI Security, Q&A on Starlink, AI IPOs, AirPodsAndrew Sharp and Ben Thompson
- (Preview) Mythos and Project Glasswing, The Year of Anthropic Continues Apace, Q&A on the NYT, Altman, De-globalizationAndrew Sharp and Ben Thompson
- (Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with ElonAndrew Sharp and Ben Thompson
- (Preview) AWS History and Trainium’s AI Future, OpenAI Makes a Deal With Microsoft, Meta and the Future of Wearable DevicesAndrew Sharp and Ben Thompson
- (Preview) Inference in the Agentic Future, xAI Is Two Companies in One, Q&A on Elon’s Lawsuit, Intel, AppleAndrew Sharp and Ben Thompson
- (Preview) SpaceX Hype and the Elon Bargain, Nvidia and the Neoclouds, Q&A on Dropbox, Google, Ferrari Luce BacklashAndrew Sharp and Ben Thompson
- (Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With AppleAndrew Sharp and Ben Thompson
- (Preview) The Anthropic Saga Continues, Fox and the Future of Streaming, Q&A on ChatGPT, Agentic Shopping, Autonomous DrivingAndrew Sharp and Ben Thompson
- (Preview) A Summer Break Mailbag: Memory Mania, Vibe Coding, Mafia PR, Caffeine Intake, Garages, and How to Fix SoccerAndrew Sharp and Ben Thompson
- (Preview) Meta and Its Messaging Problem, The XBOX Reset, Q&A on Token Costs, American Soccer, Starlink in NatureAndrew Sharp and Ben Thompson
- (Preview) The Continuing Adventures of OpenAI, Apple’s Trade Secrets Lawsuit, Q&A on Mainframes, Meta, Daylight Savings TimeAndrew Sharp and Ben Thompson
- (Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model ConundrumAndrew Sharp and Ben Thompson
- (Preview) Microsoft’s Plan for Platform Survival, Meta and the Market’s Permission, A Lack of Situational AwarenessAndrew Sharp and Ben Thompson
- (Preview) Nvidia’s Answer to Capital Constraints, Google’s Attrition and Direction, Q&A on AI Writing, Vision Pro, Vibe CodingAndrew Sharp and Ben Thompson
- (Preview) The App Store in the Shadow of AI, Offensive and Defensive Cybersecurity, Q&A on Financial Planning, AI Writing, American SportsAndrew Sharp and Ben Thompson
- (Preview) Meta’s New Restrictions for Teens, Nvidia’s Open Source Investments, Q&A on Netflix, Druckenmiller, Parameters and PerformanceAndrew Sharp and Ben Thompson
- (Preview) Fable 5.1 and Anthropic’s Data Retention Pivot, AI Civilizations and Related Matters, Q&A on Meta, Shopify, 3-D PrintingAndrew Sharp and Ben Thompson
- (Preview) Astra (and AGI?) Arrives, Meta’s Muse and the Agent Opportunity, Anthropic and the Revival of (P)Doom AngstAndrew Sharp and Ben Thompson
- (Preview) Doom Debates Go Mainstream, AI Religion and the Economic Future, Several Vectors of the China QuestionAndrew Sharp and Ben Thompson
- (Preview) Three Weeks of Meta Momentum, The Ultimate Muse Upside, A King Kong vs. Godzilla Aggregator WarAndrew Sharp and Ben Thompson
- CHIPS History and Pelosi’s Taiwan VisitAndrew Sharp and Ben Thompson
- Meta’s Murky Future and the Transformed New York TimesAndrew Sharp and Ben Thompson
- Apple's Privacy Power Play and TikTok ConcernsAndrew Sharp and Ben Thompson
- Google-as-Government and Netflix vs. HBO MaxAndrew Sharp and Ben Thompson
- What AI Is Today and What It Might Be TomorrowAndrew Sharp and Ben Thompson
- Introducing Sharp TechAndrew Sharp and Ben Thompson
- Mailbag: Adobe and Antitrust, Engagement Quality vs. Quantity, The Cult of Musk, Porcupine LoreAndrew Sharp and Ben Thompson
- Nvidia Backlash and the China ConundrumAndrew Sharp and Ben Thompson
- Mailbag: Apple Privacy Counterpoint, Covid and Content Moderation, Phoenix Suns Sale, Justice for GamersAndrew Sharp and Ben Thompson
- Cable Temperature Check and a Bundle ExperimentAndrew Sharp and Ben Thompson
- Mailbag: Two Musk Questions, Streaming Follow Up, Ad-Supported Businesses, Interrogating Andrew on TechAndrew Sharp and Ben Thompson
- New Metaverse Dreams and Old Metaverse QuestionsAndrew 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
- Questions, Concerns and Unknowns after the China Chip BanAndrew 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
- Good News for Netflix Believers and the Latest TikTok ReportingAndrew Sharp and Ben Thompson
- Google/Facebook/Snap Earnings and Another Dimension of AutomationAndrew 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
- The First Week of New Twitter and Apple/Netflix/Taiwan Follow-UpAndrew 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
- A Beginner's Guide to Spotify and Emails on Antitrust and AlgorithmsAndrew 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
- The Cult of Iger and the Future at Disney and ESPNAndrew 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
- What's Going on at Amazon? and AI Language BarriersAndrew 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
- Evaluating AI Risk and Entering an Era of Incredible UnknownsAndrew 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
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