A question about Apple sentiment in China spawns memories of Apple's entrance to Japan, the utility of the iPad as a Mac replacement (and why the Vision Pro would be the better option for that job), plus Apple acquisitions, Apple's growth premium, and where, exactly, Meta is spending all that money in the Metaverse. To email the show: email@sharpte…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube The NBA and Warner Bros. Discovery, Amazon and Microsoft Earnings — Stratechery Update NBC…

Ben proposes a potential update to Clayton Christensen's theory of disruption, why the latest round of Meta market skepticism is not as crazy as the last few episodes, questions about Facebook and Apple, and an emailer wonders whether Uber is the future aggregator for transportation and beyond. To email the show: email@sharptech.fm @SharpTechPodcas…

Why TikTok makes more sense for Wal-Mart and Amazon than Oracle and Microsoft, and the FTC's ban on noncompete agreements prompts reflections noncompetes in Silicon Valley and the decline of trust across society. At the end: A question about Bluey and purchasing power for streamers, and an update on Drake's AI freestyle. To email the show: email@sh…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Netflix Earnings, Netflix’s Reporting Change, Netflix’s Waiting Game — Stratechery Update …

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube MKBHDs For Everything — Stratechery Meta Myths — Stratechery Why Microsoft’s Reorganizatio…

The advertising possibilities that AI can unlock for Meta, Google and Amazon, why TikTok is interested in AI to create digital influencers, and looking to past technologies to predict the impact that AI will make on the economy. At the end: Two questions about chips, a story about EVs and British mechanics, and Scrabble. To email the show: email@sh…

Andrew and Ben turn to the emailers and answer questions on Jony Ive's post-Apple adventures, structural parallels between tech and the rise of journalists Shams Charania and Adrian Wojnarowski, Instagram's strategy for Reels, the information environment surrounding Neuralink, and the best approach to solving age verification for teenagers. To emai…

Updated thoughts on Amazon rolling back “just walk out” in grocery stores, context for a viral Meta tweet and a year of pessimism surrounding TSMC in Arizona, and Ben walks through what happened with the XZ backdoor and the changes that should come next. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel …

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm Scheduling Note: There will be only one episode of Sharp Tech this week @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube MLS on Vision Pro,…

Follow-up on Apple and the DOJ, including new antitrust laws Ben would like to see, distinctions between platforms and aggregators in a regulatory context, and both sides of the Apple API argument. At the end: Attempts to bridge antitrust confusion and a rant on Boeing’s CEO search. To email the show: email@sharptech.fm Scheduling Note: There will …

A closer look at the US v. Apple complaint, including the good and bad of the introductory rhetoric, debate over the notion that consumers have co-signed Apple's control of the app store, text messaging technology, smartwatches, what Apple has always offered consumers, and the strategic decisions that made the company an attractive antitrust target…

An AI day for Sharp Tech. Topics include: Nvidia’s GTC and the Blackwell B200 GPU, Nvidia’s strategic calculus after achieving product market fit, whether Google missed a chance to market TPUs to a wider audience, the logic underlying Microsoft’s bizarre arrangement with Inflection AI, and Apple’s rumored talks about a partnership with Google Gemin…

A closer look at Meta's strategy with WhatsApp, why Disney's failure to buy Google in 1999 shouldn't be surprising, Apple's doomed car project and attendant AI ambitions, and a question about the New York Times spawns discussion of the podcast industry, in general. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Strateche…

A look at Reddit’s business as well as the company’s message board DNA, examining some of the opposition to this week’s TikTok legislation, and at the end, identifying the company that should buy TikTok. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Reddit S-1, Reddit’s Prospects, Reddit Gr…

The latest legislative push to address TikTok’s relationship to ByteDance, Ben’s 2020 analysis of the threats posed by the app, the arguments and interests opposing a ban, and why US freedoms may ultimately be the best defense against a foreign influence campaign. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratecher…

A closer look at Elon Musk’s lawsuit, why it will probably fail, and the OpenAI concerns Musk highlights that remain relevant. Then: Apple’s latest App Store crusade, some amateur psychology, and an emailer’s Google observation yields a Microsoft history lesson. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery …

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube Aggregator’s AI Risk — Stratechery Google's Culture of Fear — Pirate Wires The AI wars heat up with Claude 3, claimed to …

The letter from Sundar Pichai in the wake of a Gemini’s disastrous week, the relationship between TSMC and Nvidia (and why Intel is part of the conversation), and an emailer asks Ben to compare Apple’s now-abandoned car ambitions with Google’s investment in Waymo. At the end: A Vision Pro question and a new Formula One season. To email the show: em…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube Groq Costs, Gemini Pro 1.5, Google’s Timidity — Stratechery Update Sora, Groq, and Virtual Reality — Stratechery Add Stra…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube Microsoft: four Xbox-exclusive games are coming to PS5 and Nintendo Switch — The Verge Xbox Games to Go Cross-Platform?, …

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube Why Three Media Giants Made a Hail Mary Bet on Sports Streaming — Wall Street Journal I tried Vision Pro. Here's my take,…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube Vision Pro at Work, The Sports Bundle — Stratechery Update Meta Earnings; Meta, AI, and ATT; Meta’s New Playbook — Strate…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube The Apple Vision Pro — Stratechery Apple Vision — Stratechery Quest vs. Vision, Vision and the Mac, Apple Acquires Mira —…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube Google Earnings, Microsoft Earnings — Stratechery Update Add Stratechery to your podcast player Add Dithering to your pod…