Sharp Tech with Ben Thompson

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.

  1. 6 DAGE SIDEN

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

    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.

    23 min.

  2. 3. OKT.

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

    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.

    35 min.

  3. 26. SEP.

    Emergency Pod: Instant Reactions to MetaAI Vibes

    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.

    16 min.

  4. 26. SEP.

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

    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.

    33 min.

  5. 19. SEP.

    (Preview) Meta Doubles Down on Smart Glasses, Nvidia Partners with Intel, Notes on the Hidden YouTube Colossus

    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.

    39 min.

  6. 12. SEP.

    (Preview) New iPhones and an Absence of Awe, How Oracle Wins in the AI Era, Questions on MidJourney, Meta, and Armageddon

    Thoughts on Apple's new generation of iPhones—which are genuinely exciting—and why the underwhelmed reaction from fans and analysts reflects choices that Apple made a long time ago and a new direction that lowers the ceiling on any release. From there: Mail on Apple's messaging and the competition in China, Oracle's strategy in the AI era, Midjourney and Meta, the strategic logic (or not) of Reality Labs investments, whether and how Netflix could attempt a Disney-ification (at the Sphere? via acquisition?), and a message to the Armageddon heretics.

    34 min.

  7. 5. SEP.

    (Preview) Google and Apple Avert Disaster, More on Kpop Demon Hunters and Hollywood, Mail on Microsoft, Adobe and ASML

    Talking through Google’s big win in court this week, including the confounding opinion from Judge Amit Mehta, a strategy that paid off for Google, anti-monopolists and the Chrome crusade, and the hidden cost of Apple’s Google money. From there: Mail on ChatGPT’s follow-up questions, a KPop Demon Hunters digression, what really killed Hollywood’s creativity, Microsoft’s future in the AI era, Adobe and Salesforce vs. disruption concerns, trailing edge chips, ASML, and Nvidia comes to DC.

    21 min.

  8. 29. AUG.

    Why Nvidia Wants to Sell Chips to China, Answering Intel Objections, KPop Demon Hunters Conquers the World

    Unpacking the latest round of Nvidia earnings and the questions that loom over the company's future in China. Then: Answering a few of the most common objections to the US government's plans for Intel, and why the current path may be the least bad option on the board. At the end: A look at KPop Demon Hunters, Netflix dominance, the modern movie business, and dual monitor desk strategies.

    1 t. 32 min.
Se alle (249)

Om

A podcast about understanding how tech works and the way it is changing the world. Hosted by Andrew Sharp with Ben Thompson.

Oplysninger

  • Skaber
    Andrew Sharp and Ben Thompson
  • Aktive år
    2022 - 2025
  • Episoder
    249
  • Vurdering
    Ikke anstødeligt
  • Copyright
    © Sharp Tech Podcast LLC
  • Websted for serie
    Sharp Tech with Ben Thompson

Måske vil du også synes om