Sharp Tech with Ben Thompson

203 Episodes

1. (Preview) Apple in China and Japan, The iPad as a Mac Replacement, Apple and the Growth Premium

   Published: 5/7/2024
2. (Preview) The NBA Creates a Rights Bidding War, The Optimal NBA Schedule, RSNs and the Future of Customer Acquisition

   Published: 5/2/2024
3. (Preview) Virtual Reality and the Innovator's Solution, Meta Embraces the Android Approach, Uber as an Aggregator

   Published: 4/29/2024
4. (Preview) TikTok and the E-Commerce Giants, The FTC Moves to Ban Noncompete Agreements, 'Bluey' and Streaming Leverage

   Published: 4/25/2024
5. (Preview) What Taylor Swift Can Tell You About Netflix, What Meta Wants from Generative AI, Google and the Moonshot

   Published: 4/22/2024
6. 10 Years of Stratechery: Best and Worst Takes, Creating on the Internet, AI as a Threat, and Memories of Day 1

   Published: 4/18/2024
7. (Preview) When AI Hits Digital Advertising, What the IT Era Can Teach Us About AI's Impact, Chip Questions and EV Mechanics

   Published: 4/15/2024
8. (Preview) Mailbag: AI Hardware, NBA Newsbreakers as Aggregators, Reels vs. Shorts, The Best Approach to Age Verification

   Published: 4/11/2024
9. Amazon and the “Just Walk Out” Parable, Mythbusting on Meta and TSMC, The XZ Backdoor and Its Implications

   Published: 4/8/2024
10. (Preview) Apple Flunks a Vision Pro Test, Microsoft Unbundles Teams from Office, AI and Energy Consumption

    Published: 4/2/2024
11. New Laws to Regulate Big Tech, The Distinction Between Platforms and Aggregators, Apple’s API and Accessories

    Published: 3/28/2024
12. (Preview) US v. Apple, Specific Allegations and Broad Implications, The Decisions that Made Apple a Target

    Published: 3/25/2024
13. Nvidia Searches for a Moat at AI Woodstock, The Blackwell B200, Microsoft’s Deal with Inflection AI

    Published: 3/21/2024
14. (Preview) Monetizing WhatsApp, Big Companies and Big Company Incentives, Why the New York Times Has a Podcast App

    Published: 3/18/2024
15. (Preview) Reddit Goes Public, Reddit and Evolution on the Internet, The Company that Should Buy TikTok

    Published: 3/14/2024
16. (Preview) Congress and TikTok, Listening to China to Understand the TikTok Concerns, Empty First Amendment Arguments

    Published: 3/11/2024
17. (Preview) Elon Musk Sues OpenAI, Apple’s Bizarre Epic Misstep, What Microsoft Could Teach Google

    Published: 3/7/2024
18. The Road to Personalized LLM Answers, The AI Risk for Aggregators, Anthropic Releases a ‘Near-Human’ Claude 3

    Published: 3/5/2024
19. (Preview) Pichai's Gemini Letter, Nvidia and TSMC and Market Structure, The End of the Apple Car

    Published: 2/29/2024
20. (Preview) AI and the Big Five, Google and the Ongoing Gemini Catastrophe, The Stakes (or Lack Thereof) for Chatbot Output

    Published: 2/26/2024